Who owns iShares iBonds Oct 2029 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 IBIF from SEC Form 13F filings across 26 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, 26 institutions disclosed 1.7M shares of iShares iBonds Oct 2029 Term TIPS ETF worth $45.8M — about 72.8% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
26
13F holders
$45.8M
value, 2026 filers
72.8%
of shares outstanding (1.7M sh)
3
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 IBIF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 542,831 | $14.3M | 0.0% | 22.7% | +222.3% |
| 2 | Quantum Financial Advisors, LLC | 343,768 | $9.0M | 0.9% | 14.4% | +8.0% |
| 3 | BlackRock, Inc. | 170,671 | $4.5M | 0.0% | 7.1% | +69.9% |
| 4 | CENTRAL TRUST Co | 123,725 | $3.3M | 0.1% | 5.2% | +13.4% |
| 5 | CITADEL ADVISORS LLC | 90,905 | $2.4M | 0.0% | 3.8% | +107.5% |
| 6 | Robertson Stephens Wealth Management, LLC | 77,715 | $2.0M | 0.1% | 3.2% | +2.3% |
| 7 | JANE STREET GROUP, LLC | 61,138 | $1.6M | 0.0% | 2.6% | +134.1% |
| 8 | OSAIC HOLDINGS, INC. | 48,328 | $1.3M | 0.0% | 2% | +13.2% |
| 9 | IFG Advisory, LLCNEW | 38,890 | $1.0M | 0.0% | 1.6% | new |
| 10 | JIM SAULNIER & ASSOCIATES, LLC | 32,786 | $861,953 | 0.3% | 1.4% | +18.9% |
| 11 | Briggs Wealth Management, Inc | 27,965 | $735,200 | 0.7% | 1.2% | +97.7% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 25,316 | $665,558 | 0.0% | 1.1% | new |
| 13 | ARK & TLK INVESTMENTS, LLC | 18,512 | $486,668 | 0.1% | 0.8% | 0.0% |
| 14 | MKT Advisors LLC | 18,422 | $473,271 | 0.1% | 0.8% | +8.6% |
| 15 | Bradley & Co. Private Wealth Management, LLC | 18,381 | $483,240 | 0.2% | 0.8% | +0.2% |
| 16 | Creative Planning | 15,536 | $408,445 | 0.0% | 0.6% | 0.0% |
| 17 | LPL Financial LLC | 15,178 | $399,033 | 0.0% | 0.6% | +9.3% |
| 18 | 4Thought Financial Group Inc. | 13,840 | $363,841 | 0.2% | 0.6% | +3.5% |
| 19 | PARK AVENUE SECURITIES LLC | 12,535 | $330,000 | 0.0% | 0.5% | 0.0% |
| 20 | HighTower Advisors, LLC | 10,876 | $285,936 | 0.0% | 0.5% | +41.5% |
| 21 | Allworth Financial LP | 10,509 | $276,282 | 0.0% | 0.4% | +427.3% |
| 22 | Steward Partners Investment Advisory, LLC | 10,028 | $263,637 | 0.0% | 0.4% | -0.3% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 9,849 | $258,919 | 0.0% | 0.4% | new |
| 24 | Tower Research Capital LLC (TRC) | 2,041 | $53,658 | 0.0% | 0.1% | -37.1% |
| 25 | Asset Dedication, LLC | 1,351 | $35,518 | 0.0% | 0.1% | +76.8% |
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.