ISHARESIBONDSOCT2034TMTIPSIBIKETF
13F holders, Q3 2025 (September 30)9holders +2
5new positions
3sold out
$26.21avg. 13F price*
At the end of Q3 2025, 9 institutions reported holding ISHARESIBONDSOCT2034TMTIPS (IBIK) in their 13F filings, up 2 from Q2 2025. 5 opened new positions and 3 sold out. The largest holders were HighTower Advisors, LLC ($23.1M), D.A. Davidson & Co. ($3.7M) and Quantum Financial Advisors, LLC ($2.9M).
- Company
- ISHARESIBONDSOCT2034TMTIPS
- CUSIP
- 46438G679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 3 | $1.1M |
All 13F filers, Q2 2025 → Q3 2025: 189,921 shares bought and 42,766 shares sold, net +147,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| HighTower Advisors, LLC | 0.03% | Add +7.7% | 879,641 | $23.1M |
| D.A. Davidson & Co. | 0.02% | Add +33.5% | 140,627 | $3.7M |
| Quantum Financial Advisors, LLC | 0.35% | Add +0.9% | 109,151 | $2.9M |
| Park Avenue Securities LLC | 0.02% | Add +46.3% | 78,865 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 50,741 | $1.3M |
| Bradley & Co. Private Wealth Management, LLC | 0.15% | New | 10,678 | $280K |
| Mendota Financial Group, LLC | 0.06% | New | 3,189 | $84K |
| UBS Group AG | 0.00% | New | 730 | $19K |
| Wealthspire Advisors, LLC | 0.00% | New | 211 | $6K |
"% of holder's portfolio" is IBIK's weight in each manager's 13F, not the share of ISHARESIBONDSOCT2034TMTIPS the manager owns.