Who owns IBIH?
iShares iBonds Oct 2031 Term TIPS ETF · iShares
19 institutions reported holding IBIH, worth $26.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBIH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Quantum Financial Advisors, LLC | Santa Monica, CA | $6.2M | 234,139 | +8,483 shares |
| BlackRock, Inc. | New York, NY | $4.5M | 170,769 | New position |
| Yoder Wealth Management, Inc. | Walnut Creek, CA | $4.3M | 165,268 | +21,540 shares |
| CENTRAL TRUST Co | Jefferson City, MO | $2.0M | 77,347 | +10,781 shares |
| Jane Street Group, LLC | New York, NY | $1.7M | 66,157 | +42,426 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.3M | 49,977 | +31,186 shares |
| IFG Advisory, LLC | Atlanta, GA | $1.1M | 40,621 | New position |
| Tower Research Capital LLC (TRC) | New York, NY | $883K | 33,599 | +1,275 shares |
| Citadel Advisors LLC | Miami, FL | $780K | 29,659 | +18,763 shares |
| Bradley & Co. Private Wealth Management, LLC | Miami, FL | $599K | 22,784 | +36 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 IBIH?
19 institutional managers reported holding IBIH in Form 13F filings for June 30, 2026, worth $26.1M in total. The largest reported position was held by Quantum Financial Advisors, LLC, at $6.2M.
Did institutions buy or sell IBIH last quarter?
Reported 13F value rose 55.8% from March 31, 2026, which includes price moves as well as buying and selling. 4 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 IBIH 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.