iShares Ibonds Oct 2027 TTIBIDETF
13F holders, Q3 2025 (September 30)19holders −1
3new positions
4sold out
1famous investor
$26.26avg. 13F price*
At the end of Q3 2025, 19 institutions reported holding iShares Ibonds Oct 2027 TT (IBID) in their 13F filings, down 1 from Q2 2025. 3 opened new positions and 4 sold out. The largest holders were Quantum Financial Advisors, LLC ($6.9M), Addison Advisors LLC ($2.6M) and BlackRock, Inc. ($1.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Oct 2027 TT
- CUSIP
- 46438G604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $699K |
| Exits | 4 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 101,617 shares bought and 70,282 shares sold, net +31,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Quantum Financial Advisors, LLC | 0.84% | Add +12.1% | 261,765 | $6.9M |
| Addison Advisors LLC | 0.60% | Add +7.8% | 98,776 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +12.6% | 70,127 | $1.8M |
| High Note Wealth, LLC | 0.27% | Add +51.0% | 51,679 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -23.4% | 32,681 | $858K |
| Creative Planning | 0.00% | Add +27.9% | 32,447 | $852K |
| ARK & TLK Investments, LLC | 0.14% | No change | 17,299 | $454K |
| CENTRAL TRUST Co | 0.01% | Reduce -9.3% | 15,970 | $419K |
| LPL Financial LLC | 0.00% | New | 15,808 | $415K |
| MKT Advisors LLC | 0.15% | Add +30.8% | 15,651 | $407K |
| Jim Saulnier & Associates, LLC | 0.17% | Add +1.3% | 11,547 | $303K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,336 | $271K |
| Jane Street Group, LLC | 0.00% | Reduce -57.1% | 9,014 | $237K |
| Bradley & Co. Private Wealth Management, LLC | 0.12% | No change | 8,406 | $221K |
| Osaic Holdings, Inc. | 0.00% | Add +191.8% | 5,300 | $139K |
| Allworth Financial LP | 0.00% | No change | 1,990 | $52K |
| Barrett & Company, Inc. | 0.02% | No change | 1,750 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.2% | 582 | $15K |
| Hartford Financial Management Inc. | 0.00% | New | 480 | $13K |
"% of holder's portfolio" is IBID's weight in each manager's 13F, not the share of iShares Ibonds Oct 2027 TT the manager owns.