ISHARES IBONDS OCT 2028 TT (IBIE) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS OCT 2028 TT (IBIE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, True Private Wealth Advisors, Split Rock Private Trading & Wealth Management, Llc, Blackrock, Inc., and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +1,142 | +11.1% | 11,474 | $301.76K | Q2 2026 | Aug 18, 2026 |
| Raymond James Financial Inc | Buy | +349,951 | +215.4% | 512,385 | $13.48M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +63,905 | +148.8% | 106,845 | $2.81M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +46,758 | — | 46,758 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +26,547 | — | 26,547 | $698.18K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +9,772 | — | 9,772 | $257.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +41 | — | 41 | $1.08K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +25 | +0.1% | 17,441 | $458.71K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +2 | +0.3% | 694 | $18.24K | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +15,294 | +1559.0% | 16,275 | $428.03K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +7,732 | +356.0% | 9,904 | $260.49K | Q2 2026 | Aug 11, 2026 |
| Addison Advisors Llc | Sell | -50,324 | -46.2% | 58,583 | $1.54M | Q2 2026 | Aug 10, 2026 |
| Bradley & Co. Private Wealth Management, Llc | Buy | +25 | +0.1% | 23,989 | $630.93K | Q2 2026 | Aug 10, 2026 |
| Blackrock, Inc. | Buy | +69,641 | +69.0% | 170,574 | $4.49M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +2,263 | +15.0% | 17,391 | $457.40K | Q2 2026 | Aug 07, 2026 |
| Briggs Wealth Management, Inc | Buy | +5,523 | +31.6% | 23,003 | $604.98K | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, Llc | Buy | +34,080 | — | 34,080 | $896.31K | Q2 2026 | Aug 04, 2026 |
| Central Trust Co | Buy | +15,195 | +18.1% | 99,280 | $2.61M | Q2 2026 | Jul 31, 2026 |
| Asset Dedication, Llc | Buy | +994 | — | 994 | $26.14K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +14,002 | — | 14,002 | $368.25K | Q2 2026 | Jul 29, 2026 |
| North Star Investment Management Corp. | Buy | +27,985 | +14.3% | 224,023 | $5.89M | Q2 2026 | Jul 28, 2026 |
| Jim Saulnier & Associates, Llc | Buy | +5,743 | +17.0% | 39,506 | $1.04M | Q2 2026 | Jul 28, 2026 |
| 4Thought Financial Group Inc. | Buy | +460 | +3.4% | 13,862 | $364.58K | Q2 2026 | Jul 28, 2026 |
| Penobscot Investment Management Company, Inc. | Buy | +500 | +1.5% | 34,000 | $894.20K | Q2 2026 | Jul 24, 2026 |
| True Private Wealth Advisors | Sell | -192,123 | -13.0% | 1,288,159 | $33.88M | Q2 2026 | Jul 23, 2026 |
| Split Rock Private Trading & Wealth Management, Llc | Buy | +82,068 | — | 82,068 | $2.16M | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, Llc | Buy | +2,074 | +42.3% | 6,981 | $183.59K | Q2 2026 | Jul 17, 2026 |
| Davenport & Co Llc | Buy | +38,443 | — | 38,443 | $1.01M | Q2 2026 | Jul 13, 2026 |
| Mkt Advisors Llc | Buy | +1,426 | +8.1% | 18,932 | $486.64K | Q2 2026 | Jul 09, 2026 |
| Quantum Financial Advisors, Llc | Buy | +35,421 | +10.6% | 368,799 | $9.70M | Q2 2026 | Jul 08, 2026 |
Frequently asked questions about IBIE activity
Which institutional owners are buying IBIE?
Institutional owners buying IBIE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBIE activity?
"Buy" means an investor increased their reported position in IBIE compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS OCT 2028 TT (IBIE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBIE increasing?
Institutional interest in IBIE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.