Who owns IBID?
iShares iBonds Oct 2027 Term TIPS ETF · iShares
33 institutions reported holding IBID, worth $51.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBID
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $14.2M | 540,076 | +376,722 shares |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $9.6M | 365,365 | +22,856 shares |
| LPL Financial LLC | Fort Mill, SC | $6.5M | 248,800 | +88,910 shares |
| BlackRock, Inc. | New York, NY | $4.5M | 171,192 | +69,992 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.1M | 81,062 | +61,694 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.9M | 72,071 | +29,677 shares |
| Addison Advisors LLC | Middlebury, VT | $1.6M | 60,275 | −48,388 shares |
| Jane Street Group, LLC | New York, NY | $1.4M | 52,708 | +14,624 shares |
| High Note Wealth, LLC | Deephaven, MN | $1.4M | 51,499 | +3 shares |
| DAVENPORT & Co LLC | Richmond, VA | $1.0M | 38,778 | +30,008 shares |
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 IBID?
33 institutional managers reported holding IBID in Form 13F filings for June 30, 2026, worth $51.3M in total. The largest reported position was held by Raymond James Financial Inc., at $14.2M.
Did institutions buy or sell IBID last quarter?
Reported 13F value rose 55.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 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 IBID 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.