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Who owns IBIDWhat IBID owns — n/a

Who owns iShares iBonds Oct 2027 Term TIPS ETF?

Institutional ownership of IBID from SEC Form 13F filings across 21 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.

21

13F holders

$34.9M

value, 2026 filers

28.9%

of shares outstanding (1.3M 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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1RAYMOND JAMES FINANCIAL INC540,076$14.2M0.0%11.7%+230.6%
2LPL Financial LLC248,800$6.5M0.0%5.4%+55.6%
3BlackRock, Inc.171,192$4.5M0.0%3.7%+69.2%
4OSAIC HOLDINGS, INC.81,062$2.1M0.0%1.8%+318.5%
5GOLDMAN SACHS GROUP INC72,071$1.9M0.0%1.6%+70.0%
6JANE STREET GROUP, LLC52,708$1.4M0.0%1.1%+38.4%
7Creative Planning32,499$852,7700.0%0.7%0.0%
8CENTRAL TRUST Co24,999$655,9740.0%0.5%+31.3%
9Bradley & Co. Private Wealth Management, LLC22,855$599,7290.3%0.5%+0.1%
10Cerity Partners LLC17,550$460,5040.0%0.4%+0.2%
11IFG Advisory, LLCNEW16,925$444,1120.0%0.4%new
12COMMONWEALTH EQUITY SERVICES, LLCNEW13,334$349,8820.0%0.3%new
13Allworth Financial LP9,772$256,4180.0%0.2%+391.1%
14First National Trust CoNEW9,515$249,6730.0%0.2%new
15Tower Research Capital LLC (TRC)9,291$243,7960.0%0.2%-80.0%
16Asset Dedication, LLC2,683$70,4020.0%0.1%+246.2%
17Integrated Wealth Concepts LLCNEW1,352$35,4760.0%0%new
18Parallel Advisors, LLC1,152$30,2280.0%0%0.0%
19BARRETT & COMPANY, INC.1,000$26,2400.0%0%0.0%
20Steward Partners Investment Advisory, LLC876$22,9810.0%0%-9.6%
21Quent Capital, LLCNEW400$10,4960.0%0%new

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.