Who Owns ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE)? -- Institutional Holders (2026-06-30)

38 institutions reported holding $89.1M of ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUE Private Wealth Advisors ($33.9M), RAYMOND JAMES FINANCIAL INC ($13.5M), Quantum Financial Advisors, LLC ($9.7M), North Star Investment Management Corp. ($5.9M), BlackRock, Inc. ($4.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	TRUE Private Wealth Advisors	$33.9M	1.3M	Trimmed
2	RAYMOND JAMES FINANCIAL INC	$13.5M	512,385	Added
3	Quantum Financial Advisors, LLC	$9.7M	368,799	Added
4	North Star Investment Management Corp.	$5.9M	224,023	Added
5	BlackRock, Inc.	$4.5M	170,574	Added
6	OSAIC HOLDINGS, INC.	$2.8M	106,845	Added
7	CENTRAL TRUST Co	$2.6M	99,280	Added
8	Split Rock Private Trading & Wealth Management, LLC	$2.2M	82,068	New
9	Addison Advisors LLC	$1.5M	58,583	Trimmed
10	JANE STREET GROUP, LLC	$1.2M	46,758	New
11	JIM SAULNIER & ASSOCIATES, LLC	$1.0M	39,506	Added
12	DAVENPORT & Co LLC	$1.0M	38,443	New
13	Gateway Wealth Partners, LLC	$896,309	34,080	New
14	Penobscot Investment Management Company, Inc.	$894,200	34,000	Added
15	IFG Advisory, LLC	$698,177	26,547	New
16	Bradley & Co. Private Wealth Management, LLC	$630,933	23,989	Added
17	Briggs Wealth Management, Inc	$604,979	23,003	Added
18	GOLDMAN SACHS GROUP INC	$505,907	19,236	Hold
19	MKT Advisors LLC	$486,636	18,932	Added
20	ARK & TLK INVESTMENTS, LLC	$471,005	17,909	Hold
21	Cerity Partners LLC	$458,711	17,441	Added
22	LPL Financial LLC	$457,396	17,391	Added
23	Tower Research Capital LLC (TRC)	$428,032	16,275	Added
24	COMMONWEALTH EQUITY SERVICES, LLC	$368,253	14,002	New
25	Creative Planning	$365,633	13,902	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30