iShares Ibonds 2025 H/YIBHEETF
13F holders, Q2 2025 (June 30)149holders +1
16new positions
15sold out
$23.28avg. 13F price*
At the end of Q2 2025, 149 institutions reported holding iShares Ibonds 2025 H/Y Inc. (IBHE) in their 13F filings, up 1 from Q1 2025. 16 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($31.6M), Morgan Stanley ($23.8M) and SkyView Investment Advisors, LLC ($22.6M).
- Company
- iShares Ibonds 2025 H/Y Inc.
- CUSIP
- 46435U168
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $3.6M |
| Exits | 15 | $3.9M |
All 13F filers, Q1 2025 → Q2 2025: 711,950 shares bought and 1,961,125 shares sold, net −1,249,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| LPL Financial LLC | 0.01% | Add +1.2% | 1,360,074 | $31.6M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 1,023,403 | $23.8M |
| SkyView Investment Advisors, LLC | 3.23% | Add +7.4% | 970,073 | $22.6M |
| OneDigital Investment Advisors LLC | 0.23% | Add +4.7% | 871,874 | $20.3M |
| Arrow Financial Corp | 2.13% | Reduce -30.6% | 868,676 | $20.2M |
| Mid-American Wealth Advisory Group, Inc. | 6.62% | Reduce -19.6% | 598,316 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -42.1% | 554,671 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 510,110 | $11.9M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -9.6% | 483,104 | $11.2M |
| Scissortail Wealth Management, LLC | 2.14% | Add +1.3% | 382,714 | $8.9M |
| Keeler Thomas Management LLC | 3.49% | Add +19.8% | 348,988 | $8.1M |
| Hurley Capital, LLC | 4.35% | Add +3.2% | 266,508 | $6.2M |
| LBMC Investment Advisors, LLC | 0.42% | Add +1.9% | 252,539 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.0% | 232,281 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +5.3% | 227,463 | $5.3M |
| Marathon Mission, Inc. | 3.22% | Add +1.1% | 218,019 | $5.1M |
| Bank of America Corp. | 0.00% | Reduce -15.6% | 215,866 | $5.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +18.8% | 209,321 | $4.9M |
| Cetera Investment Advisers | 0.01% | Reduce -1.5% | 206,997 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +1.0% | 162,506 | $3.8M |
| Carr Financial Group Corp | 1.05% | Reduce -41.5% | 153,703 | $3.6M |
| Jane Street Group, LLC | 0.01% | Add +113.9% | 149,308 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -1.3% | 147,778 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.1% | 145,972 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 143,788 | $3.3M |
| Lido Advisors, LLC | 0.02% | Reduce -5.6% | 139,467 | $3.2M |
| Commonwealth Financial Services, LLC | 0.55% | Reduce -19.5% | 122,798 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.0% | 121,782 | $2.8M |
| Tyler-Stone Wealth Management | 0.45% | Reduce -10.7% | 120,522 | $2.8M |
| Cowa, LLC | 1.02% | Add +8.0% | 114,852 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +18.8% | 110,632 | $2.6M |
| Cottage Street Advisors LLC | 1.06% | Add +8.8% | 87,991 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +12.5% | 86,837 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 85,771 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 79,364 | $1.8M |
| Straight Path Wealth Management | 0.62% | Reduce -3.3% | 78,542 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -5.7% | 78,233 | $1.8M |
| Eight 31 Financial, LLC | 1.20% | Reduce -1.3% | 77,894 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Add +1.0% | 74,809 | $1.7M |
| Krilogy Financial LLC | 0.10% | Reduce -3.4% | 73,165 | $1.7M |
| Endowment Wealth Management, Inc. | 0.81% | Add +5.4% | 67,305 | $1.6M |
| Ironwood Financial, llc | 0.32% | No change | 64,272 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +62.0% | 63,260 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +181.7% | 62,995 | $1.5M |
| International Assets Investment Management, LLC | 0.11% | Reduce -0.7% | 57,557 | $1.3M |
