Who owns iShares iBonds Oct 2026 Term TIPS ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBIC from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 31 institutions disclosed 1.4M shares of iShares iBonds Oct 2026 Term TIPS ETF worth $37.4M — about 42.7% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
31
13F holders
$37.4M
value, 2026 filers
42.7%
of shares outstanding (1.4M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBIC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 503,540 | $13.1M | 0.0% | 15% | +226.4% |
| 2 | Quantum Financial Advisors, LLC | 264,637 | $6.9M | 0.7% | 7.9% | -19.8% |
| 3 | High Note Wealth, LLC | 143,180 | $3.7M | 0.6% | 4.3% | 0.0% |
| 4 | LPL Financial LLC | 61,051 | $1.6M | 0.0% | 1.8% | +22.7% |
| 5 | Addison Advisors LLC | 55,385 | $1.4M | 0.7% | 1.6% | -46.1% |
| 6 | CENTRAL TRUST Co | 49,388 | $1.3M | 0.0% | 1.5% | +5.5% |
| 7 | OSAIC HOLDINGS, INC. | 45,376 | $1.2M | 0.0% | 1.3% | +6.3% |
| 8 | Collaborative Fund Advisors, LLCNEW | 45,094 | $1.2M | 0.7% | 1.3% | new |
| 9 | CITADEL ADVISORS LLC | 42,348 | $1.1M | 0.0% | 1.3% | +11.9% |
| 10 | DAVENPORT & Co LLC | 39,113 | $1.0M | 0.0% | 1.2% | +342.3% |
| 11 | Creative Planning | 25,065 | $653,936 | 0.0% | 0.7% | 0.0% |
| 12 | JANE STREET GROUP, LLCNEW | 20,648 | $538,706 | 0.0% | 0.6% | new |
| 13 | MKT Advisors LLC | 19,760 | $504,969 | 0.2% | 0.6% | +7.8% |
| 14 | ARK & TLK INVESTMENTS, LLC | 16,917 | $441,356 | 0.1% | 0.5% | 0.0% |
| 15 | 4Thought Financial Group Inc. | 14,113 | $368,197 | 0.2% | 0.4% | +2.7% |
| 16 | Tower Research Capital LLC (TRC) | 13,623 | $355,424 | 0.0% | 0.4% | +77.1% |
| 17 | JIM SAULNIER & ASSOCIATES, LLC | 12,356 | $322,374 | 0.1% | 0.4% | +12.5% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,210 | $318,559 | 0.0% | 0.4% | +11.1% |
| 19 | Cerity Partners LLC | 11,403 | $297,504 | 0.0% | 0.3% | 0.0% |
| 20 | Beacon Pointe Advisors, LLC | 10,350 | $270,028 | 0.0% | 0.3% | 0.0% |
| 21 | Focus Financial Network, Inc. | 8,297 | $216,469 | 0.0% | 0.2% | 0.0% |
| 22 | Cohalo Advisory LLCNEW | 8,089 | $211,067 | 12.8% | 0.2% | new |
| 23 | Allworth Financial LP | 4,117 | $107,413 | 0.0% | 0.1% | 0.0% |
| 24 | Bradley & Co. Private Wealth Management, LLC | 3,667 | $95,672 | 0.0% | 0.1% | 0.0% |
| 25 | ROYAL BANK OF CANADA | 2,000 | $52,000 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.