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Ishares Ibonds DEC 2035 TT (IBTQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Confluence Investment Management LLC
DECREASED
Shares1,019,464 from 1,044,548
Change-25,084 (-2%)
Value$24.1M (-$2.1M)
Filed 2026-10-01
LPL Financial LLC
INCREASED
Shares324,780 from 298,976
Change+25,804 (+9%)
Value$7.7M (+$173.9K)
Filed 2026-11-06
Probity Advisors, Inc.
INCREASED
Shares204,976 from 177,711
Change+27,265 (+15%)
Value$4.8M (+$385.2K)
Filed 2026-10-23
Accretive Wealth Partners, LLC
INCREASED
Shares201,726 from 157,881
Change+43,845 (+28%)
Value$4.8M (+$805.8K)
Filed 2026-11-06
Choreo, LLC
NEW
Shares86,718
Change+86,718
Value$2.0M
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares77,441 from 11,917
Change+65,524 (+550%)
Value$1.8M (+$1.5M)
Filed 2026-10-15
Bell Investment Advisors, Inc
INCREASED
Shares58,917 from 58,304
Change+613 (+1%)
Value$1.4M (-$70.5K)
Filed 2026-10-29
Kestra Advisory Services, LLC
NEW
Shares18,755
Change+18,755
Value$443.1K
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares14,973 from 14,320
Change+653 (+5%)
Value$353.8K (-$5.4K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares14,034 from 14,061
Change-27 (0%)
Value$331.6K (-$21.1K)
Filed 2026-11-02
Single Point Partners, LLC
UNCHANGED
Shares13,219 from 13,219
Change0 (0%)
Value$312.3K (-$19.3K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
NEW
Shares9,748
Change+9,748
Value$230.8K
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares9,403 from 9,403
Change0 (0%)
Value$222.2K (-$13.7K)
Filed 2026-10-23
Hyposwiss Advisors SA
UNCHANGED
Shares8,870 from 8,870
Change0 (0%)
Value$209.6K (-$12.9K)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares8,841 from 8,367
Change+474 (+6%)
Value$209.2K (-$661)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares2,772 from 2,771
Change+1 (+0%)
Value$65.5K (-$4.0K)
Filed 2026-11-05
Concord Wealth Partners
NEW
Shares2,034
Change+2,034
Value$48.1K
Filed 2026-11-02
Asset Dedication, LLC
NEW
Shares1,134
Change+1,134
Value$26.8K
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$18.9K (-$1.2K)
Filed 2026-11-05
High Note Wealth, LLC
NEW
Shares384
Change+384
Value$9.1K
Filed 2026-10-27
Key Capital Management, Inc
NEW
Shares35
Change+35
Value$827
Filed 2026-11-03
Parcion Private Wealth LLC
CLOSED
Shares0 from 9,943
Change-9,943 (-100%)
Value$0 (-$249.4K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$100.3K)
Filed 2026-10-20
Mather Group, Llc.
CLOSED
Shares0 from 3,438
Change-3,438 (-100%)
Value$0 (-$86.2K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 955
Change-955 (-100%)
Value$0 (-$23.8K)
Filed 2026-11-02
Stifel Financial Corp
N/A
Shares— from 1,023,757
Change-1,023,757 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,018,921
Change-1,018,921 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 968,696
Change-968,696 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 775,439
Change-775,439 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 200,933
Change-200,933 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 158,478
Change-158,478 (-100%)
Value—
UBS Group AG
N/A
Shares— from 136,155
Change-136,155 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 118,518
Change-118,518 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 108,778
Change-108,778 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 72,516
Change-72,516 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 62,095
Change-62,095 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 53,430
Change-53,430 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 48,272
Change-48,272 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 42,294
Change-42,294 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,413
Change-36,413 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 35,319
Change-35,319 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 34,678
Change-34,678 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 25,798
Change-25,798 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,912
Change-21,912 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,910
Change-17,910 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 13,818
Change-13,818 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 9,204
Change-9,204 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
CNB Bank
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Status
Confluence Investment Management LLC
DECREASED1,019,4641,044,548-25,084-2%$26.2M$24.1M-$2.1M2026-10-01
LPL Financial LLC
INCREASED324,780298,976+25,804+9%$7.5M$7.7M+$173.9K2026-11-06
Probity Advisors, Inc.
