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Ishares Ibonds OCT 2027 TT (IBID)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Quantum Financial Advisors, LLC
INCREASED
Shares383,279 from 365,365
Change+17,914 (+5%)
Value$9.9M (+$339.8K)
Filed 2026-11-03
BIP Wealth, LLC
NEW
Shares252,278
Change+252,278
Value$6.5M
Filed 2026-10-22
High Note Wealth, LLC
INCREASED
Shares51,521 from 51,499
Change+22 (+0%)
Value$1.3M (-$16.9K)
Filed 2026-10-27
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares39,144 from 22,855
Change+16,289 (+71%)
Value$1.0M (+$414.1K)
Filed 2026-10-23
Davenport & Co LLC
DECREASED
Shares37,887 from 38,778
Change-891 (-2%)
Value$981.3K (-$36.3K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares32,551 from 32,499
Change+52 (+0%)
Value$843.1K (-$9.7K)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares26,059 from 24,999
Change+1,060 (+4%)
Value$674.9K (+$19.0K)
Filed 2026-11-05
Meyer Handelman Co
NEW
Shares20,488
Change+20,488
Value$530.6K
Filed 2026-10-28
MKT Advisors LLC
INCREASED
Shares19,599 from 18,880
Change+719 (+4%)
Value$506.2K (+$21.4K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares19,518 from 13,334
Change+6,184 (+46%)
Value$505.5K (+$155.6K)
Filed 2026-11-02
ARK & TLK Investments, LLC
UNCHANGED
Shares17,299 from 17,299
Change0 (0%)
Value$448.0K (-$5.9K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
INCREASED
Shares15,494 from 15,126
Change+368 (+2%)
Value$401.3K (+$4.4K)
Filed 2026-11-04
4Thought Financial Group Inc.
INCREASED
Shares14,126 from 13,964
Change+162 (+1%)
Value$365.9K (-$553)
Filed 2026-11-02
Willow Creek Wealth Management Inc.
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$265.5K (-$3.5K)
Filed 2026-10-26
First National Trust Co
UNCHANGED
Shares9,515 from 9,515
Change0 (0%)
Value$246.4K (-$3.2K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares8,631 from 1,150
Change+7,481 (+651%)
Value$223.5K (+$193.4K)
Filed 2026-10-08
Cohalo Advisory LLC
NEW
Shares7,951
Change+7,951
Value$205.9K
Filed 2026-10-28
Summit Financial Strategies, Inc.
NEW
Shares7,740
Change+7,740
Value$200.5K
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares2,729 from 2,683
Change+46 (+2%)
Value$70.7K (+$291)
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$29.8K (-$391)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.9K (-$340)
Filed 2026-10-22
Hartford Financial Management Inc.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$125 (-$1)
Filed 2026-10-21
Raymond James Financial Inc
N/A
Shares— from 540,076
Change-540,076 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 248,800
Change-248,800 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 171,192
Change-171,192 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 81,062
Change-81,062 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 72,071
Change-72,071 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 60,275
Change-60,275 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 52,708
Change-52,708 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 32,093
Change-32,093 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,550
Change-17,550 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 16,925
Change-16,925 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 9,772
Change-9,772 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,291
Change-9,291 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Status
Quantum Financial Advisors, LLC
INCREASED383,279365,365+17,914+5%$9.6M$9.9M+$339.8K2026-11-03
BIP Wealth, LLC
NEW252,278—+252,278——$6.5M—2026-10-22
High Note Wealth, LLC
INCREASED51,52151,499+22+0%$1.4M$1.3M-$16.9K2026-10-27
Bradley & Co. Private Wealth Management, LLC
INCREASED39,14422,855+16,289+71%$599.7K$1.0M+$414.1K2026-10-23
Davenport & Co LLC
DECREASED37,88738,778-891-2%$1.0M$981.3K-$36.3K2026-10-14
Creative Planning
INCREASED32,55132,499+52+0%$852.8K$843.1K-$9.7K2026-11-02
Central Trust Co
INCREASED26,05924,999+1,060+4%$656.0K$674.9K+$19.0K2026-11-05
Meyer Handelman Co
NEW20,488—+20,488——$530.6K—2026-10-28
MKT Advisors LLC
INCREASED19,59918,880+719+4%$484.8K$506.2K+$21.4K2026-10-20
Commonwealth Equity Services, LLC
INCREASED19,51813,334+6,184+46%$349.9K$505.5K+$155.6K2026-11-02
ARK & TLK Investments, LLC
UNCHANGED17,29917,29900%$453.9K$448.0K-$5.9K2026-10-20
JIM Saulnier & Associates, LLC
INCREASED15,49415,126+368+2%$396.9K$401.3K+$4.4K2026-11-04
4Thought Financial Group Inc.
INCREASED14,12613,964+162+1%$366.4K$365.9K-$5532026-11-02
Willow Creek Wealth Management Inc.
UNCHANGED10,25010,25000%$269.0K$265.5K-$3.5K2026-10-26
First National Trust Co
UNCHANGED9,5159,51500%$249.7K$246.4K-$3.2K2026-10-28
Farther Finance Advisors, LLC
INCREASED8,6311,150+7,481+651%$30.2K$223.5K+$193.4K2026-10-08
Cohalo Advisory LLC
NEW7,951—+7,951——$205.9K—2026-10-28
Summit Financial Strategies, Inc.
NEW7,740—+7,740——$200.5K—2026-10-14
Asset Dedication, LLC
INCREASED2,7292,683+46+2%$70.4K$70.7K+$2912026-11-03
Parallel Advisors, LLC
UNCHANGED1,1521,15200%$30.2K$29.8K-$3912026-11-03
Barrett & Company, Inc.
UNCHANGED1,0001,00000%$26.2K$25.9K-$3402026-10-22
Hartford Financial Management Inc.
UNCHANGED48048000%$126$125-$12026-10-21
Raymond James Financial Inc
N/A—540,076-540,076-100%$14.2M———
LPL Financial LLC
N/A—248,800-248,800-100%$6.5M———
BlackRock, Inc.
N/A—171,192-171,192-100%$4.5M———
Osaic Holdings, Inc.
N/A—81,062-81,062-100%$2.1M———
Goldman Sachs Group Inc
N/A—72,071-72,071-100%$1.9M———
Addison Advisors LLC
N/A—60,275-60,275-100%$1.6M———
Jane Street Group, LLC
N/A—52,708-52,708-100%$1.4M———
Flow Traders U.S. LLC
N/A—32,093-32,093-100%$842.0K———
Cerity Partners LLC
N/A—17,550-17,550-100%$460.5K———
IFG Advisory, LLC
N/A—16,925-16,925-100%$444.1K———
Beacon Pointe Advisors, LLC
N/A—11,484-11,484-100%$301.3K———
Allworth Financial LP
N/A—9,772-9,772-100%$256.4K———
Tower Research Capital LLC (TRC)
N/A—9,291-9,291-100%$243.8K———
Steward Partners Investment Advisory, LLC
N/A—876-876-100%$23.0K———
Quent Capital, LLC
N/A—400-400-100%$10.5K———
Showing 37 of 37 institutions