Who owns IBIG?
iShares iBonds Oct 2030 Term TIPS ETF · iShares
30 institutions reported holding IBIG, worth $80.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBIG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| TRUE Private Wealth Advisors | Salem, OR | $34.4M | 1,308,162 | −84,580 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $13.3M | 506,893 | +351,483 shares |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $7.4M | 281,307 | +2,818 shares |
| BlackRock, Inc. | New York, NY | $4.5M | 170,663 | +70,414 shares |
| D.A. Davidson & Co. | Great Falls, MT | $4.3M | 163,246 | +11,372 shares |
| Morgan Stanley | New York, NY | $3.3M | 124,436 | New position |
| CENTRAL TRUST Co | Jefferson City, MO | $2.1M | 81,847 | +12,209 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.7M | 63,032 | +46,180 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.3M | 48,275 | No change |
| Jane Street Group, LLC | New York, NY | $1.1M | 40,212 | 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 IBIG?
30 institutional managers reported holding IBIG in Form 13F filings for June 30, 2026, worth $80.2M in total. The largest reported position was held by TRUE Private Wealth Advisors, at $34.4M.
Did institutions buy or sell IBIG last quarter?
Reported 13F value rose 24.3% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 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 IBIG 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.