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iShares iBonds Oct 2028 Term TIPS ETF (IBIE) Institutional Ownership

iShares iBonds Oct 2028 Term TIPS ETF logo
$25.78 0.00 (0.00%)
As of 08/13/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares iBonds Oct 2028 Term TIPS ETF (NYSEARCA:IBIE)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$13.10M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$335.11K
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IBIE Institutional Buying and Selling by Quarter

iShares iBonds Oct 2028 Term TIPS ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Quantum Financial Advisors LLC368,799$9.70M0.8%+10.6%6.251%
5/19/2026McIlrath & Eck LLC1,606$42K0.0%N/A0.029%
4/25/2026 4Thought Financial Group Inc.13,402$352K0.2%N/A0.246%
4/23/2026 North Star Investment Management Corp.196,038$5.14M0.3%+55.5%3.597%
4/18/2026 CENTRAL TRUST Co84,085$2.21M0.0%+42.5%1.543%
4/17/2026 Clark Asset Management LLC10,109$265K0.0%N/A0.185%
2/19/2026 Briggs Wealth Management Inc17,480$454K0.5%N/A0.411%
2/17/2026Osaic Holdings Inc.32,763$851K0.0%+124.7%0.771%
2/12/2026Jane Street Group LLC34,815$904K0.0%+225.1%0.819%
2/11/2026 LPL Financial LLC14,579$379K0.0%+24.1%0.343%
2/11/2026 Parallel Advisors LLC1,144$30K0.0%N/A0.027%
2/10/2026IFG Advisory LLC19,357$503K0.0%+122.5%0.455%
2/6/2026 Addison Advisors LLC105,108$2.73M0.6%+6.9%2.473%
2/2/2026 CENTRAL TRUST Co59,016$1.53M0.0%+219.5%1.422%
1/30/2026 North Star Investment Management Corp.126,050$3.27M0.2%+237.3%3.037%
1/28/2026 Barrett & Company Inc.1,000$26K0.0%-42.9%0.024%
1/23/2026 Farther Finance Advisors LLC3,997$104K0.0%N/A0.096%
1/12/2026 Quantum Financial Advisors LLC266,498$6.92M0.7%+4.4%6.422%
1/8/2026 MKT Advisors LLC17,535$456K0.2%+12.2%0.423%
11/17/2025Susquehanna International Group LLP10,782$285K0.0%-46.0%0.284%
11/17/2025Flow Traders U.S. LLC8,165$216K0.0%N/A0.215%
11/17/2025Citadel Advisors LLC33,405$884K0.0%+56.1%0.879%
11/14/2025Creative Planning13,854$367K0.0%+10.2%0.365%
11/14/2025 TRUE Private Wealth Advisors1,625,676$43.01M4.4%+0.1%42.781%
11/12/2025IFG Advisory LLC8,701$230K0.0%N/A0.229%
11/7/2025 Addison Advisors LLC98,352$2.60M0.6%+7.6%2.588%
11/6/2025 CENTRAL TRUST Co18,472$489K0.0%-13.0%0.486%
11/3/2025 Jim Saulnier & Associates LLC27,125$718K0.4%+37.8%0.714%
10/22/2025 North Star Investment Management Corp.37,375$989K0.1%N/A0.997%
10/17/2025 MKT Advisors LLC15,632$410K0.2%+30.5%0.417%
10/14/2025 Mendota Financial Group LLC2,423$64K0.0%N/A0.065%
10/8/2025 Quantum Financial Advisors LLC255,222$6.75M0.8%+11.6%6.898%
9/4/2025Osaic Holdings Inc.1,737$46K0.0%+177.9%0.049%
8/14/2025Jane Street Group LLC27,854$732K0.0%+146.2%0.785%
8/14/2025Raymond James Financial Inc.3,080$81K0.0%N/A0.087%
8/11/2025 TRUE Private Wealth Advisors1,624,158$42.68M4.8%N/A47.077%
8/8/2025Creative Planning12,570$330K0.0%+10.0%0.364%
8/7/2025 CENTRAL TRUST Co21,226$558K0.0%+13.5%0.615%
8/7/2025 Addison Advisors LLC91,427$2.40M0.6%N/A2.650%
8/7/2025 Bradley & Co. Private Wealth Management LLC7,654$201K0.1%-44.4%0.222%
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7/22/2025 Penobscot Investment Management Company Inc.33,500$880K0.1%N/A0.971%
7/16/2025 MKT Advisors LLC11,978$312K0.1%N/A0.352%
7/11/2025 Quantum Financial Advisors LLC228,678$6.01M0.8%+9.8%6.726%
6/27/2025Goldman Sachs Group Inc.34,592$908K0.0%N/A1.017%
5/19/2025Jane Street Group LLC11,313$297K0.0%-26.9%0.686%
5/16/2025Goldman Sachs Group Inc.34,592$908K0.0%N/A2.096%
5/14/2025Flow Traders U.S. LLC28,056$737K0.0%N/A1.700%
4/30/2025Allworth Financial LP2,167$57K0.0%N/A0.140%
4/21/2025Jim Saulnier & Associates LLC19,327$508K0.4%+51.5%1.247%
4/18/2025CENTRAL TRUST Co18,707$491K0.0%+62.4%1.207%
4/9/2025Quantum Financial Advisors LLC208,325$5.47M0.8%+16.1%13.440%
2/17/2025Citadel Advisors LLC22,905$582K0.0%N/A3.818%
2/14/2025Jane Street Group LLC15,479$393K0.0%-13.0%2.580%
2/4/2025Bradley & Co. Private Wealth Management LLC13,774$350K0.2%N/A2.296%
1/24/2025CENTRAL TRUST Co11,521$293K0.0%N/A1.920%
1/14/2025Quantum Financial Advisors LLC179,375$4.56M0.6%+10.9%29.896%
11/15/2024Jane Street Group LLC17,792$464K0.0%-64.6%2.965%
11/12/2024Jim Saulnier & Associates LLC12,620$329K0.3%N/A2.103%
10/5/2024Quantum Financial Advisors LLC161,800$4.22M0.7%+5.6%26.967%
7/15/2024Quantum Financial Advisors LLC153,229$3.94M0.6%+4.6%25.538%


