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Ishrs Ibnds OCT 2033 TRM (IBIJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
ARK & TLK Investments, LLC
UNCHANGED
Shares52,770 from 52,770
Change0 (0%)
Value$1.3M (-$87.3K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
INCREASED
Shares48,886 from 47,604
Change+1,282 (+3%)
Value$1.2M (-$47.4K)
Filed 2026-11-04
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares27,675 from 22,140
Change+5,535 (+25%)
Value$676.4K (+$98.6K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
INCREASED
Shares25,419 from 24,736
Change+683 (+3%)
Value$621.2K (-$24.3K)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares24,740 from 3,218
Change+21,522 (+669%)
Value$604.6K (+$520.7K)
Filed 2026-11-03
IFG Advisory, LLC
INCREASED
Shares22,477 from 4,280
Change+18,197 (+425%)
Value$549.3K (+$437.7K)
Filed 2026-11-09
4Thought Financial Group Inc.
INCREASED
Shares14,161 from 13,945
Change+216 (+2%)
Value$346.1K (-$17.8K)
Filed 2026-11-02
LPL Financial LLC
NEW
Shares9,500
Change+9,500
Value$232.2K
Filed 2026-11-06
Clark Asset Management, LLC
NEW
Shares8,215
Change+8,215
Value$200.8K
Filed 2026-10-19
Burkett Financial Services, LLC
NEW
Shares6,514
Change+6,514
Value$159.2K
Filed 2026-10-01
Central Trust Co
INCREASED
Shares5,837 from 1,340
Change+4,497 (+336%)
Value$142.7K (+$107.7K)
Filed 2026-11-05
Raymond James Financial Inc
N/A
Shares— from 55,679
Change-55,679 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,713
Change-27,713 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Status
ARK & TLK Investments, LLC
UNCHANGED52,77052,77000%$1.4M$1.3M-$87.3K2026-10-20
JIM Saulnier & Associates, LLC
INCREASED48,88647,604+1,282+3%$1.2M$1.2M-$47.4K2026-11-04
Bradley & Co. Private Wealth Management, LLC
INCREASED27,67522,140+5,535+25%$577.7K$676.4K+$98.6K2026-10-23
Quantum Financial Advisors, LLC
INCREASED25,41924,736+683+3%$645.5K$621.2K-$24.3K2026-11-03
Asset Dedication, LLC
INCREASED24,7403,218+21,522+669%$84.0K$604.6K+$520.7K2026-11-03
IFG Advisory, LLC
INCREASED22,4774,280+18,197+425%$111.7K$549.3K+$437.7K2026-11-09
4Thought Financial Group Inc.
INCREASED14,16113,945+216+2%$363.9K$346.1K-$17.8K2026-11-02
LPL Financial LLC
NEW9,500—+9,500——$232.2K—2026-11-06
Clark Asset Management, LLC
NEW8,215—+8,215——$200.8K—2026-10-19
Burkett Financial Services, LLC
NEW6,514—+6,514——$159.2K—2026-10-01
Central Trust Co
INCREASED5,8371,340+4,497+336%$35.0K$142.7K+$107.7K2026-11-05
Raymond James Financial Inc
N/A—55,679-55,679-100%$1.5M———
Citadel Advisors LLC
N/A—27,713-27,713-100%$723.2K———
Susquehanna International Group, LLP
N/A—11,585-11,585-100%$302.3K———
Tower Research Capital LLC (TRC)
N/A—3,816-3,816-100%$99.6K———
Osaic Holdings, Inc.
N/A—1,403-1,403-100%$36.6K———
Showing 16 of 16 institutions