Ishares Ibonds OCT 2029 TT (IBIF)

CUSIP: 46438G802 | NYSE | 34 institutional holders

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

Institutional Holders — Q3 2026

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Quantum Financial Advisors, LLC378,202

0.9% of portfolio$9.6M

Central Trust Co139,051

0.1% of portfolio$3.5M

Robertson Stephens Wealth Management, LLC82,000

0.1% of portfolio$2.1M

Bradley & Co. Private Wealth Management, LLC48,854

0.6% of portfolio$1.2M

LPL Financial LLC47,061

0.0% of portfolio$1.2M

JIM Saulnier & Associates, LLC33,601

0.3% of portfolio$853.8K

Briggs Wealth Management, Inc23,902

0.5% of portfolio$607.4K

Commonwealth Equity Services, LLC21,420

0.0% of portfolio$544.3K

MKT Advisors LLC19,354

0.2% of portfolio$491.6K

ARK & TLK Investments, LLC18,512

0.1% of portfolio$470.4K

Creative Planning15,589

0.0% of portfolio$396.1K

4Thought Financial Group Inc.14,010

0.2% of portfolio$356.0K

Park Avenue Securities LLC13,735

0.0% of portfolio$349

Magnus Financial Group LLC12,701

0.0% of portfolio$322.7K

Yoder Wealth Management, Inc.11,068

0.1% of portfolio$281.2K

Allworth Financial LP10,509

0.0% of portfolio$276.3K

Willow Creek Wealth Management Inc.8,800

0.0% of portfolio$223.6K

Asset Dedication, LLC1,351

0.0% of portfolio$34.3K

Laurel Wealth Advisors LLC1,200

0.0% of portfolio$30.5K

Parallel Advisors, LLC1,141

0.0% of portfolio$29.0K

				Style	Turnover	Location	Filed
Quantum Financial Advisors, LLC	378,202	$9.6M	0.9%	ETF	Low	Santa Monica, CA	2026-11-03
Central Trust Co	139,051	$3.5M	0.1%	Core	Low	Jefferson City, MO	2026-11-05
Robertson Stephens Wealth Management, LLC	82,000	$2.1M	0.1%	ETF	Medium	San Francisco, CA	2026-10-16
Bradley & Co. Private Wealth Management, LLC	48,854	$1.2M	0.6%	Core	Very Low	Miami, FL	2026-10-23
LPL Financial LLC	47,061	$1.2M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
JIM Saulnier & Associates, LLC	33,601	$853.8K	0.3%	ETF	Low	Fort Collins, CO	2026-11-04
Briggs Wealth Management, Inc	23,902	$607.4K	0.5%	ETF	Low	Glastonbury, CT	2026-10-26
Commonwealth Equity Services, LLC	21,420	$544.3K	0.0%	ETF	Low	Waltham, MA	2026-11-02
MKT Advisors LLC	19,354	$491.6K	0.2%	ETF	Low	Carlsbad, CA	2026-10-20
ARK & TLK Investments, LLC	18,512	$470.4K	0.1%	ETF	Low	Oklahoma City, OK	2026-10-20
Creative Planning	15,589	$396.1K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
4Thought Financial Group Inc.	14,010	$356.0K	0.2%	ETF	Low	Syosset, NY	2026-11-02
Park Avenue Securities LLC	13,735	$349	0.0%	ETF	Medium	New York, NY	2026-10-26
Magnus Financial Group LLC	12,701	$322.7K	0.0%	ETF	Low	New York, NY	2026-10-21
Yoder Wealth Management, Inc.	11,068	$281.2K	0.1%	ETF	Low	Walnut Creek, CA	2026-10-13
Allworth Financial LP	10,509	$276.3K	0.0%	Index	Low	Folsom, CA	2026-11-06
Willow Creek Wealth Management Inc.	8,800	$223.6K	0.0%	ETF	Very Low	Sebastopol, CA	2026-10-26
Asset Dedication, LLC	1,351	$34.3K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Laurel Wealth Advisors LLC	1,200	$30.5K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Parallel Advisors, LLC	1,141	$29.0K	0.0%	Index	Low	San Francisco, CA	2026-11-03