iShares Ibonds Oct 2028 TTIBIEETF
13F holders, Q2 2026 (June 30)37holders +6
8new positions
1sold out
$26.30avg. 13F price*
At the end of Q2 2026, 37 institutions reported holding iShares Ibonds Oct 2028 TT (IBIE) in their 13F filings, up 6 from Q1 2026. 8 opened new positions and 1 sold out. The largest holders were TRUE Private Wealth Advisors ($33.9M), Raymond James Financial Inc. ($13.5M) and Quantum Financial Advisors, LLC ($9.7M).
- Company
- iShares Ibonds Oct 2028 TT
- CUSIP
- 46438G703
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.6M |
| Exits | 1 | $635K |
All 13F filers, Q1 2026 → Q2 2026: 856,274 shares bought and 266,650 shares sold, net +589,624 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| TRUE Private Wealth Advisors | 2.92% | Reduce -13.0% | 1,288,159 | $33.9M |
| Raymond James Financial Inc. | 0.00% | Add +215.4% | 512,385 | $13.5M |
| Quantum Financial Advisors, LLC | 0.96% | Add +10.6% | 368,799 | $9.7M |
| North Star Investment Management Corp. | 0.32% | Add +14.3% | 224,023 | $5.9M |
| BlackRock, Inc. | 0.00% | Add +69.0% | 170,574 | $4.5M |
| Osaic Holdings, Inc. | 0.00% | Add +148.8% | 106,845 | $2.8M |
| CENTRAL TRUST Co | 0.05% | Add +18.1% | 99,280 | $2.6M |
| Split Rock Private Trading & Wealth Management, LLC | 1.48% | New | 82,068 | $2.2M |
| Addison Advisors LLC | 0.73% | Reduce -46.2% | 58,583 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 46,758 | $1.2M |
| Jim Saulnier & Associates, LLC | 0.42% | Add +17.0% | 39,506 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | New | 38,443 | $1.0M |
| Gateway Wealth Partners, LLC | 0.05% | New | 34,080 | $896K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +1.5% | 34,000 | $894K |
| IFG Advisory, LLC | 0.02% | New | 26,547 | $698K |
| Bradley & Co. Private Wealth Management, LLC | 0.30% | Add +0.1% | 23,989 | $631K |
| Briggs Wealth Management, Inc | 0.55% | Add +31.6% | 23,003 | $605K |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,236 | $506K |
| MKT Advisors LLC | 0.15% | Add +8.2% | 18,932 | $487K |
| ARK & TLK Investments, LLC | 0.12% | No change | 17,909 | $471K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 17,441 | $459K |
| LPL Financial LLC | 0.00% | Add +15.0% | 17,391 | $457K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1559.0% | 16,275 | $428K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,002 | $368K |
| Creative Planning | 0.00% | Add +0.0% | 13,902 | $366K |
| 4Thought Financial Group Inc. | 0.17% | Add +3.4% | 13,862 | $365K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +11.1% | 11,474 | $302K |
| Strategic Financial Concepts, LLC | 0.08% | No change | 10,770 | $283K |
| Clark Asset Management, LLC | 0.02% | Add +0.2% | 10,133 | $266K |
| Allworth Financial LP | 0.00% | Add +356.0% | 9,904 | $260K |
| Susquehanna International Group, LLP | 0.00% | New | 9,772 | $257K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.3% | 6,981 | $184K |
| Parallel Advisors, LLC | 0.00% | No change | 1,144 | $30K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| Asset Dedication, LLC | 0.00% | Add +29.6% | 994 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 694 | $18K |
| Wells Fargo & Company | 0.00% | New | 41 | $1K |
"% of holder's portfolio" is IBIE's weight in each manager's 13F, not the share of iShares Ibonds Oct 2028 TT the manager owns.