Who owns IBII?
iShares iBonds Oct 2032 Term TIPS ETF · iShares
15 institutions reported holding IBII, worth $16.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBII
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Quantum Financial Advisors, LLC | Santa Monica, CA | $5.6M | 214,029 | +183,646 shares |
| Goldman Sachs Group Inc. | New York, NY | $3.2M | 124,840 | +66 shares |
| CENTRAL TRUST Co | Jefferson City, MO | $2.0M | 76,592 | +9,206 shares |
| Jane Street Group, LLC | New York, NY | $828K | 31,841 | +17,525 shares |
| Citadel Advisors LLC | Miami, FL | $735K | 28,253 | −2,504 shares |
| Bradley & Co. Private Wealth Management, LLC | Miami, FL | $655K | 25,207 | +312 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $610K | 23,454 | +8,699 shares |
| IFG Advisory, LLC | Atlanta, GA | $558K | 21,479 | New position |
| ARK & TLK Investments, LLC | Oklahoma City, OK | $503K | 19,340 | No change |
| Flow Traders U.S. LLC | New York, NY | $397K | 15,252 | −4,935 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 IBII?
15 institutional managers reported holding IBII in Form 13F filings for June 30, 2026, worth $16.2M in total. The largest reported position was held by Quantum Financial Advisors, LLC, at $5.6M.
Did institutions buy or sell IBII last quarter?
Reported 13F value rose 30.4% from March 31, 2026, which includes price moves as well as buying and selling. 2 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 IBII 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.