iShares Ibonds 2025 H/YIBHEETF
13F holders, Q1 2024 (March 31)102holders
$23.37avg. 13F price*
At the end of Q1 2024, 102 institutions reported holding iShares Ibonds 2025 H/Y Inc. (IBHE) in their 13F filings. The largest holders were Richard P Slaughter Associates Inc ($27.7M), Bank of America Corp. ($25.2M) and Raymond James Financial Services Advisors, Inc. ($21.1M).
- Company
- iShares Ibonds 2025 H/Y Inc.
- CUSIP
- 46435U168
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $21.1M |
| Exits | 8 | $2.2M |
Ownership 102 holders
| Richard P Slaughter Associates Inc | 6.71% | Add +111.8% | 1,184,193 | $27.7M |
| Bank of America Corp. | 0.00% | Add +12.1% | 1,077,824 | $25.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2.7% | 903,710 | $21.1M |
| Ashton Thomas Private Wealth, LLC | 0.90% | Reduce -0.5% | 672,437 | $15.7M |
| Wells Fargo & Company | 0.00% | Add +28.5% | 671,696 | $15.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +29.6% | 634,580 | $14.8M |
| Mid-American Wealth Advisory Group, Inc. | 9.92% | Add +13.8% | 628,987 | $14.7M |
| Commonwealth Financial Services, LLC | 2.80% | Reduce -0.1% | 515,194 | $11.9M |
| Arrow Financial Corp | 1.12% | Add +3505.4% | 483,918 | $11.3M |
| HighTower Advisors, LLC | 0.01% | Add +4.0% | 305,213 | $7.1M |
| Morgan Stanley | 0.00% | Add +18.4% | 297,287 | $7.0M |
| Scissortail Wealth Management, LLC | 1.72% | Reduce -0.5% | 278,215 | $6.5M |
| EP Wealth Advisors, LLC | 0.07% | Add +40.8% | 255,620 | $6.0M |
| PFG Private Wealth Management, LLC | 3.70% | New | 251,207 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +2104.0% | 246,713 | $5.8M |
| Mutual Advisors, LLC | 0.17% | Add +18.9% | 220,557 | $5.2M |
| Marathon Mission, Inc. | 4.03% | Add +4.0% | 218,370 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 201,706 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 176,579 | $4.1M |
| Private Advisor Group, LLC | 0.03% | New | 151,660 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +81.3% | 143,176 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.1% | 136,301 | $3.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.0% | 132,638 | $3.1M |
| AE Wealth Management LLC | 0.03% | Reduce -86.0% | 119,938 | $2.8M |
| LBMC Investment Advisors, LLC | 0.23% | Add +679.5% | 111,609 | $2.6M |
| Lido Advisors, LLC | 0.02% | Add +51.8% | 110,777 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.12% | New | 103,909 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.0% | 99,501 | $2.3M |
| Krilogy Financial LLC | 0.16% | Reduce -8.7% | 88,496 | $2.1M |
| Tyler-Stone Wealth Management | 0.79% | Reduce -20.1% | 76,534 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 73,605 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.8% | 64,781 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +135.4% | 63,571 | $1.5M |
| IFP Advisors, Inc | 0.06% | Add +6.8% | 62,656 | $1.5M |
| Straight Path Wealth Management | 0.82% | Add +17.3% | 62,197 | $1.5M |
| Phillips Financial Management, LLC | 0.12% | Add +20.9% | 60,432 | $1.4M |
| Delta Wealth Advisors LLC | 1.17% | — | 48,493 | $1.1M |
| Steele Capital Management, Inc. | 0.06% | Reduce -0.3% | 45,452 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 44,613 | $1.0M |
| Ironwood Financial, llc | 0.24% | Add +2.8% | 43,792 | $1.0M |
| Old Mission Capital LLC | 0.02% | New | 42,734 | $999K |
| Sigma Planning Corp | 0.03% | New | 38,471 | $899K |
| Wrapmanager Inc. | 0.24% | Add +26.5% | 36,453 | $852K |
| Cowa, LLC | 0.49% | New | 35,459 | $829K |
| M3 Advisory Group, LLC | 0.74% | Add +237.4% | 35,010 | $819K |
| Werba Rubin Papier Wealth Management | 0.23% | No change | 34,298 | $802K |
| New England Private Wealth Advisors LLC | 0.14% | Reduce -25.4% | 34,390 | $801K |
