IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishr Ibds D 2035 Term MB ETF (IBMX)

CUSIP: 46438G174 | NYSE | 6 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC00.0%No shares heldJul 31, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC0
0.0% of class · Jul 31, 2026

Institutional Holders — Q3 2026

Hills Bank & Trust Co162,227
0.2% of portfolio›$3.8M
Heritage Family Offices, LLP11,287
0.1% of portfolio›$262.9K
Physician Wealth Advisors, Inc.9,150
0.0% of portfolio›$213.1K
Addison Advisors LLC1,650
0.0% of portfolio›$38.4K
StyleTurnoverLocationFiled
Hills Bank & Trust Co
162,227$3.8M0.2%ETFLowNorth Liberty, IA2026-11-10
Heritage Family Offices, LLP
11,287$262.9K0.1%CoreHighScottsdale, AZ2026-11-02
Physician Wealth Advisors, Inc.
9,150$213.1K0.0%ETFMediumMidvale, UT2026-10-20
Addison Advisors LLC
1,650$38.4K0.0%ETFVery LowMiddlebury, VT2026-11-06
No shares held
No 13F filer matched