IBIE Institutional Ownership & Shareholders
ISHARES IBONDS OCT 2028 TT (IBIE) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $88.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
True Private Wealth Advisors is currently the largest disclosed institutional shareholder of IBIE tracked by InsiderSet, reporting ownership valued at approximately $33.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $33.02M, representing an estimated loss of -2.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed IBIE value among the investors covered in this analysis. Major shareholders include True Private Wealth Advisors, Raymond James Financial Inc, Quantum Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS OCT 2028 TT (IBIE).
This page ranks the largest institutional IBIE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$88.87M
Largest Holder
True Private Wealth Advisors
Largest Position
$33.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| True Private Wealth Advisors | 2.92% | 1,288,159 | $33,878,590 | $33,021,956 | -$856,634 | -2.53% | |
| Raymond James Financial Inc | 0.00% | 512,385 | $13,475,714 | $13,134,989 | -$340,725 | -2.53% | |
| Quantum Financial Advisors, Llc | 0.96% | 368,799 | $9,699,408 | $9,454,162 | -$245,246 | -2.53% | |
| North Star Investment Management Corp. | 0.32% | 224,023 | $5,891,797 | $5,742,830 | -$148,967 | -2.53% | |
| Blackrock, Inc. | 0.00% | 170,574 | $4,486,096 | $4,372,664 | -$113,432 | -2.53% | |
| Osaic Holdings, Inc. | 0.00% | 106,845 | $2,809,921 | $2,738,972 | -$70,949 | -2.52% | |
| Central Trust Co | 0.05% | 99,280 | $2,611,064 | $2,545,043 | -$66,021 | -2.53% | |
| Split Rock Private Trading & Wealth Management, Llc | 1.48% | 82,068 | $2,158,382 | $2,103,813 | -$54,569 | -2.53% | |
| Addison Advisors Llc | 0.73% | 58,583 | $1,540,733 | $1,501,775 | -$38,958 | -2.53% | |
| Jane Street Group, Llc | 0.00% | 46,758 | $1,229,735 | $1,198,641 | -$31,094 | -2.53% | |
| Jim Saulnier & Associates, Llc | 0.42% | 39,506 | $1,038,997 | $1,012,736 | -$26,261 | -2.53% | |
| Davenport & Co Llc | 0.01% | 38,443 | $1,011,051 | $985,486 | -$25,565 | -2.53% | |
| Gateway Wealth Partners, Llc | 0.05% | 34,080 | $896,309 | $873,641 | -$22,668 | -2.53% | |
| Penobscot Investment Management Company, Inc. | 0.06% | 34,000 | $894,200 | $871,590 | -$22,610 | -2.53% | |
| Ifg Advisory, Llc | 0.02% | 26,547 | $698,177 | $680,532 | -$17,645 | -2.53% | |
| Bradley & Co. Private Wealth Management, Llc | 0.30% | 23,989 | $630,933 | $614,958 | -$15,975 | -2.53% | |
| Briggs Wealth Management, Inc | 0.55% | 23,003 | $604,979 | $589,682 | -$15,297 | -2.53% | |
| Goldman Sachs Group Inc | 0.00% | 19,236 | $505,907 | $493,115 | -$12,792 | -2.53% | |
| Mkt Advisors Llc | 0.15% | 18,932 | $486,636 | $485,322 | -$1,314 | -0.27% | |
| Ark & Tlk Investments, Llc | 0.12% | 17,909 | $471,005 | $459,097 | -$11,908 | -2.53% | |
| Cerity Partners Llc | 0.00% | 17,441 | $458,711 | $447,100 | -$11,611 | -2.53% | |
| Lpl Financial Llc | 0.00% | 17,391 | $457,396 | $445,818 | -$11,578 | -2.53% | |
| Tower Research Capital Llc (Trc) | 0.01% | 16,275 | $428,032 | $417,210 | -$10,822 | -2.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,002 | $368,253 | $358,941 | -$9,312 | -2.53% | |
| 4Thought Financial Group Inc. | 0.17% | 13,862 | $364,581 | $355,352 | -$9,229 | -2.53% | |
| Beacon Pointe Advisors, Llc | 0.00% | 11,474 | $301,756 | $294,136 | -$7,620 | -2.53% | |
| Strategic Financial Concepts, Llc | 0.08% | 10,770 | $283,251 | $276,089 | -$7,162 | -2.53% | |
| Clark Asset Management, Llc | 0.02% | 10,133 | $266,496 | $259,759 | -$6,737 | -2.53% | |
| Allworth Financial Lp | 0.00% | 9,904 | $260,489 | $253,889 | -$6,600 | -2.53% | |
| Susquehanna International Group, Llp | 0.00% | 9,772 | $257,004 | $250,505 | -$6,499 | -2.53% | |
| Farther Finance Advisors, Llc | 0.00% | 5,473 | $140,425 | $140,300 | -$125 | -0.09% | |
| Burkett Financial Services, Llc | 0.04% | 4,689 | $120,319 | $120,203 | -$116 | -0.10% | |
| Mcilrath & Eck, Llc | 0.00% | 1,606 | $42,153 | $41,170 | -$983 | -2.33% | |
| Parallel Advisors, Llc | 0.00% | 1,144 | $30,087 | $29,326 | -$761 | -2.53% | |
| Barrett & Company, Inc. | 0.01% | 1,000 | $26,300 | $25,635 | -$665 | -2.53% | |
| Asset Dedication, Llc | 0.00% | 994 | $26,143 | $25,481 | -$662 | -2.53% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 694 | $18,239 | $17,791 | -$448 | -2.46% | |
| Wells Fargo & Company/Mn | 0.00% | 41 | $1,078 | $1,051 | -$27 | -2.50% |
Frequently asked questions about IBIE
Who are the largest institutional holders of IBIE?
The largest institutional holders of IBIE reported in the latest SEC Form 13F filings include True Private Wealth Advisors, Raymond James Financial Inc, Quantum Financial Advisors, Llc, North Star Investment Management Corp., and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported IBIE position.
What is IBIE institutional ownership?
This page tracks IBIE positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS OCT 2028 TT (IBIE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBIE?
InsiderSet currently tracks 38 institutional managers reporting IBIE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBIE shareholders.
How much IBIE stock do institutions own?
Institutional investment managers disclosed approximately $88.87M in IBIE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBIE institutional ownership last updated?
The latest IBIE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBIE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBIE position after the reporting date.
Are institutions buying or selling IBIE?
Institutional buying and selling can be analyzed by comparing IBIE positions across consecutive 13F reporting periods. InsiderSet's IBIE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBIE ownership changes.
How has IBIE institutional ownership changed over time?
InsiderSet tracks IBIE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.