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Ishares Ibonds OCT 2028 TT (IBIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Gemmer Asset Management LLC
NEW
Shares2,919,207
Change+2,919,207
Value$74.9M
Filed 2026-10-16
True Private Wealth Advisors
INCREASED
Shares1,317,342 from 1,288,159
Change+29,183 (+2%)
Value$33.8M (-$75.6K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares390,129 from 368,799
Change+21,330 (+6%)
Value$10.0M (+$311.3K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares230,260 from 224,023
Change+6,237 (+3%)
Value$5.9M (+$16.7K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares187,510
Change+187,510
Value$4.8M
Filed 2026-10-21
Central Trust Co
INCREASED
Shares127,922 from 99,280
Change+28,642 (+29%)
Value$3.3M (+$671.4K)
Filed 2026-11-05
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares83,217 from 82,068
Change+1,149 (+1%)
Value$2.1M (-$23.0K)
Filed 2026-10-15
Addison Advisors LLC
INCREASED
Shares60,348 from 58,583
Change+1,765 (+3%)
Value$1.5M (+$7.8K)
Filed 2026-11-06
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares45,327 from 23,989
Change+21,338 (+89%)
Value$1.2M (+$532.2K)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares44,565 from 17,391
Change+27,174 (+156%)
Value$1.1M (+$686.1K)
Filed 2026-11-06
JIM Saulnier & Associates, LLC
INCREASED
Shares40,433 from 39,506
Change+927 (+2%)
Value$1.0M (-$1.5K)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares37,557 from 38,443
Change-886 (-2%)
Value$963.7K (-$47.3K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$872.4K (-$21.8K)
Filed 2026-10-26
IFG Advisory, LLC
INCREASED
Shares30,919 from 26,547
Change+4,372 (+16%)
Value$793.4K (+$95.2K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares25,634 from 14,002
Change+11,632 (+83%)
Value$657.8K (+$289.5K)
Filed 2026-11-02
MKT Advisors LLC
INCREASED
Shares19,656 from 18,932
Change+724 (+4%)
Value$504.4K (+$17.7K)
Filed 2026-10-20
Briggs Wealth Management, Inc
DECREASED
Shares19,166 from 23,003
Change-3,837 (-17%)
Value$491.8K (-$113.2K)
Filed 2026-10-26
ARK & TLK Investments, LLC
UNCHANGED
Shares17,909 from 17,909
Change0 (0%)
Value$459.5K (-$11.5K)
Filed 2026-10-20
4Thought Financial Group Inc.
INCREASED
Shares14,037 from 13,862
Change+175 (+1%)
Value$360.2K (-$4.4K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares13,958 from 13,902
Change+56 (+0%)
Value$358.2K (-$7.5K)
Filed 2026-11-02
Clark Asset Management, LLC
INCREASED
Shares10,397 from 10,133
Change+264 (+3%)
Value$266.8K (+$294)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares9,904 from 9,904
Change0 (0%)
Value$260.5K ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares5,473 from 6,981
Change-1,508 (-22%)
Value$140.4K (-$43.2K)
Filed 2026-10-08
Burkett Financial Services, LLC
NEW
Shares4,689
Change+4,689
Value$120.3K
Filed 2026-10-01
Parallel Advisors, LLC
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$29.4K (-$732)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.7K (-$640)
Filed 2026-10-22
Asset Dedication, LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$25.5K (-$636)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares200
Change+200
Value$5.1K
Filed 2026-10-27
Willow Creek Wealth Management Inc.
CLOSED
Shares0 from 8,750
Change-8,750 (-100%)
Value$0 (-$230.1K)
Filed 2026-10-26
Raymond James Financial Inc
N/A
Shares— from 512,385
Change-512,385 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 170,574
Change-170,574 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 106,845
Change-106,845 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 46,758
Change-46,758 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 34,080
Change-34,080 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,236
Change-19,236 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,441
Change-17,441 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,275
Change-16,275 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,474
Change-11,474 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,772
Change-9,772 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 41
Change-41 (-100%)
Value—
Status
Gemmer Asset Management LLC
NEW2,919,207—+2,919,207——$74.9M—2026-10-16
True Private Wealth Advisors
INCREASED1,317,3421,288,159+29,183+2%$33.9M$33.8M-$75.6K2026-10-19
Quantum Financial Advisors, LLC
INCREASED390,129368,799+21,330+6%$9.7M$10.0M+$311.3K2026-11-03
North Star Investment Management Corp.
