Who owns iShares iBonds Oct 2028 Term TIPS ETF?
Institutional ownership of IBIE from SEC Form 13F filings across 24 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.
24
13F holders
$69.8M
value, 2026 filers
55.1%
of shares outstanding (2.7M sh)
7
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 | North Star Investment Management Corp. | 224,023 | $5.9M | 0.3% | 4.7% | +14.3% |
| 4 | BlackRock, Inc. | 170,574 | $4.5M | 0.0% | 3.5% | +69.0% |
| 5 | OSAIC HOLDINGS, INC. | 106,845 | $2.8M | 0.0% | 2.2% | +148.8% |
| 6 | CENTRAL TRUST Co | 99,280 | $2.6M | 0.0% | 2.1% | +18.1% |
| 7 | JANE STREET GROUP, LLCNEW | 46,758 | $1.2M | 0.0% | 1% | new |
| 8 | Gateway Wealth Partners, LLCNEW | 34,080 | $896,309 | 0.1% | 0.7% | new |
| 9 | IFG Advisory, LLCNEW | 26,547 | $698,177 | 0.0% | 0.6% | new |
| 10 | Bradley & Co. Private Wealth Management, LLC | 23,989 | $630,933 | 0.3% | 0.5% | +0.1% |
| 11 | GOLDMAN SACHS GROUP INC | 19,236 | $505,907 | 0.0% | 0.4% | 0.0% |
| 12 | Cerity Partners LLC | 17,441 | $458,711 | 0.0% | 0.4% | +0.1% |
| 13 | LPL Financial LLC | 17,391 | $457,396 | 0.0% | 0.4% | +15.0% |
| 14 | Tower Research Capital LLC (TRC) | 16,275 | $428,032 | 0.0% | 0.3% | +1559.0% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 14,002 | $368,253 | 0.0% | 0.3% | new |
| 16 | Creative Planning | 13,902 | $365,633 | 0.0% | 0.3% | 0.0% |
| 17 | Allworth Financial LP | 9,904 | $260,489 | 0.0% | 0.2% | +356.0% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 9,772 | $257,004 | 0.0% | 0.2% | new |
| 19 | Integrated Wealth Concepts LLCNEW | 1,340 | $35,242 | 0.0% | 0% | new |
| 20 | Parallel Advisors, LLC | 1,144 | $30,087 | 0.0% | 0% | 0.0% |
| 21 | BARRETT & COMPANY, INC. | 1,000 | $26,300 | 0.0% | 0% | 0.0% |
| 22 | Asset Dedication, LLC | 994 | $26,143 | 0.0% | 0% | +29.6% |
| 23 | Steward Partners Investment Advisory, LLC | 694 | $18,239 | 0.0% | 0% | +0.3% |
| 24 | WELLS FARGO & COMPANY/MNNEW | 41 | $1,078 | 0.0% | 0% | new |
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.