iShares Ibond 2026 HY &IBHFETF

13F holders, Q2 2026 (June 30)
174holders −8
17new positions
23sold out
1famous investor
$22.66avg. 13F price*

At the end of Q2 2026, 174 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, down 8 from Q1 2026. 17 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($50.5M), Morgan Stanley ($30.6M) and Cowa, LLC ($26.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Ibond 2026 HY & Inc.
CUSIP
46436E528
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 75Q1 2024Q2 2024: 84Q2 2024Q3 2024: 88Q3 2024Q4 2024: 118Q4 2024Q1 2025: 135Q1 2025Q2 2025: 138Q2 2025Q3 2025: 158Q3 2025Q4 2025: 175Q4 2025Q1 2026: 182Q1 2026Q2 2026: 174Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$14.8M
Exits23$25.4M

All 13F filers, Q1 2026 → Q2 2026: 2,205,449 shares bought and 7,113,922 shares sold, net −4,908,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 174 holders

LPL Financial LLC 0.01% Add +8.9% 2,228,248 $50.5M
Morgan Stanley 0.00% Reduce -18.9% 1,349,023 $30.6M
Cowa, LLC 7.28% Add +7.0% 1,186,840 $26.9M
LBMC Investment Advisors, LLC 1.44% Add +3.4% 1,161,706 $26.3M
Straightline Group LLC 10.01% Add +2.8% 936,881 $21.2M
Wells Fargo & Company 0.00% Reduce -21.7% 799,082 $18.1M
Federation des caisses Desjardins du Quebec 0.05% Reduce -13.0% 714,107 $16.2M
Bank of America Corp. 0.00% Reduce -15.9% 706,652 $16.0M
Raymond James Financial Inc. 0.00% Reduce -1.0% 658,086 $14.9M
Ruggaard & Associates LLC 4.27% Reduce -0.5% 525,863 $11.9M
Citadel Advisors 0.01% Add +1701.4% 508,904 $11.5M
Baltimore-Washington Financial Advisors, Inc. 0.40% Reduce -1.1% 471,122 $10.7M
Mid-American Wealth Advisory Group, Inc. 3.80% Reduce -50.6% 463,778 $10.5M
Cornerstone Planning, LLC 2.25% Add +0.1% 429,198 $9.7M
Cetera Investment Advisers 0.01% Add +1.4% 424,308 $9.6M
Stratos Wealth Partners, LTD. 0.09% Reduce -0.1% 389,167 $8.8M
Littlejohn Financial Services, Inc. 5.39% Reduce -45.3% 327,252 $7.4M
Integrated Wealth Concepts LLC 0.05% Reduce -3.6% 307,033 $7.0M
Delta Wealth Advisors LLC 4.88% Add +6.5% 301,742 $6.8M
BIP Wealth, LLC 0.17% Reduce -32.7% 268,420 $6.1M
Evergreen Capital Management LLC 0.10% Reduce -0.0% 259,315 $5.9M
TABR Capital Management, LLC 4.82% Add +2.4% 249,858 $5.7M
NewEdge Advisors, LLC 0.02% Add +4.5% 248,808 $5.6M
Evexia Wealth LLC 1.48% Add +48.7% 243,261 $5.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -79.4% 220,129 $5.0M
Csenge Advisory Group 0.19% Add +8.9% 209,398 $4.7M
Jane Street Group, LLC 0.00% Add +71.0% 206,325 $4.7M
Parallel Advisors, LLC 0.07% Add +75.3% 205,340 $4.7M
Kestra Private Wealth Services, LLC 0.05% Reduce -28.1% 204,781 $4.6M
Fiduciary Financial Advisors 0.47% New 203,118 $4.6M
Concurrent Investment Advisors, LLC 0.04% New 200,777 $4.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -34.6% 197,183 $4.5M
High Note Wealth, LLC 0.75% Add +4.0% 193,824 $4.4M
Scissortail Wealth Management, LLC 0.80% Add +5.8% 182,741 $4.1M
UBS Group AG 0.00% Reduce -8.8% 179,441 $4.1M
EP Wealth Advisors, LLC 0.02% Reduce -3.2% 178,831 $4.1M
Krilogy Financial LLC 0.11% Add +5.9% 164,498 $3.7M
Sequoia Financial Advisors, LLC 0.02% Reduce -52.7% 159,854 $3.6M
Royal Bank of Canada 0.00% Reduce -20.5% 151,962 $3.4M
Foundations Investment Advisors, LLC 0.03% Add +30.4% 133,328 $3.0M
Walser Wealth Management Company, A Ltd Liability Co 1.25% Add +30.7% 132,422 $3.0M
Flow Traders U.S. LLC 0.12% Add +737.7% 131,641 $3.0M
Private Advisor Group, LLC 0.01% Reduce -81.1% 129,436 $2.9M
