IBIF Institutional Ownership & Shareholders
ISHARES IBONDS OCT 2029 TT (IBIF) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.14M 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 IBIF tracked by InsiderSet, reporting ownership valued at approximately $14.27M 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 $13.79M, representing an estimated loss of -3.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed IBIF value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Quantum Financial Advisors, Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in ISHARES IBONDS OCT 2029 TT (IBIF).
This page ranks the largest institutional IBIF 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
25
Total Reported Value
$45.14M
Largest Holder
Raymond James Financial Inc
Largest Position
$14.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
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% | 542,831 | $14,271,027 | $13,787,907 | -$483,120 | -3.39% | |
| Quantum Financial Advisors, Llc | 0.89% | 343,768 | $9,037,655 | $8,731,707 | -$305,948 | -3.39% | |
| Blackrock, Inc. | 0.00% | 170,671 | $4,486,941 | $4,335,043 | -$151,898 | -3.39% | |
| Central Trust Co | 0.06% | 123,725 | $3,252,731 | $3,142,615 | -$110,116 | -3.39% | |
| Citadel Advisors Llc | 0.00% | 90,905 | $2,389,892 | $2,308,987 | -$80,905 | -3.39% | |
| Robertson Stephens Wealth Management, Llc | 0.05% | 77,715 | $2,043,139 | $1,973,961 | -$69,178 | -3.39% | |
| Jane Street Group, Llc | 0.00% | 61,138 | $1,607,318 | $1,552,905 | -$54,413 | -3.39% | |
| Osaic Holdings, Inc. | 0.00% | 48,328 | $1,270,538 | $1,227,531 | -$43,007 | -3.38% | |
| Ifg Advisory, Llc | 0.04% | 38,890 | $1,022,420 | $987,806 | -$34,614 | -3.39% | |
| Jim Saulnier & Associates, Llc | 0.35% | 32,786 | $861,953 | $832,764 | -$29,189 | -3.39% | |
| Briggs Wealth Management, Inc | 0.67% | 27,965 | $735,200 | $710,311 | -$24,889 | -3.39% | |
| Susquehanna International Group, Llp | 0.00% | 25,316 | $665,558 | $643,026 | -$22,532 | -3.39% | |
| Ark & Tlk Investments, Llc | 0.12% | 18,512 | $486,668 | $470,205 | -$16,463 | -3.38% | |
| Bradley & Co. Private Wealth Management, Llc | 0.23% | 18,381 | $483,240 | $466,877 | -$16,363 | -3.39% | |
| Mkt Advisors Llc | 0.15% | 18,422 | $473,271 | $467,919 | -$5,352 | -1.13% | |
| Lpl Financial Llc | 0.00% | 15,178 | $399,033 | $385,521 | -$13,512 | -3.39% | |
| 4Thought Financial Group Inc. | 0.17% | 13,840 | $363,841 | $351,536 | -$12,305 | -3.38% | |
| Park Avenue Securities Llc | 0.00% | 12,535 | $330,000 | $318,389 | -$11,611 | -3.52% | |
| Allworth Financial Lp | 0.00% | 10,509 | $276,282 | $266,929 | -$9,353 | -3.39% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,028 | $263,637 | $254,711 | -$8,926 | -3.39% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,849 | $258,919 | $250,165 | -$8,754 | -3.38% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,041 | $53,658 | $51,841 | -$1,817 | -3.39% | |
| Mcilrath & Eck, Llc | 0.00% | 1,759 | $46,165 | $44,679 | -$1,486 | -3.22% | |
| Asset Dedication, Llc | 0.00% | 1,351 | $35,518 | $34,315 | -$1,203 | -3.39% | |
| Parallel Advisors, Llc | 0.00% | 1,141 | $30,003 | $28,981 | -$1,022 | -3.40% |
Frequently asked questions about IBIF
Who are the largest institutional holders of IBIF?
The largest institutional holders of IBIF reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Quantum Financial Advisors, Llc, Blackrock, Inc., Central Trust Co, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported IBIF position.
What is IBIF institutional ownership?
This page tracks IBIF positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS OCT 2029 TT (IBIF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBIF?
InsiderSet currently tracks 25 institutional managers reporting IBIF 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 IBIF shareholders.
How much IBIF stock do institutions own?
Institutional investment managers disclosed approximately $45.14M in IBIF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBIF institutional ownership last updated?
The latest IBIF 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 IBIF 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 IBIF position after the reporting date.
Are institutions buying or selling IBIF?
Institutional buying and selling can be analyzed by comparing IBIF positions across consecutive 13F reporting periods. InsiderSet's IBIF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBIF ownership changes.
How has IBIF institutional ownership changed over time?
InsiderSet tracks IBIF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.