Vault-13

ISHARES TR IBIF

IBONDS OCT 2029 · ETP · CUSIP 46438G802

27 institutional holders +3 vs Q1 2026
1,743,5731.7m shares reported held*
$45.8mreported value*
4 new 18 added 2 reduced 0 sold out net bought ≈ $18.0m (+682.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.28.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 23: 3Q4 23: 6Q1 24: 7Q2 24: 8Q3 24: 7Q4 24: 11Q1 25: 16Q2 25: 15Q3 25: 19Q4 25: 19Q1 26: 24Q2 26: 2727Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20233
Q4 20236
Q1 20247
Q2 20248
Q3 20247
Q4 202411
Q1 202516
Q2 202515
Q3 202519
Q4 202519
Q1 202624
Q2 202627

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 3 bought or addedQ3 24: 2 cut or sold outQ4 24: 7 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 2 cut or sold outQ2 25: 11 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 2 cut or sold outQ4 25: 14 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 16 bought or addedQ1 26: 5 cut or sold outQ2 26: 22 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202432
Q4 202472
Q1 202592
Q2 2025114
Q3 2025142
Q4 2025142
Q1 2026165
Q2 2026222

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +374,423+374.4k
BlackRock, Inc. Added +70,234+70.2k
CITADEL ADVISORS LLC Added +47,087+47.1k
IFG Advisory, LLC New +38,890+38.9k
JANE STREET GROUP, LLC Added +35,023+35.0k
Quantum Financial Advisors, LLC Added +25,382+25.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +25,316+25.3k
CENTRAL TRUST Co Added +14,614+14.6k
Briggs Wealth Management, Inc Added +13,823+13.8k
COMMONWEALTH EQUITY SERVICES, LLC New +9,849+9.8k

Biggest sellers

Tower Research Capital LLC (TRC) Reduced -1,203-1.2k
Steward Partners Investment Advisory, LLC Reduced -31-31

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 542,831542.8k $14.3m $14.3m 0.00% Added +374.4k +374,423
2 Quantum Financial Advisors, LLC 0.89% of their portfolio SANTA MONICA, CA 343,768343.8k $9.0m $9.0m 0.89% Added +25.4k +25,382
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 170,671170.7k $4.5m $4.5m 0.00% Added +70.2k +70,234
4 CENTRAL TRUST Co 0.06% of their portfolio JEFFERSON CITY, MO 123,725123.7k $3.3m $3.3m 0.06% Added +14.6k +14,614
5 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 90,90590.9k $2.4m $2.4m 0.00% Added +47.1k +47,087
6 Robertson Stephens Wealth Management, LLC 0.05% of their portfolio San Francisco, CA 77,71577.7k $2.0m $2.0m 0.05% Added +1.7k +1,722
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 61,13861.1k $1.6m $1.6m 0.00% Added +35.0k +35,023
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 48,32848.3k $1.3m $1.3m 0.00% Added +5.6k +5,634
9 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 38,89038.9k $1.0m $1.0m 0.04% New
10 JIM SAULNIER & ASSOCIATES, LLC 0.35% of their portfolio FORT COLLINS, CO 32,78632.8k $862.0k $862.0k 0.35% Added +5.2k +5,202
11 Briggs Wealth Management, Inc 0.67% of their portfolio GLASTONBURY, CT 27,96528.0k $735.2k $735.2k 0.67% Added +13.8k +13,823
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,31625.3k $665.6k $665.6k 0.00% New
13 ARK & TLK INVESTMENTS, LLC 0.12% of their portfolio OKLAHOMA CITY, OK 18,51218.5k $486.7k $486.7k 0.12% Unchanged
14 MKT Advisors LLC 0.15% of their portfolio CARLSBAD, CA 18,42218.4k $473.3k $473.3k 0.15% Added +1.5k +1,459
15 Bradley & Co. Private Wealth Management, LLC 0.23% of their portfolio MIAMI, FL 18,38118.4k $483.2k $483.2k 0.23% Added +34 +34
16 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,53615.5k $408.4k $408.4k 0.00% Added +6 +6
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,17815.2k $399.0k $399.0k 0.00% Added +1.3k +1,294
18 4Thought Financial Group Inc. 0.17% of their portfolio SYOSSET, NY 13,84013.8k $363.8k $363.8k 0.17% Added +465 +465
19 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,53512.5k $330.0k $330.0k 0.00% Unchanged
20 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,87610.9k $285.9k $285.9k 0.00% Added +3.2k +3,192
21 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 10,50910.5k $276.3k $276.3k 0.00% Added +8.5k +8,516
22 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,02810.0k $263.6k $263.6k 0.00% Reduced -31 -31
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,8499.8k $258.9k $258.9k 0.00% New
24 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,0412.0k $53.7k $53.7k 0.00% Reduced -1.2k -1,203
25 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3511.4k $35.5k $35.5k 0.00% Added +587 +587
26 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,3361.3k $35.1k $35.1k 0.00% New
27 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1411.1k $30.0k $30.0k 0.00% Unchanged