iShares Ibonds Oct 2028 TTIBIEETF

13F holders, Q4 2024 (December 31)
10holders +4
4new positions
1sold out
1famous investor
$25.41avg. 13F price*

At the end of Q4 2024, 10 institutions reported holding iShares Ibonds Oct 2028 TT (IBIE) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Quantum Financial Advisors, LLC ($4.6M), Susquehanna International Group, LLP ($718K) and Citadel Advisors ($582K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Ibonds Oct 2028 TT
CUSIP
46438G703
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 7Q1 2024Q2 2024: 7Q2 2024Q3 2024: 6Q3 2024Q4 2024: 10Q4 2024Q1 2025: 14Q1 2025Q2 2025: 21Q2 2025Q3 2025: 26Q3 2025Q4 2025: 26Q4 2025Q1 2026: 31Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$2.0M
Exits1$235

All 13F filers, Q3 2024 → Q4 2024: 96,037 shares bought and 2,322 shares sold, net +93,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Quantum Financial Advisors, LLC 0.69% Add +10.9% 179,375 $4.6M
Susquehanna International Group, LLP 0.00% New 28,261 $718K
Citadel Advisors 0.00% New 22,905 $582K
ARK & TLK Investments, LLC 0.16% No change 17,659 $449K
BlackRock, Inc. 0.00% New 15,635 $397K
Jane Street Group, LLC 0.00% Reduce -13.0% 15,479 $393K
Bradley & Co. Private Wealth Management, LLC 0.22% — 13,774 $350K
Jim Saulnier & Associates, LLC 0.28% Add +1.1% 12,760 $324K
CENTRAL TRUST Co 0.01% New 11,521 $293K
Barrett & Company, Inc. 0.02% No change 1,750 $44K

"% 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.