iShares Ibonds 2025 H/YIBHEETF
13F holders, Q4 2024 (December 31)140holders +29
26new positions
5sold out
$23.20avg. 13F price*
At the end of Q4 2024, 140 institutions reported holding iShares Ibonds 2025 H/Y Inc. (IBHE) in their 13F filings, up 29 from Q3 2024. 26 opened new positions and 5 sold out. The largest holders were Arrow Financial Corp ($34.3M), Morgan Stanley ($24.5M) and Raymond James Financial Inc. ($23.0M).
- Company
- iShares Ibonds 2025 H/Y Inc.
- CUSIP
- 46435U168
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $11.1M |
| Exits | 5 | $679K |
All 13F filers, Q3 2024 → Q4 2024: 3,392,819 shares bought and 1,686,632 shares sold, net +1,706,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Arrow Financial Corp | 3.26% | Add +2.9% | 1,479,655 | $34.3M |
| Morgan Stanley | 0.00% | Add +203.1% | 1,056,494 | $24.5M |
| Raymond James Financial Inc. | 0.01% | — | 992,425 | $23.0M |
| LPL Financial LLC | 0.01% | Add +22.5% | 984,955 | $22.9M |
| OneDigital Investment Advisors LLC | 0.22% | Add +3032.5% | 808,819 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 784,306 | $18.2M |
| Mid-American Wealth Advisory Group, Inc. | 9.75% | Add +5.5% | 714,500 | $16.6M |
| Ashton Thomas Private Wealth, LLC | 0.62% | Add +10.0% | 684,954 | $15.9M |
| Commonwealth Financial Services, LLC | 2.30% | Reduce -0.6% | 505,108 | $11.7M |
| EP Wealth Advisors, LLC | 0.09% | Add +31.4% | 466,300 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Add +5.3% | 353,952 | $8.2M |
| Scissortail Wealth Management, LLC | 1.95% | Add +77122.1% | 328,966 | $7.6M |
| PFG Private Wealth Management, LLC | 3.78% | Add +6.6% | 286,479 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -62.3% | 258,269 | $6.0M |
| Hurley Capital, LLC | 4.54% | — | 243,677 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +20.7% | 242,878 | $5.6M |
| Carr Financial Group Corp | 1.76% | Add +73.4% | 241,480 | $5.6M |
| Marathon Mission, Inc. | 3.78% | Add +1.5% | 239,275 | $5.6M |
| LBMC Investment Advisors, LLC | 0.40% | Add +23.2% | 218,140 | $5.1M |
| Littlejohn Financial Services, Inc. | 4.36% | — | 210,003 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +20.9% | 205,540 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +3.5% | 203,112 | $4.7M |
| Lido Advisors, LLC | 0.03% | Add +26.5% | 178,178 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.5% | 162,992 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.8% | 161,090 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +5.1% | 151,383 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +42.2% | 150,381 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -14.5% | 147,820 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.3% | 146,034 | $3.4M |
| Cowa, LLC | 1.65% | Add +10.1% | 145,831 | $3.4M |
| Tyler-Stone Wealth Management | 0.60% | Reduce -3.3% | 145,313 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +22.9% | 136,960 | $3.2M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -1.6% | 128,867 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -20.6% | 100,508 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +38.4% | 97,033 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -87.7% | 86,903 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +8.5% | 84,216 | $2.0M |
| Nwam LLC | 0.12% | Reduce -1.9% | 83,949 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +304.9% | 81,004 | $1.9M |
| Krilogy Financial LLC | 0.12% | Add +6.2% | 76,705 | $1.8M |
| Straight Path Wealth Management | 0.69% | Add +10.8% | 75,072 | $1.7M |
| IFP Advisors, Inc | 0.06% | Reduce -2.1% | 72,443 | $1.7M |
| Ironwood Financial, llc | 0.31% | Add +13.0% | 64,551 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Add +27.3% | 60,442 | $1.4M |
| Summit Investment Advisors, Inc. | 1.12% | — | 54,348 | $1.3M |
| Landing Point Financial Group, LLC | 0.93% | — | 52,506 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | New | 52,207 | $1.2M |
| Wrapmanager Inc. | 0.27% | Add +4.9% | 46,136 | $1.1M |
| Cottage Street Advisors LLC | 0.56% | Add +243.4% | 46,060 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | No change | 45,432 | $1.1M |
| Rebalance, LLC | 0.08% | Add +107.8% | 45,040 | $1.0M |
| M3 Advisory Group, LLC | 0.73% | Reduce -1.1% | 43,812 | $1.0M |
| Denver PWM, LLC | 0.39% | Reduce -83.7% | 43,448 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -13.4% | 43,292 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | New | 42,345 | $982K |
| UBS Group AG | 0.00% | Add +285.4% | 42,118 | $977K |
| Sigma Planning Corp | 0.03% | Add +0.8% | 41,625 | $966K |
| Steele Capital Management, Inc. | 0.05% | Reduce -15.8% | 40,968 | $950K |
| Delta Wealth Advisors LLC | 0.87% | New | 39,648 | $920K |
| Werba Rubin Papier Wealth Management | 0.22% | Add +14.2% | 39,486 | $916K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 36,416 | $845K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 36,416 | $845K |
| New England Private Wealth Advisors LLC | 0.13% | Add +1.5% | 36,019 | $836K |
