10 institutions reported holding $17.1M of ISHARES TR (IBIF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Quantum Financial Advisors, LLC ($9.0M), CENTRAL TRUST Co ($3.3M), Robertson Stephens Wealth Management, LLC ($2.0M), JIM SAULNIER & ASSOCIATES, LLC ($861,953), ARK & TLK INVESTMENTS, LLC ($486,668). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $9.0M | 343,768 | Added |
| 2 | CENTRAL TRUST Co | $3.3M | 123,725 | Added |
| 3 | Robertson Stephens Wealth Management, LLC | $2.0M | 77,715 | Added |
| 4 | JIM SAULNIER & ASSOCIATES, LLC | $861,953 | 32,786 | Added |
| 5 | ARK & TLK INVESTMENTS, LLC | $486,668 | 18,512 | Hold |
| 6 | MKT Advisors LLC | $473,271 | 18,422 | Added |
| 7 | 4Thought Financial Group Inc. | $363,841 | 13,840 | Added |
| 8 | PARK AVENUE SECURITIES LLC | $330,000 | 12,535 | Hold |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $258,919 | 9,849 | New |
| 10 | Asset Dedication, LLC | $35,518 | 1,351 | Added |
Source: SEC Form 13F filings · as of 2026-06-30