DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES IBONDS OCT 2035 TERM TIPS ETF (IBIL)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
14
Reporting holders
$7.0M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 | $1.4M | 55,222 | 0.00% | 2q | +350.6%+$1.1M |
| Tower Research Capital LLC (TRC) | $1.2M | 48,517 | 0.03% | 2q | -29.9%-$530.7K |
| CITADEL ADVISORS LLC | $996.0K | 38,837 | 0.00% | 3q | +8.9%+$81.7K |
| Bradley & Co. Private Wealth Management, LLC | $947.5K | 36,944 | 0.45% | 4q | +65.7%+$375.8K |
| JANE STREET GROUP, LLC | $620.0K | 24,176 | 0.00% | 6q | +15.1%+$81.3K |
| 4Thought Financial Group Inc. | $363.8K | 14,186 | 0.17% | 2q | +3.4%+$12.0K |
| ARK & TLK INVESTMENTS, LLC | $296.2K | 11,550 | 0.07% | 3q | HELD |
| LPL Financial LLC | $265.7K | 10,360 | 0.00% | 3q | -35.9%-$148.7K |
| Quantum Financial Advisors, LLC | $263.1K | 10,258 | 0.03% | 2q | +14.9%+$34.2K |
| Asset Dedication, LLC | $256.9K | 10,016 | 0.02% | new | NEW |
| Cambridge Financial Group, LLC | $256.9K | 10,016 | 0.08% | new | NEW |
| CENTRAL TRUST Co | $31.1K | 1,213 | 0.00% | 3q | HELD |
| Allworth Financial LP | $20.0K | 778 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $7.7K | 300 | 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 2026 | 3 | $1.9M | 78,089 | 0 | 1 | 0 | 0.0% |
| Q2 2026 | 14 | $7.0M | 272,373 | 4 | 6 | 2 | 0.0% |
| Q1 2026 | 11 | $5.9M | 230,015 | 4 | 3 | 3 | 0.0% |
| Q4 2025 | 7 | $3.3M | 130,549 | 4 | 3 | 0 | 0.0% |
| Q3 2025 | 4 | $1.1M | 41,190 | 2 | 0 | 2 | 0.0% |
| Q2 2025 | 2 | $2.4M | 93,796 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 2 | $2.5M | 97,536 | 2 | 0 | 0 | 0.0% |