INCREASED204,976177,711+27,265+15%$4.5M$4.8M+$385.2K2026-10-23
Accretive Wealth Partners, LLC
INCREASED201,726157,881+43,845+28%$4.0M$4.8M+$805.8K2026-11-06
Choreo, LLC
NEW86,718—+86,718——$2.0M—2026-10-28
Atria Investments, Inc
INCREASED77,44111,917+65,524+550%$298.9K$1.8M+$1.5M2026-10-15
Bell Investment Advisors, Inc
INCREASED58,91758,304+613+1%$1.5M$1.4M-$70.5K2026-10-29
Kestra Advisory Services, LLC
NEW18,755—+18,755——$443.1K—2026-11-02
Bank of New York Mellon Corp
INCREASED14,97314,320+653+5%$359.2K$353.8K-$5.4K2026-11-05
Commonwealth Equity Services, LLC
DECREASED14,03414,061-270%$352.7K$331.6K-$21.1K2026-11-02
Single Point Partners, LLC
UNCHANGED13,21913,21900%$331.6K$312.3K-$19.3K2026-10-19
Wealth Enhancement Advisory Services, LLC
NEW9,748—+9,748——$230.8K—2026-10-13
Signaturefd, LLC
UNCHANGED9,4039,40300%$235.9K$222.2K-$13.7K2026-10-23
Hyposwiss Advisors SA
UNCHANGED8,8708,87000%$222.5K$209.6K-$12.9K2026-10-26
Krilogy Financial LLC
INCREASED8,8418,367+474+6%$209.9K$209.2K-$6612026-10-13
Fifth Third Bancorp
INCREASED2,7722,771+1+0%$69.5K$65.5K-$4.0K2026-11-05
Concord Wealth Partners
NEW2,034—+2,034——$48.1K—2026-11-02
Asset Dedication, LLC
NEW1,134—+1,134——$26.8K—2026-11-03
Central Trust Co
UNCHANGED80080000%$20.1K$18.9K-$1.2K2026-11-05
High Note Wealth, LLC
NEW384—+384——$9.1K—2026-10-27
Key Capital Management, Inc
NEW35—+35——$827—2026-11-03
Parcion Private Wealth LLC
CLOSED09,943-9,943-100%$249.4K$0-$249.4K2026-10-28
Physician Wealth Advisors, Inc.
CLOSED04,000-4,000-100%$100.3K$0-$100.3K2026-10-20
Mather Group, Llc.
CLOSED03,438-3,438-100%$86.2K$0-$86.2K2026-10-14
International Assets Investment Management, LLC
CLOSED0955-955-100%$23.8K$0-$23.8K2026-11-02
Stifel Financial Corp
N/A—1,023,757-1,023,757-100%$25.7M———
Summitry LLC
N/A—1,018,921-1,018,921-100%$25.6M———
Benjamin Edwards Inc
N/A—968,696-968,696-100%$24.3M———
Atlantic Union Bankshares Corp
N/A—775,439-775,439-100%$19.5M———
Morgan Stanley
N/A—200,933-200,933-100%$5.0M———
Ameriprise Financial Inc
N/A—158,478-158,478-100%$4.0M———
UBS Group AG
N/A—136,155-136,155-100%$3.4M———
Envestnet Asset Management Inc
N/A—118,518-118,518-100%$3.0M———
United Capital Financial Advisors, LLC
N/A—108,778-108,778-100%$2.7M———
Mariner, LLC
N/A—72,516-72,516-100%$1.8M———
Atlantic Private Wealth, LLC
N/A—62,095-62,095-100%$1.6M———
L2 Asset Management, LLC
N/A—53,430-53,430-100%$1.3M———
Citadel Advisors LLC
N/A—48,272-48,272-100%$1.2M———
Raymond James Financial Inc
N/A—42,294-42,294-100%$1.1M———
Cetera Investment Advisers
N/A—36,413-36,413-100%$913.4K———
Royal Bank of Canada
N/A—35,319-35,319-100%$885.0K———
Mercer Global Advisors Inc
N/A—34,678-34,678-100%$869.9K———
Bank of America Corp
N/A—25,798-25,798-100%$647.1K———
Northwestern Mutual Wealth Management Co
N/A—21,912-21,912-100%$549.7K———
Snowden Capital Advisors LLC
N/A—17,910-17,910-100%$449.3K———
Reliant Wealth Planning
N/A—13,818-13,818-100%$346.6K———
Private Advisor Group, LLC
N/A—11,150-11,150-100%$279.7K———
HighTower Advisors, LLC
N/A—10,402-10,402-100%$260.9K———
Vestmark Advisory Solutions, Inc.
N/A—9,204-9,204-100%$230.9K———
Focus Partners Wealth
N/A—8,570-8,570-100%$215.0K———
CNB Bank
N/A—6,049-6,049-100%$151.7K———
Fiduciary Financial Advisors
N/A—3,346-3,346-100%$83.9K———
Osaic Holdings, Inc.
N/A—1,000-1,000-100%$25.1K———
AE Wealth Management LLC
N/A—887-887-100%$22.3K———
Showing 54 of 54 institutions