INCREASED230,260224,023+6,237+3%$5.9M$5.9M+$16.7K2026-10-27
First Affirmative Financial Network
NEW187,510—+187,510——$4.8M—2026-10-21
Central Trust Co
INCREASED127,92299,280+28,642+29%$2.6M$3.3M+$671.4K2026-11-05
Split Rock Private Trading & Wealth Management, LLC
INCREASED83,21782,068+1,149+1%$2.2M$2.1M-$23.0K2026-10-15
Addison Advisors LLC
INCREASED60,34858,583+1,765+3%$1.5M$1.5M+$7.8K2026-11-06
Bradley & Co. Private Wealth Management, LLC
INCREASED45,32723,989+21,338+89%$630.9K$1.2M+$532.2K2026-10-23
LPL Financial LLC
INCREASED44,56517,391+27,174+156%$457.4K$1.1M+$686.1K2026-11-06
JIM Saulnier & Associates, LLC
INCREASED40,43339,506+927+2%$1.0M$1.0M-$1.5K2026-11-04
Davenport & Co LLC
DECREASED37,55738,443-886-2%$1.0M$963.7K-$47.3K2026-10-14
Penobscot Investment Management Company, Inc.
UNCHANGED34,00034,00000%$894.2K$872.4K-$21.8K2026-10-26
IFG Advisory, LLC
INCREASED30,91926,547+4,372+16%$698.2K$793.4K+$95.2K2026-11-09
Commonwealth Equity Services, LLC
INCREASED25,63414,002+11,632+83%$368.3K$657.8K+$289.5K2026-11-02
MKT Advisors LLC
INCREASED19,65618,932+724+4%$486.6K$504.4K+$17.7K2026-10-20
Briggs Wealth Management, Inc
DECREASED19,16623,003-3,837-17%$605.0K$491.8K-$113.2K2026-10-26
ARK & TLK Investments, LLC
UNCHANGED17,90917,90900%$471.0K$459.5K-$11.5K2026-10-20
4Thought Financial Group Inc.
INCREASED14,03713,862+175+1%$364.6K$360.2K-$4.4K2026-11-02
Creative Planning
INCREASED13,95813,902+56+0%$365.6K$358.2K-$7.5K2026-11-02
Clark Asset Management, LLC
INCREASED10,39710,133+264+3%$266.5K$266.8K+$2942026-10-19
Allworth Financial LP
UNCHANGED9,9049,90400%$260.5K$260.5K$02026-11-06
Farther Finance Advisors, LLC
DECREASED5,4736,981-1,508-22%$183.6K$140.4K-$43.2K2026-10-08
Burkett Financial Services, LLC
NEW4,689—+4,689——$120.3K—2026-10-01
Parallel Advisors, LLC
UNCHANGED1,1441,14400%$30.1K$29.4K-$7322026-11-03
Barrett & Company, Inc.
UNCHANGED1,0001,00000%$26.3K$25.7K-$6402026-10-22
Asset Dedication, LLC
UNCHANGED99499400%$26.1K$25.5K-$6362026-11-03
Laurel Wealth Advisors LLC
NEW200—+200——$5.1K—2026-10-27
Willow Creek Wealth Management Inc.
CLOSED08,750-8,750-100%$230.1K$0-$230.1K2026-10-26
Raymond James Financial Inc
N/A—512,385-512,385-100%$13.5M———
BlackRock, Inc.
N/A—170,574-170,574-100%$4.5M———
Osaic Holdings, Inc.
N/A—106,845-106,845-100%$2.8M———
Jane Street Group, LLC
N/A—46,758-46,758-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—34,080-34,080-100%$896.3K———
Goldman Sachs Group Inc
N/A—19,236-19,236-100%$505.9K———
Cerity Partners LLC
N/A—17,441-17,441-100%$458.7K———
Tower Research Capital LLC (TRC)
N/A—16,275-16,275-100%$428.0K———
Beacon Pointe Advisors, LLC
N/A—11,474-11,474-100%$301.8K———
Strategic Financial Concepts, LLC
N/A—10,770-10,770-100%$283.3K———
Susquehanna International Group, LLP
N/A—9,772-9,772-100%$257.0K———
Steward Partners Investment Advisory, LLC
N/A—694-694-100%$18.2K———
Wells Fargo & Company
N/A—41-41-100%$1.1K———
Showing 42 of 42 institutions