Who owns IBIE?
iShares iBonds Oct 2028 Term TIPS ETF · iShares
38 institutions reported holding IBIE, worth $89.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBIE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| TRUE Private Wealth Advisors | Salem, OR | $33.9M | 1,288,159 | −192,123 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $13.5M | 512,385 | +349,951 shares |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $9.7M | 368,799 | +35,421 shares |
| North Star Investment Management Corp. | Chicago, IL | $5.9M | 224,023 | +27,985 shares |
| BlackRock, Inc. | New York, NY | $4.5M | 170,574 | +69,641 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.8M | 106,845 | +63,905 shares |
| CENTRAL TRUST Co | Jefferson City, MO | $2.6M | 99,280 | +15,195 shares |
| Split Rock Private Trading & Wealth Management, LLC | Cloquet, MN | $2.2M | 82,068 | New position |
| Addison Advisors LLC | Middlebury, VT | $1.5M | 58,583 | −50,324 shares |
| Jane Street Group, LLC | New York, NY | $1.2M | 46,758 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBIE?
38 institutional managers reported holding IBIE in Form 13F filings for June 30, 2026, worth $89.2M in total. The largest reported position was held by TRUE Private Wealth Advisors, at $33.9M.
Did institutions buy or sell IBIE last quarter?
Reported 13F value rose 21.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBIE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.