iShares Ibonds 2025 H/YIBHEETF
13F holders, Q3 2024 (September 30)111holders −2
11new positions
12sold out
$23.85avg. 13F price*
At the end of Q3 2024, 111 institutions reported holding iShares Ibonds 2025 H/Y Inc. (IBHE) in their 13F filings, down 2 from Q2 2024. 11 opened new positions and 12 sold out. The largest holders were Arrow Financial Corp ($33.5M), Raymond James Financial Services Advisors, Inc. ($21.1M) and LPL Financial LLC ($18.7M).
- Company
- iShares Ibonds 2025 H/Y Inc.
- CUSIP
- 46435U168
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.1M |
| Exits | 12 | $5.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,699,359 shares bought and 2,663,724 shares sold, net −964,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Arrow Financial Corp | 3.10% | Add +12.7% | 1,437,508 | $33.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -6.8% | 906,821 | $21.1M |
| LPL Financial LLC | 0.01% | Add +109.8% | 804,188 | $18.7M |
| Wells Fargo & Company | 0.00% | Add +10.7% | 765,428 | $17.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.3% | 708,032 | $16.5M |
| Bank of America Corp. | 0.00% | Reduce -43.9% | 684,886 | $16.0M |
| Mid-American Wealth Advisory Group, Inc. | 9.91% | Add +7.5% | 677,446 | $15.8M |
| Ashton Thomas Private Wealth, LLC | 0.77% | Reduce -2.7% | 622,818 | $14.5M |
| Commonwealth Financial Services, LLC | 2.33% | Reduce -2.6% | 508,278 | $11.8M |
| EP Wealth Advisors, LLC | 0.07% | Add +31.9% | 354,960 | $8.3M |
| Morgan Stanley | 0.00% | Add +6.0% | 348,617 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Add +1.8% | 336,168 | $7.8M |
| Scissortail Wealth Management, LLC | 1.82% | Reduce -99.8% | 426 | $7.5M |
| PFG Private Wealth Management, LLC | 3.63% | Add +2.0% | 268,846 | $6.3M |
| Denver PWM, LLC | 2.35% | Add +6.9% | 265,674 | $6.2M |
| Mutual Advisors, LLC | 0.17% | Add +4.2% | 252,477 | $5.9M |
| Marathon Mission, Inc. | 3.83% | Add +5.1% | 235,692 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -1.1% | 201,280 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +7.0% | 199,919 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -20.9% | 196,141 | $4.6M |
| Raymond James & Associates | 0.00% | Add +159.4% | 182,131 | $4.2M |
| LBMC Investment Advisors, LLC | 0.33% | Add +23.0% | 177,025 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +36.7% | 172,972 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.5% | 169,963 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +3.6% | 165,765 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.6% | 152,669 | $3.6M |
| Tyler-Stone Wealth Management | 0.66% | Add +98.8% | 150,315 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +3.3% | 143,979 | $3.4M |
| Lido Advisors, LLC | 0.02% | Add +5.2% | 140,890 | $3.3M |
| Carr Financial Group Corp | 0.97% | Add +274.5% | 139,273 | $3.2M |
| Cowa, LLC | 1.47% | Add +69.0% | 132,439 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +81.3% | 130,965 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -37.9% | 126,585 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +26.8% | 111,398 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.6% | 105,735 | $2.5M |
| Nwam LLC | 0.12% | Add +0.2% | 85,533 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.4% | 77,620 | $1.8M |
| IFP Advisors, Inc | 0.06% | Add +4.4% | 73,979 | $1.7M |
| Krilogy Financial LLC | 0.12% | Reduce -47.3% | 72,257 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -55.1% | 70,100 | $1.6M |
| Straight Path Wealth Management | 0.68% | Add +3.7% | 67,769 | $1.6M |
| Ironwood Financial, llc | 0.28% | Add +22.1% | 57,119 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +18.8% | 49,980 | $1.2M |
| Steele Capital Management, Inc. | 0.06% | Add +6.6% | 48,674 | $1.1M |
| Sowell Financial Services LLC | 0.05% | New | 47,482 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | No change | 45,432 | $1.1M |
