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Ishares Ibonds 1-5 Corp LAD (LDRC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gilbert Capital Group, Inc.
INCREASED
Shares235,221 from 170,750
Change+64,471 (+38%)
Value$5.8M (+$1.5M)
Filed 2026-10-28
CGN Advisors LLC
INCREASED
Shares128,173 from 118,885
Change+9,288 (+8%)
Value$3.2M (+$163.4K)
Filed 2026-10-21
SteelPeak Wealth, LLC
INCREASED
Shares57,886 from 46,213
Change+11,673 (+25%)
Value$1.4M (+$262.2K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
DECREASED
Shares21,414 from 25,113
Change-3,699 (-15%)
Value$527.5K (-$104.9K)
Filed 2026-10-13
Elm3 Financial Group, LLC
NEW
Shares19,589
Change+19,589
Value$482.6K
Filed 2026-10-07
Prospera Financial Services Inc
NEW
Shares14,998
Change+14,998
Value$372.1K
Filed 2026-11-04
Commonwealth Equity Services, LLC
NEW
Shares14,926
Change+14,926
Value$367.7K
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 7,065
Change-7,065 (-100%)
Value$0 (-$177.8K)
Filed 2026-11-02
HM Payson & Co
N/A
Shares— from 2,149,822
Change-2,149,822 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 129,983
Change-129,983 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 40,807
Change-40,807 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 895
Change-895 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Status
Gilbert Capital Group, Inc.
INCREASED235,221170,750+64,471+38%$4.3M$5.8M+$1.5M2026-10-28
CGN Advisors LLC
INCREASED128,173118,885+9,288+8%$3.0M$3.2M+$163.4K2026-10-21
SteelPeak Wealth, LLC
INCREASED57,88646,213+11,673+25%$1.2M$1.4M+$262.2K2026-10-16
Spinnaker Investment Group, LLC
DECREASED21,41425,113-3,699-15%$632.5K$527.5K-$104.9K2026-10-13
Elm3 Financial Group, LLC
NEW19,589—+19,589——$482.6K—2026-10-07
Prospera Financial Services Inc
NEW14,998—+14,998——$372.1K—2026-11-04
Commonwealth Equity Services, LLC
NEW14,926—+14,926——$367.7K—2026-11-02
International Assets Investment Management, LLC
CLOSED07,065-7,065-100%$177.8K$0-$177.8K2026-11-02
HM Payson & Co
N/A—2,149,822-2,149,822-100%$54.1M———
HighTower Advisors, LLC
N/A—129,983-129,983-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—40,807-40,807-100%$1.0M———
Bank of Montreal
N/A—4,945-4,945-100%$124.5K———
Fiduciary Financial Advisors
N/A—3,518-3,518-100%$88.6K———
Morgan Stanley
N/A—895-895-100%$22.5K———
Clearstead Trust, LLC
N/A—765-765-100%$19.3K———
Showing 15 of 15 institutions