IBID Institutional Ownership & Shareholders
ISHARES IBONDS OCT 2027 TT (IBID) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $58.50M 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 IBID tracked by InsiderSet, reporting ownership valued at approximately $14.17M 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 $14.01M, representing an estimated loss of -1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed IBID value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Quantum Financial Advisors, Llc, Bip Wealth, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS OCT 2027 TT (IBID).
This page ranks the largest institutional IBID 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
36
Total Reported Value
$58.50M
Largest Holder
Raymond James Financial Inc
Largest Position
$14.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 540,076 | $14,171,585 | $14,006,871 | -$164,714 | -1.16% | |
| Quantum Financial Advisors, Llc | 0.95% | 365,365 | $9,587,173 | $9,475,741 | -$111,432 | -1.16% | |
| Bip Wealth, Llc | 0.18% | 252,278 | $6,534,000 | $6,542,830 | +$8,830 | +0.14% | |
| Lpl Financial Llc | 0.00% | 248,800 | $6,528,514 | $6,452,628 | -$75,886 | -1.16% | |
| Blackrock, Inc. | 0.00% | 171,192 | $4,492,078 | $4,439,865 | -$52,213 | -1.16% | |
| Osaic Holdings, Inc. | 0.00% | 81,062 | $2,127,021 | $2,102,343 | -$24,678 | -1.16% | |
| Goldman Sachs Group Inc | 0.00% | 72,071 | $1,891,143 | $1,869,161 | -$21,982 | -1.16% | |
| Addison Advisors Llc | 0.75% | 60,275 | $1,581,616 | $1,563,232 | -$18,384 | -1.16% | |
| Jane Street Group, Llc | 0.00% | 52,708 | $1,383,058 | $1,366,982 | -$16,076 | -1.16% | |
| High Note Wealth, Llc | 0.22% | 51,521 | $1,334,405 | $1,336,197 | +$1,792 | +0.13% | |
| Bradley & Co. Private Wealth Management, Llc | 0.46% | 39,144 | $1,013,853 | $1,015,200 | +$1,347 | +0.13% | |
| Davenport & Co Llc | 0.01% | 37,887 | $981,279 | $982,599 | +$1,320 | +0.13% | |
| Flow Traders U.S. Llc | 0.03% | 32,093 | $842,000 | $832,332 | -$9,668 | -1.15% | |
| Central Trust Co | 0.01% | 24,999 | $655,974 | $648,349 | -$7,625 | -1.16% | |
| Meyer Handelman Co | 0.02% | 20,488 | $530,639 | $531,356 | +$717 | +0.14% | |
| Mkt Advisors Llc | 0.16% | 19,599 | $506,247 | $508,300 | +$2,053 | +0.41% | |
| Cerity Partners Llc | 0.00% | 17,550 | $460,504 | $455,159 | -$5,345 | -1.16% | |
| Ark & Tlk Investments, Llc | 0.11% | 17,299 | $448,038 | $448,650 | +$612 | +0.14% | |
| Ifg Advisory, Llc | 0.02% | 16,925 | $444,112 | $438,950 | -$5,162 | -1.16% | |
| Jim Saulnier & Associates, Llc | 0.16% | 15,126 | $396,909 | $392,293 | -$4,616 | -1.16% | |
| 4Thought Financial Group Inc. | 0.17% | 13,964 | $366,410 | $362,156 | -$4,254 | -1.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,334 | $349,882 | $345,817 | -$4,065 | -1.16% | |
| Beacon Pointe Advisors, Llc | 0.00% | 11,484 | $301,330 | $297,838 | -$3,492 | -1.16% | |
| Allworth Financial Lp | 0.00% | 9,772 | $256,418 | $253,437 | -$2,981 | -1.16% | |
| First National Trust Co | 0.01% | 9,515 | $246,438 | $246,772 | +$334 | +0.14% | |
| Tower Research Capital Llc (Trc) | 0.01% | 9,291 | $243,796 | $240,962 | -$2,834 | -1.16% | |
| Farther Finance Advisors, Llc | 0.00% | 8,631 | $223,535 | $223,845 | +$310 | +0.14% | |
| Cohalo Advisory Llc | 11.30% | 7,951 | $205,945 | $206,209 | +$264 | +0.13% | |
| Summit Financial Strategies, Inc. | 0.01% | 7,740 | $200,466 | $200,737 | +$271 | +0.14% | |
| Asset Dedication, Llc | 0.00% | 2,683 | $70,402 | $69,584 | -$818 | -1.16% | |
| Mcilrath & Eck, Llc | 0.00% | 1,535 | $40,088 | $39,810 | -$278 | -0.69% | |
| Parallel Advisors, Llc | 0.00% | 1,152 | $30,228 | $29,877 | -$351 | -1.16% | |
| Barrett & Company, Inc. | 0.01% | 1,000 | $25,900 | $25,935 | +$35 | +0.14% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 876 | $22,981 | $22,719 | -$262 | -1.14% | |
| Quent Capital, Llc | 0.00% | 400 | $10,496 | $10,374 | -$122 | -1.16% | |
| Hartford Financial Management Inc. | 0.00% | 480 | $125 | $12,449 | +$12,324 | +9859.04% |
Frequently asked questions about IBID
Who are the largest institutional holders of IBID?
The largest institutional holders of IBID reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Quantum Financial Advisors, Llc, Bip Wealth, Llc, Lpl Financial Llc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported IBID position.
What is IBID institutional ownership?
This page tracks IBID positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS OCT 2027 TT (IBID) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBID?
InsiderSet currently tracks 36 institutional managers reporting IBID 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 IBID shareholders.
How much IBID stock do institutions own?
Institutional investment managers disclosed approximately $58.50M in IBID holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBID institutional ownership last updated?
The latest IBID 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 IBID 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 IBID position after the reporting date.
Are institutions buying or selling IBID?
Institutional buying and selling can be analyzed by comparing IBID positions across consecutive 13F reporting periods. InsiderSet's IBID Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBID ownership changes.
How has IBID institutional ownership changed over time?
InsiderSet tracks IBID institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.