IBIE Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of iShares iBonds Oct 2028 Term TIPS ETF. The most heavily invested institutionals were TRUE Private Wealth Advisors ($43.01M), Quantum Financial Advisors LLC ($9.70M), North Star Investment Management Corp. ($5.14M), Addison Advisors LLC ($2.73M), CENTRAL TRUST Co ($2.21M), Goldman Sachs Group Inc. ($908K), and Jane Street Group LLC ($904K).Learn more on iShares iBonds Oct 2028 Term TIPS ETF's institutional investors.

Of the 26 institutional investors that purchased iShares iBonds Oct 2028 Term TIPS ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TRUE Private Wealth Advisors ($1.63M), North Star Investment Management Corp. ($196.04K), Quantum Financial Advisors LLC ($148.69K), Addison Advisors LLC ($105.11K), CENTRAL TRUST Co ($86.84K), Goldman Sachs Group Inc. ($69.18K), and Jane Street Group LLC ($40.65K).

Institutional investors have bought a total of 500,293 shares in the last 24 months. This purchase volume represents approximately $13.10M in transactions.

The following institutional investors have sold iShares iBonds Oct 2028 Term TIPS ETF stock in the last 24 months: Susquehanna International Group LLP ($9.18K), CENTRAL TRUST Co ($2.75K), and Barrett & Company Inc. ($750.00).

Institutional investors have sold a total of 12,683 shares in the last 24 months. This volume of shares sold represents approximately $335.11K in transactions.



Institutional ownership data for NYSEARCA:IBIE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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