iShares Ibonds 2025 H/YIBHEETF
13F holders, Q2 2024 (June 30)113holders +11
14new positions
5sold out
$23.27avg. 13F price*
At the end of Q2 2024, 113 institutions reported holding iShares Ibonds 2025 H/Y Inc. (IBHE) in their 13F filings, up 11 from Q1 2024. 14 opened new positions and 5 sold out. The largest holders were Arrow Financial Corp ($29.7M), Bank of America Corp. ($28.4M) and Richard P Slaughter Associates Inc ($27.9M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.6M |
| Exits | 5 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,902,589 shares bought and 293,859 shares sold, net +2,608,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Arrow Financial Corp | 2.90% | Add +163.5% | 1,275,020 | $29.7M |
| Bank of America Corp. | 0.00% | Add +13.2% | 1,220,257 | $28.4M |
| Richard P Slaughter Associates Inc | 6.58% | Add +1.2% | 1,198,523 | $27.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +7.7% | 973,196 | $22.7M |
| Wells Fargo & Company | 0.00% | Add +3.0% | 691,707 | $16.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.9% | 672,183 | $15.6M |
| Ashton Thomas Private Wealth, LLC | 0.82% | Reduce -4.8% | 639,825 | $14.9M |
| Mid-American Wealth Advisory Group, Inc. | 9.36% | Add +0.2% | 630,032 | $14.7M |
| Commonwealth Financial Services, LLC | 2.48% | Add +1.3% | 521,765 | $12.1M |
| LPL Financial LLC | 0.00% | Add +90.1% | 383,395 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Add +8.2% | 330,197 | $7.7M |
| Morgan Stanley | 0.00% | Add +10.6% | 328,921 | $7.7M |
| Scissortail Wealth Management, LLC | 1.69% | Add +2.6% | 285,394 | $6.6M |
| EP Wealth Advisors, LLC | 0.07% | Add +5.2% | 269,020 | $6.3M |
| PFG Private Wealth Management, LLC | 3.72% | Add +5.0% | 263,644 | $6.1M |
| Denver PWM, LLC | 2.31% | New | 248,607 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 247,894 | $5.8M |
| Mutual Advisors, LLC | 0.17% | Add +9.8% | 242,198 | $5.6M |
| Marathon Mission, Inc. | 3.96% | Add +2.7% | 224,301 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +15.5% | 203,915 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +1674.2% | 203,609 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +30.5% | 186,809 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Add +5.5% | 159,939 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.1% | 158,297 | $3.7M |
| Jane Street Group, LLC | 0.00% | Add +112.3% | 156,260 | $3.6M |
| LBMC Investment Advisors, LLC | 0.29% | Add +28.9% | 143,910 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +41.7% | 141,023 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | New | 139,425 | $3.2M |
| Krilogy Financial LLC | 0.24% | Add +54.9% | 137,107 | $3.2M |
| Lido Advisors, LLC | 0.03% | Add +20.9% | 133,967 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +21.8% | 126,558 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | New | 101,082 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +38.2% | 87,830 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -33.9% | 87,657 | $2.0M |
| Nwam LLC | 0.58% | Add +537.2% | 85,364 | $2.0M |
| Cowa, LLC | 0.97% | Add +121.1% | 78,384 | $1.8M |
| Tyler-Stone Wealth Management | 0.73% | Reduce -1.2% | 75,628 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +11.5% | 72,240 | $1.7M |
| IFP Advisors, Inc | 0.07% | Add +13.1% | 70,850 | $1.6M |
| Raymond James & Associates | 0.00% | Add +111.2% | 70,221 | $1.6M |
| Straight Path Wealth Management | 0.78% | Add +5.1% | 65,361 | $1.5M |
| GAMMA Investing LLC | 0.17% | Add +124.0% | 52,199 | $1.2M |
| Delta Wealth Advisors LLC | 1.14% | Add +2.7% | 49,810 | $1.2M |
| Ironwood Financial, llc | 0.24% | Add +6.8% | 46,784 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | New | 46,386 | $1.1M |
| Steele Capital Management, Inc. | 0.06% | Add +0.4% | 45,652 | $1.1M |
| Phillips Financial Management, LLC | 0.09% | Reduce -24.8% | 45,432 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +101.3% | 42,072 | $979K |
| Sigma Planning Corp | 0.03% | Add +7.0% | 41,153 | $958K |
| M3 Advisory Group, LLC | 0.74% | Add +10.0% | 38,517 | $896K |
| Wrapmanager Inc. | 0.25% | Add +5.6% | 38,496 | $896K |
| Old Mission Capital LLC | 0.02% | Reduce -12.9% | 37,231 | $867K |