| Endowment Wealth Management, Inc. | 0.52% | New | 33,540 | $778K |
| Howland Capital Management LLC | 0.03% | No change | 32,240 | $748K |
| Richard P Slaughter Associates Inc | 0.16% | Reduce -19.3% | 31,395 | $728K |
| 10Elms LLP | 0.82% | — | 28,318 | $657K |
| Baird Financial Group, Inc. | 0.00% | Add +11.1% | 27,940 | $648K |
| Two Sigma Securities, LLC | 0.11% | New | 27,132 | $629K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -0.2% | 25,689 | $596K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 24,360 | $565K |
| Timber Creek Capital Management LLC | 0.16% | New | 23,702 | $550K |
| Savant Capital, LLC | 0.00% | Add +11.4% | 23,511 | $545K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -1.8% | 23,435 | $544K |
| Rialto Wealth Management, LLC | 0.17% | — | 21,803 | $506K |
| MCF Advisors LLC | 0.03% | New | 21,033 | $488K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -5.1% | 19,425 | $450K |
| Kestra Advisory Services, LLC | 0.00% | Add +34.9% | 18,419 | $427K |
| Creative Planning | 0.00% | Add +0.1% | 18,296 | $424K |
| Old Mission Capital LLC | 0.01% | New | 18,071 | $419K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +37.4% | 17,560 | $407K |
| Blue Barn Wealth, LLC | 0.21% | New | 17,338 | $402K |
| Mutual Advisors, LLC | 0.01% | Reduce -93.3% | 16,896 | $392K |
| BlackRock, Inc. | 0.00% | New | 16,894 | $392K |
| Rothschild Wealth LLC | 0.11% | No change | 16,640 | $386K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +28.0% | 16,179 | $375K |
| Tempus Wealth Planning, LLC | 0.11% | Reduce -30.4% | 16,058 | $373K |
| Austin Private Wealth, LLC | 0.03% | Add +5.2% | 16,034 | $372K |
| Klaas Financial Asset Advisors, LLC | 0.06% | Add +17.9% | 15,854 | $368K |
| Madden Advisory Services, Inc. | 0.16% | Add +0.8% | 15,102 | $350K |
| World Investment Advisors | 0.01% | No change | 14,400 | $334K |
| Mascoma Wealth Management LLC | 0.08% | No change | 13,932 | $323K |
| POM Investment Strategies, LLC | 0.24% | New | 13,853 | $321K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -19.4% | 12,938 | $300K |
| Aprio Wealth Management, LLC | 0.04% | New | 12,688 | $294K |
| Stifel Financial Corp. | 0.00% | New | 12,651 | $294K |
| MTM Financial Group, LLC | 0.17% | Add +2.1% | 12,261 | $284K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,836 | $275K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 11,672 | $271K |
| Mainsail Asset Management, LLC | 0.19% | Add +0.9% | 11,672 | $271K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -25.8% | 11,602 | $269K |
| Csenge Advisory Group | 0.01% | New | 11,165 | $259K |
| Fairhaven Wealth Management, LLC | 0.08% | Reduce -6.6% | 10,776 | $250K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.8% | 10,630 | $247K |
| Ameriprise Financial Inc. | 0.00% | New | 10,613 | $246K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.2% | 10,344 | $240K |
| Heartland Bank & Trust Co | 0.13% | New | 10,002 | $232K |
| Keyvantage Wealth, LLC | 0.16% | — | 9,691 | $225K |
| Argent Trust Co | 0.01% | New | 9,318 | $216K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.7% | 9,306 | $216K |
| TFR Capital, LLC. | 0.11% | — | 9,237 | $214K |
| JPMorgan Chase & Co. | 0.00% | New | 9,212 | $214K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +4.9% | 9,198 | $213K |
| IHT Wealth Management, LLC | 0.01% | New | 8,705 | $202K |
| Parallel Advisors, LLC | 0.00% | Add +4.4% | 8,285 | $192K |
| Global Retirement Partners, LLC | 0.01% | Add +1.1% | 7,875 | $183K |
| Cwm, LLC | 0.00% | No change | 7,748 | $180K |
| GeoWealth Management, LLC | 0.01% | Add +52.1% | 7,523 | $175K |
| Principal Securities, Inc. | 0.00% | Reduce -2.2% | 6,577 | $153K |
| Comerica Bank | 0.00% | No change | 6,072 | $141K |
| Valley National Advisers Inc. | 0.01% | No change | 3,196 | $74K |
| North Star Investment Management Corp. | 0.00% | No change | 2,700 | $63K |
| Private Trust Co. NA | 0.01% | Add +43.7% | 2,644 | $61K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 2,642 | $61K |
| Fifth Third Bancorp | 0.00% | No change | 1,800 | $42K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,525 | $35K |
| Princeton Global Asset Management LLC | 0.01% | Add +2.1% | 1,312 | $30K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | — | 1,000 | $23K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 1,000 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 984 | $23K |
| Spire Wealth Management | 0.00% | New | 860 | $20K |
| Blue Trust, Inc. | 0.00% | New | 785 | $18K |
| PSI Advisors, LLC | 0.00% | No change | 695 | $16K |
| Harbour Investments, Inc. | 0.00% | New | 535 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 463 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | — | 378 | $9K |
| Whittier Trust Co. | 0.00% | New | 271 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $5K |
| FMR LLC | 0.00% | Reduce -49.8% | 111 | $3K |
| Lanark Financial, Inc. | 0.00% | — | 1 | $46 |
"% 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.