Ishares Ibonds OCT 2027 TT (IBID)

CUSIP: 46438G604 | NYSE | 45 institutional holders

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

Institutional Holders — Q3 2026

Sort by

Quantum Financial Advisors, LLC383,279

1.0% of portfolio$9.9M

BIP Wealth, LLC252,278

0.2% of portfolio$6.5M

High Note Wealth, LLC51,521

0.2% of portfolio$1.3M

Bradley & Co. Private Wealth Management, LLC39,144

0.5% of portfolio$1.0M

Davenport & Co LLC37,887

0.0% of portfolio$981.3K

Creative Planning32,551

0.0% of portfolio$843.1K

Meyer Handelman Co20,488

0.0% of portfolio$530.6K

MKT Advisors LLC19,599

0.2% of portfolio$506.2K

Commonwealth Equity Services, LLC19,518

0.0% of portfolio$505.5K

ARK & TLK Investments, LLC17,299

0.1% of portfolio$448.0K

JIM Saulnier & Associates, LLC15,494

0.2% of portfolio$401.3K

4Thought Financial Group Inc.14,126

0.2% of portfolio$365.9K

Willow Creek Wealth Management Inc.10,250

0.0% of portfolio$265.5K

First National Trust Co9,515

0.0% of portfolio$246.4K

Farther Finance Advisors, LLC8,631

0.0% of portfolio$223.5K

Cohalo Advisory LLC7,951

11.3% of portfolio$205.9K

Summit Financial Strategies, Inc.7,740

0.0% of portfolio$200.5K

Asset Dedication, LLC2,729

0.0% of portfolio$70.7K

Parallel Advisors, LLC1,152

0.0% of portfolio$29.8K

Barrett & Company, Inc.1,000

0.0% of portfolio$25.9K

Hartford Financial Management Inc.480

0.0% of portfolio$125

				Style	Turnover	Location	Filed
Quantum Financial Advisors, LLC	383,279	$9.9M	1.0%	ETF	Low	Santa Monica, CA	2026-11-03
BIP Wealth, LLC	252,278	$6.5M	0.2%	ETF	Medium	Atlanta, GA	2026-10-22
High Note Wealth, LLC	51,521	$1.3M	0.2%	ETF	Very Low	Deephaven, MN	2026-10-27
Bradley & Co. Private Wealth Management, LLC	39,144	$1.0M	0.5%	Core	Very Low	Miami, FL	2026-10-23
Davenport & Co LLC	37,887	$981.3K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Creative Planning	32,551	$843.1K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Meyer Handelman Co	20,488	$530.6K	0.0%	Core	Low	Rye Brook, NY	2026-10-28
MKT Advisors LLC	19,599	$506.2K	0.2%	ETF	Low	Carlsbad, CA	2026-10-20
Commonwealth Equity Services, LLC	19,518	$505.5K	0.0%	ETF	Low	Waltham, MA	2026-11-02
ARK & TLK Investments, LLC	17,299	$448.0K	0.1%	ETF	Low	Oklahoma City, OK	2026-10-20
JIM Saulnier & Associates, LLC	15,494	$401.3K	0.2%	ETF	Low	Fort Collins, CO	2026-11-04
4Thought Financial Group Inc.	14,126	$365.9K	0.2%	ETF	Low	Syosset, NY	2026-11-02
Willow Creek Wealth Management Inc.	10,250	$265.5K	0.0%	ETF	Very Low	Sebastopol, CA	2026-10-26
First National Trust Co	9,515	$246.4K	0.0%	Growth	Low	Johnstown, PA	2026-10-28
Farther Finance Advisors, LLC	8,631	$223.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Cohalo Advisory LLC	7,951	$205.9K	11.3%	ETF	Medium	Snoqualmie, WA	2026-10-28
Summit Financial Strategies, Inc.	7,740	$200.5K	0.0%	ETF	Low	Columbus, OH	2026-10-14
Asset Dedication, LLC	2,729	$70.7K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Parallel Advisors, LLC	1,152	$29.8K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Barrett & Company, Inc.	1,000	$25.9K	0.0%	ETF	Low	Providence, RI	2026-10-22
Hartford Financial Management Inc.	480	$125	0.0%	Core	Low	West Hartford, CT	2026-10-21