iShares Ibonds Oct 2028 TTIBIEETF
13F holders, Q4 2025 (December 31)26holders
2new positions
3sold out
1famous investor
$25.98avg. 13F price*
At the end of Q4 2025, 26 institutions reported holding iShares Ibonds Oct 2028 TT (IBIE) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were TRUE Private Wealth Advisors ($42.3M), Quantum Financial Advisors, LLC ($6.9M) and North Star Investment Management Corp. ($3.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $134K |
| Exits | 3 | $518K |
All 13F filers, Q3 2025 → Q4 2025: 231,038 shares bought and 27,390 shares sold, net +203,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| TRUE Private Wealth Advisors | 4.24% | Add +0.2% | 1,628,366 | $42.3M |
| Quantum Financial Advisors, LLC | 0.78% | Add +4.4% | 266,498 | $6.9M |
| North Star Investment Management Corp. | 0.21% | Add +237.3% | 126,050 | $3.3M |
| Addison Advisors LLC | 0.61% | Add +6.9% | 105,108 | $2.7M |
| BlackRock, Inc. | 0.00% | Add +16.6% | 81,523 | $2.1M |
| CENTRAL TRUST Co | 0.03% | Add +219.5% | 59,016 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +225.1% | 34,815 | $904K |
| Jim Saulnier & Associates, LLC | 0.45% | Add +24.5% | 33,763 | $877K |
| Penobscot Investment Management Company, Inc. | 0.07% | No change | 33,500 | $870K |
| Osaic Holdings, Inc. | 0.00% | Add +124.7% | 32,763 | $851K |
| Citadel Advisors | 0.00% | Reduce -21.1% | 26,348 | $684K |
| IFG Advisory, LLC | 0.02% | Add +122.5% | 19,357 | $503K |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,236 | $500K |
| ARK & TLK Investments, LLC | 0.13% | No change | 17,909 | $465K |
| MKT Advisors LLC | 0.16% | Add +12.2% | 17,535 | $456K |
| Briggs Wealth Management, Inc | 0.49% | — | 17,480 | $454K |
| LPL Financial LLC | 0.00% | Add +24.1% | 14,579 | $379K |
| Creative Planning | 0.00% | Add +0.3% | 13,897 | $361K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 10,332 | $268K |
| Bradley & Co. Private Wealth Management, LLC | 0.11% | No change | 7,654 | $199K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,997 | $104K |
| Mendota Financial Group, LLC | 0.05% | No change | 2,423 | $63K |
| Allworth Financial LP | 0.00% | Add +0.2% | 2,172 | $56K |
| Parallel Advisors, LLC | 0.00% | New | 1,144 | $30K |
| Barrett & Company, Inc. | 0.01% | Reduce -42.9% | 1,000 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.8% | 464 | $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.