| Carr Financial Group Corp | 0.28% | New | 37,187 | $866K |
| New England Private Wealth Advisors LLC | 0.14% | Add +1.8% | 35,015 | $815K |
| Werba Rubin Papier Wealth Management | 0.22% | Add +0.8% | 34,575 | $805K |
| Summit Investment Advisory Services, LLC | 0.89% | New | 32,656 | $760K |
| Howland Capital Management LLC | 0.04% | Add +41.1% | 32,240 | $750K |
| OneDigital Investment Advisors LLC | 0.01% | New | 25,793 | $600K |
| Diversify Advisory Services, LLC | 0.03% | New | 25,796 | $599K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +4.8% | 24,358 | $566K |
| Baird Financial Group, Inc. | 0.00% | Add +20.2% | 24,153 | $562K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -5.7% | 23,804 | $554K |
| Sunbelt Securities, Inc. | 0.05% | Add +9.9% | 22,190 | $516K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.9% | 22,100 | $514K |
| AE Wealth Management LLC | 0.00% | Reduce -83.6% | 19,658 | $458K |
| Creative Planning | 0.00% | Add +2.5% | 18,235 | $424K |
| Klaas Financial Asset Advisors, LLC | 0.08% | Add +18.2% | 17,720 | $412K |
| MTM Financial Group, LLC | 0.26% | Add +1.2% | 17,236 | $401K |
| Sightline Wealth Advisors, LLC | 0.23% | Reduce -12.7% | 16,146 | $376K |
| Austin Private Wealth, LLC | 0.04% | Add +19.2% | 15,064 | $351K |
| Madden Advisory Services, Inc. | 0.17% | Add +3.5% | 14,136 | $329K |
| Mascoma Wealth Management LLC | 0.09% | Add +7156.3% | 13,932 | $324K |
| Kestra Advisory Services, LLC | 0.00% | No change | 13,650 | $318K |
| Rothschild Wealth LLC | 0.09% | No change | 12,546 | $292K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 12,170 | $283K |
| Fairhaven Wealth Management, LLC | 0.09% | Add +10.7% | 11,541 | $269K |
| Exchange Capital Management, Inc. | 0.04% | Add +7.0% | 11,523 | $268K |
| Quad-Cities Investment Group, LLC | 0.15% | Add +8.7% | 11,470 | $267K |
| Windsor Capital Management, LLC | 0.08% | Add +2.0% | 11,433 | $266K |
| Mainsail Asset Management, LLC | 0.21% | Add +1.5% | 11,389 | $265K |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,400 | $265K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.5% | 10,927 | $254K |
| Valley National Advisers Inc. | 0.04% | Reduce -15.6% | 10,499 | $244K |
| BBJS Financial Advisors, LLC | 0.09% | Reduce -6.2% | 10,110 | $235K |
| UBS Group AG | 0.00% | Reduce -11.1% | 9,793 | $228K |
| Koshinski Asset Management, Inc. | 0.02% | Add +3.3% | 9,801 | $228K |
| Mercer Global Advisors Inc. | 0.00% | No change | 9,306 | $217K |
| BSW Wealth Partners | 0.03% | No change | 8,677 | $202K |
| Cwm, LLC | 0.00% | No change | 7,748 | $180K |
| Global Retirement Partners, LLC | 0.01% | Add +47.3% | 7,725 | $180K |
| Parallel Advisors, LLC | 0.00% | Add +24.6% | 7,290 | $170K |
| Bramshill Investments, LLC | 0.02% | New | 6,939 | $162K |
| Principal Securities, Inc. | 0.00% | Add +11.9% | 6,497 | $151K |
| Comerica Bank | 0.00% | Reduce -2.5% | 6,072 | $141K |
| North Star Investment Management Corp. | 0.00% | No change | 2,700 | $63K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,274 | $53K |
| International Assets Investment Management, LLC | 0.00% | New | 2,200 | $51K |
| Lanark Financial, Inc. | 0.00% | No change | 1,988 | $46K |
| Private Trust Co. NA | 0.00% | New | 1,840 | $43K |
| Fifth Third Bancorp | 0.00% | No change | 1,800 | $42K |
| Stone House Investment Management, LLC | 0.01% | Add +303.7% | 1,736 | $40K |
| FMR LLC | 0.00% | Add +945.8% | 1,600 | $37K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,525 | $35K |
| Princeton Global Asset Management LLC | 0.01% | Add +1.8% | 1,262 | $29K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | Reduce -22.9% | 1,000 | $23K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 1,000 | $23K |
| PSI Advisors, LLC | 0.01% | New | 803 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | — | 463 | $11K |
| Central Bank & Trust Co. | 0.00% | New | 400 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $5K |
| Great Lakes Retirement, Inc. | 0.00% | Reduce -99.2% | 179 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 118 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | New | 40 | $931 |
"% 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.