iShares Ibonds 2025 H/YIBHEETF
13F holders, Q1 2025 (March 31)148holders +8
19new positions
9sold out
1famous investor
$23.24avg. 13F price*
At the end of Q1 2025, 148 institutions reported holding iShares Ibonds 2025 H/Y Inc. (IBHE) in their 13F filings, up 8 from Q4 2024. 19 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($31.2M), Arrow Financial Corp ($29.1M) and Morgan Stanley ($24.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 2025 H/Y Inc.
- CUSIP
- 46435U168
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $37.4M |
| Exits | 9 | $5.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,571,679 shares bought and 2,782,073 shares sold, net −210,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| LPL Financial LLC | 0.01% | Add +36.4% | 1,343,573 | $31.2M |
| Arrow Financial Corp | 3.25% | Reduce -15.5% | 1,250,775 | $29.1M |
| Morgan Stanley | 0.00% | Add +1.0% | 1,066,625 | $24.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 957,788 | $22.3M |
| SkyView Investment Advisors, LLC | 3.16% | New | 903,309 | $21.0M |
| OneDigital Investment Advisors LLC | 0.23% | Add +3.0% | 833,101 | $19.4M |
| Mid-American Wealth Advisory Group, Inc. | 9.28% | Add +4.2% | 744,161 | $17.3M |
| EP Wealth Advisors, LLC | 0.10% | Add +14.5% | 534,094 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -35.6% | 505,434 | $11.7M |
| Scissortail Wealth Management, LLC | 2.25% | Add +14.8% | 377,700 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +1.5% | 359,375 | $8.4M |
| Keeler Thomas Management LLC | 3.32% | New | 291,405 | $6.8M |
| Carr Financial Group Corp | 2.00% | Add +8.8% | 262,701 | $6.1M |
| Hurley Capital, LLC | 4.55% | Add +5.9% | 258,156 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 255,838 | $5.9M |
| LBMC Investment Advisors, LLC | 0.45% | Add +13.6% | 247,698 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -11.1% | 215,927 | $5.0M |
| Marathon Mission, Inc. | 3.51% | Reduce -9.9% | 215,645 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +3.5% | 210,205 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.8% | 209,242 | $4.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +17.2% | 176,231 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +17.4% | 160,857 | $3.7M |
| Commonwealth Financial Services, LLC | 0.73% | Reduce -69.8% | 152,484 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.6% | 152,215 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -1.1% | 149,654 | $3.5M |
| Lido Advisors, LLC | 0.02% | Reduce -17.1% | 147,764 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 145,559 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -15.0% | 136,863 | $3.2M |
| Tyler-Stone Wealth Management | 0.56% | Reduce -7.1% | 134,994 | $3.1M |
| Cowa, LLC | 1.06% | Reduce -27.1% | 106,346 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 93,123 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | New | 84,668 | $2.0M |
| MML Investors Services, LLC | 0.01% | New | 82,944 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.1% | 81,602 | $1.9M |
| Straight Path Wealth Management | 0.76% | Add +8.2% | 81,238 | $1.9M |
| Cottage Street Advisors LLC | 0.94% | Add +75.7% | 80,910 | $1.9M |
| Eight 31 Financial, LLC | 1.18% | New | 78,908 | $1.8M |
| AE Wealth Management LLC | 0.02% | Reduce -4.7% | 77,214 | $1.8M |
| Krilogy Financial LLC | 0.11% | Reduce -1.2% | 75,757 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +22.5% | 74,057 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -43.1% | 73,383 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -28.1% | 69,813 | $1.6M |
| IFP Advisors, Inc | 0.05% | Reduce -3.7% | 69,785 | $1.6M |
| Ironwood Financial, llc | 0.32% | Reduce -0.4% | 64,272 | $1.5M |
| Nwam LLC | 0.13% | Reduce -23.9% | 63,880 | $1.5M |
| Endowment Wealth Management, Inc. | 0.96% | Add +90.4% | 63,873 | $1.5M |
| UBS Group AG | 0.00% | Add +40.6% | 59,225 | $1.4M |
| International Assets Investment Management, LLC | 0.12% | Add +11.0% | 57,957 | $1.3M |
| Summit Investment Advisors, Inc. | 1.12% | Reduce -0.4% | 54,142 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Add +205.4% | 53,631 | $1.2M |
| Landing Point Financial Group, LLC | 0.90% | Reduce -2.9% | 50,996 | $1.2M |
| Wrapmanager Inc. | 0.29% | Add +3.9% | 47,934 | $1.1M |
| Delta Wealth Advisors LLC | 1.00% | Add +19.2% | 47,252 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | No change | 45,432 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -47.5% | 44,252 | $1.0M |
| Rebalance, LLC | 0.07% | Reduce -4.6% | 42,972 | $999K |
| Denver PWM, LLC | 0.36% | Reduce -1.9% | 42,634 | $991K |
| Steele Capital Management, Inc. | 0.05% | Reduce -0.1% | 40,925 | $951K |
| Werba Rubin Papier Wealth Management | 0.20% | Reduce -1.1% | 39,056 | $908K |
| Kestra Advisory Services, LLC | 0.00% | Add +112.0% | 39,049 | $907K |
| Spire Wealth Management | 0.03% | Add +4211.3% | 37,077 | $862K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -15.5% | 36,579 | $847K |
| New England Private Wealth Advisors LLC | 0.12% | Reduce -4.2% | 34,516 | $802K |
| BlackRock, Inc. | 0.00% | Add +100.0% | 33,790 | $785K |
| Klaas Financial Asset Advisors, LLC | 0.13% | Add +103.9% | 32,327 | $751K |
| Howland Capital Management LLC | 0.03% | No change | 32,240 | $749K |
