IBIG Institutional Ownership & Shareholders
ISHARES IBONDS OCT 2030 TT (IBIG) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $80.48M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
True Private Wealth Advisors is currently the largest disclosed institutional shareholder of IBIG tracked by InsiderSet, reporting ownership valued at approximately $33.75M in its September 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 $34.19M, representing an estimated gain of +1.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed IBIG value among the investors covered in this analysis. Major shareholders include True Private Wealth Advisors, Raymond James Financial Inc, Quantum Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS OCT 2030 TT (IBIG).
This page ranks the largest institutional IBIG 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
33
Total Reported Value
$80.48M
Largest Holder
True Private Wealth Advisors
Largest Position
$33.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| True Private Wealth Advisors | 2.87% | 1,340,745 | $33,746,556 | $34,188,998 | +$442,442 | +1.31% | |
| Raymond James Financial Inc | 0.00% | 506,893 | $13,311,010 | $12,925,772 | -$385,239 | -2.89% | |
| Quantum Financial Advisors, Llc | 0.73% | 281,307 | $7,387,110 | $7,173,329 | -$213,782 | -2.89% | |
| Blackrock, Inc. | 0.00% | 170,663 | $4,481,610 | $4,351,907 | -$129,704 | -2.89% | |
| D.A. Davidson & Co. | 0.02% | 170,692 | $4,296,318 | $4,352,646 | +$56,328 | +1.31% | |
| Morgan Stanley | 0.00% | 124,436 | $3,267,689 | $3,173,118 | -$94,571 | -2.89% | |
| Central Trust Co | 0.04% | 81,847 | $2,149,303 | $2,087,099 | -$62,205 | -2.89% | |
| Osaic Holdings, Inc. | 0.00% | 63,032 | $1,655,117 | $1,607,316 | -$47,801 | -2.89% | |
| Bradley & Co. Private Wealth Management, Llc | 0.65% | 56,252 | $1,415,877 | $1,434,426 | +$18,549 | +1.31% | |
| Goldman Sachs Group Inc | 0.00% | 48,275 | $1,267,702 | $1,231,013 | -$36,690 | -2.89% | |
| Jane Street Group, Llc | 0.00% | 40,212 | $1,055,967 | $1,025,406 | -$30,561 | -2.89% | |
| Ifg Advisory, Llc | 0.04% | 38,892 | $1,021,303 | $991,746 | -$29,557 | -2.89% | |
| Jim Saulnier & Associates, Llc | 0.31% | 28,974 | $760,847 | $738,837 | -$22,010 | -2.89% | |
| Mkt Advisors Llc | 0.20% | 25,109 | $630,981 | $640,280 | +$9,299 | +1.47% | |
| Flow Traders U.S. Llc | 0.02% | 20,422 | $536,000 | $520,761 | -$15,239 | -2.84% | |
| Ark & Tlk Investments, Llc | 0.11% | 18,825 | $473,826 | $480,038 | +$6,212 | +1.31% | |
| Newedge Advisors, Llc | 0.00% | 17,888 | $469,739 | $456,144 | -$13,595 | -2.89% | |
| Blackdiamond Wealth Management, Llc | 0.17% | 16,572 | $424,831 | $422,586 | -$2,245 | -0.53% | |
| Lpl Financial Llc | 0.00% | 14,772 | $387,917 | $376,686 | -$11,231 | -2.90% | |
| 4Thought Financial Group Inc. | 0.17% | 13,835 | $363,309 | $352,793 | -$10,517 | -2.89% | |
| Magnus Financial Group Llc | 0.02% | 12,624 | $317,746 | $321,912 | +$4,166 | +1.31% | |
| Royal Bank Of Canada | 0.00% | 9,155 | $240,000 | $233,453 | -$6,548 | -2.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,012 | $236,660 | $229,806 | -$6,854 | -2.90% | |
| Allworth Financial Lp | 0.00% | 8,507 | $223,394 | $216,929 | -$6,466 | -2.89% | |
| Burkett Financial Services, Llc | 0.04% | 4,696 | $118,198 | $119,748 | +$1,550 | +1.31% | |
| Fmr Llc | 0.00% | 2,628 | $69,001 | $67,014 | -$1,987 | -2.88% | |
| Laurel Wealth Advisors Llc | 0.00% | 2,000 | $50,340 | $51,000 | +$660 | +1.31% | |
| Mcilrath & Eck, Llc | 0.00% | 1,837 | $48,236 | $46,844 | -$1,393 | -2.89% | |
| Parallel Advisors, Llc | 0.00% | 1,136 | $29,831 | $28,968 | -$863 | -2.89% | |
| Asset Dedication, Llc | 0.00% | 769 | $20,194 | $19,610 | -$585 | -2.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 665 | $17,464 | $16,958 | -$507 | -2.90% | |
| Ubs Group Ag | 0.00% | 346 | $9,086 | $8,823 | -$263 | -2.89% | |
| Wells Fargo & Company/Mn | 0.00% | 52 | $1,366 | $1,326 | -$40 | -2.93% |
Frequently asked questions about IBIG
Who are the largest institutional holders of IBIG?
The largest institutional holders of IBIG reported in the latest SEC Form 13F filings include True Private Wealth Advisors, Raymond James Financial Inc, Quantum Financial Advisors, Llc, Blackrock, Inc., and D.A. Davidson & Co.. InsiderSet ranks institutional holders by their latest reported IBIG position.
What is IBIG institutional ownership?
This page tracks IBIG positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS OCT 2030 TT (IBIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBIG?
InsiderSet currently tracks 33 institutional managers reporting IBIG 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 IBIG shareholders.
How much IBIG stock do institutions own?
Institutional investment managers disclosed approximately $80.48M in IBIG holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBIG institutional ownership last updated?
The latest IBIG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 IBIG 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 IBIG position after the reporting date.
Are institutions buying or selling IBIG?
Institutional buying and selling can be analyzed by comparing IBIG positions across consecutive 13F reporting periods. InsiderSet's IBIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBIG ownership changes.
How has IBIG institutional ownership changed over time?
InsiderSet tracks IBIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.