Who Owns ISHARES IBONDS OCT 2030 TERM TIPS ETF (IBIG)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $80.2M of ISHARES IBONDS OCT 2030 TERM TIPS ETF (IBIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUE Private Wealth Advisors ($34.4M), RAYMOND JAMES FINANCIAL INC ($13.3M), Quantum Financial Advisors, LLC ($7.4M), BlackRock, Inc. ($4.5M), D.A. DAVIDSON & CO. ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | TRUE Private Wealth Advisors | $34.4M | 1.3M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $13.3M | 506,893 | Added |
| 3 | Quantum Financial Advisors, LLC | $7.4M | 281,307 | Added |
| 4 | BlackRock, Inc. | $4.5M | 170,663 | Added |
| 5 | D.A. DAVIDSON & CO. | $4.3M | 163,246 | Added |
| 6 | MORGAN STANLEY | $3.3M | 124,436 | New |
| 7 | CENTRAL TRUST Co | $2.1M | 81,847 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.7M | 63,032 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $1.3M | 48,275 | Hold |
| 10 | JANE STREET GROUP, LLC | $1.1M | 40,212 | New |
| 11 | IFG Advisory, LLC | $1.0M | 38,892 | New |
| 12 | JIM SAULNIER & ASSOCIATES, LLC | $760,847 | 28,974 | Added |
| 13 | Bradley & Co. Private Wealth Management, LLC | $743,926 | 28,329 | Added |
| 14 | MKT Advisors LLC | $622,403 | 24,265 | Added |
| 15 | FLOW TRADERS U.S. LLC | $536,000 | 20,422 | Trimmed |
| 16 | ARK & TLK INVESTMENTS, LLC | $494,345 | 18,825 | Hold |
| 17 | NewEdge Advisors, LLC | $469,739 | 17,888 | Trimmed |
| 18 | BlackDiamond Wealth Management, LLC | $424,831 | 16,572 | New |
| 19 | LPL Financial LLC | $387,917 | 14,772 | Added |
| 20 | 4Thought Financial Group Inc. | $363,309 | 13,835 | Added |
| 21 | Creative Planning | $310,628 | 11,829 | Added |
| 22 | Royal Bank of Canada | $240,000 | 9,155 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $236,660 | 9,012 | New |
| 24 | Allworth Financial LP | $223,394 | 8,507 | New |
| 25 | FMR LLC | $69,001 | 2,628 | New |
Source: SEC Form 13F filings · as of 2026-06-30