Ishares Ibonds OCT 2029 TT (IBIF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Quantum Financial Advisors, LLC

INCREASED

Shares378,202 from 343,768

Change+34,434 (+10%)

Value$9.6M (+$572.5K)

Filed 2026-11-03

Central Trust Co

INCREASED

Shares139,051 from 123,725

Change+15,326 (+12%)

Value$3.5M (+$280.6K)

Filed 2026-11-05

Robertson Stephens Wealth Management, LLC

INCREASED

Shares82,000 from 77,715

Change+4,285 (+6%)

Value$2.1M (+$40.5K)

Filed 2026-10-16

Bradley & Co. Private Wealth Management, LLC

INCREASED

Shares48,854 from 18,381

Change+30,473 (+166%)

Value$1.2M (+$758.2K)

Filed 2026-10-23

LPL Financial LLC

INCREASED

Shares47,061 from 15,178

Change+31,883 (+210%)

Value$1.2M (+$796.8K)

Filed 2026-11-06

JIM Saulnier & Associates, LLC

INCREASED

Shares33,601 from 32,786

Change+815 (+2%)

Value$853.8K (-$8.2K)

Filed 2026-11-04

Briggs Wealth Management, Inc

DECREASED

Shares23,902 from 27,965

Change-4,063 (-15%)

Value$607.4K (-$127.9K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

INCREASED

Shares21,420 from 9,849

Change+11,571 (+117%)

Value$544.3K (+$285.4K)

Filed 2026-11-02

MKT Advisors LLC

INCREASED

Shares19,354 from 18,422

Change+932 (+5%)

Value$491.6K (+$18.3K)

Filed 2026-10-20

ARK & TLK Investments, LLC

UNCHANGED

Shares18,512 from 18,512

Change0 (0%)

Value$470.4K (-$16.3K)

Filed 2026-10-20

Creative Planning

INCREASED

Shares15,589 from 15,536

Change+53 (+0%)

Value$396.1K (-$12.3K)

Filed 2026-11-02

4Thought Financial Group Inc.

INCREASED

Shares14,010 from 13,840

Change+170 (+1%)

Value$356.0K (-$7.9K)

Filed 2026-11-02

Park Avenue Securities LLC

INCREASED

Shares13,735 from 12,535

Change+1,200 (+10%)

Value$349 (-$329.7K)

Filed 2026-10-26

Magnus Financial Group LLC

NEW

Shares12,701

Change+12,701

Value$322.7K

Filed 2026-10-21

Yoder Wealth Management, Inc.

NEW

Shares11,068

Change+11,068

Value$281.2K

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares10,509 from 10,509

Change0 (0%)

Value$276.3K ($0)

Filed 2026-11-06

Willow Creek Wealth Management Inc.

UNCHANGED

Shares8,800 from 8,800

Change0 (0%)

Value$223.6K (-$7.7K)

Filed 2026-10-26

Asset Dedication, LLC

UNCHANGED

Shares1,351 from 1,351

Change0 (0%)

Value$34.3K (-$1.2K)

Filed 2026-11-03

Laurel Wealth Advisors LLC

NEW

Shares1,200

Change+1,200

Value$30.5K

Filed 2026-10-27

Parallel Advisors, LLC

UNCHANGED

Shares1,141 from 1,141

Change0 (0%)

Value$29.0K (-$1.0K)

Filed 2026-11-03

Raymond James Financial Inc

N/A

Shares— from 542,831

Change-542,831 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 170,671

Change-170,671 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 90,905

Change-90,905 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 61,138

Change-61,138 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 48,328

Change-48,328 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 38,890

Change-38,890 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 25,316

Change-25,316 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 10,876

Change-10,876 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 10,028

Change-10,028 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,041

Change-2,041 (-100%)

Value—

	Status
Quantum Financial Advisors, LLC	INCREASED	378,202	343,768	+34,434	+10%	$9.0M	$9.6M	+$572.5K	2026-11-03
Central Trust Co	INCREASED	139,051	123,725	+15,326	+12%	$3.3M	$3.5M	+$280.6K	2026-11-05
Robertson Stephens Wealth Management, LLC	INCREASED	82,000	77,715	+4,285	+6%	$2.0M	$2.1M	+$40.5K	2026-10-16
Bradley & Co. Private Wealth Management, LLC	INCREASED	48,854	18,381	+30,473	+166%	$483.2K	$1.2M	+$758.2K	2026-10-23
LPL Financial LLC	INCREASED	47,061	15,178	+31,883	+210%	$399.0K	$1.2M	+$796.8K	2026-11-06
JIM Saulnier & Associates, LLC	INCREASED	33,601	32,786	+815	+2%	$862.0K	$853.8K	-$8.2K	2026-11-04
Briggs Wealth Management, Inc	DECREASED	23,902	27,965	-4,063	-15%	$735.2K	$607.4K	-$127.9K	2026-10-26
Commonwealth Equity Services, LLC	INCREASED	21,420	9,849	+11,571	+117%	$258.9K	$544.3K	+$285.4K	2026-11-02
MKT Advisors LLC	INCREASED	19,354	18,422	+932	+5%	$473.3K	$491.6K	+$18.3K	2026-10-20
ARK & TLK Investments, LLC	UNCHANGED	18,512	18,512	0	0%	$486.7K	$470.4K	-$16.3K	2026-10-20
Creative Planning	INCREASED	15,589	15,536	+53	+0%	$408.4K	$396.1K	-$12.3K	2026-11-02
4Thought Financial Group Inc.	INCREASED	14,010	13,840	+170	+1%	$363.8K	$356.0K	-$7.9K	2026-11-02
Park Avenue Securities LLC	INCREASED	13,735	12,535	+1,200	+10%	$330.0K	$349	-$329.7K	2026-10-26
Magnus Financial Group LLC	NEW	12,701	—	+12,701	—	—	$322.7K	—	2026-10-21
Yoder Wealth Management, Inc.	NEW	11,068	—	+11,068	—	—	$281.2K	—	2026-10-13
Allworth Financial LP	UNCHANGED	10,509	10,509	0	0%	$276.3K	$276.3K	$0	2026-11-06
Willow Creek Wealth Management Inc.	UNCHANGED	8,800	8,800	0	0%	$231.4K	$223.6K	-$7.7K	2026-10-26
Asset Dedication, LLC	UNCHANGED	1,351	1,351	0	0%	$35.5K	$34.3K	-$1.2K	2026-11-03
Laurel Wealth Advisors LLC	NEW	1,200	—	+1,200	—	—	$30.5K	—	2026-10-27
Parallel Advisors, LLC	UNCHANGED	1,141	1,141	0	0%	$30.0K	$29.0K	-$1.0K	2026-11-03
Raymond James Financial Inc	N/A	—	542,831	-542,831	-100%	$14.3M	—	—	—
BlackRock, Inc.	N/A	—	170,671	-170,671	-100%	$4.5M	—	—	—
Citadel Advisors LLC	N/A	—	90,905	-90,905	-100%	$2.4M	—	—	—
Jane Street Group, LLC	N/A	—	61,138	-61,138	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	48,328	-48,328	-100%	$1.3M	—	—	—
IFG Advisory, LLC	N/A	—	38,890	-38,890	-100%	$1.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	25,316	-25,316	-100%	$665.6K	—	—	—
HighTower Advisors, LLC	N/A	—	10,876	-10,876	-100%	$285.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	10,028	-10,028	-100%	$263.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,041	-2,041	-100%	$53.7K	—	—	—

Showing 30 of 30 institutions