Who owns iShares iBonds Oct 2028 Term TIPS ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBIE from SEC Form 13F filings across 37 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 37 institutions disclosed 3.4M shares of iShares iBonds Oct 2028 Term TIPS ETF worth $89.1M — about 70.4% of shares outstanding; the largest disclosed holder is TRUE Private Wealth Advisors. Source: SEC Form 13F filings, parsed by EvidInvest.
37
13F holders
$89.1M
value, 2026 filers
70.4%
of shares outstanding (3.4M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBIE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | TRUE Private Wealth Advisors | 1.3M | $33.9M | 2.9% | 26.7% | -13.0% |
| 2 | RAYMOND JAMES FINANCIAL INC | 512,385 | $13.5M | 0.0% | 10.6% | +215.4% |
| 3 | Quantum Financial Advisors, LLC | 368,799 | $9.7M | 1.0% | 7.7% | +10.6% |
| 4 | North Star Investment Management Corp. | 224,023 | $5.9M | 0.3% | 4.7% | +14.3% |
| 5 | BlackRock, Inc. | 170,574 | $4.5M | 0.0% | 3.5% | +69.0% |
| 6 | OSAIC HOLDINGS, INC. | 106,845 | $2.8M | 0.0% | 2.2% | +148.8% |
| 7 | CENTRAL TRUST Co | 99,280 | $2.6M | 0.0% | 2.1% | +18.1% |
| 8 | Split Rock Private Trading & Wealth Management, LLCNEW | 82,068 | $2.2M | 1.5% | 1.7% | new |
| 9 | Addison Advisors LLC | 58,583 | $1.5M | 0.7% | 1.2% | -46.2% |
| 10 | JANE STREET GROUP, LLCNEW | 46,758 | $1.2M | 0.0% | 1% | new |
| 11 | JIM SAULNIER & ASSOCIATES, LLC | 39,506 | $1.0M | 0.4% | 0.8% | +17.0% |
| 12 | DAVENPORT & Co LLCNEW | 38,443 | $1.0M | 0.0% | 0.8% | new |
| 13 | Gateway Wealth Partners, LLCNEW | 34,080 | $896,309 | 0.1% | 0.7% | new |
| 14 | Penobscot Investment Management Company, Inc. | 34,000 | $894,200 | 0.1% | 0.7% | +1.5% |
| 15 | IFG Advisory, LLCNEW | 26,547 | $698,177 | 0.0% | 0.6% | new |
| 16 | Bradley & Co. Private Wealth Management, LLC | 23,989 | $630,933 | 0.3% | 0.5% | +0.1% |
| 17 | Briggs Wealth Management, Inc | 23,003 | $604,979 | 0.6% | 0.5% | +31.6% |
| 18 | GOLDMAN SACHS GROUP INC | 19,236 | $505,907 | 0.0% | 0.4% | 0.0% |
| 19 | MKT Advisors LLC | 18,932 | $486,636 | 0.2% | 0.4% | +8.1% |
| 20 | ARK & TLK INVESTMENTS, LLC | 17,909 | $471,005 | 0.1% | 0.4% | 0.0% |
| 21 | Cerity Partners LLC | 17,441 | $458,711 | 0.0% | 0.4% | +0.1% |
| 22 | LPL Financial LLC | 17,391 | $457,396 | 0.0% | 0.4% | +15.0% |
| 23 | Tower Research Capital LLC (TRC) | 16,275 | $428,032 | 0.0% | 0.3% | +1559.0% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 14,002 | $368,253 | 0.0% | 0.3% | new |
| 25 | Creative Planning | 13,902 | $365,633 | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.