Who Owns ISHARES TR (IBID)? -- Institutional Holders (2026-06-30)
34 institutions reported holding $51.3M of ISHARES TR (IBID) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($14.2M), Quantum Financial Advisors, LLC ($9.6M), LPL Financial LLC ($6.5M), BlackRock, Inc. ($4.5M), OSAIC HOLDINGS, INC. ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $14.2M | 540,076 | Added |
| 2 | Quantum Financial Advisors, LLC | $9.6M | 365,365 | Added |
| 3 | LPL Financial LLC | $6.5M | 248,800 | Added |
| 4 | BlackRock, Inc. | $4.5M | 171,192 | Added |
| 5 | OSAIC HOLDINGS, INC. | $2.1M | 81,062 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $1.9M | 72,071 | Added |
| 7 | Addison Advisors LLC | $1.6M | 60,275 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $1.4M | 52,708 | Added |
| 9 | High Note Wealth, LLC | $1.4M | 51,499 | Added |
| 10 | DAVENPORT & Co LLC | $1.0M | 38,778 | Added |
| 11 | Creative Planning | $852,770 | 32,499 | Added |
| 12 | FLOW TRADERS U.S. LLC | $842,000 | 32,093 | Added |
| 13 | CENTRAL TRUST Co | $655,974 | 24,999 | Added |
| 14 | Bradley & Co. Private Wealth Management, LLC | $599,729 | 22,855 | Added |
| 15 | MKT Advisors LLC | $484,844 | 18,880 | Added |
| 16 | Cerity Partners LLC | $460,504 | 17,550 | Added |
| 17 | ARK & TLK INVESTMENTS, LLC | $453,920 | 17,299 | Hold |
| 18 | IFG Advisory, LLC | $444,112 | 16,925 | New |
| 19 | JIM SAULNIER & ASSOCIATES, LLC | $396,909 | 15,126 | Added |
| 20 | 4Thought Financial Group Inc. | $366,410 | 13,964 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $349,882 | 13,334 | New |
| 22 | Beacon Pointe Advisors, LLC | $301,330 | 11,484 | Added |
| 23 | Allworth Financial LP | $256,418 | 9,772 | Added |
| 24 | First National Trust Co | $249,673 | 9,515 | New |
| 25 | Tower Research Capital LLC (TRC) | $243,796 | 9,291 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30