iShares Ibonds Oct 2028 TTIBIEETF
13F holders, Q1 2026 (March 31)31holders +5
8new positions
3sold out
1famous investor
$26.24avg. 13F price*
At the end of Q1 2026, 31 institutions reported holding iShares Ibonds Oct 2028 TT (IBIE) in their 13F filings, up 5 from Q4 2025. 8 opened new positions and 3 sold out. The largest holders were TRUE Private Wealth Advisors ($38.8M), Quantum Financial Advisors, LLC ($8.7M) and North Star Investment Management Corp. ($5.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.7M |
| Exits | 3 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 430,805 shares bought and 206,853 shares sold, net +223,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| TRUE Private Wealth Advisors | 3.70% | Reduce -9.1% | 1,480,282 | $38.8M |
| Quantum Financial Advisors, LLC | 0.98% | Add +25.1% | 333,378 | $8.7M |
| North Star Investment Management Corp. | 0.31% | Add +55.5% | 196,038 | $5.1M |
| Raymond James Financial Inc. | 0.00% | New | 162,434 | $4.3M |
| Addison Advisors LLC | 0.63% | Add +3.6% | 108,907 | $2.9M |
| BlackRock, Inc. | 0.00% | Add +23.8% | 100,933 | $2.6M |
| CENTRAL TRUST Co | 0.04% | Add +42.5% | 84,085 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +31.1% | 42,940 | $1.1M |
| Jim Saulnier & Associates, LLC | 0.43% | No change | 33,763 | $886K |
| Penobscot Investment Management Company, Inc. | 0.07% | No change | 33,500 | $879K |
| Citadel Advisors | 0.00% | Reduce -8.1% | 24,203 | $635K |
| Bradley & Co. Private Wealth Management, LLC | 0.33% | Add +213.1% | 23,964 | $629K |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,236 | $505K |
| ARK & TLK Investments, LLC | 0.13% | No change | 17,909 | $470K |
| MKT Advisors LLC | 0.15% | Reduce -0.2% | 17,506 | $459K |
| Briggs Wealth Management, Inc | 0.49% | No change | 17,480 | $459K |
| Cerity Partners LLC | 0.00% | New | 17,416 | $457K |
| LPL Financial LLC | 0.00% | Add +3.8% | 15,128 | $397K |
| Creative Planning | 0.00% | No change | 13,897 | $365K |
| 4Thought Financial Group Inc. | 0.17% | New | 13,402 | $352K |
| Strategic Financial Concepts, LLC | 0.07% | New | 10,770 | $283K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 10,332 | $271K |
| Clark Asset Management, LLC | 0.02% | New | 10,109 | $265K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.8% | 4,907 | $128K |
| Allworth Financial LP | 0.00% | No change | 2,172 | $57K |
| McIlrath & Eck, LLC | 0.00% | New | 1,606 | $42K |
| Parallel Advisors, LLC | 0.00% | No change | 1,144 | $30K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 981 | $26K |
| Asset Dedication, LLC | 0.00% | New | 767 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +49.1% | 692 | $18K |
"% 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.