iShares Ibonds Oct 2029 TTIBIFETF

13F holders, Q1 2026 (March 31)
24holders +5
7new positions
2sold out
1famous investor
$26.25avg. 13F price*

At the end of Q1 2026, 24 institutions reported holding iShares Ibonds Oct 2029 TT (IBIF) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 2 sold out. The largest holders were Quantum Financial Advisors, LLC ($8.4M), Raymond James Financial Inc. ($4.4M) and CENTRAL TRUST Co ($2.9M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$5.5M
Exits2$948K

All 13F filers, Q4 2025 → Q1 2026: 370,189 shares bought and 58,564 shares sold, net +311,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Quantum Financial Advisors, LLC 0.94% Add +31.1% 318,386 $8.4M
Raymond James Financial Inc. 0.00% New 168,408 $4.4M
CENTRAL TRUST Co 0.06% Add +41.6% 109,111 $2.9M
BlackRock, Inc. 0.00% Add +23.8% 100,437 $2.6M
Robertson Stephens Wealth Management, LLC 0.06% Add +2.1% 75,993 $2.0M
Citadel Advisors 0.00% Add +39.4% 43,818 $1.2M
Osaic Holdings, Inc. 0.00% Add +12.9% 42,694 $1.1M
Jim Saulnier & Associates, LLC 0.35% No change 27,584 $724K
Jane Street Group, LLC 0.00% Reduce -43.2% 26,115 $685K
ARK & TLK Investments, LLC 0.13% No change 18,512 $486K
Bradley & Co. Private Wealth Management, LLC 0.25% Add +412.5% 18,347 $482K
MKT Advisors LLC 0.15% Reduce -0.2% 16,963 $445K
Creative Planning 0.00% No change 15,530 $408K
Briggs Wealth Management, Inc 0.39% New 14,142 $371K
LPL Financial LLC 0.00% Add +0.7% 13,884 $364K
4Thought Financial Group Inc. 0.17% New 13,375 $351K
Park Avenue Securities LLC 0.00% Reduce -15.2% 12,535 $329K
Steward Partners Investment Advisory, LLC 0.00% Add +2.6% 10,059 $264K
HighTower Advisors, LLC 0.00% New 7,684 $202K
Tower Research Capital LLC (TRC) 0.00% New 3,244 $85K
Allworth Financial LP 0.00% No change 1,993 $52K
McIlrath & Eck, LLC 0.00% New 1,759 $46K
Parallel Advisors, LLC 0.00% No change 1,141 $30K
Asset Dedication, LLC 0.00% New 764 $20K

"% 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.