10 institutions reported holding $50.7M of ISHARES TR (IBIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUE Private Wealth Advisors ($34.4M), Quantum Financial Advisors, LLC ($7.4M), D.A. DAVIDSON & CO. ($4.3M), CENTRAL TRUST Co ($2.1M), JIM SAULNIER & ASSOCIATES, LLC ($760,847). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRUE Private Wealth Advisors | $34.4M | 1.3M | Trimmed |
| 2 | Quantum Financial Advisors, LLC | $7.4M | 281,307 | Added |
| 3 | D.A. DAVIDSON & CO. | $4.3M | 163,246 | Added |
| 4 | CENTRAL TRUST Co | $2.1M | 81,847 | Added |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | $760,847 | 28,974 | Added |
| 6 | MKT Advisors LLC | $622,403 | 24,265 | Added |
| 7 | ARK & TLK INVESTMENTS, LLC | $494,345 | 18,825 | Hold |
| 8 | 4Thought Financial Group Inc. | $363,309 | 13,835 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $236,660 | 9,012 | New |
| 10 | Asset Dedication, LLC | $20,194 | 769 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30