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Ishares Ibonds OCT 2031 TT (IBIH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Quantum Financial Advisors, LLC
INCREASED
Shares307,346 from 234,139
Change+73,207 (+31%)
Value$7.7M (+$1.5M)
Filed 2026-11-03
Yoder Wealth Management, Inc.
INCREASED
Shares187,428 from 165,268
Change+22,160 (+13%)
Value$4.7M (+$342.7K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares108,148 from 77,347
Change+30,801 (+40%)
Value$2.7M (+$671.3K)
Filed 2026-11-05
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares43,948 from 22,784
Change+21,164 (+93%)
Value$1.1M (+$500.1K)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares36,912 from 22,257
Change+14,655 (+66%)
Value$923.2K (+$338.0K)
Filed 2026-11-06
ARK & TLK Investments, LLC
UNCHANGED
Shares19,158 from 19,158
Change0 (0%)
Value$479.1K (-$24.5K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
NEW
Shares16,177
Change+16,177
Value$404.6K
Filed 2026-11-02
JIM Saulnier & Associates, LLC
INCREASED
Shares15,810 from 15,443
Change+367 (+2%)
Value$395.4K (-$10.6K)
Filed 2026-11-04
Magnus Financial Group LLC
NEW
Shares14,570
Change+14,570
Value$364.4K
Filed 2026-10-21
4Thought Financial Group Inc.
INCREASED
Shares14,014 from 13,858
Change+156 (+1%)
Value$350.5K (-$13.8K)
Filed 2026-11-02
Clark Asset Management, LLC
NEW
Shares9,413
Change+9,413
Value$235.4K
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares8,515 from 8,515
Change0 (0%)
Value$223.9K ($0)
Filed 2026-11-06
Burkett Financial Services, LLC
NEW
Shares4,709
Change+4,709
Value$117.8K
Filed 2026-10-01
Asset Dedication, LLC
INCREASED
Shares1,443 from 759
Change+684 (+90%)
Value$36.1K (+$16.1K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares800
Change+800
Value$20.0K
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$9.6K (-$262)
Filed 2026-10-09
BlackRock, Inc.
N/A
Shares— from 170,769
Change-170,769 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 66,157
Change-66,157 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 49,977
Change-49,977 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 40,621
Change-40,621 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 33,599
Change-33,599 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 29,659
Change-29,659 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,914
Change-17,914 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Status
Quantum Financial Advisors, LLC
INCREASED307,346234,139+73,207+31%$6.2M$7.7M+$1.5M2026-11-03
Yoder Wealth Management, Inc.
INCREASED187,428165,268+22,160+13%$4.3M$4.7M+$342.7K2026-10-13
Central Trust Co
INCREASED108,14877,347+30,801+40%$2.0M$2.7M+$671.3K2026-11-05
Bradley & Co. Private Wealth Management, LLC
INCREASED43,94822,784+21,164+93%$599.0K$1.1M+$500.1K2026-10-23
LPL Financial LLC
INCREASED36,91222,257+14,655+66%$585.1K$923.2K+$338.0K2026-11-06
ARK & TLK Investments, LLC
UNCHANGED19,15819,15800%$503.7K$479.1K-$24.5K2026-10-20
Commonwealth Equity Services, LLC
NEW16,177—+16,177——$404.6K—2026-11-02
JIM Saulnier & Associates, LLC
INCREASED15,81015,443+367+2%$406.0K$395.4K-$10.6K2026-11-04
Magnus Financial Group LLC
NEW14,570—+14,570——$364.4K—2026-10-21
4Thought Financial Group Inc.
INCREASED14,01413,858+156+1%$364.3K$350.5K-$13.8K2026-11-02
Clark Asset Management, LLC
NEW9,413—+9,413——$235.4K—2026-10-19
Allworth Financial LP
UNCHANGED8,5158,51500%$223.9K$223.9K$02026-11-06
Burkett Financial Services, LLC
NEW4,709—+4,709——$117.8K—2026-10-01
Asset Dedication, LLC
INCREASED1,443759+684+90%$20.0K$36.1K+$16.1K2026-11-03
Laurel Wealth Advisors LLC
NEW800—+800——$20.0K—2026-10-27
Bullock Wealth Management Group
UNCHANGED38638600%$9.9K$9.6K-$2622026-10-09
BlackRock, Inc.
N/A—170,769-170,769-100%$4.5M———
Jane Street Group, LLC
N/A—66,157-66,157-100%$1.7M———
Raymond James Financial Inc
N/A—49,977-49,977-100%$1.3M———
IFG Advisory, LLC
N/A—40,621-40,621-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—33,599-33,599-100%$883.3K———
Citadel Advisors LLC
N/A—29,659-29,659-100%$779.7K———
Osaic Holdings, Inc.
N/A—17,914-17,914-100%$471.0K———
Steward Partners Investment Advisory, LLC
N/A—3,139-3,139-100%$82.5K———
Showing 24 of 24 institutions