Ishares Ibonds OCT 2030 TT (IBIG)

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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True Private Wealth Advisors

INCREASED

Shares1,340,745 from 1,308,162

Change+32,583 (+2%)

Value$33.7M (-$605.8K)

Filed 2026-10-19

Quantum Financial Advisors, LLC

INCREASED

Shares340,610 from 281,307

Change+59,303 (+21%)

Value$8.6M (+$1.2M)

Filed 2026-11-03

D.A. Davidson & Co.

INCREASED

Shares170,692 from 163,246

Change+7,446 (+5%)

Value$4.3M (+$9.5K)

Filed 2026-10-28

Central Trust Co

INCREASED

Shares111,129 from 81,847

Change+29,282 (+36%)

Value$2.8M (+$647.8K)

Filed 2026-11-05

Bradley & Co. Private Wealth Management, LLC

INCREASED

Shares56,252 from 28,329

Change+27,923 (+99%)

Value$1.4M (+$672.0K)

Filed 2026-10-23

LPL Financial LLC

INCREASED

Shares35,979 from 14,772

Change+21,207 (+144%)

Value$905.6K (+$517.7K)

Filed 2026-11-06

JIM Saulnier & Associates, LLC

INCREASED

Shares29,737 from 28,974

Change+763 (+3%)

Value$748.5K (-$12.4K)

Filed 2026-11-04

MKT Advisors LLC

INCREASED

Shares25,109 from 24,265

Change+844 (+3%)

Value$631.0K (+$8.6K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

INCREASED

Shares20,674 from 9,012

Change+11,662 (+129%)

Value$520.4K (+$283.7K)

Filed 2026-11-02

ARK & TLK Investments, LLC

UNCHANGED

Shares18,825 from 18,825

Change0 (0%)

Value$473.8K (-$20.5K)

Filed 2026-10-20

4Thought Financial Group Inc.

INCREASED

Shares14,018 from 13,835

Change+183 (+1%)

Value$352.8K (-$10.5K)

Filed 2026-11-02

Magnus Financial Group LLC

NEW

Shares12,624

Change+12,624

Value$317.7K

Filed 2026-10-21

Creative Planning

INCREASED

Shares11,863 from 11,829

Change+34 (+0%)

Value$298.6K (-$12.0K)

Filed 2026-11-02

Schmidt P J Investment Management Inc

NEW

Shares9,010

Change+9,010

Value$226.8K

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares8,507 from 8,507

Change0 (0%)

Value$223.4K ($0)

Filed 2026-11-06

Burkett Financial Services, LLC

NEW

Shares4,696

Change+4,696

Value$118.2K

Filed 2026-10-01

Laurel Wealth Advisors LLC

NEW

Shares2,000

Change+2,000

Value$50.3K

Filed 2026-10-27

Asset Dedication, LLC

INCREASED

Shares1,368 from 769

Change+599 (+78%)

Value$34.4K (+$14.2K)

Filed 2026-11-03

Parallel Advisors, LLC

UNCHANGED

Shares1,136 from 1,136

Change0 (0%)

Value$28.6K (-$1.2K)

Filed 2026-11-03

Raymond James Financial Inc

N/A

Shares— from 506,893

Change-506,893 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 170,663

Change-170,663 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 124,436

Change-124,436 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 63,032

Change-63,032 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 48,275

Change-48,275 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 40,212

Change-40,212 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 38,892

Change-38,892 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 20,422

Change-20,422 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 17,888

Change-17,888 (-100%)

Value—

BlackDiamond Wealth Management, LLC

N/A

Shares— from 16,572

Change-16,572 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 9,155

Change-9,155 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,628

Change-2,628 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 665

Change-665 (-100%)

Value—

UBS Group AG

N/A

Shares— from 346

Change-346 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 52

Change-52 (-100%)

