IBIL Institutional Ownership & Shareholders
ISHARES IBONDS OCT 2035 TIPS (IBIL) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.36M 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 IBIL tracked by InsiderSet, reporting ownership valued at approximately $1.42M 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 $1.35M, representing an estimated loss of -4.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed IBIL value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Bradley & Co. Private Wealth Management, Llc, Tower Research Capital Llc (Trc), and several other long-term asset managers with concentrated positions in ISHARES IBONDS OCT 2035 TIPS (IBIL).
This page ranks the largest institutional IBIL 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
14
Total Reported Value
$7.36M
Largest Holder
Raymond James Financial Inc
Largest Position
$1.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
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% | 55,222 | $1,416,212 | $1,349,134 | -$67,078 | -4.74% | |
| Bradley & Co. Private Wealth Management, Llc | 0.62% | 56,523 | $1,346,377 | $1,380,919 | +$34,542 | +2.57% | |
| Tower Research Capital Llc (Trc) | 0.03% | 48,517 | $1,244,257 | $1,185,324 | -$58,933 | -4.74% | |
| Citadel Advisors Llc | 0.00% | 38,837 | $996,006 | $948,831 | -$47,175 | -4.74% | |
| Jane Street Group, Llc | 0.00% | 24,176 | $620,013 | $590,646 | -$29,367 | -4.74% | |
| 4Thought Financial Group Inc. | 0.17% | 14,186 | $363,803 | $346,580 | -$17,223 | -4.73% | |
| Ark & Tlk Investments, Llc | 0.07% | 11,550 | $275,121 | $282,179 | +$7,058 | +2.57% | |
| Lpl Financial Llc | 0.00% | 10,360 | $265,690 | $253,106 | -$12,584 | -4.74% | |
| Quantum Financial Advisors, Llc | 0.03% | 10,258 | $263,078 | $250,614 | -$12,464 | -4.74% | |
| Asset Dedication, Llc | 0.02% | 10,016 | $256,869 | $244,702 | -$12,167 | -4.74% | |
| Cambridge Financial Group, Llc | 0.08% | 10,016 | $256,869 | $244,702 | -$12,167 | -4.74% | |
| Central Trust Co | 0.00% | 1,213 | $31,109 | $29,635 | -$1,474 | -4.74% | |
| Allworth Financial Lp | 0.00% | 778 | $19,953 | $19,007 | -$946 | -4.74% | |
| Action Point Financial Planning, Llc | 0.00% | 300 | $7,694 | $7,329 | -$365 | -4.74% |
Frequently asked questions about IBIL
Who are the largest institutional holders of IBIL?
The largest institutional holders of IBIL reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Bradley & Co. Private Wealth Management, Llc, Tower Research Capital Llc (Trc), Citadel Advisors Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported IBIL position.
What is IBIL institutional ownership?
This page tracks IBIL positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS OCT 2035 TIPS (IBIL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBIL?
InsiderSet currently tracks 14 institutional managers reporting IBIL 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 IBIL shareholders.
How much IBIL stock do institutions own?
Institutional investment managers disclosed approximately $7.36M in IBIL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBIL institutional ownership last updated?
The latest IBIL 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 IBIL 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 IBIL position after the reporting date.
Are institutions buying or selling IBIL?
Institutional buying and selling can be analyzed by comparing IBIL positions across consecutive 13F reporting periods. InsiderSet's IBIL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBIL ownership changes.
How has IBIL institutional ownership changed over time?
InsiderSet tracks IBIL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.