iShares Ibonds Oct 2029 TTIBIFETF

13F holders, Q1 2025 (March 31)
15holders +5
5new positions
0sold out
$26.39avg. 13F price*

At the end of Q1 2025, 15 institutions reported holding iShares Ibonds Oct 2029 TT (IBIF) in their 13F filings, up 5 from Q4 2024. 5 opened new positions and 0 sold out. The largest holders were Quantum Financial Advisors, LLC ($4.6M), Robertson Stephens Wealth Management, LLC ($1.6M) and Susquehanna International Group, LLP ($1.0M).

Company
iShares Ibonds Oct 2029 TT
CUSIP
46438G802
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 6Q1 2024Q2 2024: 7Q2 2024Q3 2024: 6Q3 2024Q4 2024: 10Q4 2024Q1 2025: 15Q1 2025Q2 2025: 14Q2 2025Q3 2025: 19Q3 2025Q4 2025: 19Q4 2025Q1 2026: 24Q1 2026Q2 2026: 26Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$1.9M
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 118,480 shares bought and 2,556 shares sold, net +115,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Quantum Financial Advisors, LLC 0.69% Add +11.9% 175,679 $4.6M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -3.1% 60,307 $1.6M
Susquehanna International Group, LLP 0.00% New 38,446 $1.0M
BlackRock, Inc. 0.00% Add +125.0% 35,090 $926K
CENTRAL TRUST Co 0.01% Add +46.4% 22,665 $598K
Flow Traders U.S. LLC 0.02% New 19,114 $504K
ARK & TLK Investments, LLC 0.17% No change 18,023 $476K
Jim Saulnier & Associates, LLC 0.24% No change 11,868 $313K
Jane Street Group, LLC 0.00% Add +14.3% 11,689 $308K
Creative Planning 0.00% New 11,404 $301K
Park Avenue Securities LLC 0.00% Reduce -5.8% 9,710 $256K
Bradley & Co. Private Wealth Management, LLC 0.14% No change 7,737 $204K
Allworth Financial LP 0.00% New 1,993 $52K
Steward Partners Investment Advisory, LLC 0.00% No change 786 $21K
Osaic Holdings, Inc. 0.00% New 625 $16K

"% of holder's portfolio" is IBIF's weight in each manager's 13F, not the share of iShares Ibonds Oct 2029 TT the manager owns.