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Who owns IBIFWhat IBIF owns — n/a

Who owns iShares iBonds Oct 2029 Term TIPS ETF?

Institutional ownership of IBIF 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

$33.5M

value, 2026 filers

53.8%

of shares outstanding (1.3M 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 IBIF's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1RAYMOND JAMES FINANCIAL INC542,831$14.3M0.0%22.7%+222.3%
2BlackRock, Inc.170,671$4.5M0.0%7.1%+69.9%
3CENTRAL TRUST Co123,725$3.3M0.1%5.2%+13.4%
4CITADEL ADVISORS LLC90,905$2.4M0.0%3.8%+107.5%
5Robertson Stephens Wealth Management, LLC77,715$2.0M0.1%3.2%+2.3%
6JANE STREET GROUP, LLC61,138$1.6M0.0%2.6%+134.1%
7OSAIC HOLDINGS, INC.48,328$1.3M0.0%2%+13.2%
8IFG Advisory, LLCNEW38,890$1.0M0.0%1.6%new
9SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW25,316$665,5580.0%1.1%new
10Bradley & Co. Private Wealth Management, LLC18,381$483,2400.2%0.8%+0.2%
11Creative Planning15,536$408,4450.0%0.6%0.0%
12LPL Financial LLC15,178$399,0330.0%0.6%+9.3%
13PARK AVENUE SECURITIES LLC12,535$3300.0%0.5%0.0%
14HighTower Advisors, LLC10,876$285,9360.0%0.5%+41.5%
15Allworth Financial LP10,509$276,2820.0%0.4%+427.3%
16Steward Partners Investment Advisory, LLC10,028$263,6370.0%0.4%-0.3%
17COMMONWEALTH EQUITY SERVICES, LLCNEW9,849$258,9190.0%0.4%new
18Tower Research Capital LLC (TRC)2,041$53,6580.0%0.1%-37.1%
19Asset Dedication, LLC1,351$35,5180.0%0.1%+76.8%
20Integrated Wealth Concepts LLCNEW1,336$35,1240.0%0.1%new
21Parallel Advisors, LLC1,141$30,0030.0%0%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.

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.