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Ishares Ibonds DEC 2033 Tres (IBTO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Globalt Investments LLC / GA
DECREASED
Shares2,303,753 from 2,365,635
Change-61,882 (-3%)
Value$53.0M (-$4.1M)
Filed 2026-10-27
Krilogy Financial LLC
INCREASED
Shares1,246,338 from 1,206,508
Change+39,830 (+3%)
Value$28.7M (-$455.4K)
Filed 2026-10-13
Confluence Investment Management LLC
DECREASED
Shares705,787 from 988,431
Change-282,644 (-29%)
Value$16.2M (-$7.6M)
Filed 2026-10-01
Chatham Capital Group, Inc.
DECREASED
Shares625,920 from 701,220
Change-75,300 (-11%)
Value$14.4M (-$2.5M)
Filed 2026-10-16
Legacy Private Trust Co.
NEW
Shares290,298
Change+290,298
Value$6.7M
Filed 2026-10-06
Probity Advisors, Inc.
INCREASED
Shares275,781 from 243,911
Change+31,870 (+13%)
Value$6.3M (+$454.2K)
Filed 2026-10-23
Accretive Wealth Partners, LLC
INCREASED
Shares216,393 from 171,564
Change+44,829 (+26%)
Value$5.0M (+$834.8K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares169,719 from 168,492
Change+1,227 (+1%)
Value$3.9M (-$164.2K)
Filed 2026-10-30
Choreo, LLC
NEW
Shares153,925
Change+153,925
Value$3.5M
Filed 2026-10-28
Fagan Associates, Inc.
INCREASED
Shares125,576 from 97,627
Change+27,949 (+29%)
Value$2.9M (+$531.1K)
Filed 2026-10-13
Stockman Wealth Management, Inc.
INCREASED
Shares120,859 from 57,551
Change+63,308 (+110%)
Value$2.8M (+$1.4M)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares59,630 from 50,883
Change+8,747 (+17%)
Value$1.4M (+$143.0K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
NEW
Shares59,557
Change+59,557
Value$1.5M
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares49,151 from 50,214
Change-1,063 (-2%)
Value$1.1M (-$81.8K)
Filed 2026-11-04
Mechanics Bank Trust Department
UNCHANGED
Shares34,770 from 34,770
Change0 (0%)
Value$799.4K (-$39.7K)
Filed 2026-10-13
Lanark Financial, Inc.
NEW
Shares29,620
Change+29,620
Value$681.0K
Filed 2026-10-26
Park Avenue Securities LLC
NEW
Shares26,995
Change+26,995
Value$621
Filed 2026-10-26
Greater Midwest Financial Group, LLC
INCREASED
Shares25,623 from 23,856
Change+1,767 (+7%)
Value$589.1K (+$13.4K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares25,263 from 27,391
Change-2,128 (-8%)
Value$580.8K (-$80.2K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares20,337 from 20,925
Change-588 (-3%)
Value$467.6K (-$37.4K)
Filed 2026-10-16
Simplicity Wealth,LLC
DECREASED
Shares19,772 from 20,977
Change-1,205 (-6%)
Value$454.6K (-$51.7K)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares18,259 from 18,896
Change-637 (-3%)
Value$419.8K (-$36.2K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,043 from 15,942
Change+2,101 (+13%)
Value$415 (-$384.6K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares16,573 from 16,454
Change+119 (+1%)
Value$381.0K (-$16.1K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares16,354 from 18,074
Change-1,720 (-10%)
Value$376.0K (-$60.2K)
Filed 2026-10-14
JIM Saulnier & Associates, LLC
INCREASED
Shares15,717 from 15,552
Change+165 (+1%)
Value$361.3K (-$14.0K)
Filed 2026-11-04
Old Mission Investment Co LLC
INCREASED
Shares14,385 from 12,320
Change+2,065 (+17%)
Value$330.7K (+$33.4K)
Filed 2026-10-22
Single Point Partners, LLC
UNCHANGED
Shares13,718 from 13,718
Change0 (0%)
Value$315.4K (-$15.7K)
Filed 2026-10-19
Associated Banc-Corp
NEW
Shares13,700
Change+13,700
Value$315.0K
Filed 2026-10-30
Asset Dedication, LLC
INCREASED
Shares13,512 from 5,117
Change+8,395 (+164%)
Value$310.6K (+$187.2K)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares12,255 from 19,058
Change-6,803 (-36%)
Value$281.7K (-$178.1K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares11,942 from 10,481
Change+1,461 (+14%)
Value$274.5K (+$21.6K)
Filed 2026-10-16
Keeler Thomas Management LLC
DECREASED
Shares11,653 from 12,895
Change-1,242 (-10%)
Value$267.9K (-$43.3K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares11,014 from 7,577
Change+3,437 (+45%)
Value$253.2K (+$70.4K)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares10,418 from 10,418
Change0 (0%)
Value$239.5K (-$11.9K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW
Shares9,387
Change+9,387
Value$216.0K
Filed 2026-10-13
Guidance Point Advisors, LLC
INCREASED
Shares9,003 from 8,961
Change+42 (+0%)
Value$207.0K (-$9.3K)
Filed 2026-10-15
Clayton Financial Group LLC
NEW
Shares2,833
Change+2,833
Value$65.1K
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares2,613 from 3,662
Change-1,049 (-29%)
Value$60.1K (-$28.3K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$37.0K (-$1.8K)
Filed 2026-10-15
Central Trust Co
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$32.8K (-$1.6K)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares1,175
