iShares Ibonds Oct 2028 TTIBIEETF

13F holders, Q3 2025 (September 30)
26holders +5
7new positions
2sold out
1famous investor
$26.45avg. 13F price*

At the end of Q3 2025, 26 institutions reported holding iShares Ibonds Oct 2028 TT (IBIE) in their 13F filings, up 5 from Q2 2025. 7 opened new positions and 2 sold out. The largest holders were TRUE Private Wealth Advisors ($43.0M), Quantum Financial Advisors, LLC ($6.8M) and Addison Advisors LLC ($2.6M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$2.1M
Exits2$94K

All 13F filers, Q2 2025 → Q3 2025: 159,403 shares bought and 48,027 shares sold, net +111,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

TRUE Private Wealth Advisors 4.39% Add +0.1% 1,625,676 $43.0M
Quantum Financial Advisors, LLC 0.82% Add +11.6% 255,222 $6.8M
Addison Advisors LLC 0.60% Add +7.6% 98,352 $2.6M
BlackRock, Inc. 0.00% Add +12.6% 69,943 $1.9M
North Star Investment Management Corp. 0.06% New 37,375 $989K
Penobscot Investment Management Company, Inc. 0.07% No change 33,500 $886K
Citadel Advisors 0.00% Add +56.1% 33,405 $884K
Jim Saulnier & Associates, LLC 0.40% Add +37.8% 27,125 $718K
Goldman Sachs Group Inc. 0.00% Reduce -44.4% 19,236 $509K
CENTRAL TRUST Co 0.01% Reduce -13.0% 18,472 $489K
ARK & TLK Investments, LLC 0.15% No change 17,909 $474K
MKT Advisors LLC 0.15% Add +30.5% 15,632 $410K
Osaic Holdings, Inc. 0.00% Add +739.4% 14,580 $386K
Creative Planning 0.00% Add +10.2% 13,854 $367K
LPL Financial LLC 0.00% New 11,744 $311K
Susquehanna International Group, LLP 0.00% Reduce -46.0% 10,782 $285K
Jane Street Group, LLC 0.00% Reduce -61.5% 10,709 $283K
Beacon Pointe Advisors, LLC 0.00% New 10,332 $273K
IFG Advisory, LLC 0.01% New 8,701 $230K
Flow Traders U.S. LLC 0.01% New 8,165 $216K
Bradley & Co. Private Wealth Management, LLC 0.11% No change 7,654 $202K
Mendota Financial Group, LLC 0.05% New 2,423 $64K
Allworth Financial LP 0.00% Add +0.1% 2,168 $57K
Barrett & Company, Inc. 0.02% No change 1,750 $46K
UBS Group AG 0.00% New 636 $17K
Steward Partners Investment Advisory, LLC 0.00% Add +0.9% 456 $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.