ISHARES TR (IBIF)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
26
Reporting holders
$45.5M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $14.3M | 542,831 | 0.00% | 2q | +222.3%+$9.8M |
| Quantum Financial Advisors, LLC | $9.0M | 343,768 | 0.89% | 10q | +8.0%+$667.3K |
| BlackRock, Inc. | $4.5M | 170,671 | 0.00% | 7q | +69.9%+$1.8M |
| CENTRAL TRUST Co | $3.3M | 123,725 | 0.06% | 7q | +13.4%+$384.2K |
| CITADEL ADVISORS LLC | $2.4M | 90,905 | 0.00% | 4q | +107.5%+$1.2M |
| Robertson Stephens Wealth Management, LLC | $2.0M | 77,715 | 0.05% | 9q | +2.3%+$45.3K |
| JANE STREET GROUP, LLC | $1.6M | 61,138 | 0.00% | 4q | +134.1%+$920.8K |
| OSAIC HOLDINGS, INC. | $1.3M | 48,328 | 0.00% | 6q | +13.2%+$148.1K |
| IFG Advisory, LLC | $1.0M | 38,890 | 0.04% | new | NEW |
| JIM SAULNIER & ASSOCIATES, LLC | $862.0K | 32,786 | 0.35% | 8q | +18.9%+$136.8K |
| Briggs Wealth Management, Inc | $735.2K | 27,965 | 0.67% | 2q | +97.7%+$363.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $665.6K | 25,316 | 0.00% | new | NEW |
| ARK & TLK INVESTMENTS, LLC | $486.7K | 18,512 | 0.12% | 11q | HELD |
| Bradley & Co. Private Wealth Management, LLC | $483.2K | 18,381 | 0.23% | 9q | HELD |
| MKT Advisors LLC | $473.3K | 18,422 | 0.15% | 5q | +8.6%+$37.5K |
| Creative Planning | $408.4K | 15,536 | 0.00% | 6q | HELD |
| LPL Financial LLC | $399.0K | 15,178 | 0.00% | 4q | +9.3%+$34.0K |
| 4Thought Financial Group Inc. | $363.8K | 13,840 | 0.17% | 2q | +3.5%+$12.2K |
| HighTower Advisors, LLC | $285.9K | 10,876 | 0.00% | 2q | +41.5%+$83.9K |
| Allworth Financial LP | $276.3K | 10,509 | 0.00% | 6q | +427.3%+$223.9K |
| Steward Partners Investment Advisory, LLC | $263.6K | 10,028 | 0.00% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $258.9K | 9,849 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $53.7K | 2,041 | 0.00% | 2q | -37.1%-$31.6K |
| Asset Dedication, LLC | $35.5K | 1,351 | 0.00% | 2q | +76.8%+$15.4K |
| Integrated Wealth Concepts LLC | $35.1K | 1,336 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $30.0K | 1,141 | 0.00% | 3q | HELD |
| PARK AVENUE SECURITIES LLC | $330 | 12,535 | 0.00% | 7q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | $45.5M | 1,731,038 | 4 | 16 | 1 | 0.0% |
| Q1 2026 | 23 | $27.6M | 1,049,943 | 7 | 9 | 1 | 0.0% |
| Q4 2025 | 17 | $18.8M | 722,405 | 1 | 12 | 0 | 0.0% |
| Q3 2025 | 17 | $15.2M | 574,405 | 5 | 7 | 2 | 0.0% |
| Q2 2025 | 12 | $10.8M | 407,970 | 1 | 9 | 1 | 0.0% |
| Q1 2025 | 13 | $10.5M | 396,312 | 4 | 4 | 1 | 0.0% |
| Q4 2024 | 9 | $7.6M | 298,902 | 3 | 4 | 1 | 0.0% |
| Q3 2024 | 5 | $7.0M | 268,184 | 0 | 2 | 1 | 0.0% |
| Q2 2024 | 6 | $7.1M | 276,969 | 2 | 2 | 0 | 0.0% |
| Q1 2024 | 5 | $5.3M | 206,321 | 2 | 2 | 0 | 0.0% |
| Q4 2023 | 4 | $1.9M | 75,457 | 2 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $1.2M | 99,899 | 2 | 0 | 0 | 0.0% |