ISHARESIBONDSOCT2034TMTIPSIBIKETF

13F holders, Q4 2025 (December 31)
13holders +4
6new positions
2sold out
$25.64avg. 13F price*

At the end of Q4 2025, 13 institutions reported holding ISHARESIBONDSOCT2034TMTIPS (IBIK) in their 13F filings, up 4 from Q3 2025. 6 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($22.8M), D.A. Davidson & Co. ($4.0M) and Quantum Financial Advisors, LLC ($2.8M).

Company
ISHARESIBONDSOCT2034TMTIPS
CUSIP
46438G679
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 4Q4 2024Q1 2025: 4Q1 2025Q2 2025: 7Q2 2025Q3 2025: 9Q3 2025Q4 2025: 13Q4 2025Q1 2026: 13Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$1.3M
Exits2$25K

All 13F filers, Q3 2025 → Q4 2025: 91,335 shares bought and 941 shares sold, net +90,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

HighTower Advisors, LLC 0.03% Add +1.3% 891,168 $22.8M
D.A. Davidson & Co. 0.02% Add +11.8% 157,241 $4.0M
Quantum Financial Advisors, LLC 0.32% Add +0.4% 109,634 $2.8M
Park Avenue Securities LLC 0.02% Add +7.7% 84,964 $2.2M
Goldman Sachs Group Inc. 0.00% No change 50,741 $1.3M
Bradley & Co. Private Wealth Management, LLC 0.25% Add +72.2% 18,391 $472K
Jane Street Group, LLC 0.00% New 14,339 $368K
Wealth Alliance Advisory Group, LLC 0.06% New 14,036 $360K
ARK & TLK Investments, LLC 0.08% New 11,500 $295K
Susquehanna International Group, LLP 0.00% New 7,982 $205K
Mendota Financial Group, LLC 0.06% Add +2.4% 3,266 $84K
CENTRAL TRUST Co 0.00% New 963 $25K
Plante Moran Financial Advisors, LLC 0.00% New 2 $51

"% of holder's portfolio" is IBIK's weight in each manager's 13F, not the share of ISHARESIBONDSOCT2034TMTIPS the manager owns.