Ishares Ibonds OCT 2026 TT (IBIC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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High Note Wealth, LLC

INCREASED

Shares143,201 from 143,180

Change+21 (+0%)

Value$3.7M (-$46.7K)

Filed 2026-10-27

LPL Financial LLC

INCREASED

Shares78,027 from 61,051

Change+16,976 (+28%)

Value$2.0M (+$417.1K)

Filed 2026-11-06

Addison Advisors LLC

DECREASED

Shares50,330 from 55,385

Change-5,055 (-9%)

Value$1.3M (-$148.5K)

Filed 2026-11-06

Central Trust Co

DECREASED

Shares44,386 from 49,388

Change-5,002 (-10%)

Value$1.1M (-$145.1K)

Filed 2026-11-05

Collaborative Fund Advisors, LLC

DECREASED

Shares41,473 from 45,094

Change-3,621 (-8%)

Value$1.1M (-$108.2K)

Filed 2026-11-02

Davenport & Co LLC

DECREASED

Shares38,215 from 39,113

Change-898 (-2%)

Value$984.4K (-$36.0K)

Filed 2026-10-14

Creative Planning

INCREASED

Shares25,113 from 25,065

Change+48 (+0%)

Value$646.9K (-$7.0K)

Filed 2026-11-02

MKT Advisors LLC

INCREASED

Shares20,482 from 19,760

Change+722 (+4%)

Value$525.4K (+$20.4K)

Filed 2026-10-20

4Thought Financial Group Inc.

INCREASED

Shares14,235 from 14,113

Change+122 (+1%)

Value$366.7K (-$1.5K)

Filed 2026-11-02

JIM Saulnier & Associates, LLC

INCREASED

Shares12,634 from 12,356

Change+278 (+2%)

Value$325.5K (+$3.1K)

Filed 2026-11-04

Focus Financial Network, Inc.

UNCHANGED

Shares8,297 from 8,297

Change0 (0%)

Value$213.7K (-$2.7K)

Filed 2026-10-14

Allworth Financial LP

UNCHANGED

Shares4,117 from 4,117

Change0 (0%)

Value$107.4K ($0)

Filed 2026-11-06

Bradley & Co. Private Wealth Management, LLC

UNCHANGED

Shares3,667 from 3,667

Change0 (0%)

Value$94.5K (-$1.2K)

Filed 2026-10-23

Parallel Advisors, LLC

UNCHANGED

Shares1,168 from 1,168

Change0 (0%)

Value$30.1K (-$385)

Filed 2026-11-03

Barrett & Company, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$25.8K (-$330)

Filed 2026-10-22

Asset Dedication, LLC

UNCHANGED

Shares771 from 771

Change0 (0%)

Value$19.9K (-$255)

Filed 2026-11-03

Quantum Financial Advisors, LLC

CLOSED

Shares0 from 264,637

Change-264,637 (-100%)

Value$0 (-$6.9M)

Filed 2026-11-03

ARK & TLK Investments, LLC

CLOSED

Shares0 from 16,917

Change-16,917 (-100%)

Value$0 (-$441.4K)

Filed 2026-10-20

Cohalo Advisory LLC

CLOSED

Shares0 from 8,089

Change-8,089 (-100%)

Value$0 (-$211.1K)

Filed 2026-10-28

Farther Finance Advisors, LLC

CLOSED

Shares0 from 0

Change0

Value$0 (-$4)

Filed 2026-10-08

Raymond James Financial Inc

N/A

Shares— from 503,540

Change-503,540 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 45,376

Change-45,376 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 42,348

Change-42,348 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 20,648

Change-20,648 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 13,623

Change-13,623 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,210

Change-12,210 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,403

Change-11,403 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 10,350

Change-10,350 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 690

Change-690 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 262

Change-262 (-100%)

Value—

	Status
High Note Wealth, LLC	INCREASED	143,201	143,180	+21	+0%	$3.7M	$3.7M	-$46.7K	2026-10-27
LPL Financial LLC	INCREASED	78,027	61,051	+16,976	+28%	$1.6M	$2.0M	+$417.1K	2026-11-06
Addison Advisors LLC	DECREASED	50,330	55,385	-5,055	-9%	$1.4M	$1.3M	-$148.5K	2026-11-06
Central Trust Co	DECREASED	44,386	49,388	-5,002	-10%	$1.3M	$1.1M	-$145.1K	2026-11-05
Collaborative Fund Advisors, LLC	DECREASED	41,473	45,094	-3,621	-8%	$1.2M	$1.1M	-$108.2K	2026-11-02
Davenport & Co LLC	DECREASED	38,215	39,113	-898	-2%	$1.0M	$984.4K	-$36.0K	2026-10-14
Creative Planning	INCREASED	25,113	25,065	+48	+0%	$653.9K	$646.9K	-$7.0K	2026-11-02
MKT Advisors LLC	INCREASED	20,482	19,760	+722	+4%	$505.0K	$525.4K	+$20.4K	2026-10-20
4Thought Financial Group Inc.	INCREASED	14,235	14,113	+122	+1%	$368.2K	$366.7K	-$1.5K	2026-11-02
JIM Saulnier & Associates, LLC	INCREASED	12,634	12,356	+278	+2%	$322.4K	$325.5K	+$3.1K	2026-11-04
Focus Financial Network, Inc.	UNCHANGED	8,297	8,297	0	0%	$216.5K	$213.7K	-$2.7K	2026-10-14
Allworth Financial LP	UNCHANGED	4,117	4,117	0	0%	$107.4K	$107.4K	$0	2026-11-06
Bradley & Co. Private Wealth Management, LLC	UNCHANGED	3,667	3,667	0	0%	$95.7K	$94.5K	-$1.2K	2026-10-23
Parallel Advisors, LLC	UNCHANGED	1,168	1,168	0	0%	$30.5K	$30.1K	-$385	2026-11-03
Barrett & Company, Inc.	UNCHANGED	1,000	1,000	0	0%	$26.1K	$25.8K	-$330	2026-10-22
Asset Dedication, LLC	UNCHANGED	771	771	0	0%	$20.1K	$19.9K	-$255	2026-11-03
Quantum Financial Advisors, LLC	CLOSED	0	264,637	-264,637	-100%	$6.9M	$0	-$6.9M	2026-11-03
ARK & TLK Investments, LLC	CLOSED	0	16,917	-16,917	-100%	$441.4K	$0	-$441.4K	2026-10-20
Cohalo Advisory LLC	CLOSED	0	8,089	-8,089	-100%	$211.1K	$0	-$211.1K	2026-10-28
Farther Finance Advisors, LLC	CLOSED	0	0	0	—	$4	$0	-$4	2026-10-08
Raymond James Financial Inc	N/A	—	503,540	-503,540	-100%	$13.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	45,376	-45,376	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	42,348	-42,348	-100%	$1.1M	—	—	—
Jane Street Group, LLC	N/A	—	20,648	-20,648	-100%	$538.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	13,623	-13,623	-100%	$355.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,210	-12,210	-100%	$318.6K	—	—	—
Cerity Partners LLC	N/A	—	11,403	-11,403	-100%	$297.5K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	10,350	-10,350	-100%	$270.0K	—	—	—
Royal Bank of Canada	N/A	—	2,000	-2,000	-100%	$52.0K	—	—	—
FMR LLC	N/A	—	690	-690	-100%	$18.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	262	-262	-100%	$6.8K	—	—	—

Showing 31 of 31 institutions