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Ishrs Ibds 2030 HY & Inc ETF (IBHJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Marathon Mission, Inc.
INCREASED
Shares206,302 from 201,259
Change+5,043 (+3%)
Value$5.3M (-$36.7K)
Filed 2026-10-01
Chicago Partners Investment Group LLC
INCREASED
Shares201,132 from 200,057
Change+1,075 (+1%)
Value$5.1M (-$114.2K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares186,777 from 131,069
Change+55,708 (+43%)
Value$4.8M (+$1.3M)
Filed 2026-11-06
Straight Path Wealth Management
INCREASED
Shares80,782 from 74,169
Change+6,613 (+9%)
Value$2.1M (+$108.4K)
Filed 2026-10-23
Ironwood Financial, llc
INCREASED
Shares72,621 from 49,044
Change+23,577 (+48%)
Value$1.9M (+$572.9K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares39,366 from 37,615
Change+1,751 (+5%)
Value$1.0M (+$13.9K)
Filed 2026-11-02
Focused Alpha, LLC
INCREASED
Shares29,493 from 24,337
Change+5,156 (+21%)
Value$756.2K (+$112.1K)
Filed 2026-10-20
Bullock Wealth Management Group
INCREASED
Shares27,325 from 25,829
Change+1,496 (+6%)
Value$697.1K (+$17.4K)
Filed 2026-10-09
Segment Wealth Management, LLC
INCREASED
Shares16,737 from 13,805
Change+2,932 (+21%)
Value$429.1K (+$63.8K)
Filed 2026-10-26
Guidance Point Advisors, LLC
INCREASED
Shares14,289 from 8,091
Change+6,198 (+77%)
Value$366.5K (+$152.3K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
NEW
Shares12,000
Change+12,000
Value$307.7K
Filed 2026-10-20
Belpointe Asset Management LLC
UNCHANGED
Shares11,273 from 11,273
Change0 (0%)
Value$289.0K (-$9.3K)
Filed 2026-11-09
Stockman Wealth Management, Inc.
UNCHANGED
Shares11,060 from 11,060
Change0 (0%)
Value$283.6K (-$9.1K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares10,844 from 10,750
Change+94 (+1%)
Value$278.0K (-$6.5K)
Filed 2026-10-16
Ellis Investment Partners, LLC
INCREASED
Shares10,014 from 9,954
Change+60 (+1%)
Value$256.8K (-$6.7K)
Filed 2026-10-21
1900 Wealth Management LLC
INCREASED
Shares9,655 from 8,694
Change+961 (+11%)
Value$247.6K (+$17.5K)
Filed 2026-10-13
Tableaux LLC
INCREASED
Shares9,654 from 8,847
Change+807 (+9%)
Value$247.5K (+$13.4K)
Filed 2026-10-23
Collaborative Fund Advisors, LLC
NEW
Shares9,647
Change+9,647
Value$247.3K
Filed 2026-11-02
Freestone Capital Holdings, LLC
DECREASED
Shares9,536 from 10,005
Change-469 (-5%)
Value$244.5K (-$20.3K)
Filed 2026-11-09
Quad-Cities Investment Group, LLC
UNCHANGED
Shares8,672 from 8,672
Change0 (0%)
Value$222.4K (-$7.2K)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares3,376 from 3,376
Change0 (0%)
Value$86.6K (-$2.8K)
Filed 2026-11-03
CNB Bank
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$84.7K (-$2.7K)
Filed 2026-11-09
Barrett & Company, Inc.
