iShares Ibonds Oct 2028 TTIBIEETF
13F holders, Q2 2025 (June 30)21holders +7
8new positions
1sold out
1famous investor
$26.28avg. 13F price*
At the end of Q2 2025, 21 institutions reported holding iShares Ibonds Oct 2028 TT (IBIE) in their 13F filings, up 7 from Q1 2025. 8 opened new positions and 1 sold out. The largest holders were TRUE Private Wealth Advisors ($42.7M), Quantum Financial Advisors, LLC ($6.0M) and Addison Advisors LLC ($2.4M). 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $46.9M |
| Exits | 1 | $737K |
All 13F filers, Q1 2025 → Q2 2025: 1,861,388 shares bought and 34,176 shares sold, net +1,827,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| TRUE Private Wealth Advisors | 4.80% | New | 1,624,158 | $42.7M |
| Quantum Financial Advisors, LLC | 0.81% | Add +9.8% | 228,678 | $6.0M |
| Addison Advisors LLC | 0.60% | New | 91,427 | $2.4M |
| BlackRock, Inc. | 0.00% | Add +76.6% | 62,131 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 34,592 | $909K |
| Penobscot Investment Management Company, Inc. | 0.08% | New | 33,500 | $880K |
| Jane Street Group, LLC | 0.00% | Add +146.2% | 27,854 | $732K |
| Citadel Advisors | 0.00% | New | 21,405 | $563K |
| CENTRAL TRUST Co | 0.01% | Add +13.5% | 21,226 | $558K |
| Susquehanna International Group, LLP | 0.00% | Add +39.5% | 19,961 | $525K |
| Jim Saulnier & Associates, LLC | 0.35% | Add +1.8% | 19,683 | $517K |
| ARK & TLK Investments, LLC | 0.15% | Add +1.4% | 17,909 | $471K |
| Creative Planning | 0.00% | Add +10.0% | 12,570 | $330K |
| MKT Advisors LLC | 0.12% | New | 11,978 | $312K |
| Bradley & Co. Private Wealth Management, LLC | 0.12% | Reduce -44.4% | 7,654 | $201K |
| Raymond James Financial Inc. | 0.00% | New | 3,080 | $81K |
| Allworth Financial LP | 0.00% | No change | 2,167 | $57K |
| Barrett & Company, Inc. | 0.02% | No change | 1,750 | $46K |
| Osaic Holdings, Inc. | 0.00% | Add +177.9% | 1,737 | $46K |
| JPMorgan Chase & Co. | 0.00% | New | 513 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 452 | $12K |
"% 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.