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IBIG Institutional Ownership

iShares iBonds Oct 2030 Term TIPS ETF
1W: -0.0% 1M: -2.1% 3M: -2.5% YTD: -3.8% 1Y: -3.9%
$25.04
-0.05 (-0.20%)
 
Weekly Expected Move ±0.5%
$25 $25 $25 $25 $25
ETF AMEX · AUM $135.0M

Institutional Ownership — IBIG

32
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
80M
Total Invested
8
New Positions
13
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (33 total)

# Holder Shares Value Change Change % Holding Period Filing
1 TRUE Private Wealth Advisors 1,308,162 $33M -84,580 -6.1% 5Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 506,893 $13M +351,483 +226.2% 2Q SEC ↗
3 Quantum Financial Advisors, LLC 281,307 $7M +2,818 +1.0% 10Q SEC ↗
4 BlackRock, Inc. 170,663 $4M +70,414 +70.2% 5Q SEC ↗
5 D.A. DAVIDSON & CO. 163,246 $4M +11,372 +7.5% 5Q SEC ↗
6 MORGAN STANLEY NEW 124,436 $3M — +0.0% 1Q SEC ↗
7 CENTRAL TRUST Co 81,847 $2M +12,209 +17.5% 6Q SEC ↗
8 OSAIC HOLDINGS, INC. 63,032 $2M +46,180 +274.0% 6Q SEC ↗
9 GOLDMAN SACHS GROUP INC 48,275 $1M — +0.0% 4Q SEC ↗
10 JANE STREET GROUP, LLC NEW 40,212 $1M — +0.0% 1Q SEC ↗
11 IFG Advisory, LLC NEW 38,892 $974K — +0.0% 1Q SEC ↗
12 JIM SAULNIER & ASSOCIATES, LLC 28,974 $726K +3,785 +15.0% 8Q SEC ↗
13 Bradley & Co. Private Wealth Managemen 28,329 $709K +29 +0.1% 7Q SEC ↗
14 MKT Advisors LLC 24,265 $608K +1,600 +7.1% 5Q SEC ↗
15 FLOW TRADERS U.S. LLC 20,422 $511K -3,842 -15.8% 2Q SEC ↗
16 ARK & TLK INVESTMENTS, LLC 18,825 $471K — +0.0% 11Q SEC ↗
17 NewEdge Advisors, LLC 17,888 $448K -26 -0.1% 4Q SEC ↗
18 BlackDiamond Wealth Management, LLC NEW 16,572 $415K — +0.0% 1Q SEC ↗
19 LPL Financial LLC 14,772 $370K +1,328 +9.9% 3Q SEC ↗
20 4Thought Financial Group Inc. 13,835 $346K +455 +3.4% 2Q SEC ↗
21 Creative Planning 11,829 $296K +3 +0.0% 5Q SEC ↗
22 ROYAL BANK OF CANADA 9,155 $229K -4,256 -31.7% 11Q SEC ↗
23 COMMONWEALTH EQUITY SERVICES, LLC NEW 9,012 $226K — +0.0% 1Q SEC ↗
24 Allworth Financial LP NEW 8,507 $213K — +0.0% 1Q SEC ↗
25 FMR LLC NEW 2,628 $66K — +0.0% 1Q SEC ↗
26 McIlrath & Eck, LLC NEW 1,837 $46K — +0.0% 1Q SEC ↗
27 Parallel Advisors, LLC 1,136 $28K — +0.0% 3Q SEC ↗
28 Asset Dedication, LLC 769 $19K — +0.0% 2Q SEC ↗
29 Steward Partners Investment Advisory, 665 $17K -120 -15.3% 7Q SEC ↗
30 UBS Group AG 346 $9K +283 +449.2% 2Q SEC ↗
31 WELLS FARGO & COMPANY/MN NEW 52 $1K — +0.0% 1Q SEC ↗
32 Tower Research Capital LLC (TRC) 0 $0K -28,557 -100.0% 1Q SEC ↗
33 CITADEL ADVISORS LLC 0 $0K -40,561 -100.0% 1Q SEC ↗

Recent Activity

New Positions (9)
HolderSharesValue
MORGAN STANLEY 124,436 $3M
JANE STREET GROUP, LLC 40,212 $1M
IFG Advisory, LLC 38,892 $974K
BlackDiamond Wealth Management, LLC 16,572 $415K
COMMONWEALTH EQUITY SERVICES, LLC 9,012 $226K
Allworth Financial LP 8,507 $213K
FMR LLC 2,628 $66K
McIlrath & Eck, LLC 1,837 $46K
WELLS FARGO & COMPANY/MN 52 $1K
Sold Out (2)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 40,561 $1M
Tower Research Capital LLC (TRC) 28,557 $715K
Biggest Increases (13)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +351,483 +226.2% 506,893
BlackRock, Inc. +70,414 +70.2% 170,663
OSAIC HOLDINGS, INC. +46,180 +274.0% 63,032
CENTRAL TRUST Co +12,209 +17.5% 81,847
D.A. DAVIDSON & CO. +11,372 +7.5% 163,246
JIM SAULNIER & ASSOCIATES, LLC +3,785 +15.0% 28,974
Quantum Financial Advisors, LLC +2,818 +1.0% 281,307
MKT Advisors LLC +1,600 +7.1% 24,265
LPL Financial LLC +1,328 +9.9% 14,772
4Thought Financial Group Inc. +455 +3.4% 13,835
UBS Group AG +283 +449.2% 346
Bradley & Co. Private Wealth Manage +29 +0.1% 28,329
Creative Planning +3 +0.0% 11,829
Biggest Decreases (5)
HolderReducedChange %Total Shares
TRUE Private Wealth Advisors -84,580 -6.1% 1,308,162
ROYAL BANK OF CANADA -4,256 -31.7% 9,155
FLOW TRADERS U.S. LLC -3,842 -15.8% 20,422
Steward Partners Investment Advisor -120 -15.3% 665
NewEdge Advisors, LLC -26 -0.1% 17,888

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