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$70.3K (-$2.3K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares2,600
Change+2,600
Value$66.7K
Filed 2026-11-03
High Note Wealth, LLC
INCREASED
Shares1,442 from 937
Change+505 (+54%)
Value$37.0K (+$12.2K)
Filed 2026-10-27
Clearstead Advisors, LLC
NEW
Shares1,368
Change+1,368
Value$35.1K
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares768 from 755
Change+13 (+2%)
Value$19.7K (-$300)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$8.4K (-$269)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares206
Change+206
Value$5.3K
Filed 2026-11-05
J. R. Prunier Capital Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.1K (-$165)
Filed 2026-11-09
Gamma Investing LLC
INCREASED
Shares66 from 25
Change+41 (+164%)
Value$1.7K (+$1.0K)
Filed 2026-10-08
Harbour Investments, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.5K (-$50)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 17,110
Change-17,110 (-100%)
Value$0 (-$452.8K)
Filed 2026-11-06
Lido Advisors, LLC
CLOSED
Shares0 from 16,113
Change-16,113 (-100%)
Value$0 (-$426.4K)
Filed 2026-11-04
Aspen Wealth Management LLC
CLOSED
Shares0 from 11,292
Change-11,292 (-100%)
Value$0 (-$298.8K)
Filed 2026-10-14
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,189,960
Change-1,189,960 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 163,931
Change-163,931 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 98,247
Change-98,247 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 91,670
Change-91,670 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 73,955
Change-73,955 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 73,573
Change-73,573 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 61,154
Change-61,154 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 27,776
Change-27,776 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 22,752
Change-22,752 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,752
Change-22,752 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,699
Change-21,699 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,360
Change-20,360 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 19,219
Change-19,219 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 18,390
Change-18,390 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,858
Change-16,858 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,938
Change-15,938 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,264
Change-11,264 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,763
Change-10,763 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 377
Change-377 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 86
Change-86 (-100%)
Value—
Status
Marathon Mission, Inc.
INCREASED206,302201,259+5,043+3%$5.3M$5.3M-$36.7K2026-10-01
Chicago Partners Investment Group LLC
INCREASED201,132200,057+1,075+1%$5.2M$5.1M-$114.2K2026-10-27
LPL Financial LLC
INCREASED186,777131,069+55,708+43%$3.5M$4.8M+$1.3M2026-11-06
Straight Path Wealth Management
INCREASED80,78274,169+6,613+9%$2.0M$2.1M+$108.4K2026-10-23
Ironwood Financial, llc
INCREASED72,62149,044+23,577+48%$1.3M$1.9M+$572.9K2026-10-20
Commonwealth Equity Services, LLC
INCREASED39,36637,615+1,751+5%$995.5K$1.0M+$13.9K2026-11-02
Focused Alpha, LLC
INCREASED29,49324,337+5,156+21%$644.1K$756.2K+$112.1K2026-10-20
Bullock Wealth Management Group
INCREASED27,32525,829+1,496+6%$679.7K$697.1K+$17.4K2026-10-09
Segment Wealth Management, LLC
INCREASED16,73713,805+2,932+21%$365.3K$429.1K+$63.8K2026-10-26
Guidance Point Advisors, LLC
INCREASED14,2898,091+6,198+77%$214.2K$366.5K+$152.3K2026-10-15
Amplius Wealth Advisors, LLC
NEW12,000—+12,000——$307.7K—2026-10-20
Belpointe Asset Management LLC
UNCHANGED11,27311,27300%$298.3K$289.0K-$9.3K2026-11-09
Stockman Wealth Management, Inc.
UNCHANGED11,06011,06000%$292.7K$283.6K-$9.1K2026-10-27
IFP Advisors, Inc
INCREASED10,84410,750+94+1%$284.5K$278.0K-$6.5K2026-10-16
Ellis Investment Partners, LLC
INCREASED10,0149,954+60+1%$263.4K$256.8K-$6.7K2026-10-21
1900 Wealth Management LLC
INCREASED9,6558,694+961+11%$230.1K$247.6K+$17.5K2026-10-13
Tableaux LLC
INCREASED9,6548,847+807+9%$234.1K$247.5K+$13.4K2026-10-23
Collaborative Fund Advisors, LLC
NEW9,647—+9,647——$247.3K—2026-11-02
Freestone Capital Holdings, LLC
DECREASED9,53610,005-469-5%$264.8K$244.5K-$20.3K2026-11-09
Quad-Cities Investment Group, LLC
UNCHANGED8,6728,67200%$229.5K$222.4K-$7.2K2026-10-16
Parallel Advisors, LLC
UNCHANGED3,3763,37600%$89.3K$86.6K-$2.8K2026-11-03
CNB Bank
UNCHANGED3,3043,30400%$87.4K$84.7K-$2.7K2026-11-09
Barrett & Company, Inc.