| Savant Capital, LLC | 0.01% | Add +32.5% | 31,141 | $724K |
| Littlejohn Financial Services, Inc. | 0.56% | Reduce -85.4% | 30,628 | $712K |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 28,527 | $663K |
| 10Elms LLP | 0.78% | No change | 28,318 | $658K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -36.3% | 26,977 | $627K |
| Citadel Advisors | 0.00% | New | 26,332 | $612K |
| Flow Traders U.S. LLC | 0.03% | New | 26,124 | $607K |
| Sigma Planning Corp | 0.02% | Reduce -41.9% | 24,198 | $562K |
| Timber Creek Capital Management LLC | 0.15% | Add +2.0% | 24,171 | $562K |
| Parallel Advisors, LLC | 0.01% | Add +185.4% | 23,645 | $550K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +154.4% | 23,396 | $542K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -37.6% | 22,738 | $528K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -37.6% | 22,738 | $528K |
| Susquehanna International Group, LLP | 0.00% | New | 22,361 | $520K |
| Quad-Cities Investment Group, LLC | 0.25% | Add +36.4% | 22,074 | $513K |
| MCF Advisors LLC | 0.04% | Add +0.2% | 21,078 | $490K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.3% | 20,629 | $479K |
| Johnson Bixby & Associates, LLC | 0.07% | New | 19,618 | $456K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -97.2% | 18,897 | $439K |
| Blue Barn Wealth, LLC | 0.21% | No change | 17,338 | $403K |
| Rothschild Wealth LLC | 0.11% | No change | 16,640 | $387K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -36.8% | 16,247 | $378K |
| Moneco Advisors, LLC | 0.04% | New | 15,773 | $367K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -33.3% | 15,644 | $364K |
| Rialto Wealth Management, LLC | 0.11% | Reduce -30.1% | 15,243 | $354K |
| Madden Advisory Services, Inc. | 0.16% | Add +0.2% | 15,127 | $352K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -24.2% | 14,725 | $342K |
| Mutual Advisors, LLC | 0.01% | Reduce -13.0% | 14,694 | $341K |
| World Investment Advisors | 0.01% | No change | 14,400 | $335K |
| Mascoma Wealth Management LLC | 0.08% | No change | 13,932 | $324K |
| Austin Private Wealth, LLC | 0.03% | Reduce -13.3% | 13,896 | $323K |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 13,602 | $316K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -16.8% | 13,363 | $311K |
| Creative Planning | 0.00% | Reduce -29.5% | 12,904 | $300K |
| Focus Partners Wealth | 0.00% | New | 12,885 | $299K |
| POM Investment Strategies, LLC | 0.34% | Reduce -9.9% | 12,481 | $290K |
| MTM Financial Group, LLC | 0.17% | Add +0.9% | 12,375 | $288K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 12,059 | $280K |
| Csenge Advisory Group | 0.02% | Add +7.3% | 11,986 | $278K |
| Heartland Bank & Trust Co | 0.14% | Add +19.4% | 11,943 | $278K |
| Thrivent Financial for Lutherans | 0.00% | No change | 11,672 | $271K |
| High Falls Advisors, Inc | 0.06% | New | 11,102 | $258K |
| Mainsail Asset Management, LLC | 0.18% | Reduce -5.3% | 11,054 | $257K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.1% | 10,748 | $250K |
| M3 Advisory Group, LLC | 0.19% | Reduce -76.0% | 10,514 | $244K |
| Strategic Blueprint, LLC | 0.01% | New | 10,450 | $243K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,344 | $240K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -22.6% | 9,817 | $228K |
| Keyvantage Wealth, LLC | 0.11% | Add +0.9% | 9,781 | $227K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -70.0% | 9,404 | $219K |
| Argent Trust Co | 0.01% | No change | 9,318 | $217K |
| TFR Capital, LLC. | 0.09% | No change | 9,237 | $215K |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.8% | 8,833 | $205K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.4% | 8,806 | $205K |
| IHT Wealth Management, LLC | 0.01% | Add +0.4% | 8,740 | $203K |
| Ameriflex Group, Inc. | 0.08% | New | 8,429 | $196K |
| Principal Securities, Inc. | 0.00% | No change | 6,577 | $153K |
| LRI Investments, LLC | 0.01% | New | 5,517 | $128K |
| PNC Financial Services Group, Inc. | 0.00% | New | 4,000 | $93K |
| Valley National Advisers Inc. | 0.01% | Add +1.1% | 3,231 | $75K |
| PFG Private Wealth Management, LLC | 0.04% | Reduce -98.9% | 3,109 | $72K |
| Blue Trust, Inc. | 0.00% | Add +255.8% | 2,793 | $65K |
| North Star Investment Management Corp. | 0.00% | No change | 2,700 | $63K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,642 | $61K |
| Private Trust Co. NA | 0.01% | Reduce -4.9% | 2,515 | $58K |
| Stone House Investment Management, LLC | 0.01% | New | 2,150 | $50K |
| Lanark Financial, Inc. | 0.00% | — | 1,988 | $46K |
| Cwm, LLC | 0.00% | Reduce -74.3% | 1,989 | $46K |
| Comerica Bank | 0.00% | Reduce -68.7% | 1,903 | $44K |
| 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 +1.0% | 1,325 | $31K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,089 | $25K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,000 | $23K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 1,000 | $23K |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.2% | 997 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 987 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 695 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 535 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 378 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 101 | $2K |
"% 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.