ISHARES TR (IBIB)
Institutional ownership reported to the SEC as of Q3 2025, across 9 quarters.
16
Reporting holders
$9.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| High Note Wealth, LLC | $4.9M | 192,178 | 0.98% | 2q | +12.2%+$531.0K |
| CITADEL ADVISORS LLC | $1.4M | 55,330 | 0.00% | 8q | +124.8%+$783.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $596.1K | 23,383 | 0.00% | 3q | -18.5%-$135.7K |
| JIM SAULNIER & ASSOCIATES, LLC | $458.1K | 17,968 | 0.26% | 5q | +1.3%+$5.9K |
| GOLDMAN SACHS GROUP INC | $447.6K | 17,557 | 0.00% | 4q | HELD |
| Creative Planning | $422.3K | 16,565 | 0.00% | 4q | HELD |
| ARK & TLK INVESTMENTS, LLC | $420.0K | 16,473 | 0.13% | 8q | HELD |
| MKT Advisors LLC | $358.9K | 14,204 | 0.13% | 2q | +15.9%+$49.3K |
| Austin Private Wealth, LLC | $285.9K | 11,213 | 0.02% | 8q | HELD |
| DAVENPORT & Co LLC | $208.7K | 8,187 | 0.00% | new | NEW |
| CENTRAL TRUST Co | $130.3K | 5,109 | 0.00% | 4q | -23.9%-$41.0K |
| OSAIC HOLDINGS, INC. | $106.0K | 4,158 | 0.00% | 8q | +27.6%+$22.9K |
| Advisory Services Network, LLC | $101.4K | 3,977 | 0.00% | new | NEW |
| Allworth Financial LP | $47.0K | 1,843 | 0.00% | 3q | HELD |
| BARRETT & COMPANY, INC. | $25.5K | 1,000 | 0.01% | 7q | HELD |
| UBS Group AG | $16.3K | 638 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 16 | $9.9M | 389,783 | 3 | 5 | 2 | 0.0% |
| Q2 2025 | 15 | $9.4M | 368,745 | 2 | 4 | 3 | 0.0% |
| Q1 2025 | 17 | $9.9M | 386,235 | 4 | 5 | 1 | 0.0% |
| Q4 2024 | 14 | $7.8M | 306,865 | 5 | 3 | 2 | 0.0% |
| Q3 2024 | 10 | $8.1M | 317,997 | 1 | 2 | 1 | 0.0% |
| Q2 2024 | 9 | $7.1M | 276,752 | 2 | 1 | 2 | 0.0% |
| Q1 2024 | 7 | $7.7M | 300,999 | 2 | 4 | 0 | 0.0% |
| Q4 2023 | 6 | $1.2M | 47,174 | 5 | 0 | 0 | 0.0% |
| Q3 2023 | 2 | $1.2M | 99,997 | 2 | 0 | 0 | 0.0% |