Change+1,175
Value$27.0K
Filed 2026-11-05
Hyposwiss Advisors SA
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$25.7K (-$1.3K)
Filed 2026-10-26
Concord Wealth Partners
NEW
Shares922
Change+922
Value$21.2K
Filed 2026-11-02
Allworth Financial LP
NEW
Shares846
Change+846
Value$20.4K
Filed 2026-11-06
Noble Wealth Management PBC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$18.4K (-$913)
Filed 2026-10-01
Rossby Financial, LCC
NEW
Shares736
Change+736
Value$16.9K
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$11.1K (-$553)
Filed 2026-10-08
High Note Wealth, LLC
NEW
Shares452
Change+452
Value$10.4K
Filed 2026-10-27
J. R. Prunier Capital Management LLC
INCREASED
Shares256 from 253
Change+3 (+1%)
Value$5.9K (-$227)
Filed 2026-11-09
First Premier Bank
INCREASED
Shares255 from 195
Change+60 (+31%)
Value$6 (+$1)
Filed 2026-10-13
Headland Capital, LLC
CLOSED
Shares0 from 335,965
Change-335,965 (-100%)
Value$0 (-$8.1M)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 77,997
Change-77,997 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
James Investment Research, Inc.
CLOSED
Shares0 from 8,525
Change-8,525 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-22
Assetmark, Inc
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-21
Atlantic Union Bankshares Corp
N/A
Shares— from 1,813,486
Change-1,813,486 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,053,283
Change-1,053,283 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 655,024
Change-655,024 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 414,307
Change-414,307 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 357,210
Change-357,210 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 327,219
Change-327,219 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 318,509
Change-318,509 (-100%)
Value—
UBS Group AG
N/A
Shares— from 179,532
Change-179,532 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 156,446
Change-156,446 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 155,157
Change-155,157 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 134,229
Change-134,229 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 124,670
Change-124,670 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 114,527
Change-114,527 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 97,575
Change-97,575 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 97,386
Change-97,386 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 90,891
Change-90,891 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 85,027
Change-85,027 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 70,359
Change-70,359 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 69,777
Change-69,777 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 68,546
Change-68,546 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 55,364
Change-55,364 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,323
Change-38,323 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 30,217
Change-30,217 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 28,589
Change-28,589 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 19,425
Change-19,425 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,826
Change-17,826 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 17,074
Change-17,074 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,862
Change-16,862 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,219
Change-15,219 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 14,275
Change-14,275 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,482
Change-11,482 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 9,552
Change-9,552 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
CNB Bank
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 626
Change-626 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 280
Change-280 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Status
Globalt Investments LLC / GA
DECREASED2,303,7532,365,635-61,882-3%$57.1M$53.0M-$4.1M2026-10-27
Krilogy Financial LLC
INCREASED1,246,3381,206,508+39,830+3%$29.1M$28.7M-$455.4K2026-10-13
Confluence Investment Management LLC
DECREASED705,787988,431-282,644-29%$23.9M$16.2M-$7.6M2026-10-01
Chatham Capital Group, Inc.
DECREASED625,920701,220-75,300-11%$16.9M$14.4M-$2.5M2026-10-16
Legacy Private Trust Co.
NEW290,298—+290,298——$6.7M—2026-10-06
Probity Advisors, Inc.
INCREASED275,781243,911+31,870+13%$5.9M$6.3M+$454.2K2026-10-23
Accretive Wealth Partners, LLC
INCREASED216,393171,564+44,829+26%$4.1M$5.0M+$834.8K2026-11-06
Truist Financial Corp
INCREASED169,719168,492+1,227+1%$4.1M$3.9M-$164.2K2026-10-30
Choreo, LLC
NEW153,925—+153,925——$3.5M—2026-10-28
Fagan Associates, Inc.
