IBIE Institutional Ownership
iShares iBonds Oct 2028 Term TIPS ETF
1W: +0.2%
1M: -0.7%
3M: -0.4%
YTD: -1.5%
1Y: -1.4%
3Y: +13.2%
$25.59
-0.01 (-0.04%)
Weekly Expected Move ±0.3%
$25
$26
$26
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBIE
39
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
89M
Total Invested
9
New Positions
22
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TRUE Private Wealth Advisors | 1,288,159 | $33M | -192,123 | -13.0% | 5Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 512,385 | $13M | +349,951 | +215.4% | 2Q | SEC ↗ |
| 3 | Quantum Financial Advisors, LLC | 368,799 | $9M | +35,421 | +10.6% | 11Q | SEC ↗ |
| 4 | North Star Investment Management Corp. | 224,023 | $6M | +27,985 | +14.3% | 4Q | SEC ↗ |
| 5 | BlackRock, Inc. | 170,574 | $4M | +69,641 | +69.0% | 7Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 106,845 | $3M | +63,905 | +148.8% | 6Q | SEC ↗ |
| 7 | CENTRAL TRUST Co | 99,280 | $3M | +15,195 | +18.1% | 7Q | SEC ↗ |
| 8 | Split Rock Private Trading & Wealth Ma NEW | 82,068 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Addison Advisors LLC | 58,583 | $1M | -50,324 | -46.2% | 5Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC NEW | 46,758 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 11 | JIM SAULNIER & ASSOCIATES, LLC | 39,506 | $1M | +5,743 | +17.0% | 8Q | SEC ↗ |
| 12 | DAVENPORT & Co LLC NEW | 38,443 | $984K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Gateway Wealth Partners, LLC NEW | 34,080 | $872K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Penobscot Investment Management Compan | 34,000 | $870K | +500 | +1.5% | 5Q | SEC ↗ |
| 15 | IFG Advisory, LLC NEW | 26,547 | $679K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Bradley & Co. Private Wealth Managemen | 23,989 | $614K | +25 | +0.1% | 7Q | SEC ↗ |
| 17 | Briggs Wealth Management, Inc | 23,003 | $589K | +5,523 | +31.6% | 3Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 19,236 | $492K | — | +0.0% | 6Q | SEC ↗ |
| 19 | MKT Advisors LLC | 18,932 | $484K | +1,426 | +8.1% | 5Q | SEC ↗ |
| 20 | ARK & TLK INVESTMENTS, LLC | 17,909 | $458K | — | +0.0% | 11Q | SEC ↗ |
| 21 | Cerity Partners LLC | 17,441 | $446K | +25 | +0.1% | 2Q | SEC ↗ |
| 22 | LPL Financial LLC | 17,391 | $445K | +2,263 | +15.0% | 4Q | SEC ↗ |
| 23 | Tower Research Capital LLC (TRC) | 16,275 | $416K | +15,294 | +1559.0% | 2Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 14,002 | $358K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Creative Planning | 13,902 | $356K | +5 | +0.0% | 6Q | SEC ↗ |
| 26 | 4Thought Financial Group Inc. | 13,862 | $355K | +460 | +3.4% | 2Q | SEC ↗ |
| 27 | Beacon Pointe Advisors, LLC | 11,474 | $294K | +1,142 | +11.1% | 4Q | SEC ↗ |
| 28 | Strategic Financial Concepts, LLC | 10,770 | $276K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Clark Asset Management, LLC | 10,133 | $259K | +24 | +0.2% | 2Q | SEC ↗ |
| 30 | Allworth Financial LP | 9,904 | $253K | +7,732 | +356.0% | 6Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 9,772 | $250K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Farther Finance Advisors, LLC | 6,981 | $179K | +2,074 | +42.3% | 3Q | SEC ↗ |
| 33 | McIlrath & Eck, LLC NEW | 1,606 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC NEW | 1,340 | $34K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Parallel Advisors, LLC | 1,144 | $29K | — | +0.0% | 3Q | SEC ↗ |
| 36 | BARRETT & COMPANY, INC. | 1,000 | $26K | — | +0.0% | 10Q | SEC ↗ |
| 37 | Asset Dedication, LLC | 994 | $25K | +227 | +29.6% | 2Q | SEC ↗ |
| 38 | Steward Partners Investment Advisory, | 694 | $18K | +2 | +0.3% | 5Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN NEW | 41 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 0 | $0K | -24,203 | -100.0% | 4Q | SEC ↗ |
| 41 | Mendota Financial Group, LLC | 0 | $0K | -2,423 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Split Rock Private Trading & Wealth | 82,068 | $2M |
| JANE STREET GROUP, LLC | 46,758 | $1M |
| DAVENPORT & Co LLC | 38,443 | $984K |
| Gateway Wealth Partners, LLC | 34,080 | $872K |
| IFG Advisory, LLC | 26,547 | $679K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,002 | $358K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,772 | $250K |
| McIlrath & Eck, LLC | 1,606 | $41K |
| Integrated Wealth Concepts LLC | 1,340 | $34K |
| WELLS FARGO & COMPANY/MN | 41 | $1K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 24,203 | $619K |
| Mendota Financial Group, LLC | 2,423 | $62K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +349,951 | +215.4% | 512,385 |
| BlackRock, Inc. | +69,641 | +69.0% | 170,574 |
| OSAIC HOLDINGS, INC. | +63,905 | +148.8% | 106,845 |
| Quantum Financial Advisors, LLC | +35,421 | +10.6% | 368,799 |
| North Star Investment Management Co | +27,985 | +14.3% | 224,023 |
| Tower Research Capital LLC (TRC) | +15,294 | +1559.0% | 16,275 |
| CENTRAL TRUST Co | +15,195 | +18.1% | 99,280 |
| Allworth Financial LP | +7,732 | +356.0% | 9,904 |
| JIM SAULNIER & ASSOCIATES, LLC | +5,743 | +17.0% | 39,506 |
| Briggs Wealth Management, Inc | +5,523 | +31.6% | 23,003 |
| LPL Financial LLC | +2,263 | +15.0% | 17,391 |
| Farther Finance Advisors, LLC | +2,074 | +42.3% | 6,981 |
| MKT Advisors LLC | +1,426 | +8.1% | 18,932 |
| Beacon Pointe Advisors, LLC | +1,142 | +11.1% | 11,474 |
| Penobscot Investment Management Com | +500 | +1.5% | 34,000 |
| 4Thought Financial Group Inc. | +460 | +3.4% | 13,862 |
| Asset Dedication, LLC | +227 | +29.6% | 994 |
| Bradley & Co. Private Wealth Manage | +25 | +0.1% | 23,989 |
| Cerity Partners LLC | +25 | +0.1% | 17,441 |
| Clark Asset Management, LLC | +24 | +0.2% | 10,133 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TRUE Private Wealth Advisors | -192,123 | -13.0% | 1,288,159 |
| Addison Advisors LLC | -50,324 | -46.2% | 58,583 |