iShares Ibond 2026 HY &IBHFETF
13F holders, Q3 2024 (September 30)88holders +4
10new positions
6sold out
$23.65avg. 13F price*
At the end of Q3 2024, 88 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, up 4 from Q2 2024. 10 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($54.7M), Cambridge Investment Research Advisors, Inc. ($27.9M) and Ashton Thomas Private Wealth, LLC ($14.8M).
- Company
- iShares Ibond 2026 HY & Inc.
- CUSIP
- 46436E528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.9M |
| Exits | 6 | $3.3M |
All 13F filers, Q2 2024 → Q3 2024: 2,618,436 shares bought and 886,072 shares sold, net +1,732,364 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Bank of America Corp. | 0.00% | Add +54.2% | 2,335,303 | $54.7M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +4.9% | 1,191,802 | $27.9M |
| Ashton Thomas Private Wealth, LLC | 0.79% | Reduce -2.9% | 632,437 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.0% | 624,626 | $14.6M |
| Ruggaard & Associates LLC | 5.86% | Add +2.0% | 575,488 | $13.5M |
| Morgan Stanley | 0.00% | Add +12.6% | 526,477 | $12.3M |
| Wells Fargo & Company | 0.00% | Add +33.7% | 526,113 | $12.3M |
| LPL Financial LLC | 0.00% | Add +48.3% | 464,765 | $10.9M |
| Commonwealth Financial Services, LLC | 1.96% | Add +3.7% | 426,962 | $9.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.53% | Add +0.6% | 419,045 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 320,436 | $7.5M |
| PFG Private Wealth Management, LLC | 3.77% | Add +1.5% | 277,497 | $6.5M |
| Private Advisor Group, LLC | 0.04% | Add +271.6% | 266,850 | $6.2M |
| Cowa, LLC | 2.97% | Add +100.8% | 266,801 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -17.0% | 249,609 | $5.8M |
| Mid-American Wealth Advisory Group, Inc. | 3.29% | Add +60.9% | 224,068 | $5.2M |
| LBMC Investment Advisors, LLC | 0.39% | Add +26.8% | 212,111 | $5.0M |
| Mutual Advisors, LLC | 0.14% | Add +5.8% | 200,822 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +71.9% | 199,450 | $4.7M |
| Lido Advisors, LLC | 0.03% | Add +10.7% | 191,607 | $4.5M |
| FF Advisors,LLC | 2.75% | Add +7.5% | 181,782 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +76.1% | 140,959 | $3.3M |
| GAMMA Investing LLC | 0.32% | Add +126.5% | 138,216 | $3.2M |
| Scissortail Wealth Management, LLC | 0.77% | Reduce -99.9% | 135 | $3.2M |
| Private Client Services, LLC | 1.66% | Add +7.3% | 131,554 | $3.1M |
| World Investment Advisors | 0.10% | New | 130,545 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +41.5% | 125,936 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.2% | 111,026 | $2.6M |
| Absolute Capital Management, LLC | 1.48% | Reduce -2.2% | 106,174 | $2.5M |
| Raymond James & Associates | 0.00% | Add +36.7% | 85,675 | $2.0M |
| Evergreen Capital Management LLC | 0.06% | Add +698.7% | 74,275 | $1.7M |
| IFP Advisors, Inc | 0.06% | Add +4.3% | 73,508 | $1.7M |
| Straight Path Wealth Management | 0.74% | Add +4.8% | 73,413 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +40.6% | 72,085 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -4.2% | 61,025 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +24.6% | 53,756 | $1.3M |
| Ironwood Financial, llc | 0.26% | Add +31.4% | 51,956 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -90.5% | 51,691 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +23.9% | 51,525 | $1.2M |
| Sightline Wealth Advisors, LLC | 0.62% | Add +51.1% | 48,376 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.26% | No change | 46,638 | $1.1M |
| Wrapmanager Inc. | 0.27% | Add +16.3% | 44,276 | $1.0M |
| Tempus Wealth Planning, LLC | 0.37% | New | 43,544 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -9.1% | 42,645 | $998K |
| Summit Wealth Partners, LLC | 0.19% | No change | 41,056 | $961K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.0% | 40,887 | $957K |
| Nwam LLC | 0.05% | New | 37,607 | $880K |
| MTM Financial Group, LLC | 0.48% | Add +209.5% | 33,767 | $790K |
| Envestnet Asset Management Inc. | 0.00% | New | 32,332 | $757K |
| AE Wealth Management LLC | 0.01% | Add +21.4% | 30,854 | $722K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.0% | 29,728 | $696K |
| Headinvest, LLC | 0.12% | New | 28,475 | $667K |
| Marble Harbor Investment Counsel, LLC | 0.07% | No change | 27,000 | $632K |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.0% | 25,776 | $603K |
| Phillips Financial Management, LLC | 0.05% | No change | 25,436 | $595K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.2% | 23,762 | $556K |
| Cornerstone Wealth Management, LLC | 0.04% | New | 23,126 | $541K |
| Rothschild Wealth LLC | 0.15% | New | 22,168 | $519K |
| Seaview Investment Managers LLC | 0.15% | Add +47.8% | 21,851 | $512K |
| Ascentis Independent Advisors | 0.07% | No change | 19,800 | $464K |
| Sigma Planning Corp | 0.01% | Add +12.3% | 18,814 | $440K |
| Consolidated Portfolio Review Corp | 0.09% | Add +4.3% | 17,027 | $399K |
| Austin Private Wealth, LLC | 0.04% | Add +6.7% | 16,932 | $396K |
| Quad-Cities Investment Group, LLC | 0.17% | Add +2.6% | 14,513 | $340K |
| Howland Capital Management LLC | 0.01% | No change | 13,740 | $322K |
| M3 Advisory Group, LLC | 0.23% | Reduce -54.0% | 13,584 | $318K |
| Sunbelt Securities, Inc. | 0.03% | No change | 13,202 | $309K |
| Thrivent Financial for Lutherans | 0.00% | Add +6.5% | 12,924 | $303K |
| UBS Group AG | 0.00% | Add +33.8% | 12,439 | $291K |
| Baird Financial Group, Inc. | 0.00% | Add +5.1% | 12,427 | $291K |
| Klaas Financial Asset Advisors, LLC | 0.05% | Reduce -25.4% | 11,519 | $270K |
| Windsor Capital Management, LLC | 0.08% | Reduce -1.7% | 11,284 | $264K |
| Sugar Maple Asset Management, LLC | 0.22% | New | 10,805 | $253K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,502 | $246K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 10,420 | $244K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -1.0% | 10,320 | $240K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.8% | 9,868 | $231K |
| Global Retirement Partners, LLC | 0.01% | Add +51.7% | 9,139 | $214K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +27.3% | 6,008 | $141K |
| Cwm, LLC | 0.00% | No change | 5,870 | $137K |
| Denver PWM, LLC | 0.05% | New | 5,799 | $136K |
| Principal Securities, Inc. | 0.00% | Add +20.2% | 4,164 | $97K |
| Comerica Bank | 0.00% | No change | 4,074 | $95K |
| PSI Advisors, LLC | 0.02% | Add +84.1% | 2,605 | $61K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 2,000 | $47K |
| Aptus Capital Advisors, LLC | 0.00% | New | 991 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1 | $24 |
| FMR LLC | 0.00% | Reduce -99.9% | 1 | $23 |
"% 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.