INCREASED125,57697,627+27,949+29%$2.4M$2.9M+$531.1K2026-10-13
Stockman Wealth Management, Inc.
INCREASED120,85957,551+63,308+110%$1.4M$2.8M+$1.4M2026-10-27
LPL Financial LLC
INCREASED59,63050,883+8,747+17%$1.2M$1.4M+$143.0K2026-11-06
J.W. Cole Advisors, Inc.
NEW59,557—+59,557——$1.5M—2026-11-05
Lido Advisors, LLC
DECREASED49,15150,214-1,063-2%$1.2M$1.1M-$81.8K2026-11-04
Mechanics Bank Trust Department
UNCHANGED34,77034,77000%$839.1K$799.4K-$39.7K2026-10-13
Lanark Financial, Inc.
NEW29,620—+29,620——$681.0K—2026-10-26
Park Avenue Securities LLC
NEW26,995—+26,995——$621—2026-10-26
Greater Midwest Financial Group, LLC
INCREASED25,62323,856+1,767+7%$575.7K$589.1K+$13.4K2026-10-13
Commonwealth Equity Services, LLC
DECREASED25,26327,391-2,128-8%$661.0K$580.8K-$80.2K2026-11-02
PFG Advisors
DECREASED20,33720,925-588-3%$504.9K$467.6K-$37.4K2026-10-16
Simplicity Wealth,LLC
DECREASED19,77220,977-1,205-6%$506.2K$454.6K-$51.7K2026-10-23
Visionary Wealth Advisors
DECREASED18,25918,896-637-3%$456.0K$419.8K-$36.2K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED18,04315,942+2,101+13%$385.0K$415-$384.6K2026-11-02
Jacobi Capital Management LLC
INCREASED16,57316,454+119+1%$397.1K$381.0K-$16.1K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED16,35418,074-1,720-10%$436.2K$376.0K-$60.2K2026-10-14
JIM Saulnier & Associates, LLC
INCREASED15,71715,552+165+1%$375.3K$361.3K-$14.0K2026-11-04
Old Mission Investment Co LLC
INCREASED14,38512,320+2,065+17%$297.3K$330.7K+$33.4K2026-10-22
Single Point Partners, LLC
UNCHANGED13,71813,71800%$331.0K$315.4K-$15.7K2026-10-19
Associated Banc-Corp
NEW13,700—+13,700——$315.0K—2026-10-30
Asset Dedication, LLC
INCREASED13,5125,117+8,395+164%$123.5K$310.6K+$187.2K2026-11-03
Kestra Advisory Services, LLC
DECREASED12,25519,058-6,803-36%$459.9K$281.7K-$178.1K2026-11-02
IFP Advisors, Inc
INCREASED11,94210,481+1,461+14%$252.9K$274.5K+$21.6K2026-10-16
Keeler Thomas Management LLC
DECREASED11,65312,895-1,242-10%$311.2K$267.9K-$43.3K2026-10-29
Physician Wealth Advisors, Inc.
INCREASED11,0147,577+3,437+45%$182.8K$253.2K+$70.4K2026-10-20
Signaturefd, LLC
UNCHANGED10,41810,41800%$251.4K$239.5K-$11.9K2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW9,387—+9,387——$216.0K—2026-10-13
Guidance Point Advisors, LLC
INCREASED9,0038,961+42+0%$216.2K$207.0K-$9.3K2026-10-15
Clayton Financial Group LLC
NEW2,833—+2,833——$65.1K—2026-10-13
Fifth Third Bancorp
DECREASED2,6133,662-1,049-29%$88.4K$60.1K-$28.3K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED1,6081,60800%$38.8K$37.0K-$1.8K2026-10-15
Central Trust Co
UNCHANGED1,4271,42700%$34.4K$32.8K-$1.6K2026-11-05
US Bancorp \de\
NEW1,175—+1,175——$27.0K—2026-11-05
Hyposwiss Advisors SA
UNCHANGED1,1201,12000%$27.0K$25.7K-$1.3K2026-10-26
Concord Wealth Partners
NEW922—+922——$21.2K—2026-11-02
Allworth Financial LP
NEW846—+846——$20.4K—2026-11-06
Noble Wealth Management PBC
UNCHANGED80080000%$19.3K$18.4K-$9132026-10-01
Rossby Financial, LCC
NEW736—+736——$16.9K—2026-11-05
CoreCap Advisors, LLC
UNCHANGED48448400%$11.7K$11.1K-$5532026-10-08
High Note Wealth, LLC
NEW452—+452——$10.4K—2026-10-27
J. R. Prunier Capital Management LLC
INCREASED256253+3+1%$6.1K$5.9K-$2272026-11-09
First Premier Bank
INCREASED255195+60+31%$5$6+$12026-10-13
Headland Capital, LLC
CLOSED0335,965-335,965-100%$8.1M$0-$8.1M2026-11-06
MCF Advisors LLC
CLOSED077,997-77,997-100%$2.0M$0-$2.0M2026-10-28
James Investment Research, Inc.
