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Ishares IB 2033 THY Inc ETF (IBHM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Straight Path Wealth Management
NEW
Shares10,187
Change+10,187
Value$246.8K
Filed 2026-10-23
Pioneer Family Office, LLC
NEW
Shares607
Change+607
Value$14.7K
Filed 2026-10-30
Bullock Wealth Management Group
INCREASED
Shares163 from 161
Change+2 (+1%)
Value$3.9K (-$131)
Filed 2026-10-09
BlackRock, Inc.
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,015
Change-14,015 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,015
Change-14,015 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Status
Straight Path Wealth Management
NEW10,187—+10,187——$246.8K—2026-10-23
Pioneer Family Office, LLC
NEW607—+607——$14.7K—2026-10-30
Bullock Wealth Management Group
INCREASED163161+2+1%$4.1K$3.9K-$1312026-10-09
BlackRock, Inc.
N/A—400,000-400,000-100%$10.2M———
Lbmc Investment Advisors, LLC
N/A—19,700-19,700-100%$500.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,015-14,015-100%$356.1K———
BFC Planning, Inc.
N/A—14,015-14,015-100%$356.1K———
Integrated Wealth Concepts LLC
N/A—9,000-9,000-100%$228.7K———
Showing 8 of 8 institutions