iShares Ibonds Oct 2028 TTIBIEETF

13F holders, Q1 2025 (March 31)
14holders +4
5new positions
1sold out
$26.26avg. 13F price*

At the end of Q1 2025, 14 institutions reported holding iShares Ibonds Oct 2028 TT (IBIE) in their 13F filings, up 4 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were Quantum Financial Advisors, LLC ($5.5M), BlackRock, Inc. ($924K) and Goldman Sachs Group Inc. ($908K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$2.0M
Exits1$582K

All 13F filers, Q4 2024 → Q1 2025: 139,114 shares bought and 41,020 shares sold, net +98,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Quantum Financial Advisors, LLC 0.82% Add +16.1% 208,325 $5.5M
BlackRock, Inc. 0.00% Add +125.0% 35,180 $924K
Goldman Sachs Group Inc. 0.00% New 34,592 $908K
Flow Traders U.S. LLC 0.03% New 28,056 $737K
Jim Saulnier & Associates, LLC 0.39% Add +51.5% 19,327 $508K
CENTRAL TRUST Co 0.01% Add +62.4% 18,707 $491K
ARK & TLK Investments, LLC 0.16% No change 17,659 $464K
Susquehanna International Group, LLP 0.00% Reduce -49.4% 14,312 $376K
Bradley & Co. Private Wealth Management, LLC 0.25% No change 13,774 $362K
Creative Planning 0.00% New 11,426 $300K
Jane Street Group, LLC 0.00% Reduce -26.9% 11,313 $297K
Allworth Financial LP 0.00% New 2,167 $57K
Barrett & Company, Inc. 0.02% No change 1,750 $46K
Osaic Holdings, Inc. 0.00% New 625 $16K

"% 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.