IBID Institutional Ownership
iShares iBonds Oct 2027 Term TIPS ETF
1W: +0.2%
1M: -0.2%
3M: +0.4%
YTD: -0.1%
1Y: +0.2%
3Y: +14.3%
$25.77
-0.02 (-0.08%)
Weekly Expected Move ±0.3%
$26
$26
$26
$26
$26
Overview
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Holdings
Changes
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Institutional Ownership — IBID
34
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
51M
Total Invested
6
New Positions
20
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 540,076 | $14M | +376,722 | +230.6% | 2Q | SEC ↗ |
| 2 | Quantum Financial Advisors, LLC | 365,365 | $9M | +22,856 | +6.7% | 11Q | SEC ↗ |
| 3 | LPL Financial LLC | 248,800 | $6M | +88,910 | +55.6% | 4Q | SEC ↗ |
| 4 | BlackRock, Inc. | 171,192 | $4M | +69,992 | +69.2% | 7Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 81,062 | $2M | +61,694 | +318.5% | 6Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 72,071 | $2M | +29,677 | +70.0% | 2Q | SEC ↗ |
| 7 | Addison Advisors LLC | 60,275 | $2M | -48,388 | -44.5% | 5Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 52,708 | $1M | +14,624 | +38.4% | 11Q | SEC ↗ |
| 9 | High Note Wealth, LLC | 51,499 | $1M | +3 | +0.0% | 5Q | SEC ↗ |
| 10 | DAVENPORT & Co LLC | 38,778 | $999K | +30,008 | +342.2% | 2Q | SEC ↗ |
| 11 | Creative Planning | 32,499 | $837K | +6 | +0.0% | 7Q | SEC ↗ |
| 12 | FLOW TRADERS U.S. LLC | 32,093 | $827K | +17,278 | +116.6% | 3Q | SEC ↗ |
| 13 | CENTRAL TRUST Co | 24,999 | $644K | +5,960 | +31.3% | 7Q | SEC ↗ |
| 14 | Bradley & Co. Private Wealth Managemen | 22,855 | $589K | +31 | +0.1% | 7Q | SEC ↗ |
| 15 | MKT Advisors LLC | 18,880 | $487K | +1,431 | +8.2% | 5Q | SEC ↗ |
| 16 | Cerity Partners LLC | 17,550 | $452K | +32 | +0.2% | 2Q | SEC ↗ |
| 17 | ARK & TLK INVESTMENTS, LLC | 17,299 | $446K | — | +0.0% | 11Q | SEC ↗ |
| 18 | IFG Advisory, LLC NEW | 16,925 | $436K | — | +0.0% | 1Q | SEC ↗ |
| 19 | JIM SAULNIER & ASSOCIATES, LLC | 15,126 | $390K | +2,570 | +20.5% | 6Q | SEC ↗ |
| 20 | 4Thought Financial Group Inc. | 13,964 | $360K | +469 | +3.5% | 2Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 13,334 | $344K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Beacon Pointe Advisors, LLC | 11,484 | $296K | +1,148 | +11.1% | 4Q | SEC ↗ |
| 23 | Allworth Financial LP | 9,772 | $252K | +7,782 | +391.1% | 6Q | SEC ↗ |
| 24 | First National Trust Co NEW | 9,515 | $245K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Tower Research Capital LLC (TRC) | 9,291 | $239K | -37,105 | -80.0% | 2Q | SEC ↗ |
| 26 | Asset Dedication, LLC | 2,683 | $69K | +1,908 | +246.2% | 2Q | SEC ↗ |
| 27 | McIlrath & Eck, LLC NEW | 1,535 | $40K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Integrated Wealth Concepts LLC NEW | 1,352 | $35K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Parallel Advisors, LLC | 1,152 | $30K | — | +0.0% | 3Q | SEC ↗ |
| 30 | Farther Finance Advisors, LLC NEW | 1,150 | $30K | — | +0.0% | 1Q | SEC ↗ |
| 31 | BARRETT & COMPANY, INC. | 1,000 | $26K | — | +0.0% | 10Q | SEC ↗ |
| 32 | Steward Partners Investment Advisory, | 876 | $23K | -93 | -9.6% | 5Q | SEC ↗ |
| 33 | Hartford Financial Management Inc. | 480 | $12K | — | +0.0% | 4Q | SEC ↗ |
| 34 | Quent Capital, LLC NEW | 400 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 35 | UBS Group AG | 0 | $0K | -743 | -100.0% | 1Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC | 0 | $0K | -39,842 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 16,925 | $436K |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,334 | $344K |
| First National Trust Co | 9,515 | $245K |
| McIlrath & Eck, LLC | 1,535 | $40K |
| Integrated Wealth Concepts LLC | 1,352 | $35K |
| Farther Finance Advisors, LLC | 1,150 | $30K |
| Quent Capital, LLC | 400 | $10K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 39,842 | $1M |
| UBS Group AG | 743 | $19K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +376,722 | +230.6% | 540,076 |
| LPL Financial LLC | +88,910 | +55.6% | 248,800 |
| BlackRock, Inc. | +69,992 | +69.2% | 171,192 |
| OSAIC HOLDINGS, INC. | +61,694 | +318.5% | 81,062 |
| DAVENPORT & Co LLC | +30,008 | +342.2% | 38,778 |
| GOLDMAN SACHS GROUP INC | +29,677 | +70.0% | 72,071 |
| Quantum Financial Advisors, LLC | +22,856 | +6.7% | 365,365 |
| FLOW TRADERS U.S. LLC | +17,278 | +116.6% | 32,093 |
| JANE STREET GROUP, LLC | +14,624 | +38.4% | 52,708 |
| Allworth Financial LP | +7,782 | +391.1% | 9,772 |
| CENTRAL TRUST Co | +5,960 | +31.3% | 24,999 |
| JIM SAULNIER & ASSOCIATES, LLC | +2,570 | +20.5% | 15,126 |
| Asset Dedication, LLC | +1,908 | +246.2% | 2,683 |
| MKT Advisors LLC | +1,431 | +8.2% | 18,880 |
| Beacon Pointe Advisors, LLC | +1,148 | +11.1% | 11,484 |
| 4Thought Financial Group Inc. | +469 | +3.5% | 13,964 |
| Cerity Partners LLC | +32 | +0.2% | 17,550 |
| Bradley & Co. Private Wealth Manage | +31 | +0.1% | 22,855 |
| Creative Planning | +6 | +0.0% | 32,499 |
| High Note Wealth, LLC | +3 | +0.0% | 51,499 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Addison Advisors LLC | -48,388 | -44.5% | 60,275 |
| Tower Research Capital LLC (TRC) | -37,105 | -80.0% | 9,291 |
| Steward Partners Investment Advisor | -93 | -9.6% | 876 |