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Ishrs Ibond DEC 2032 TM ETF (IBMU)

CUSIP: 46438G216 | NYSE | 23 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 LLC700.0%Newly reportedJun 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC70
0.0% of class · Jun 30, 2026

Institutional Holders — Q3 2026

Quantum Financial Advisors, LLC100,308
0.2% of portfolio›$2.4M
Coldstream Capital Management Inc52,149
0.0% of portfolio›$1.3M
Members Wealth LLC44,116
0.5% of portfolio›$1.1M
Cliftonlarsonallen Wealth Advisors, LLC31,504
0.0% of portfolio›$758.9K
Kestra Advisory Services, LLC27,964
0.0% of portfolio›$673.6K
Howland Capital Management LLC17,140
0.0% of portfolio›$412.9K
Carnegie Investment Counsel16,000
0.0% of portfolio›$385.4K
Rossmore Private Capital12,860
0.0% of portfolio›$309.8K
Heritage Family Offices, LLP11,124
0.1% of portfolio›$268.0K
Bradley & Co. Private Wealth Management, LLC11,016
0.1% of portfolio›$265.4K
Cyndeo Wealth Partners, LLC10,456
0.0% of portfolio›$251.9K
Leavell Investment Management, Inc.10,060
0.0% of portfolio›$242.3K
IFP Advisors, Inc5,269
0.0% of portfolio›$126.9K
Parallel Advisors, LLC4,000
0.0% of portfolio›$96.4K
Physician Wealth Advisors, Inc.4,000
0.0% of portfolio›$96.4K
10Elms LLP3,000
0.0% of portfolio›$72.3K
Addison Advisors LLC1,265
0.0% of portfolio›$30.5K
Adirondack Trust Co1,180
0.0% of portfolio›$28.4K
StyleTurnoverLocationFiled
Quantum Financial Advisors, LLC
100,308$2.4M0.2%ETFLowSanta Monica, CA2026-11-03
Coldstream Capital Management Inc
52,149$1.3M0.0%CoreMediumBellevue, WA2026-11-09
Members Wealth LLC
44,116$1.1M0.5%ETFLowMedia, PA2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
31,504$758.9K0.0%ETFLowMinneapolis, MN2026-10-14
Kestra Advisory Services, LLC
27,964$673.6K0.0%IndexLowAustin, TX2026-11-02
Howland Capital Management LLC
17,140$412.9K0.0%CoreLowBoston, MA2026-10-22
Carnegie Investment Counsel
16,000$385.4K0.0%CoreLowPepper Pike, OH2026-10-20
Rossmore Private Capital
12,860$309.8K0.0%CoreLowGlastonbury, CT2026-10-27
Heritage Family Offices, LLP
11,124$268.0K0.1%CoreHighScottsdale, AZ2026-11-02
Bradley & Co. Private Wealth Management, LLC
11,016$265.4K0.1%CoreVery LowMiami, FL2026-10-23
Cyndeo Wealth Partners, LLC
10,456$251.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Leavell Investment Management, Inc.
10,060$242.3K0.0%GrowthLowMobile, AL2026-11-09
IFP Advisors, Inc
5,269$126.9K0.0%CoreLowTampa, FL2026-10-16
Parallel Advisors, LLC
4,000$96.4K0.0%GrowthLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
4,000$96.4K0.0%ETFMediumMidvale, UT2026-10-20
10Elms LLP
3,000$72.3K0.0%ETFVery LowTulsa, OK2026-11-06
Addison Advisors LLC
1,265$30.5K0.0%ETFVery LowMiddlebury, VT2026-11-06
Adirondack Trust Co
1,180$28.4K0.0%CoreLowSaratoga Springs, NY2026-10-14
Newly reported
No 13F filer matched