| Spire Wealth Management | 0.05% | Add +52.2% | 56,440 | $1.3M |
| Summit Investment Advisors, Inc. | 1.07% | Add +0.6% | 54,449 | $1.3M |
| IFP Advisors, Inc | 0.04% | Reduce -23.2% | 53,590 | $1.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Reduce -8.1% | 49,273 | $1.1M |
| Landing Point Financial Group, LLC | 0.72% | Reduce -3.5% | 49,217 | $1.1M |
| Wrapmanager Inc. | 0.28% | Add +2.0% | 48,913 | $1.1M |
| Delta Wealth Advisors LLC | 0.92% | Reduce -0.5% | 47,032 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | No change | 45,432 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -39.0% | 44,735 | $1.0M |
| Rebalance, LLC | 0.07% | Add +1.0% | 43,384 | $1.0M |
| UBS Group AG | 0.00% | Reduce -30.8% | 40,981 | $953K |
| Steele Capital Management, Inc. | 0.05% | No change | 40,925 | $952K |
| Denver PWM, LLC | 0.27% | Reduce -12.2% | 37,447 | $871K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -4.0% | 35,113 | $817K |
| New England Private Wealth Advisors LLC | 0.12% | Add +1.1% | 34,906 | $811K |
| Werba Rubin Papier Wealth Management | 0.14% | Reduce -16.5% | 32,626 | $759K |
| Howland Capital Management LLC | 0.03% | No change | 32,240 | $750K |
| NewEdge Advisors, LLC | 0.00% | Reduce -27.2% | 32,219 | $749K |
| Savant Capital, LLC | 0.01% | No change | 31,141 | $724K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +32.0% | 30,886 | $718K |
| Parallel Advisors, LLC | 0.01% | Add +29.6% | 30,645 | $713K |
| Klaas Financial Asset Advisors, LLC | 0.11% | Reduce -6.9% | 30,082 | $700K |
| MCF Advisors LLC | 0.05% | Add +41.2% | 29,766 | $692K |
| 10Elms LLP | 0.73% | No change | 28,318 | $659K |
| Timber Creek Capital Management LLC | 0.16% | Add +12.0% | 27,064 | $627K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.6% | 26,931 | $626K |
| Integrated Advisors Network LLC | 0.03% | New | 25,929 | $603K |
| Nwam LLC | 0.03% | Reduce -59.6% | 25,780 | $599K |
| High Note Wealth, LLC | 0.14% | New | 25,382 | $590K |
| Quad-Cities Investment Group, LLC | 0.27% | Add +13.8% | 25,109 | $584K |
| Littlejohn Financial Services, Inc. | 0.45% | Reduce -19.1% | 24,790 | $576K |
| HighTower Advisors, LLC | 0.00% | Reduce -93.5% | 23,295 | $542K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -14.6% | 23,027 | $536K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 20,662 | $481K |
| Johnson Bixby & Associates, LLC | 0.07% | Add +3.7% | 20,350 | $473K |
| Sunbelt Securities, Inc. | 0.04% | Add +31.9% | 19,425 | $451K |
| Sigma Planning Corp | 0.01% | Reduce -20.7% | 19,182 | $446K |
| Heartland Bank & Trust Co | 0.21% | Add +59.3% | 19,026 | $442K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 17,750 | $413K |
| Blue Barn Wealth, LLC | 0.19% | No change | 17,338 | $403K |
| Madden Advisory Services, Inc. | 0.17% | Add +13.8% | 17,220 | $400K |
| Austin Private Wealth, LLC | 0.03% | Add +23.4% | 17,145 | $399K |
| Koshinski Asset Management, Inc. | 0.03% | Add +58.0% | 16,977 | $395K |
| Rothschild Wealth LLC | 0.09% | No change | 16,640 | $387K |
| Mutual Advisors, LLC | 0.01% | Add +10.6% | 16,245 | $377K |
| Moneco Advisors, LLC | 0.03% | No change | 15,773 | $367K |
| World Investment Advisors | 0.01% | No change | 14,400 | $335K |
| High Falls Advisors, Inc | 0.07% | Add +26.9% | 14,089 | $328K |
| Mascoma Wealth Management LLC | 0.08% | No change | 13,932 | $324K |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 13,755 | $320K |
| Tempus Wealth Planning, LLC | 0.08% | Add +0.2% | 13,393 | $311K |
| LRI Investments, LLC | 0.03% | Add +139.4% | 13,209 | $307K |
| Focus Partners Wealth | 0.00% | No change | 12,885 | $300K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -44.0% | 12,728 | $296K |
| &partners | 0.00% | New | 12,212 | $284K |
"% 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.