IBIH Institutional Ownership & Shareholders
ISHARES IBONDS OCT 2031 TT (IBIH) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.01M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Quantum Financial Advisors, Llc is currently the largest disclosed institutional shareholder of IBIH tracked by InsiderSet, reporting ownership valued at approximately $6.16M 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 $5.95M, representing an estimated loss of -3.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed IBIH value among the investors covered in this analysis. Major shareholders include Quantum Financial Advisors, Llc, Yoder Wealth Management, Inc., Blackrock, Inc., and several other long-term asset managers with concentrated positions in ISHARES IBONDS OCT 2031 TT (IBIH).
This page ranks the largest institutional IBIH 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
23
Total Reported Value
$28.01M
Largest Holder
Quantum Financial Advisors, Llc
Largest Position
$6.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Quantum Financial Advisors, Llc | 0.61% | 234,139 | $6,155,510 | $5,954,155 | -$201,355 | -3.27% | |
| Yoder Wealth Management, Inc. | 1.77% | 187,428 | $4,687,574 | $4,766,294 | +$78,720 | +1.68% | |
| Blackrock, Inc. | 0.00% | 170,769 | $4,489,517 | $4,342,656 | -$146,861 | -3.27% | |
| Central Trust Co | 0.04% | 77,347 | $2,033,453 | $1,966,934 | -$66,519 | -3.27% | |
| Jane Street Group, Llc | 0.00% | 66,157 | $1,739,268 | $1,682,373 | -$56,895 | -3.27% | |
| Raymond James Financial Inc | 0.00% | 49,977 | $1,313,895 | $1,270,915 | -$42,980 | -3.27% | |
| Bradley & Co. Private Wealth Management, Llc | 0.50% | 43,948 | $1,099,146 | $1,117,598 | +$18,452 | +1.68% | |
| Ifg Advisory, Llc | 0.04% | 40,621 | $1,067,930 | $1,032,992 | -$34,938 | -3.27% | |
| Tower Research Capital Llc (Trc) | 0.02% | 33,599 | $883,318 | $854,423 | -$28,895 | -3.27% | |
| Citadel Advisors Llc | 0.00% | 29,659 | $779,735 | $754,228 | -$25,507 | -3.27% | |
| Lpl Financial Llc | 0.00% | 22,257 | $585,146 | $565,996 | -$19,150 | -3.27% | |
| Ark & Tlk Investments, Llc | 0.12% | 19,158 | $479,132 | $487,188 | +$8,056 | +1.68% | |
| Osaic Holdings, Inc. | 0.00% | 17,914 | $470,957 | $455,553 | -$15,404 | -3.27% | |
| Jim Saulnier & Associates, Llc | 0.16% | 15,443 | $405,988 | $392,715 | -$13,273 | -3.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,177 | $404,575 | $411,381 | +$6,806 | +1.68% | |
| Magnus Financial Group Llc | 0.02% | 14,570 | $364,396 | $370,515 | +$6,119 | +1.68% | |
| 4Thought Financial Group Inc. | 0.16% | 14,014 | $350,499 | $356,376 | +$5,877 | +1.68% | |
| Clark Asset Management, Llc | 0.02% | 9,413 | $235,419 | $239,373 | +$3,954 | +1.68% | |
| Allworth Financial Lp | 0.00% | 8,515 | $223,860 | $216,536 | -$7,324 | -3.27% | |
| Burkett Financial Services, Llc | 0.04% | 4,709 | $117,772 | $119,750 | +$1,978 | +1.68% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,139 | $82,513 | $79,825 | -$2,688 | -3.26% | |
| Laurel Wealth Advisors Llc | 0.00% | 800 | $20,008 | $20,344 | +$336 | +1.68% | |
| Asset Dedication, Llc | 0.00% | 759 | $19,955 | $19,301 | -$654 | -3.28% |
Frequently asked questions about IBIH
Who are the largest institutional holders of IBIH?
The largest institutional holders of IBIH reported in the latest SEC Form 13F filings include Quantum Financial Advisors, Llc, Yoder Wealth Management, Inc., Blackrock, Inc., Central Trust Co, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported IBIH position.
What is IBIH institutional ownership?
This page tracks IBIH positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS OCT 2031 TT (IBIH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBIH?
InsiderSet currently tracks 23 institutional managers reporting IBIH 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 IBIH shareholders.
How much IBIH stock do institutions own?
Institutional investment managers disclosed approximately $28.01M in IBIH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBIH institutional ownership last updated?
The latest IBIH 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 IBIH 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 IBIH position after the reporting date.
Are institutions buying or selling IBIH?
Institutional buying and selling can be analyzed by comparing IBIH positions across consecutive 13F reporting periods. InsiderSet's IBIH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBIH ownership changes.
How has IBIH institutional ownership changed over time?
InsiderSet tracks IBIH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.