Isha IBO OCT 2036 T Tips ETF (IBIM)

CUSIP: 46438G125 | NYSE | 8 institutional holders

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

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ABlackRock Portfolio Management LLC	0	0.0%	Fell below 5%	Aug 31, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC0

0.0% of class · Aug 31, 2026

Institutional Holders — Q3 2026

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Bradley & Co. Private Wealth Management, LLC31,270

0.3% of portfolio$739.5K

Asset Dedication, LLC6,065

0.0% of portfolio$143.4K

IFG Advisory, LLC3,036

0.0% of portfolio$71.8K

Bank of Montreal2,285

0.0% of portfolio$54.0K

				Style	Turnover	Location	Filed
Bradley & Co. Private Wealth Management, LLC	31,270	$739.5K	0.3%	Core	Very Low	Miami, FL	2026-10-23
Asset Dedication, LLC	6,065	$143.4K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
IFG Advisory, LLC	3,036	$71.8K	0.0%	ETF	Low	Atlanta, GA	2026-11-09
Bank of Montreal	2,285	$54.0K	0.0%	Core	Medium	Toronto, Australia	2026-11-09