Who Owns ISHARES TR (IBIC)? -- Institutional Holders (2026-06-30)
34 institutions reported holding $37.5M of ISHARES TR (IBIC) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($13.1M), Quantum Financial Advisors, LLC ($6.9M), High Note Wealth, LLC ($3.7M), LPL Financial LLC ($1.6M), Addison Advisors LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $13.1M | 503,540 | Added |
| 2 | Quantum Financial Advisors, LLC | $6.9M | 264,637 | Trimmed |
| 3 | High Note Wealth, LLC | $3.7M | 143,180 | Added |
| 4 | LPL Financial LLC | $1.6M | 61,051 | Added |
| 5 | Addison Advisors LLC | $1.4M | 55,385 | Trimmed |
| 6 | CENTRAL TRUST Co | $1.3M | 49,388 | Added |
| 7 | OSAIC HOLDINGS, INC. | $1.2M | 45,376 | Added |
| 8 | Collaborative Fund Advisors, LLC | $1.2M | 45,094 | New |
| 9 | CITADEL ADVISORS LLC | $1.1M | 42,348 | Added |
| 10 | DAVENPORT & Co LLC | $1.0M | 39,113 | Added |
| 11 | Creative Planning | $653,936 | 25,065 | Added |
| 12 | JANE STREET GROUP, LLC | $538,706 | 20,648 | New |
| 13 | MKT Advisors LLC | $504,969 | 19,760 | Added |
| 14 | ARK & TLK INVESTMENTS, LLC | $441,356 | 16,917 | Hold |
| 15 | 4Thought Financial Group Inc. | $368,197 | 14,113 | Added |
| 16 | Tower Research Capital LLC (TRC) | $355,424 | 13,623 | Added |
| 17 | JIM SAULNIER & ASSOCIATES, LLC | $322,374 | 12,356 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $318,559 | 12,210 | Added |
| 19 | Cerity Partners LLC | $297,504 | 11,403 | Hold |
| 20 | Beacon Pointe Advisors, LLC | $270,028 | 10,350 | Hold |
| 21 | Focus Financial Network, Inc. | $216,469 | 8,297 | Hold |
| 22 | Cohalo Advisory LLC | $211,067 | 8,089 | New |
| 23 | Allworth Financial LP | $107,413 | 4,117 | Hold |
| 24 | Bradley & Co. Private Wealth Management, LLC | $95,672 | 3,667 | Hold |
| 25 | Royal Bank of Canada | $52,000 | 2,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30