| Raymond James & Associates | 0.00% | Reduce -15.2% | 33,243 | $777K |
| Summit Wealth Partners, LLC | 0.13% | Add +0.1% | 25,248 | $590K |
| Rockefeller Capital Management L.P. | 0.00% | New | 24,000 | $561K |
| Great Lakes Retirement, Inc. | 0.08% | Reduce -5.8% | 23,624 | $552K |
| GAMMA Investing LLC | 0.11% | New | 23,298 | $545K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -4.8% | 23,234 | $543K |
| Howland Capital Management LLC | 0.03% | Reduce -2.5% | 22,850 | $534K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +101.2% | 20,896 | $489K |
| Sunbelt Securities, Inc. | 0.05% | Add +4.1% | 20,190 | $472K |
| Baird Financial Group, Inc. | 0.00% | Add +69.4% | 20,098 | $470K |
| Sightline Wealth Advisors, LLC | 0.28% | Add +2.3% | 18,485 | $432K |
| Creative Planning | 0.00% | Add +25.5% | 17,785 | $416K |
| MTM Financial Group, LLC | 0.26% | Add +73.6% | 17,026 | $398K |
| Klaas Financial Asset Advisors, LLC | 0.07% | Reduce -3.4% | 14,990 | $350K |
| Madden Advisory Services, Inc. | 0.17% | Add +4.0% | 13,654 | $319K |
| Kestra Advisory Services, LLC | 0.00% | New | 13,650 | $319K |
| Lincoln National Corp. | 0.00% | Reduce -16.5% | 13,505 | $316K |
| Nwam LLC | 0.03% | Reduce -71.9% | 13,397 | $312K |
| Austin Private Wealth, LLC | 0.03% | New | 12,638 | $294K |
| Rothschild Wealth LLC | 0.10% | — | 12,546 | $293K |
| Valley National Advisers Inc. | 0.04% | Reduce -24.6% | 12,440 | $290K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 12,015 | $281K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 11,476 | $268K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,400 | $267K |
| Mainsail Asset Management, LLC | 0.21% | New | 11,217 | $262K |
| Windsor Capital Management, LLC | 0.08% | Add +1.0% | 11,206 | $262K |
| UBS Group AG | 0.00% | Add +15.9% | 11,020 | $258K |
| BBJS Financial Advisors, LLC | 0.09% | Add +0.0% | 10,780 | $252K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,764 | $252K |
| Exchange Capital Management, Inc. | 0.04% | New | 10,770 | $252K |
| Quad-Cities Investment Group, LLC | 0.14% | Add +8.6% | 10,551 | $247K |
| Fairhaven Wealth Management, LLC | 0.08% | Add +6.7% | 10,426 | $244K |
| Koshinski Asset Management, Inc. | 0.02% | New | 9,488 | $222K |
| Mercer Global Advisors Inc. | 0.00% | New | 9,306 | $218K |
| BSW Wealth Partners | 0.03% | New | 8,677 | $203K |
| Cwm, LLC | 0.00% | Reduce -1.3% | 7,748 | $181K |
| Comerica Bank | 0.00% | Add +31.1% | 6,225 | $146K |
| Parallel Advisors, LLC | 0.00% | Add +431.8% | 5,850 | $137K |
| Principal Securities, Inc. | 0.00% | Add +13.9% | 5,808 | $136K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 5,246 | $123K |
| North Star Investment Management Corp. | 0.00% | Add +58.8% | 2,700 | $63K |
| Orion Capital Management LLC | 0.03% | Add +681.7% | 2,353 | $55K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +49.1% | 2,274 | $53K |
| Lanark Financial, Inc. | 0.00% | No change | 1,988 | $46K |
| Fifth Third Bancorp | 0.00% | No change | 1,800 | $42K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,525 | $35K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | Reduce -75.5% | 1,297 | $30K |
| Princeton Global Asset Management LLC | 0.01% | New | 1,240 | $29K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 1,000 | $23K |
| Bank of Montreal | 0.00% | New | 690 | $16K |
| Stone House Investment Management, LLC | 0.00% | New | 430 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 192 | $4K |
| FMR LLC | 0.00% | Reduce -68.5% | 153 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 118 | $3K |
"% of holder's portfolio" is IBHE's weight in each manager's 13F, not the share of iShares Ibonds 2025 H/Y Inc. the manager owns.