CLOSED08,525-8,525-100%$205.7K$0-$205.7K2026-10-22
Assetmark, Inc
CLOSED0214-214-100%$5.2K$0-$5.2K2026-10-21
Atlantic Union Bankshares Corp
N/A—1,813,486-1,813,486-100%$43.8M———
Morgan Stanley
N/A—1,053,283-1,053,283-100%$25.4M———
Envestnet Asset Management Inc
N/A—655,024-655,024-100%$15.8M———
Cetera Investment Advisers
N/A—414,307-414,307-100%$10.0M———
Ameriprise Financial Inc
N/A—357,210-357,210-100%$8.6M———
Wells Fargo & Company
N/A—327,219-327,219-100%$7.9M———
HighTower Advisors, LLC
N/A—318,509-318,509-100%$7.7M———
UBS Group AG
N/A—179,532-179,532-100%$4.3M———
Mercer Global Advisors Inc
N/A—156,446-156,446-100%$3.8M———
Bank of America Corp
N/A—155,157-155,157-100%$3.7M———
Royal Bank of Canada
N/A—134,229-134,229-100%$3.2M———
Stifel Financial Corp
N/A—124,670-124,670-100%$3.0M———
United Capital Financial Advisors, LLC
N/A—114,527-114,527-100%$2.8M———
SEI Investments Co
N/A—97,575-97,575-100%$2.4M———
Thoroughbred Financial Services, LLC
N/A—97,386-97,386-100%$2.4M———
Raymond James Financial Inc
N/A—90,891-90,891-100%$2.2M———
Snowden Capital Advisors LLC
N/A—85,027-85,027-100%$2.1M———
Boston Family Office LLC
N/A—70,359-70,359-100%$1.7M———
Pinnacle Financial Partners, Inc.
N/A—69,777-69,777-100%$1.7M———
Janney Montgomery Scott LLC
N/A—68,546-68,546-100%$1.7M———
L2 Asset Management, LLC
N/A—55,364-55,364-100%$1.3M———
Jane Street Group, LLC
N/A—38,323-38,323-100%$924.8K———
Benjamin Edwards Inc
N/A—30,217-30,217-100%$729.2K———
Reliant Wealth Planning
N/A—28,589-28,589-100%$689.9K———
Financial Engines Advisors L.L.C.
N/A—19,425-19,425-100%$468.8K———
AQR Capital Management LLC
N/A—17,826-17,826-100%$430.2K———
JPL Wealth Management, LLC
N/A—17,074-17,074-100%$412.0K———
Northwestern Mutual Wealth Management Co
N/A—16,862-16,862-100%$406.9K———
Captrust Financial Advisors
N/A—15,219-15,219-100%$367.3K———
Leavell Investment Management, Inc.
N/A—14,275-14,275-100%$344.5K———
Jaffetilchin Investment Partners, LLC
N/A—11,536-11,536-100%$278.4K———
Integrated Wealth Concepts LLC
N/A—11,482-11,482-100%$277.1K———
Vestmark Advisory Solutions, Inc.
N/A—9,552-9,552-100%$230.5K———
Private Advisor Group, LLC
N/A—8,920-8,920-100%$215.3K———
Coldstream Capital Management Inc
N/A—8,420-8,420-100%$203.2K———
Osaic Holdings, Inc.
N/A—4,952-4,952-100%$119.5K———
Harbour Investments, Inc.
N/A—4,543-4,543-100%$109.6K———
Fiduciary Financial Advisors
N/A—3,464-3,464-100%$83.6K———
CNB Bank
N/A—3,375-3,375-100%$81.4K———
Atlantic Private Wealth, LLC
N/A—3,008-3,008-100%$72.6K———
Rockefeller Capital Management L.P.
N/A—1,384-1,384-100%$33.4K———
Federation des caisses Desjardins du Quebec
N/A—626-626-100%$15.1K———
Logan Capital Management Inc
N/A—280-280-100%$6.8K———
AE Wealth Management LLC
N/A—245-245-100%$5.9K———
Showing 99 of 99 institutions