Ishares Ibonds OCT 2028 TT (IBIE)

CUSIP: 46438G703 | NYSE | 50 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Gemmer Asset Management LLC2,919,207

4.9% of portfolio$74.9M

True Private Wealth Advisors1,317,342

2.9% of portfolio$33.8M

Quantum Financial Advisors, LLC390,129

1.0% of portfolio$10.0M

North Star Investment Management Corp.230,260

0.3% of portfolio$5.9M

First Affirmative Financial Network187,510

1.1% of portfolio$4.8M

Split Rock Private Trading & Wealth Management, LLC83,217

1.4% of portfolio$2.1M

Bradley & Co. Private Wealth Management, LLC45,327

0.5% of portfolio$1.2M

JIM Saulnier & Associates, LLC40,433

0.4% of portfolio$1.0M

Davenport & Co LLC37,557

0.0% of portfolio$963.7K

Penobscot Investment Management Company, Inc.34,000

0.1% of portfolio$872.4K

Commonwealth Equity Services, LLC25,634

0.0% of portfolio$657.8K

MKT Advisors LLC19,656

0.2% of portfolio$504.4K

Briggs Wealth Management, Inc19,166

0.4% of portfolio$491.8K

ARK & TLK Investments, LLC17,909

0.1% of portfolio$459.5K

4Thought Financial Group Inc.14,037

0.2% of portfolio$360.2K

Creative Planning13,958

0.0% of portfolio$358.2K

Clark Asset Management, LLC10,397

0.0% of portfolio$266.8K

Farther Finance Advisors, LLC5,473

0.0% of portfolio$140.4K

Burkett Financial Services, LLC4,689

0.0% of portfolio$120.3K

Parallel Advisors, LLC1,144

0.0% of portfolio$29.4K

Barrett & Company, Inc.1,000

0.0% of portfolio$25.7K

Asset Dedication, LLC994

0.0% of portfolio$25.5K

Laurel Wealth Advisors LLC200

0.0% of portfolio$5.1K

				Style	Turnover	Location	Filed
Gemmer Asset Management LLC	2,919,207	$74.9M	4.9%	ETF	Low	Walnut Creek, CA	2026-10-16
True Private Wealth Advisors	1,317,342	$33.8M	2.9%	ETF	Medium	Salem, OR	2026-10-19
Quantum Financial Advisors, LLC	390,129	$10.0M	1.0%	ETF	Low	Santa Monica, CA	2026-11-03
North Star Investment Management Corp.	230,260	$5.9M	0.3%	Core	Low	Chicago, IL	2026-10-27
First Affirmative Financial Network	187,510	$4.8M	1.1%	Core	N/A	Colorado Springs, CO	2026-10-21
Split Rock Private Trading & Wealth Management, LLC	83,217	$2.1M	1.4%	Growth	Medium	Cloquet, MN	2026-10-15
Bradley & Co. Private Wealth Management, LLC	45,327	$1.2M	0.5%	Core	Very Low	Miami, FL	2026-10-23
JIM Saulnier & Associates, LLC	40,433	$1.0M	0.4%	ETF	Low	Fort Collins, CO	2026-11-04
Davenport & Co LLC	37,557	$963.7K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Penobscot Investment Management Company, Inc.	34,000	$872.4K	0.1%	Growth	Low	Boston, MA	2026-10-26
Commonwealth Equity Services, LLC	25,634	$657.8K	0.0%	ETF	Low	Waltham, MA	2026-11-02
MKT Advisors LLC	19,656	$504.4K	0.2%	ETF	Low	Carlsbad, CA	2026-10-20
Briggs Wealth Management, Inc	19,166	$491.8K	0.4%	ETF	Low	Glastonbury, CT	2026-10-26
ARK & TLK Investments, LLC	17,909	$459.5K	0.1%	ETF	Low	Oklahoma City, OK	2026-10-20
4Thought Financial Group Inc.	14,037	$360.2K	0.2%	ETF	Low	Syosset, NY	2026-11-02
Creative Planning	13,958	$358.2K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Clark Asset Management, LLC	10,397	$266.8K	0.0%	ETF	Very Low	Stratham, NH	2026-10-19
Farther Finance Advisors, LLC	5,473	$140.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Burkett Financial Services, LLC	4,689	$120.3K	0.0%	ETF	Low	Rock Hill, SC	2026-10-01
Parallel Advisors, LLC	1,144	$29.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Barrett & Company, Inc.	1,000	$25.7K	0.0%	ETF	Low	Providence, RI	2026-10-22
Asset Dedication, LLC	994	$25.5K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Laurel Wealth Advisors LLC	200	$5.1K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27