Who owns iShares iBonds Oct 2027 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 IBID from SEC Form 13F filings across 32 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, 32 institutions disclosed 2.0M shares of iShares iBonds Oct 2027 Term TIPS ETF worth $51.3M — about 42.5% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
32
13F holders
$51.3M
value, 2026 filers
42.5%
of shares outstanding (2.0M sh)
5
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 IBID's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 540,076 | $14.2M | 0.0% | 11.7% | +230.6% |
| 2 | Quantum Financial Advisors, LLC | 365,365 | $9.6M | 0.9% | 7.9% | +6.7% |
| 3 | LPL Financial LLC | 248,800 | $6.5M | 0.0% | 5.4% | +55.6% |
| 4 | BlackRock, Inc. | 171,192 | $4.5M | 0.0% | 3.7% | +69.2% |
| 5 | OSAIC HOLDINGS, INC. | 81,062 | $2.1M | 0.0% | 1.8% | +318.5% |
| 6 | GOLDMAN SACHS GROUP INC | 72,071 | $1.9M | 0.0% | 1.6% | +70.0% |
| 7 | Addison Advisors LLC | 60,275 | $1.6M | 0.7% | 1.3% | -44.5% |
| 8 | JANE STREET GROUP, LLC | 52,708 | $1.4M | 0.0% | 1.1% | +38.4% |
| 9 | High Note Wealth, LLC | 51,499 | $1.4M | 0.2% | 1.1% | 0.0% |
| 10 | DAVENPORT & Co LLC | 38,778 | $1.0M | 0.0% | 0.8% | +342.2% |
| 11 | Creative Planning | 32,499 | $852,770 | 0.0% | 0.7% | 0.0% |
| 12 | FLOW TRADERS U.S. LLC | 32,093 | $842,000 | 0.0% | 0.7% | +116.6% |
| 13 | CENTRAL TRUST Co | 24,999 | $655,974 | 0.0% | 0.5% | +31.3% |
| 14 | Bradley & Co. Private Wealth Management, LLC | 22,855 | $599,729 | 0.3% | 0.5% | +0.1% |
| 15 | MKT Advisors LLC | 18,880 | $484,844 | 0.2% | 0.4% | +8.2% |
| 16 | Cerity Partners LLC | 17,550 | $460,504 | 0.0% | 0.4% | +0.2% |
| 17 | ARK & TLK INVESTMENTS, LLC | 17,299 | $453,920 | 0.1% | 0.4% | 0.0% |
| 18 | IFG Advisory, LLCNEW | 16,925 | $444,112 | 0.0% | 0.4% | new |
| 19 | JIM SAULNIER & ASSOCIATES, LLC | 15,126 | $396,909 | 0.2% | 0.3% | +20.5% |
| 20 | 4Thought Financial Group Inc. | 13,964 | $366,410 | 0.2% | 0.3% | +3.5% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 13,334 | $349,882 | 0.0% | 0.3% | new |
| 22 | Beacon Pointe Advisors, LLC | 11,484 | $301,330 | 0.0% | 0.2% | +11.1% |
| 23 | Allworth Financial LP | 9,772 | $256,418 | 0.0% | 0.2% | +391.1% |
| 24 | First National Trust CoNEW | 9,515 | $249,673 | 0.0% | 0.2% | new |
| 25 | Tower Research Capital LLC (TRC) | 9,291 | $243,796 | 0.0% | 0.2% | -80.0% |
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.