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Ishrs Ibond DEC 2033 TM ETF (IBMV)

CUSIP: 46438G190 | NYSE | 12 institutional holders

Quarters

Q3 2026Q2 2026Q1 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 heldJun 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC0
0.0% of class · Jun 30, 2026

Institutional Holders — Q3 2026

Hills Bank & Trust Co35,815
0.0% of portfolio›$856.4K
Coldstream Capital Management Inc32,530
0.0% of portfolio›$777.9K
Heritage Family Offices, LLP11,124
0.1% of portfolio›$266.0K
Cyndeo Wealth Partners, LLC10,544
0.0% of portfolio›$252.1K
Howland Capital Management LLC9,658
0.0% of portfolio›$230.9K
Parallel Advisors, LLC4,000
0.0% of portfolio›$95.6K
Addison Advisors LLC1,765
0.0% of portfolio›$42.2K
StyleTurnoverLocationFiled
Hills Bank & Trust Co
35,815$856.4K0.0%ETFLowNorth Liberty, IA2026-11-10
Coldstream Capital Management Inc
32,530$777.9K0.0%CoreMediumBellevue, WA2026-11-09
Heritage Family Offices, LLP
11,124$266.0K0.1%CoreHighScottsdale, AZ2026-11-02
Cyndeo Wealth Partners, LLC
10,544$252.1K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Howland Capital Management LLC
9,658$230.9K0.0%CoreLowBoston, MA2026-10-22
Parallel Advisors, LLC
4,000$95.6K0.0%GrowthLowSan Francisco, CA2026-11-03
Addison Advisors LLC
1,765$42.2K0.0%ETFVery LowMiddlebury, VT2026-11-06
No shares held
No 13F filer matched