Who Owns ISHARES TR (IBIC)? -- Institutional Holders (2026-03-31)
33 institutions reported holding $30.4M of ISHARES TR (IBIC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Quantum Financial Advisors, LLC ($8.6M), RAYMOND JAMES FINANCIAL INC ($4.0M), High Note Wealth, LLC ($3.7M), Addison Advisors LLC ($2.7M), BlackRock, Inc. ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Quantum Financial Advisors, LLC | $8.6M | 330,117 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.0M | 154,272 | New |
| 3 | High Note Wealth, LLC | $3.7M | 143,177 | Trimmed |
| 4 | Addison Advisors LLC | $2.7M | 102,743 | Trimmed |
| 5 | BlackRock, Inc. | $2.6M | 102,178 | Added |
| 6 | LPL Financial LLC | $1.3M | 49,752 | Trimmed |
| 7 | CENTRAL TRUST Co | $1.2M | 46,810 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.1M | 42,686 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $981,080 | 37,843 | Trimmed |
| 10 | Creative Planning | $649,661 | 25,059 | Hold |
| 11 | MKT Advisors LLC | $474,948 | 18,334 | Trimmed |
| 12 | ARK & TLK INVESTMENTS, LLC | $438,564 | 16,917 | Hold |
| 13 | 4Thought Financial Group Inc. | $356,259 | 13,742 | New |
| 14 | Cerity Partners LLC | $295,623 | 11,403 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $284,838 | 10,987 | Trimmed |
| 16 | JIM SAULNIER & ASSOCIATES, LLC | $284,829 | 10,987 | Hold |
| 17 | Beacon Pointe Advisors, LLC | $268,320 | 10,350 | Hold |
| 18 | DAVENPORT & Co LLC | $229,281 | 8,844 | Trimmed |
| 19 | Sigma Planning Corp | $227,726 | 8,784 | Added |
| 20 | Focus Financial Network, Inc. | $215,100 | 8,297 | Hold |
| 21 | Tower Research Capital LLC (TRC) | $199,415 | 7,692 | New |
| 22 | Allworth Financial LP | $106,734 | 4,117 | Hold |
| 23 | Bradley & Co. Private Wealth Management, LLC | $95,067 | 3,667 | New |
| 24 | Royal Bank of Canada | $52,000 | 2,000 | New |
| 25 | Parallel Advisors, LLC | $30,280 | 1,168 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31