IBIC Institutional Ownership & Shareholders
ISHARES IBONDS OCT 2026 TT (IBIC) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of IBIC tracked by InsiderSet, reporting ownership valued at approximately $13.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.93M, representing an estimated loss of -1.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed IBIC value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Quantum Financial Advisors, Llc, High Note Wealth, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS OCT 2026 TT (IBIC).
This page ranks the largest institutional IBIC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$36.07M
Largest Holder
Raymond James Financial Inc
Largest Position
$13.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 503,540 | $13,137,359 | $12,933,425 | -$203,934 | -1.55% | |
| Quantum Financial Advisors, Llc | 0.68% | 264,637 | $6,904,386 | $6,797,201 | -$107,185 | -1.55% | |
| High Note Wealth, Llc | 0.61% | 143,201 | $3,688,846 | $3,678,118 | -$10,728 | -0.29% | |
| Lpl Financial Llc | 0.00% | 61,051 | $1,592,821 | $1,568,095 | -$24,726 | -1.55% | |
| Addison Advisors Llc | 0.68% | 55,385 | $1,444,995 | $1,422,564 | -$22,431 | -1.55% | |
| Central Trust Co | 0.02% | 49,388 | $1,288,533 | $1,268,531 | -$20,002 | -1.55% | |
| Osaic Holdings, Inc. | 0.00% | 45,376 | $1,183,897 | $1,165,483 | -$18,414 | -1.56% | |
| Collaborative Fund Advisors, Llc | 0.68% | 45,094 | $1,176,502 | $1,158,239 | -$18,263 | -1.55% | |
| Citadel Advisors Llc | 0.00% | 42,348 | $1,104,859 | $1,087,708 | -$17,151 | -1.55% | |
| Davenport & Co Llc | 0.01% | 38,215 | $984,412 | $981,552 | -$2,860 | -0.29% | |
| Jane Street Group, Llc | 0.00% | 20,648 | $538,706 | $530,344 | -$8,362 | -1.55% | |
| Mkt Advisors Llc | 0.17% | 20,482 | $525,371 | $526,080 | +$709 | +0.13% | |
| 4Thought Financial Group Inc. | 0.17% | 14,113 | $368,197 | $362,492 | -$5,705 | -1.55% | |
| Tower Research Capital Llc (Trc) | 0.01% | 13,623 | $355,424 | $349,907 | -$5,517 | -1.55% | |
| Jim Saulnier & Associates, Llc | 0.13% | 12,356 | $322,374 | $317,364 | -$5,010 | -1.55% | |
| Susquehanna International Group, Llp | 0.00% | 12,210 | $318,559 | $313,614 | -$4,945 | -1.55% | |
| Cerity Partners Llc | 0.00% | 11,403 | $297,504 | $292,886 | -$4,618 | -1.55% | |
| Beacon Pointe Advisors, Llc | 0.00% | 10,350 | $270,028 | $265,840 | -$4,188 | -1.55% | |
| Focus Financial Network, Inc. | 0.01% | 8,297 | $213,731 | $213,108 | -$623 | -0.29% | |
| Allworth Financial Lp | 0.00% | 4,117 | $107,413 | $105,745 | -$1,668 | -1.55% | |
| Bradley & Co. Private Wealth Management, Llc | 0.04% | 3,667 | $94,461 | $94,187 | -$274 | -0.29% | |
| Royal Bank Of Canada | 0.00% | 2,000 | $52,000 | $51,370 | -$630 | -1.21% | |
| Parallel Advisors, Llc | 0.00% | 1,168 | $30,473 | $30,000 | -$473 | -1.55% | |
| Barrett & Company, Inc. | 0.01% | 1,000 | $25,760 | $25,685 | -$75 | -0.29% | |
| Asset Dedication, Llc | 0.00% | 771 | $20,116 | $19,803 | -$313 | -1.56% | |
| Fmr Llc | 0.00% | 690 | $18,000 | $17,723 | -$277 | -1.54% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 262 | $6,836 | $6,729 | -$107 | -1.56% |
Frequently asked questions about IBIC
Who are the largest institutional holders of IBIC?
The largest institutional holders of IBIC reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Quantum Financial Advisors, Llc, High Note Wealth, Llc, Lpl Financial Llc, and Addison Advisors Llc. InsiderSet ranks institutional holders by their latest reported IBIC position.
What is IBIC institutional ownership?
This page tracks IBIC positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS OCT 2026 TT (IBIC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBIC?
InsiderSet currently tracks 27 institutional managers reporting IBIC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBIC shareholders.
How much IBIC stock do institutions own?
Institutional investment managers disclosed approximately $36.07M in IBIC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBIC institutional ownership last updated?
The latest IBIC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBIC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBIC position after the reporting date.
Are institutions buying or selling IBIC?
Institutional buying and selling can be analyzed by comparing IBIC positions across consecutive 13F reporting periods. InsiderSet's IBIC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBIC ownership changes.
How has IBIC institutional ownership changed over time?
InsiderSet tracks IBIC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.