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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+1,142+11.1%11,474$301.76KQ2 2026Aug 18, 2026
Raymond James Financial IncBuy+349,951+215.4%512,385$13.48MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+63,905+148.8%106,845$2.81MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+46,758—46,758$1.23MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+26,547—26,547$698.18KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+9,772—9,772$257.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+41—41$1.08KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+25+0.1%17,441$458.71KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+2+0.3%694$18.24KQ2 2026Aug 13, 2026
Tower Research Capital Llc (Trc)Buy+15,294+1559.0%16,275$428.03KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+7,732+356.0%9,904$260.49KQ2 2026Aug 11, 2026
Addison Advisors LlcSell-50,324-46.2%58,583$1.54MQ2 2026Aug 10, 2026
Bradley & Co. Private Wealth Management, LlcBuy+25+0.1%23,989$630.93KQ2 2026Aug 10, 2026
Blackrock, Inc.Buy+69,641+69.0%170,574$4.49MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+2,263+15.0%17,391$457.40KQ2 2026Aug 07, 2026
Briggs Wealth Management, IncBuy+5,523+31.6%23,003$604.98KQ2 2026Aug 06, 2026
Gateway Wealth Partners, LlcBuy+34,080—34,080$896.31KQ2 2026Aug 04, 2026
Central Trust CoBuy+15,195+18.1%99,280$2.61MQ2 2026Jul 31, 2026
Asset Dedication, LlcBuy+994—994$26.14KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+14,002—14,002$368.25KQ2 2026Jul 29, 2026
North Star Investment Management Corp.Buy+27,985+14.3%224,023$5.89MQ2 2026Jul 28, 2026
Jim Saulnier & Associates, LlcBuy+5,743+17.0%39,506$1.04MQ2 2026Jul 28, 2026
4Thought Financial Group Inc.Buy+460+3.4%13,862$364.58KQ2 2026Jul 28, 2026
Penobscot Investment Management Company, Inc.Buy+500+1.5%34,000$894.20KQ2 2026Jul 24, 2026
True Private Wealth AdvisorsSell-192,123-13.0%1,288,159$33.88MQ2 2026Jul 23, 2026
Split Rock Private Trading & Wealth Management, LlcBuy+82,068—82,068$2.16MQ2 2026Jul 22, 2026
Farther Finance Advisors, LlcBuy+2,074+42.3%6,981$183.59KQ2 2026Jul 17, 2026
Davenport & Co LlcBuy+38,443—38,443$1.01MQ2 2026Jul 13, 2026
Mkt Advisors LlcBuy+1,426+8.1%18,932$486.64KQ2 2026Jul 09, 2026
Quantum Financial Advisors, LlcBuy+35,421+10.6%368,799$9.70MQ2 2026Jul 08, 2026
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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.