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Ishares Ibonds DEC 2034 ETF (IBTP)

CUSIP: 46438G646 | NYSE | 89 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Confluence Investment Management LLC938,069
0.4% of portfolio›$22.5M
D.A. Davidson & Co.483,884
0.1% of portfolio›$11.6M
Commonwealth Equity Services, LLC210,086
0.0% of portfolio›$5.1M
Probity Advisors, Inc.199,793
0.7% of portfolio›$4.8M
Choreo, LLC108,641
0.0% of portfolio›$2.6M
Petros Family Wealth, LLC56,835
0.8% of portfolio›$1.4M
Bell Investment Advisors, Inc52,033
0.2% of portfolio›$1.3M
PFG Advisors51,162
0.1% of portfolio›$1.2M
Krilogy Financial LLC25,161
0.0% of portfolio›$605.6K
Apella Capital, LLC14,397
0.0% of portfolio›$345.6K
Old Mission Investment Co LLC13,750
0.1% of portfolio›$330.5K
Single Point Partners, LLC13,044
0.1% of portfolio›$313.6K
IFP Advisors, Inc11,362
0.0% of portfolio›$273.1K
Park Avenue Securities LLC11,345
0.0% of portfolio›$273
Signaturefd, LLC9,809
0.0% of portfolio›$235.8K
Keeler Thomas Management LLC9,597
0.1% of portfolio›$230.7K
Wealth Enhancement Advisory Services, LLC8,897
0.0% of portfolio›$214.3K
Kestra Advisory Services, LLC8,600
0.0% of portfolio›$206.7K
Guidance Point Advisors, LLC8,574
0.0% of portfolio›$206.1K
Physician Wealth Advisors, Inc.4,000
0.0% of portfolio›$96.2K
Concord Wealth Partners2,004
0.0% of portfolio›$48.2K
Asset Dedication, LLC1,968
0.0% of portfolio›$47.3K
Hyposwiss Advisors SA1,365
0.0% of portfolio›$32.8K
High Note Wealth, LLC377
0.0% of portfolio›$9.1K
Key Capital Management, Inc30
0.0% of portfolio›$721
StyleTurnoverLocationFiled
Confluence Investment Management LLC
938,069$22.5M0.4%ValueMediumSt. Louis, MO2026-10-01
D.A. Davidson & Co.
483,884$11.6M0.1%CoreLowGreat Falls, MT2026-10-28
Commonwealth Equity Services, LLC
210,086$5.1M0.0%ETFLowWaltham, MA2026-11-02
Probity Advisors, Inc.
199,793$4.8M0.7%ETFLowDallas, TX2026-10-23
Choreo, LLC
108,641$2.6M0.0%IndexLowRockford, IL2026-10-28
Petros Family Wealth, LLC
56,835$1.4M0.8%GrowthMediumBloomington, MN2026-10-28
Bell Investment Advisors, Inc
52,033$1.3M0.2%ETFVery LowOrinda, CA2026-10-29
PFG Advisors
51,162$1.2M0.1%ETFMediumPhoenix, AZ2026-10-16
Krilogy Financial LLC
25,161$605.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Apella Capital, LLC
14,397$345.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Old Mission Investment Co LLC
13,750$330.5K0.1%ETFLowTraverse City, MI2026-10-22
Single Point Partners, LLC
13,044$313.6K0.1%ETFVery LowBoston, MA2026-10-19
IFP Advisors, Inc
11,362$273.1K0.0%GrowthLowTampa, FL2026-10-16
Park Avenue Securities LLC
11,345$2730.0%ETFMediumNew York, NY2026-10-26
Signaturefd, LLC
9,809$235.8K0.0%IndexLowAtlanta, GA2026-10-23
Keeler Thomas Management LLC
9,597$230.7K0.1%CoreHighOrem, UT2026-10-29
Wealth Enhancement Advisory Services, LLC
8,897$214.3K0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
8,600$206.7K0.0%CoreLowAustin, TX2026-11-02
Guidance Point Advisors, LLC
8,574$206.1K0.0%ETFVery LowWellesley, MA2026-10-15
Physician Wealth Advisors, Inc.
4,000$96.2K0.0%ETFMediumMidvale, UT2026-10-20
Concord Wealth Partners
2,004$48.2K0.0%GrowthLowAbingdon, VA2026-11-02
Asset Dedication, LLC
1,968$47.3K0.0%ETFLowSan Francisco, CA2026-11-03
Hyposwiss Advisors SA
1,365$32.8K0.0%ETFLowGeneva, Switzerland2026-10-26
High Note Wealth, LLC
377$9.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Key Capital Management, Inc
30$7210.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03