iShares Ibonds 2025 H/YIBHEETF
13F holders, Q3 2025 (September 30)141holders −8
13new positions
16sold out
1famous investor
$23.24avg. 13F price*
At the end of Q3 2025, 141 institutions reported holding iShares Ibonds 2025 H/Y Inc. (IBHE) in their 13F filings, down 8 from Q2 2025. 13 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($30.0M), SkyView Investment Advisors, LLC ($22.0M) and OneDigital Investment Advisors LLC ($20.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.0M |
| Exits | 16 | $11.9M |
All 13F filers, Q2 2025 → Q3 2025: 673,839 shares bought and 2,035,395 shares sold, net −1,361,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| LPL Financial LLC | 0.01% | Reduce -5.1% | 1,291,304 | $30.0M |
| SkyView Investment Advisors, LLC | 2.78% | Reduce -2.5% | 945,683 | $22.0M |
| OneDigital Investment Advisors LLC | 0.21% | Add +0.4% | 875,077 | $20.3M |
| Morgan Stanley | 0.00% | Reduce -22.5% | 793,424 | $18.4M |
| Arrow Financial Corp | 1.59% | Reduce -22.9% | 669,534 | $15.5M |
| Mid-American Wealth Advisory Group, Inc. | 6.56% | Add +5.7% | 632,436 | $14.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.0% | 521,368 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -11.2% | 453,085 | $10.5M |
| Cetera Investment Advisers | 0.01% | Add +100.6% | 415,147 | $9.6M |
| Scissortail Wealth Management, LLC | 1.96% | Add +1.3% | 387,581 | $9.0M |
| Keeler Thomas Management LLC | 3.79% | Add +2.0% | 355,904 | $8.3M |
| LBMC Investment Advisors, LLC | 0.44% | Add +17.2% | 296,042 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +2.2% | 232,478 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.4% | 201,205 | $4.7M |
| Bank of America Corp. | 0.00% | Reduce -14.2% | 185,151 | $4.3M |
| Lido Advisors, LLC | 0.01% | Add +0.4% | 140,020 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -16.1% | 136,256 | $3.2M |
| Cowa, LLC | 1.04% | Add +10.7% | 127,151 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 124,936 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.0% | 113,510 | $2.6M |
| Commonwealth Financial Services, LLC | 0.43% | Reduce -11.5% | 108,679 | $2.5M |
| Citadel Advisors | 0.00% | New | 98,442 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.2% | 93,662 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 92,439 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +7.0% | 83,742 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -42.9% | 82,145 | $1.9M |
| Straight Path Wealth Management | 0.50% | Reduce -1.7% | 77,183 | $1.8M |
| Krilogy Financial LLC | 0.07% | Add +4.9% | 76,727 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -49.3% | 75,752 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.2% | 69,678 | $1.6M |
| Carr Financial Group Corp | 0.43% | Reduce -55.8% | 67,906 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Reduce -10.3% | 67,063 | $1.6M |
| Endowment Wealth Management, Inc. | 0.69% | Reduce -2.4% | 65,702 | $1.5M |
| Phillips Financial Management, LLC | 0.10% | Add +44.0% | 65,432 | $1.5M |
| Cottage Street Advisors LLC | 0.64% | Reduce -26.1% | 65,015 | $1.5M |
| International Assets Investment Management, LLC | 0.11% | No change | 57,557 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -53.3% | 56,935 | $1.3M |
| Spire Wealth Management | 0.04% | Add +0.2% | 56,550 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Add +3.7% | 51,083 | $1.2M |
| Delta Wealth Advisors LLC | 0.90% | Add +4.7% | 49,258 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -12.6% | 46,819 | $1.1M |
| Rebalance, LLC | 0.07% | Add +7.3% | 46,528 | $1.1M |
| Landing Point Financial Group, LLC | 0.55% | Reduce -7.9% | 45,341 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 44,765 | $1.0M |
| UBS Group AG | 0.00% | No change | 40,981 | $952K |
| Steele Capital Management, Inc. | 0.04% | No change | 40,925 | $950K |
| Denver PWM, LLC | 0.27% | Add +0.4% | 37,582 | $874K |
| MCF Advisors LLC | 0.05% | Add +14.7% | 34,140 | $793K |
| Parallel Advisors, LLC | 0.01% | Add +7.0% | 32,795 | $762K |
| NewEdge Advisors, LLC | 0.00% | Add +1.2% | 32,596 | $757K |
| Werba Rubin Papier Wealth Management | 0.12% | Reduce -0.9% | 32,336 | $751K |
| Howland Capital Management LLC | 0.03% | No change | 32,240 | $749K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -8.6% | 32,086 | $745K |
| Csenge Advisory Group | 0.04% | Add +173.1% | 31,872 | $740K |
| Foundations Investment Advisors, LLC | 0.01% | New | 31,388 | $729K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +0.8% | 31,140 | $723K |
| High Note Wealth, LLC | 0.14% | Add +20.1% | 30,486 | $708K |
| Klaas Financial Asset Advisors, LLC | 0.10% | Reduce -8.7% | 27,459 | $638K |
| Timber Creek Capital Management LLC | 0.15% | Add +0.0% | 27,065 | $628K |
| Savant Capital, LLC | 0.00% | Reduce -13.8% | 26,853 | $624K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.9% | 26,416 | $613K |
| 10Elms LLP | 0.63% | Reduce -7.1% | 26,318 | $611K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.8% | 25,329 | $588K |
