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Ishare Ibnd DEC 2034 TMB ETF (IBMW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hills Bank & Trust Co
NEW
Shares27,066
Change+27,066
Value$639.5K
Filed 2026-11-10
Heritage Family Offices, LLP
UNCHANGED
Shares11,138 from 11,138
Change0 (0%)
Value$263.1K (-$19.2K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
NEW
Shares10,697
Change+10,697
Value$252.7K
Filed 2026-10-16
Coldstream Capital Management Inc
NEW
Shares10,110
Change+10,110
Value$238.9K
Filed 2026-11-09
Parallel Advisors, LLC
NEW
Shares2,000
Change+2,000
Value$47.3K
Filed 2026-11-03
Addison Advisors LLC
NEW
Shares310
Change+310
Value$7.3K
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 11,138
Change-11,138 (-100%)
Value$0 (-$282.4K)
Filed 2026-10-27
BlackRock, Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Status
Hills Bank & Trust Co
NEW27,066—+27,066——$639.5K—2026-11-10
Heritage Family Offices, LLP
UNCHANGED11,13811,13800%$282.4K$263.1K-$19.2K2026-11-02
Cyndeo Wealth Partners, LLC
NEW10,697—+10,697——$252.7K—2026-10-16
Coldstream Capital Management Inc
NEW10,110—+10,110——$238.9K—2026-11-09
Parallel Advisors, LLC
NEW2,000—+2,000——$47.3K—2026-11-03
Addison Advisors LLC
NEW310—+310——$7.3K—2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED011,138-11,138-100%$282.4K$0-$282.4K2026-10-27
BlackRock, Inc.
N/A—50,000-50,000-100%$1.3M———
Showing 8 of 8 institutions