UNCHANGED2,7402,74000%$72.5K$70.3K-$2.3K2026-10-22
Ascentis Independent Advisors
NEW2,600—+2,600——$66.7K—2026-11-03
High Note Wealth, LLC
INCREASED1,442937+505+54%$24.8K$37.0K+$12.2K2026-10-27
Clearstead Advisors, LLC
NEW1,368—+1,368——$35.1K—2026-11-06
Blue Trust, Inc.
INCREASED768755+13+2%$20.0K$19.7K-$3002026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED32632600%$8.6K$8.4K-$2692026-10-15
Jacobi Capital Management LLC
NEW206—+206——$5.3K—2026-11-05
J. R. Prunier Capital Management LLC
UNCHANGED20020000%$5.3K$5.1K-$1652026-11-09
Gamma Investing LLC
INCREASED6625+41+164%$662$1.7K+$1.0K2026-10-08
Harbour Investments, Inc.
UNCHANGED606000%$1.6K$1.5K-$502026-11-09
Kestra Private Wealth Services, LLC
CLOSED017,110-17,110-100%$452.8K$0-$452.8K2026-11-06
Lido Advisors, LLC
CLOSED016,113-16,113-100%$426.4K$0-$426.4K2026-11-04
Aspen Wealth Management LLC
CLOSED011,292-11,292-100%$298.8K$0-$298.8K2026-10-14
Lbmc Investment Advisors, LLC
N/A—1,189,960-1,189,960-100%$31.5M———
BlackRock, Inc.
N/A—163,931-163,931-100%$4.3M———
Bank of America Corp
N/A—98,247-98,247-100%$2.6M———
Mercer Global Advisors Inc
N/A—91,670-91,670-100%$2.4M———
Integrated Wealth Concepts LLC
N/A—73,955-73,955-100%$2.0M———
Morgan Stanley
N/A—73,573-73,573-100%$1.9M———
First Western Trust Bank
N/A—61,154-61,154-100%$1.6M———
Wrapmanager Inc
N/A—27,776-27,776-100%$735.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—22,752-22,752-100%$602.1K———
BFC Planning, Inc.
N/A—22,752-22,752-100%$602.1K———
Captrust Financial Advisors
N/A—21,699-21,699-100%$574.3K———
Jane Street Group, LLC
N/A—20,360-20,360-100%$538.8K———
Raymond James Financial Inc
N/A—19,219-19,219-100%$508.6K———
MTM Financial Group, LLC
N/A—18,390-18,390-100%$486.7K———
Cetera Investment Advisers
N/A—16,858-16,858-100%$446.2K———
Royal Bank of Canada
N/A—15,938-15,938-100%$422.0K———
Wells Fargo & Company
N/A—11,264-11,264-100%$298.1K———
Osaic Holdings, Inc.
N/A—10,763-10,763-100%$284.9K———
Stifel Financial Corp
N/A—7,620-7,620-100%$201.7K———
Orion Capital Management LLC
N/A—5,000-5,000-100%$132.3K———
AE Wealth Management LLC
N/A—1,658-1,658-100%$43.9K———
NewEdge Advisors, LLC
N/A—1,119-1,119-100%$29.6K———
Bogart Wealth, LLC
N/A—563-563-100%$14.9K———
HM Payson & Co
N/A—377-377-100%$10.0K———
Fiduciary Financial Advisors
N/A—86-86-100%$2.3K———
Showing 60 of 60 institutions