Value—

	Status
True Private Wealth Advisors	INCREASED	1,340,745	1,308,162	+32,583	+2%	$34.4M	$33.7M	-$605.8K	2026-10-19
Quantum Financial Advisors, LLC	INCREASED	340,610	281,307	+59,303	+21%	$7.4M	$8.6M	+$1.2M	2026-11-03
D.A. Davidson & Co.	INCREASED	170,692	163,246	+7,446	+5%	$4.3M	$4.3M	+$9.5K	2026-10-28
Central Trust Co	INCREASED	111,129	81,847	+29,282	+36%	$2.1M	$2.8M	+$647.8K	2026-11-05
Bradley & Co. Private Wealth Management, LLC	INCREASED	56,252	28,329	+27,923	+99%	$743.9K	$1.4M	+$672.0K	2026-10-23
LPL Financial LLC	INCREASED	35,979	14,772	+21,207	+144%	$387.9K	$905.6K	+$517.7K	2026-11-06
JIM Saulnier & Associates, LLC	INCREASED	29,737	28,974	+763	+3%	$760.8K	$748.5K	-$12.4K	2026-11-04
MKT Advisors LLC	INCREASED	25,109	24,265	+844	+3%	$622.4K	$631.0K	+$8.6K	2026-10-20
Commonwealth Equity Services, LLC	INCREASED	20,674	9,012	+11,662	+129%	$236.7K	$520.4K	+$283.7K	2026-11-02
ARK & TLK Investments, LLC	UNCHANGED	18,825	18,825	0	0%	$494.3K	$473.8K	-$20.5K	2026-10-20
4Thought Financial Group Inc.	INCREASED	14,018	13,835	+183	+1%	$363.3K	$352.8K	-$10.5K	2026-11-02
Magnus Financial Group LLC	NEW	12,624	—	+12,624	—	—	$317.7K	—	2026-10-21
Creative Planning	INCREASED	11,863	11,829	+34	+0%	$310.6K	$298.6K	-$12.0K	2026-11-02
Schmidt P J Investment Management Inc	NEW	9,010	—	+9,010	—	—	$226.8K	—	2026-11-02
Allworth Financial LP	UNCHANGED	8,507	8,507	0	0%	$223.4K	$223.4K	$0	2026-11-06
Burkett Financial Services, LLC	NEW	4,696	—	+4,696	—	—	$118.2K	—	2026-10-01
Laurel Wealth Advisors LLC	NEW	2,000	—	+2,000	—	—	$50.3K	—	2026-10-27
Asset Dedication, LLC	INCREASED	1,368	769	+599	+78%	$20.2K	$34.4K	+$14.2K	2026-11-03
Parallel Advisors, LLC	UNCHANGED	1,136	1,136	0	0%	$29.8K	$28.6K	-$1.2K	2026-11-03
Raymond James Financial Inc	N/A	—	506,893	-506,893	-100%	$13.3M	—	—	—
BlackRock, Inc.	N/A	—	170,663	-170,663	-100%	$4.5M	—	—	—
Morgan Stanley	N/A	—	124,436	-124,436	-100%	$3.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	63,032	-63,032	-100%	$1.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	48,275	-48,275	-100%	$1.3M	—	—	—
Jane Street Group, LLC	N/A	—	40,212	-40,212	-100%	$1.1M	—	—	—
IFG Advisory, LLC	N/A	—	38,892	-38,892	-100%	$1.0M	—	—	—
Flow Traders U.S. LLC	N/A	—	20,422	-20,422	-100%	$536.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	17,888	-17,888	-100%	$469.7K	—	—	—
BlackDiamond Wealth Management, LLC	N/A	—	16,572	-16,572	-100%	$424.8K	—	—	—
Royal Bank of Canada	N/A	—	9,155	-9,155	-100%	$240.0K	—	—	—
FMR LLC	N/A	—	2,628	-2,628	-100%	$69.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	665	-665	-100%	$17.5K	—	—	—
UBS Group AG	N/A	—	346	-346	-100%	$9.1K	—	—	—
Wells Fargo & Company	N/A	—	52	-52	-100%	$1.4K	—	—	—

Showing 34 of 34 institutions