| Nwam LLC | 0.03% | Reduce -5.7% | 24,319 | $564K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.9% | 24,158 | $561K |
| Heartland Bank & Trust Co | 0.23% | Add +23.4% | 23,481 | $545K |
| Hurley Capital, LLC | 0.31% | Reduce -91.2% | 23,433 | $544K |
| Quad-Cities Investment Group, LLC | 0.23% | Reduce -7.5% | 23,228 | $539K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 20,698 | $481K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +1.2% | 20,588 | $478K |
| Sigma Planning Corp | 0.01% | Add +1.3% | 19,439 | $451K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.4% | 18,100 | $420K |
| Mercer Global Advisors Inc. | 0.00% | Add +97.4% | 17,753 | $412K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 17,750 | $412K |
| Blue Barn Wealth, LLC | 0.18% | No change | 17,338 | $403K |
| Madden Advisory Services, Inc. | 0.17% | Add +0.1% | 17,243 | $400K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 16,977 | $394K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.17% | New | 16,640 | $386K |
| Rothschild Wealth LLC | 0.08% | No change | 16,640 | $386K |
| Moneco Advisors, LLC | 0.03% | No change | 15,773 | $366K |
| High Falls Advisors, Inc | 0.07% | Add +9.6% | 15,444 | $359K |
| AE Wealth Management LLC | 0.00% | Reduce -82.5% | 15,213 | $353K |
| Aspen Wealth Management LLC | 0.08% | New | 14,795 | $344K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,459 | $336K |
| World Investment Advisors | 0.01% | No change | 14,400 | $334K |
| Mascoma Wealth Management LLC | 0.07% | No change | 13,932 | $324K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -29.2% | 13,750 | $319K |
| LRI Investments, LLC | 0.03% | No change | 13,209 | $307K |
| Austin Private Wealth, LLC | 0.02% | Reduce -23.3% | 13,159 | $306K |
| Focus Partners Wealth | 0.00% | No change | 12,885 | $299K |
| Old Mission Capital LLC | 0.01% | Add +41.2% | 12,549 | $291K |
| Littlejohn Financial Services, Inc. | 0.21% | Reduce -50.3% | 12,316 | $286K |
| New England Private Wealth Advisors LLC | 0.04% | Reduce -65.3% | 12,120 | $281K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,059 | $280K |
| Creative Planning | 0.00% | Reduce -1.0% | 11,944 | $277K |
| Captrust Financial Advisors | 0.00% | Add +2.4% | 11,802 | $274K |
| Belpointe Asset Management LLC | 0.01% | New | 11,800 | $274K |
| Stifel Financial Corp. | 0.00% | Reduce -14.3% | 11,783 | $274K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -13.3% | 11,619 | $270K |
| Tableaux LLC | 0.11% | Add +6.4% | 11,600 | $269K |
| Pure Financial Advisors, LLC | 0.00% | Add +2.3% | 11,461 | $266K |
| Mainsail Asset Management, LLC | 0.11% | Add +1.1% | 11,217 | $260K |
| HRT Financial LP | 0.00% | Reduce -6.2% | 10,735 | $249K |
| M3 Advisory Group, LLC | 0.15% | Add +0.1% | 10,543 | $245K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,344 | $239K |
| Keyvantage Wealth, LLC | 0.10% | Add +1.2% | 10,026 | $233K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -14.8% | 9,947 | $231K |
| Two Sigma Securities, LLC | 0.03% | New | 9,924 | $230K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 8,833 | $205K |
| Mutual Advisors, LLC | 0.00% | Reduce -46.0% | 8,780 | $204K |
| Cyr Financial Inc. | 0.14% | New | 8,641 | $201K |
| Heritage Wealth Management, Inc./Texas | 0.09% | Add +0.3% | 8,631 | $200K |
| Strategic Blueprint, LLC | 0.01% | Reduce -21.2% | 8,615 | $200K |
| TFR Capital, LLC. | 0.07% | Add +0.1% | 8,615 | $200K |
| Global Retirement Partners, LLC | 0.00% | Add +0.6% | 8,414 | $195K |
| Advisory Services Network, LLC | 0.00% | New | 5,498 | $128K |
| Principal Securities, Inc. | 0.00% | Reduce -35.4% | 4,253 | $99K |
| Valley National Advisers Inc. | 0.01% | No change | 3,231 | $75K |
| Farther Finance Advisors, LLC | 0.00% | Add +99.7% | 3,045 | $71K |
| Blue Trust, Inc. | 0.00% | Add +0.3% | 2,812 | $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 | 0.00% | No change | 2,319 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 1,988 | $46K |
| Stone House Investment Management, LLC | 0.01% | No change | 1,975 | $46K |
| Comerica Bank | 0.00% | No change | 1,903 | $44K |
| Fifth Third Bancorp | 0.00% | No change | 1,800 | $42K |
| Cwm, LLC | 0.00% | No change | 1,755 | $41K |
| NBT Bank, N.A. | 0.00% | New | 1,590 | $37K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 1,000 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,000 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 996 | $23K |
| CX Institutional | 0.00% | New | 998 | $23K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.7% | 435 | $10K |
| HM Payson & Co. | 0.00% | New | 431 | $10K |
| US Bancorp \de | 0.00% | No change | 400 | $9K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 378 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.8% | 332 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 148 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 45 | $1K |
"% 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.