iShares Ibonds Oct 2027 TTIBIDETF
13F holders, Q4 2025 (December 31)22holders +3
3new positions
0sold out
1famous investor
$25.80avg. 13F price*
At the end of Q4 2025, 22 institutions reported holding iShares Ibonds Oct 2027 TT (IBID) in their 13F filings, up 3 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were Quantum Financial Advisors, LLC ($7.0M), Addison Advisors LLC ($2.7M) and BlackRock, Inc. ($2.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $543K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 127,311 shares bought and 773 shares sold, net +126,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Quantum Financial Advisors, LLC | 0.79% | Add +4.3% | 273,037 | $7.0M |
| Addison Advisors LLC | 0.61% | Add +7.3% | 105,972 | $2.7M |
| BlackRock, Inc. | 0.00% | Add +16.6% | 81,740 | $2.1M |
| High Note Wealth, LLC | 0.26% | Reduce -0.0% | 51,656 | $1.3M |
| Citadel Advisors | 0.00% | Add +21.9% | 39,842 | $1.0M |
| LPL Financial LLC | 0.00% | Add +148.1% | 39,222 | $1.0M |
| Creative Planning | 0.00% | Add +0.1% | 32,493 | $838K |
| Jane Street Group, LLC | 0.00% | Add +224.7% | 29,264 | $755K |
| CENTRAL TRUST Co | 0.01% | Add +63.0% | 26,035 | $672K |
| Osaic Holdings, Inc. | 0.00% | Add +233.6% | 17,680 | $456K |
| MKT Advisors LLC | 0.15% | Add +11.7% | 17,476 | $451K |
| ARK & TLK Investments, LLC | 0.12% | No change | 17,299 | $446K |
| Jim Saulnier & Associates, LLC | 0.17% | Add +8.7% | 12,556 | $324K |
| Flow Traders U.S. LLC | 0.01% | New | 10,820 | $279K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 10,336 | $267K |
| IFG Advisory, LLC | 0.01% | New | 9,095 | $235K |
| Bradley & Co. Private Wealth Management, LLC | 0.12% | No change | 8,406 | $217K |
| Allworth Financial LP | 0.00% | No change | 1,990 | $51K |
| Parallel Advisors, LLC | 0.00% | New | 1,152 | $30K |
| Barrett & Company, Inc. | 0.01% | Reduce -42.9% | 1,000 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.2% | 595 | $15K |
| Hartford Financial Management Inc. | 0.00% | No change | 480 | $12K |
"% 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.