IBIE · iShares iBonds Oct 2028 Term TIPS ETF ETF
$25.79
-0.01 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 16
Total Value: $51,434,465
Total Shares: 1,944,225
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 16 13F filers · Δ vs Jun 30, 2025Top Holder
83.6%
+11.2 pts
Top 5
95.0%
+4.0 pts
Top 10
98.2%
+1.6 pts
HHI
7,037
Highly concentrated+1,653
Quarterly Activity
vs Jun 30, 2025
New
6
Increased
6
Decreased
3
Sold Out
11
Unchanged
1
Holder count:
-5
Institutional value:
-12.7%
Shares held:
-13.3%
Top Buyers
vs Jun 30, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +12,000 | 33,405 | |
| Mega BlackRock, Inc. | +7,812 | 69,943 | |
| Micro Addison Advisors LLC | +6,925 | 98,352 | |
| Small TRUE Private Wealth Advisors | +1,518 | 1,625,676 | |
| Large Creative Planning | +1,284 | 13,854 |
Top Sellers
vs Jun 30, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | −17,145 | 10,709 | |
| Mega GOLDMAN SACHS GROUP INC | −15,356 | 19,236 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | −9,179 | 10,782 |
Top New Positions
vs Jun 30, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | 14,580 | $385,713 | |
| Mega LPL Financial LLC | 11,744 | $310,687 | |
| Mid Beacon Pointe Advisors, LLC | 10,332 | $273,333 | |
| Mid IFG Advisory, LLC | 8,701 | $230,184 | |
| Small FLOW TRADERS U.S. LLC | 8,165 | $216,005 |
Top Sold-Out Positions
vs Jun 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Quantum Financial Advisors, LLC | 228,678 | $6,009,657 | |
| Mid Penobscot Investment Management Company, Inc. | 33,500 | $880,380 | |
| Mid CENTRAL TRUST Co | 21,226 | $557,819 | |
| Micro JIM SAULNIER & ASSOCIATES, LLC | 19,683 | $517,269 | |
| Micro ARK & TLK INVESTMENTS, LLC | 17,909 | $470,648 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small TRUE Private Wealth Advisors IBIE | $43,007,258 | 83.62% | 1,625,676 | Shares | 2025-11-14 | |
| Micro Addison Advisors LLC IBIE | $2,601,902 | 5.06% | 98,352 | Shares | 2025-11-07 | |
| Mega BlackRock, Inc. IBIE | $1,850,342 | 3.60% | 69,943 | Shares | 2025-11-12 | |
| Mega CITADEL ADVISORS LLC IBIE | $883,729 | 1.72% | 33,405 | Shares | 2025-11-14 | |
| Mega GOLDMAN SACHS GROUP INC IBIE | $508,888 | 0.99% | 19,236 | Shares | 2025-11-14 | |
| Large OSAIC HOLDINGS, INC. IBIE | $385,713 | 0.75% | 14,580 | Shares | 2025-11-14 | |
| Large Creative Planning IBIE | $366,507 | 0.71% | 13,854 | Shares | 2025-11-14 | |
| Mega LPL Financial LLC IBIE | $310,687 | 0.60% | 11,744 | Shares | 2025-11-12 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP IBIE | $285,237 | 0.55% | 10,782 | Shares | 2025-11-14 | |
| Mega JANE STREET GROUP, LLC IBIE | $283,306 | 0.55% | 10,709 | Shares | 2025-11-14 | |
| Mid Beacon Pointe Advisors, LLC IBIE | $273,333 | 0.53% | 10,332 | Shares | 2025-11-14 | |
| Mid IFG Advisory, LLC IBIE | $230,184 | 0.45% | 8,701 | Shares | 2025-11-12 | |
| Small FLOW TRADERS U.S. LLC IBIE | $216,005 | 0.42% | 8,165 | Shares | 2025-11-14 | |
| Small Bradley & Co. Private Wealth Management, LLC IBIE | $202,486 | 0.39% | 7,654 | Shares | 2025-11-12 | |
| Mega UBS Group AG IBIE | $16,825 | 0.03% | 636 | Shares | 2025-11-13 | |
| Large Steward Partners Investment Advisory, LLC IBIE | $12,063 | 0.02% | 456 | Shares | 2025-11-12 |