DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES IBONDS OCT 2033 TERM TIPS ETF (IBIJ)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
13
Reporting holders
$7.1M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $1.5M | 55,679 | 0.00% | 2q | +235.5%+$1.0M |
| ARK & TLK INVESTMENTS, LLC | $1.4M | 52,770 | 0.34% | 11q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $1.2M | 47,604 | 0.50% | 8q | +3.2%+$38.6K |
| CITADEL ADVISORS LLC | $723.2K | 27,713 | 0.00% | 7q | +36.1%+$191.7K |
| Quantum Financial Advisors, LLC | $645.5K | 24,736 | 0.06% | 10q | +52.1%+$221.1K |
| Bradley & Co. Private Wealth Management, LLC | $577.7K | 22,140 | 0.28% | 4q | +1.4%+$8.2K |
| 4Thought Financial Group Inc. | $363.9K | 13,945 | 0.17% | 2q | +3.4%+$12.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $302.3K | 11,585 | 0.00% | new | NEW |
| IFG Advisory, LLC | $111.7K | 4,280 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $99.6K | 3,816 | 0.00% | 2q | -93.8%-$1.5M |
| Asset Dedication, LLC | $84.0K | 3,218 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $36.6K | 1,403 | 0.00% | 6q | +512.7%+$30.6K |
| CENTRAL TRUST Co | $35.0K | 1,340 | 0.00% | 4q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 4 | $2.3M | 95,174 | 2 | 1 | 0 | 0.0% |
| Q2 2026 | 13 | $7.1M | 270,229 | 3 | 7 | 1 | 0.0% |
| Q1 2026 | 12 | $10.8M | 414,792 | 4 | 2 | 4 | 0.0% |
| Q4 2025 | 10 | $8.0M | 308,007 | 1 | 6 | 1 | 0.0% |
| Q3 2025 | 11 | $8.2M | 309,260 | 4 | 3 | 3 | 0.0% |
| Q2 2025 | 8 | $8.4M | 323,091 | 0 | 2 | 4 | 0.0% |
| Q1 2025 | 9 | $10.0M | 382,174 | 4 | 2 | 0 | 0.0% |
| Q4 2024 | 5 | $6.9M | 276,590 | 1 | 4 | 0 | 0.0% |
| Q3 2024 | 5 | $7.2M | 273,334 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $6.4M | 248,918 | 0 | 2 | 0 | 0.0% |
| Q1 2024 | 5 | $6.9M | 268,503 | 1 | 2 | 2 | 0.0% |
| Q4 2023 | 5 | $3.9M | 149,189 | 2 | 0 | 2 | 0.0% |
| Q3 2023 | 2 | $2.4M | 95,999 | 2 | 0 | 0 | 0.0% |