Straight Path Wealth Management 0.66% Add +5.7% 124,858 $2.8M
Arrow Financial Corp 0.25% Reduce -90.8% 124,293 $2.8M
Osaic Holdings, Inc. 0.00% Add +25.2% 111,989 $2.5M
World Investment Advisors 0.04% Reduce -1.1% 107,450 $2.5M
Commonwealth Equity Services, LLC 0.00% Reduce -3.9% 106,778 $2.4M
Lido Advisors, LLC 0.01% Reduce -30.9% 103,708 $2.3M
Eight 31 Financial, LLC 1.39% Add +2.8% 103,272 $2.3M
Private Client Services, LLC 0.61% Reduce -75.4% 102,734 $2.3M
Cornerstone Wealth Management, LLC 0.09% Add +1.8% 95,165 $2.2M
Commonwealth Financial Services, LLC 0.28% Reduce -4.8% 91,649 $2.1M
Collaborative Fund Advisors, LLC 1.19% New 90,358 $2.0M
Sowell Financial Services LLC 0.06% Add +12.5% 86,111 $2.0M
Phillips Financial Management, LLC 0.14% No change 85,436 $1.9M
AE Wealth Management LLC 0.01% Reduce -4.1% 84,817 $1.9M
Brucke Financial, Inc. 0.84% Reduce -1.0% 83,621 $1.9M
Centennial Advisors, LLC 2.24% Add +11.4% 82,910 $1.9M
Endowment Wealth Management, Inc. 0.72% Add +2.7% 82,690 $1.9M
10Elms LLP 0.83% Add +163.9% 81,664 $1.8M
Bedel Financial Consulting, Inc. 0.17% Add +0.2% 77,356 $1.8M
Ironwood Financial, llc 0.27% Reduce -41.0% 77,247 $1.7M
SkyView Investment Advisors, LLC 1.34% Reduce -15.5% 75,000 $1.7M
Keeler Thomas Management LLC 0.60% Reduce -43.6% 74,115 $1.7M
IFP Advisors, Inc 0.03% Reduce -8.4% 70,677 $1.6M
Old Mission Capital LLC 0.04% Add +26.7% 69,075 $1.6M
Mutual Advisors, LLC 0.03% Reduce -79.1% 69,045 $1.6M
Landing Point Financial Group, LLC 0.53% Reduce -6.9% 68,567 $1.6M
Tempus Wealth Planning, LLC 0.29% Reduce -71.4% 64,689 $1.5M
Cottage Street Advisors LLC 0.55% Reduce -8.1% 62,874 $1.4M
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -25.2% 53,016 $1.2M
Thrivent Financial for Lutherans 0.00% Add +0.4% 52,908 $1.2M
International Assets Investment Management, LLC 0.07% Reduce -3.7% 51,813 $1.2M
Farther Finance Advisors, LLC 0.01% Add +154.3% 51,594 $1.2M
Belpointe Asset Management LLC 0.04% Add +33.8% 48,790 $1.1M
Kestra Advisory Services, LLC 0.00% Add +37.4% 47,327 $1.1M
TFR Capital, LLC. 0.30% Add +4.2% 47,303 $1.1M
Werba Rubin Papier Wealth Management 0.13% Add +0.5% 46,860 $1.1M
Focused Alpha, LLC 0.26% Add +14.0% 44,945 $1.0M
Timber Creek Capital Management LLC 0.20% Add +8.0% 44,250 $1.0M
Aspen Wealth Management LLC 0.16% Add +63.4% 42,241 $957K
Madden Advisory Services, Inc. 0.34% Add +2.4% 42,174 $955K
FF Advisors,LLC 0.34% Reduce -71.2% 39,502 $895K
Beacon Financial Planning, Inc. 0.30% Add +1.5% 38,834 $880K
Nwam LLC 0.04% Reduce -9.8% 38,638 $875K
Golden Reserve Retirement LLC 0.14% Add +35.1% 38,477 $872K
Sanctuary Advisors, LLC 0.00% Reduce -27.6% 37,711 $854K
Heartland Bank & Trust Co 0.17% Add +6.7% 36,983 $838K
Rebalance, LLC 0.04% Add +1.7% 35,790 $811K
Windsor Advisory Group, LLC 0.55% New 33,669 $763K
Wrapmanager Inc. 0.23% Reduce -10.1% 32,228 $730K
Carr Financial Group Corp 0.17% Reduce -16.1% 31,851 $721K
Koshinski Asset Management, Inc. 0.04% Add +0.7% 30,443 $690K
HM Payson & Co. 0.01% No change 30,202 $684K
Great Valley Advisor Group, Inc. 0.01% Add +4.2% 30,141 $683K
Klaas Financial Asset Advisors, LLC 0.08% Add +3.1% 29,937 $678K
HighTower Advisors, LLC 0.00% Add +7.4% 29,680 $672K
HUB Investment Partners, LLC 0.01% New 29,628 $671K
Baird Financial Group, Inc. 0.00% Add +42.7% 29,450 $667K

"% of holder's portfolio" is IBHF's weight in each manager's 13F, not the share of iShares Ibond 2026 HY & Inc. the manager owns.

Show all 174 holders