iShares Ibonds Oct 2026 TTIBICETF

13F holders, Q4 2025 (December 31)
27holders +6
6new positions
0sold out
1famous investor
$25.56avg. 13F price*

At the end of Q4 2025, 27 institutions reported holding iShares Ibonds Oct 2026 TT (IBIC) in their 13F filings, up 6 from Q3 2025. 6 opened new positions and 0 sold out. The largest holders were Quantum Financial Advisors, LLC ($8.0M), LPL Financial LLC ($4.1M) and High Note Wealth, LLC ($3.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Ibonds Oct 2026 TT
CUSIP
46438G505
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 7Q1 2024Q2 2024: 8Q2 2024Q3 2024: 7Q3 2024Q4 2024: 13Q4 2024Q1 2025: 16Q1 2025Q2 2025: 20Q2 2025Q3 2025: 21Q3 2025Q4 2025: 27Q4 2025Q1 2026: 29Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$1.1M
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 321,894 shares bought and 24,164 shares sold, net +297,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

Quantum Financial Advisors, LLC 0.90% Add +5.6% 312,885 $8.0M
LPL Financial LLC 0.00% Add +1047.5% 161,557 $4.1M
High Note Wealth, LLC 0.72% Reduce -0.0% 143,338 $3.7M
Addison Advisors LLC 0.60% Add +6.7% 104,139 $2.7M
BlackRock, Inc. 0.00% Add +16.6% 82,528 $2.1M
Citadel Advisors 0.00% Add +96.6% 69,530 $1.8M
Osaic Holdings, Inc. 0.00% Add +525.7% 49,510 $1.3M
CENTRAL TRUST Co 0.02% Add +58.0% 44,166 $1.1M
Flow Traders U.S. LLC 0.03% New 30,694 $784K
Creative Planning 0.00% Add +0.2% 25,059 $640K
MKT Advisors LLC 0.16% Add +16.3% 18,363 $470K
Susquehanna International Group, LLP 0.00% Reduce -0.4% 18,174 $464K
ARK & TLK Investments, LLC 0.12% No change 16,917 $432K
Austin Private Wealth, LLC 0.02% No change 11,403 $291K
Jim Saulnier & Associates, LLC 0.15% Reduce -11.4% 10,987 $281K
Beacon Pointe Advisors, LLC 0.00% No change 10,350 $264K
DAVENPORT & Co LLC 0.00% New 10,348 $264K
Sigma Planning Corp 0.01% Reduce -51.1% 8,591 $220K
Jane Street Group, LLC 0.00% Reduce -60.2% 8,364 $214K
Focus Financial Network, Inc. 0.01% Add +1.1% 8,297 $212K
Allworth Financial LP 0.00% Add +105.1% 4,117 $105K
Parallel Advisors, LLC 0.00% New 1,168 $30K
Barrett & Company, Inc. 0.01% Reduce -50.0% 1,000 $26K
UBS Group AG 0.00% New 358 $9K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.0% 267 $7K
Farther Finance Advisors, LLC 0.00% New 162 $4K
EverSource Wealth Advisors, LLC 0.00% New 109 $3K

"% of holder's portfolio" is IBIC's weight in each manager's 13F, not the share of iShares Ibonds Oct 2026 TT the manager owns.