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IBIC Institutional Ownership

iShares iBonds Oct 2026 Term TIPS ETF
1W: +0.1% 1M: -0.1% 3M: +0.4% YTD: +0.3% 1Y: +0.9% 3Y: +13.8%
$25.64
+0.03 (+0.10%)
 
Weekly Expected Move ±0.3%
$26 $26 $26 $26 $26
ETF AMEX · AUM $86.3M

Institutional Ownership — IBIC

34
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
5
New Positions
14
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (37 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 503,540 $13M +349,268 +226.4% 2Q SEC ↗
2 Quantum Financial Advisors, LLC 264,637 $7M -65,480 -19.8% 11Q SEC ↗
3 High Note Wealth, LLC 143,180 $4M +3 +0.0% 5Q SEC ↗
4 LPL Financial LLC 61,051 $2M +11,299 +22.7% 4Q SEC ↗
5 Addison Advisors LLC 55,385 $1M -47,358 -46.1% 5Q SEC ↗
6 CENTRAL TRUST Co 49,388 $1M +2,578 +5.5% 7Q SEC ↗
7 OSAIC HOLDINGS, INC. 45,376 $1M +2,690 +6.3% 7Q SEC ↗
8 Collaborative Fund Advisors, LLC NEW 45,094 $1M — +0.0% 1Q SEC ↗
9 CITADEL ADVISORS LLC 42,348 $1M +4,505 +11.9% 6Q SEC ↗
10 DAVENPORT & Co LLC 39,113 $1M +30,269 +342.3% 3Q SEC ↗
11 Creative Planning 25,065 $643K +6 +0.0% 7Q SEC ↗
12 JANE STREET GROUP, LLC NEW 20,648 $530K — +0.0% 1Q SEC ↗
13 MKT Advisors LLC 19,760 $507K +1,426 +7.8% 5Q SEC ↗
14 ARK & TLK INVESTMENTS, LLC 16,917 $434K — +0.0% 11Q SEC ↗
15 4Thought Financial Group Inc. 14,113 $362K +371 +2.7% 2Q SEC ↗
16 Tower Research Capital LLC (TRC) 13,623 $349K +5,931 +77.1% 2Q SEC ↗
17 JIM SAULNIER & ASSOCIATES, LLC 12,356 $317K +1,369 +12.5% 6Q SEC ↗
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,210 $313K +1,223 +11.1% 4Q SEC ↗
19 Cerity Partners LLC 11,403 $292K — +0.0% 2Q SEC ↗
20 Beacon Pointe Advisors, LLC 10,350 $265K — +0.0% 4Q SEC ↗
21 Focus Financial Network, Inc. 8,297 $213K — +0.0% 4Q SEC ↗
22 Cohalo Advisory LLC NEW 8,089 $207K — +0.0% 1Q SEC ↗
23 Allworth Financial LP 4,117 $106K — +0.0% 6Q SEC ↗
24 Bradley & Co. Private Wealth Managemen 3,667 $94K — +0.0% 2Q SEC ↗
25 ROYAL BANK OF CANADA 2,000 $51K — +0.0% 2Q SEC ↗
26 Integrated Wealth Concepts LLC NEW 1,366 $35K — +0.0% 1Q SEC ↗
27 Parallel Advisors, LLC 1,168 $30K — +0.0% 3Q SEC ↗
28 BARRETT & COMPANY, INC. 1,000 $26K — +0.0% 10Q SEC ↗
29 Asset Dedication, LLC 771 $20K +270 +53.9% 2Q SEC ↗
30 FMR LLC NEW 690 $18K — +0.0% 1Q SEC ↗
31 Steward Partners Investment Advisory, 262 $7K — +0.0% 5Q SEC ↗
32 BlackRock, Inc. 0 $0K -102,178 -100.0% 6Q SEC ↗
33 EverSource Wealth Advisors, LLC 0 $0K -109 -100.0% 1Q SEC ↗
34 FLOW TRADERS U.S. LLC 0 $0K -30,694 -100.0% 1Q SEC ↗
35 UBS Group AG 0 $0K -358 -100.0% 1Q SEC ↗
36 Sigma Planning Corp 0 $0K -8,784 -100.0% 5Q SEC ↗
37 Farther Finance Advisors, LLC 0 $0K -162 -100.0% 3Q SEC ↗

Recent Activity

New Positions (5)
HolderSharesValue
Collaborative Fund Advisors, LLC 45,094 $1M
JANE STREET GROUP, LLC 20,648 $530K
Cohalo Advisory LLC 8,089 $207K
Integrated Wealth Concepts LLC 1,366 $35K
FMR LLC 690 $18K
Sold Out (5)
HolderPrev SharesPrev Value
BlackRock, Inc. 102,178 $3M
FLOW TRADERS U.S. LLC 30,694 $787K
Sigma Planning Corp 8,784 $225K
UBS Group AG 358 $9K
EverSource Wealth Advisors, LLC 109 $3K
Biggest Increases (14)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +349,268 +226.4% 503,540
DAVENPORT & Co LLC +30,269 +342.3% 39,113
LPL Financial LLC +11,299 +22.7% 61,051
Tower Research Capital LLC (TRC) +5,931 +77.1% 13,623
CITADEL ADVISORS LLC +4,505 +11.9% 42,348
OSAIC HOLDINGS, INC. +2,690 +6.3% 45,376
CENTRAL TRUST Co +2,578 +5.5% 49,388
MKT Advisors LLC +1,426 +7.8% 19,760
JIM SAULNIER & ASSOCIATES, LLC +1,369 +12.5% 12,356
SUSQUEHANNA INTERNATIONAL GROUP, LL +1,223 +11.1% 12,210
4Thought Financial Group Inc. +371 +2.7% 14,113
Asset Dedication, LLC +270 +53.9% 771
Creative Planning +6 +0.0% 25,065
High Note Wealth, LLC +3 +0.0% 143,180
Biggest Decreases (3)
HolderReducedChange %Total Shares
Quantum Financial Advisors, LLC -65,480 -19.8% 264,637
Addison Advisors LLC -47,358 -46.1% 55,385
Farther Finance Advisors, LLC -162 -100.0% 0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms