iShares Ibonds Oct 2027 TTIBIDETF
13F holders, Q1 2026 (March 31)29holders +7
9new positions
2sold out
$26.11avg. 13F price*
At the end of Q1 2026, 29 institutions reported holding iShares Ibonds Oct 2027 TT (IBID) in their 13F filings, up 7 from Q4 2025. 9 opened new positions and 2 sold out. The largest holders were Quantum Financial Advisors, LLC ($8.9M), Raymond James Financial Inc. ($4.3M) and LPL Financial LLC ($4.2M).
- Company
- iShares Ibonds Oct 2027 TT
- CUSIP
- 46438G604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.7M |
| Exits | 2 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 536,566 shares bought and 56,120 shares sold, net +480,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Quantum Financial Advisors, LLC | 1.00% | Add +25.4% | 342,509 | $8.9M |
| Raymond James Financial Inc. | 0.00% | New | 163,354 | $4.3M |
| LPL Financial LLC | 0.00% | Add +307.6% | 159,890 | $4.2M |
| Addison Advisors LLC | 0.63% | Add +2.5% | 108,663 | $2.8M |
| BlackRock, Inc. | 0.00% | Add +23.8% | 101,200 | $2.6M |
| High Note Wealth, LLC | 0.26% | Reduce -0.3% | 51,496 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 46,396 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 42,394 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +30.1% | 38,084 | $995K |
| Creative Planning | 0.00% | No change | 32,493 | $849K |
| Bradley & Co. Private Wealth Management, LLC | 0.31% | Add +171.5% | 22,824 | $596K |
| Osaic Holdings, Inc. | 0.00% | Add +9.6% | 19,368 | $506K |
| CENTRAL TRUST Co | 0.01% | Reduce -26.9% | 19,039 | $497K |
| Cerity Partners LLC | 0.00% | New | 17,518 | $457K |
| MKT Advisors LLC | 0.15% | Reduce -0.1% | 17,449 | $455K |
| ARK & TLK Investments, LLC | 0.12% | No change | 17,299 | $452K |
| Flow Traders U.S. LLC | 0.01% | Add +36.9% | 14,815 | $387K |
| 4Thought Financial Group Inc. | 0.17% | New | 13,495 | $352K |
| Jim Saulnier & Associates, LLC | 0.16% | No change | 12,556 | $328K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 10,336 | $270K |
| DAVENPORT & Co LLC | 0.00% | New | 8,770 | $229K |
| Allworth Financial LP | 0.00% | No change | 1,990 | $52K |
| McIlrath & Eck, LLC | 0.00% | New | 1,535 | $40K |
| Parallel Advisors, LLC | 0.00% | No change | 1,152 | $30K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +62.9% | 969 | $25K |
| Asset Dedication, LLC | 0.00% | New | 775 | $20K |
| UBS Group AG | 0.00% | New | 743 | $19K |
| Hartford Financial Management Inc. | 0.00% | No change | 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.