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Isharesibondsoct2034tmtips (IBIK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
INCREASED
Shares376,927 from 335,015
Change+41,912 (+13%)
Value$9.1K (-$8.7M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares182,499 from 173,887
Change+8,612 (+5%)
Value$4.4M (-$94.7K)
Filed 2026-10-28
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares30,490 from 25,526
Change+4,964 (+19%)
Value$736.3K (+$75.5K)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares27,406 from 5,515
Change+21,891 (+397%)
Value$661.9K (+$519.1K)
Filed 2026-11-03
Quantum Financial Advisors, LLC
INCREASED
Shares21,139 from 12,431
Change+8,708 (+70%)
Value$510.5K (+$188.7K)
Filed 2026-11-03
4Thought Financial Group Inc.
INCREASED
Shares14,273 from 14,073
Change+200 (+1%)
Value$344.7K (-$19.7K)
Filed 2026-11-02
ARK & TLK Investments, LLC
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$277.7K (-$20.0K)
Filed 2026-10-20
Schmidt P J Investment Management Inc
NEW
Shares9,885
Change+9,885
Value$238.7K
Filed 2026-11-02
Central Trust Co
INCREASED
Shares1,805 from 1,213
Change+592 (+49%)
Value$43.6K (+$12.2K)
Filed 2026-11-05
HighTower Advisors, LLC
N/A
Shares— from 587,931
Change-587,931 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 155,878
Change-155,878 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 58,292
Change-58,292 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,306
Change-23,306 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,296
Change-17,296 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 933
Change-933 (-100%)
Value—
Status
Park Avenue Securities LLC
INCREASED376,927335,015+41,912+13%$8.7M$9.1K-$8.7M2026-10-26
D.A. Davidson & Co.
INCREASED182,499173,887+8,612+5%$4.5M$4.4M-$94.7K2026-10-28
Bradley & Co. Private Wealth Management, LLC
INCREASED30,49025,526+4,964+19%$660.9K$736.3K+$75.5K2026-10-23
Asset Dedication, LLC
INCREASED27,4065,515+21,891+397%$142.8K$661.9K+$519.1K2026-11-03
Quantum Financial Advisors, LLC
INCREASED21,13912,431+8,708+70%$321.8K$510.5K+$188.7K2026-11-03
4Thought Financial Group Inc.
INCREASED14,27314,073+200+1%$364.4K$344.7K-$19.7K2026-11-02
ARK & TLK Investments, LLC
UNCHANGED11,50011,50000%$297.7K$277.7K-$20.0K2026-10-20
Schmidt P J Investment Management Inc
NEW9,885—+9,885——$238.7K—2026-11-02
Central Trust Co
INCREASED1,8051,213+592+49%$31.4K$43.6K+$12.2K2026-11-05
HighTower Advisors, LLC
N/A—587,931-587,931-100%$15.2M———
Goldman Sachs Group Inc
N/A—155,878-155,878-100%$4.0M———
Flow Traders U.S. LLC
N/A—58,292-58,292-100%$1.5M———
Tower Research Capital LLC (TRC)
N/A—23,306-23,306-100%$603.4K———
Raymond James Financial Inc
N/A—17,296-17,296-100%$447.8K———
IFG Advisory, LLC
N/A—1,535-1,535-100%$39.7K———
Osaic Holdings, Inc.
N/A—933-933-100%$24.2K———
Showing 16 of 16 institutions