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Invs BS 2036 CB ETF (BSCA)

CUSIP: 46138J288 | NYSE | 11 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Clark Asset Management, LLC44,617
0.1% of portfolio›$843.1K
LPL Financial LLC30,872
0.0% of portfolio›$583.4K
Opulen Financial Group LLC20,012
0.2% of portfolio›$378.2K
Carroll Advisory Group, LLC14,924
0.1% of portfolio›$282.0K
Infinity Wealth Counsel, LLC12,200
0.2% of portfolio›$230.5K
Cambridge Investment Research Advisors, Inc.10,416
0.0% of portfolio›$197.0K
Independence Bank of Kentucky9,398
0.0% of portfolio›$177.6K
Marquette Asset Management, LLC377
0.0% of portfolio›$7.1K
Addison Advisors LLC210
0.0% of portfolio›$4.0K
StyleTurnoverLocationFiled
Clark Asset Management, LLC
44,617$843.1K0.1%ETFVery LowStratham, NH2026-10-19
LPL Financial LLC
30,872$583.4K0.0%IndexVery LowFort Mill, SC2026-11-06
Opulen Financial Group LLC
20,012$378.2K0.2%ETFVery LowArlington, VA2026-10-22
Carroll Advisory Group, LLC
14,924$282.0K0.1%ETFVery LowTexarkana, TX2026-10-16
Infinity Wealth Counsel, LLC
12,200$230.5K0.2%ETFVery LowLoveland, OH2026-10-15
Cambridge Investment Research Advisors, Inc.
10,416$197.0K0.0%ETFLowFairfield, IA2026-11-02
Independence Bank of Kentucky
9,398$177.6K0.0%GrowthLowOwensboro, KY2026-10-26
Marquette Asset Management, LLC
377$7.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
Addison Advisors LLC
210$4.0K0.0%ETFVery LowMiddlebury, VT2026-11-06