iShares Ibonds Oct 2029 TTIBIFETF

13F holders, Q4 2025 (December 31)
19holders
1new positions
1sold out
1famous investor
$26.03avg. 13F price*

At the end of Q4 2025, 19 institutions reported holding iShares Ibonds Oct 2029 TT (IBIF) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Quantum Financial Advisors, LLC ($6.3M), BlackRock, Inc. ($2.1M) and CENTRAL TRUST Co ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$30K
Exits1$1.2M

All 13F filers, Q3 2025 → Q4 2025: 194,987 shares bought and 69,854 shares sold, net +125,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Quantum Financial Advisors, LLC 0.71% Add +6.6% 242,938 $6.3M
BlackRock, Inc. 0.00% Add +16.6% 81,122 $2.1M
CENTRAL TRUST Co 0.04% Add +228.6% 77,054 $2.0M
Robertson Stephens Wealth Management, LLC 0.05% Add +10.1% 74,393 $1.9M
Jane Street Group, LLC 0.00% Add +378.2% 45,981 $1.2M
Osaic Holdings, Inc. 0.00% Add +249.4% 37,812 $984K
Citadel Advisors 0.00% Add +77.3% 31,429 $818K
Jim Saulnier & Associates, LLC 0.37% Add +37.5% 27,584 $718K
IFG Advisory, LLC 0.03% Add +110.0% 22,755 $592K
ARK & TLK Investments, LLC 0.13% No change 18,512 $482K
MKT Advisors LLC 0.15% Add +11.8% 16,993 $443K
Creative Planning 0.00% Add +0.3% 15,530 $404K
Park Avenue Securities LLC 0.00% No change 14,785 $385K
LPL Financial LLC 0.00% Add +30.6% 13,786 $359K
Flow Traders U.S. LLC 0.01% Reduce -62.6% 13,663 $356K
Steward Partners Investment Advisory, LLC 0.00% Add +118.2% 9,802 $255K
Bradley & Co. Private Wealth Management, LLC 0.05% No change 3,580 $93K
Allworth Financial LP 0.00% No change 1,993 $52K
Parallel Advisors, LLC 0.00% New 1,141 $30K

"% 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.