| M3 Advisory Group, LLC | 0.76% | Add +15.0% | 44,289 | $1.0M |
| Wrapmanager Inc. | 0.27% | Add +14.3% | 43,988 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +0.3% | 41,288 | $962K |
| Richard P Slaughter Associates Inc | 0.21% | Reduce -96.8% | 38,923 | $907K |
| New England Private Wealth Advisors LLC | 0.13% | Add +1.3% | 35,473 | $827K |
| Werba Rubin Papier Wealth Management | 0.19% | No change | 34,575 | $806K |
| Howland Capital Management LLC | 0.03% | No change | 32,240 | $751K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 25,820 | $602K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -0.2% | 25,746 | $599K |
| Baird Financial Group, Inc. | 0.00% | Add +4.1% | 25,139 | $586K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.0% | 24,313 | $567K |
| Summit Wealth Partners, LLC | 0.11% | Add +0.2% | 23,858 | $556K |
| Tempus Wealth Planning, LLC | 0.20% | New | 23,063 | $537K |
| Rebalance, LLC | 0.04% | New | 21,679 | $505K |
| Savant Capital, LLC | 0.00% | New | 21,104 | $492K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -7.7% | 20,477 | $477K |
| AE Wealth Management LLC | 0.00% | Add +1.8% | 20,006 | $466K |
| Creative Planning | 0.00% | Add +0.3% | 18,285 | $426K |
| Rothschild Wealth LLC | 0.12% | Add +32.6% | 16,640 | $388K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -34.1% | 16,043 | $373K |
| Exchange Capital Management, Inc. | 0.06% | Add +35.7% | 15,641 | $364K |
| Austin Private Wealth, LLC | 0.04% | Add +1.2% | 15,247 | $355K |
| Madden Advisory Services, Inc. | 0.16% | Add +6.0% | 14,977 | $349K |
| World Investment Advisors | 0.01% | New | 14,400 | $336K |
| Mascoma Wealth Management LLC | 0.08% | No change | 13,932 | $325K |
| Kestra Advisory Services, LLC | 0.00% | No change | 13,650 | $318K |
| Klaas Financial Asset Advisors, LLC | 0.05% | Reduce -24.1% | 13,446 | $313K |
| Cottage Street Advisors LLC | 0.17% | New | 13,411 | $312K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | New | 12,781 | $298K |
| Quad-Cities Investment Group, LLC | 0.15% | Add +10.2% | 12,637 | $294K |
| MTM Financial Group, LLC | 0.17% | Reduce -30.3% | 12,008 | $280K |
| Thrivent Financial for Lutherans | 0.00% | Add +6.4% | 11,623 | $271K |
| Mainsail Asset Management, LLC | 0.20% | Add +1.5% | 11,564 | $269K |
| Fairhaven Wealth Management, LLC | 0.08% | No change | 11,541 | $269K |
| Sightline Wealth Advisors, LLC | 0.14% | Reduce -32.2% | 10,947 | $255K |
| UBS Group AG | 0.00% | Add +11.6% | 10,928 | $255K |
| Koshinski Asset Management, Inc. | 0.02% | Add +7.6% | 10,544 | $246K |
| BBJS Financial Advisors, LLC | 0.08% | Add +0.0% | 10,112 | $236K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.7% | 10,021 | $233K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.4% | 8,806 | $204K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 8,767 | $204K |
| Bramshill Investments, LLC | 0.02% | Add +25.0% | 8,676 | $202K |
| Parallel Advisors, LLC | 0.00% | Add +8.8% | 7,935 | $185K |
| Global Retirement Partners, LLC | 0.01% | Add +0.9% | 7,793 | $182K |
| Cwm, LLC | 0.00% | No change | 7,748 | $181K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,230 | $168K |
| Principal Securities, Inc. | 0.00% | Add +3.5% | 6,724 | $157K |
| Comerica Bank | 0.00% | No change | 6,072 | $141K |
| GeoWealth Management, LLC | 0.00% | New | 4,946 | $115K |
| Valley National Advisers Inc. | 0.01% | Reduce -69.6% | 3,196 | $74K |
| North Star Investment Management Corp. | 0.00% | No change | 2,700 | $63K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +16.2% | 2,642 | $62K |
| Stone House Investment Management, LLC | 0.01% | Add +23.9% | 2,150 | $50K |
| Lanark Financial, Inc. | 0.00% | No change | 1,988 | $46K |
"% 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.