iShares Ibond 2026 HY &IBHFETF

13F holders, Q3 2025 (September 30)
158holders +20
31new positions
7sold out
1famous investor
$23.39avg. 13F price*

At the end of Q3 2025, 158 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, up 20 from Q2 2025. 31 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($52.9M), LPL Financial LLC ($34.0M) and Morgan Stanley ($31.2M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions31$30.1M
Exits7$4.3M

All 13F filers, Q2 2025 → Q3 2025: 4,970,910 shares bought and 1,400,475 shares sold, net +3,570,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 158 holders

Bank of America Corp. 0.00% Add +5.3% 2,260,351 $52.9M
LPL Financial LLC 0.01% Add +97.9% 1,452,311 $34.0M
Morgan Stanley 0.00% Reduce -12.6% 1,333,304 $31.2M
Cambridge Investment Research Advisors, Inc. 0.08% Add +7.0% 1,249,668 $29.2M
Private Advisor Group, LLC 0.14% Add +7.1% 1,196,307 $28.0M
Wells Fargo & Company 0.01% Add +5.3% 1,120,980 $26.2M
Sterling Financial Group, Inc. 8.04% Reduce -10.4% 1,084,888 $25.4M
LBMC Investment Advisors, LLC 1.55% Add +21.6% 1,038,643 $24.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +23.1% 982,687 $23.0M
Arrow Financial Corp 2.16% Add +24.5% 901,561 $21.1M
Straightline Group LLC 10.84% Add +5.3% 806,493 $18.8M
Cowa, LLC 6.48% Add +14.2% 782,855 $18.3M
Mid-American Wealth Advisory Group, Inc. 6.84% Add +9.5% 655,015 $15.3M
Raymond James Financial Inc. 0.00% Add +12.9% 642,217 $15.0M
Littlejohn Financial Services, Inc. 10.06% Add +14.1% 589,986 $13.8M
Ruggaard & Associates LLC 5.11% Add +1.6% 583,906 $13.7M
Baltimore-Washington Financial Advisors, Inc. 0.46% Add +2.3% 455,692 $10.7M
Hurley Capital, LLC 5.88% Add +78.7% 446,512 $10.4M
Keeler Thomas Management LLC 4.53% Add +1.5% 421,924 $9.9M
Royal Bank of Canada 0.00% Add +26.9% 416,977 $9.8M
Stratos Wealth Partners, LTD. 0.10% Add +164.9% 367,528 $8.6M
Cetera Investment Advisers 0.01% Add +284.3% 361,193 $8.4M
Integrated Wealth Concepts LLC 0.07% Add +1.8% 322,063 $7.5M
Strategic Blueprint, LLC 0.31% Add +516.5% 304,051 $7.1M
Mutual Advisors, LLC 0.16% Add +11.3% 302,620 $7.1M
Goldman Sachs Group Inc. 0.00% New 291,805 $6.8M
UBS Group AG 0.00% Add +1.9% 267,737 $6.3M
Private Client Services, LLC 2.05% Add +102.5% 261,341 $6.1M
Evergreen Capital Management LLC 0.14% Add +8.9% 252,671 $5.9M
Kestra Private Wealth Services, LLC 0.07% Add +58.5% 228,679 $5.3M
NewEdge Advisors, LLC 0.02% Add +8.6% 220,283 $5.2M
Marathon Mission, Inc. 2.95% New 211,029 $4.9M
FF Advisors,LLC 2.16% Add +8.8% 193,462 $4.5M
Tempus Wealth Planning, LLC 1.01% Reduce -9.8% 188,906 $4.4M
Jane Street Group, LLC 0.01% New 183,898 $4.3M
High Note Wealth, LLC 0.82% Add +16.5% 174,928 $4.1M
Lido Advisors, LLC 0.02% Reduce -1.9% 174,421 $4.1M
Osaic Holdings, Inc. 0.01% Reduce -21.7% 163,939 $3.8M
SkyView Investment Advisors, LLC 0.48% Add +9.3% 163,558 $3.8M
World Investment Advisors 0.07% Add +9.4% 151,473 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +0.3% 144,180 $3.4M
Scissortail Wealth Management, LLC 0.71% Reduce -1.3% 139,033 $3.3M
Envestnet Asset Management Inc. 0.00% Add +0.9% 127,209 $3.0M
Straight Path Wealth Management 0.75% Add +15.0% 114,732 $2.7M
Ironwood Financial, llc 0.46% Add +67.1% 110,542 $2.6M
Commonwealth Financial Services, LLC 0.43% Add +7.5% 107,836 $2.5M
AE Wealth Management LLC 0.01% Add +194.9% 97,378 $2.3M
Eight 31 Financial, LLC 1.28% Add +22.5% 96,913 $2.3M
Migdal Insurance & Financial Holdings Ltd. 0.02% New 89,840 $2.1M
Krilogy Financial LLC 0.07% Add +3.2% 74,972 $1.7M
Cornerstone Wealth Management, LLC 0.09% Add +19.7% 71,860 $1.7M
Carr Financial Group Corp 0.45% Reduce -15.2% 70,646 $1.7M
Cottage Street Advisors LLC 0.68% Reduce -1.8% 68,701 $1.6M
Rialto Wealth Management, LLC 0.40% Reduce -1.1% 66,481 $1.6M
Landing Point Financial Group, LLC 0.77% Add +19.7% 63,526 $1.5M
Copperleaf Capital, LLC 0.69% New 61,803 $1.4M
Sightline Wealth Advisors, LLC 0.64% Reduce -12.5% 60,833 $1.4M
Nwam LLC 0.07% Add +27.3% 58,965 $1.4M
International Assets Investment Management, LLC 0.10% No change 55,710 $1.3M
Ascentis Independent Advisors 0.21% Add +45.5% 54,325 $1.3M
IFP Advisors, Inc 0.03% Reduce -5.9% 51,668 $1.2M
Rebalance, LLC 0.07% Add +7.3% 46,715 $1.1M
Werba Rubin Papier Wealth Management 0.18% No change 46,638 $1.1M
Phillips Financial Management, LLC 0.07% Add +78.6% 45,436 $1.1M
Wrapmanager Inc. 0.31% Reduce -12.3% 43,178 $1.0M
Parallel Advisors, LLC 0.02% Add +30.1% 42,475 $993K
Quad-Cities Investment Group, LLC 0.42% Add +11.6% 42,279 $989K
Sanctuary Advisors, LLC 0.01% New 39,654 $927K
Timber Creek Capital Management LLC 0.22% Add +0.0% 38,805 $908K
Bedel Financial Consulting, Inc. 0.11% Add +18.6% 37,460 $876K
Csenge Advisory Group 0.04% New 34,697 $812K
BlackRock, Inc. 0.00% No change 34,441 $806K
MCF Advisors LLC 0.05% Add +14.8% 34,248 $801K
Thrivent Financial for Lutherans 0.00% New 33,955 $794K
Absolute Capital Management, LLC 0.34% Reduce -44.5% 33,870 $792K
Headinvest, LLC 0.16% Reduce -0.8% 33,175 $776K
Montis Financial, LLC 0.18% New 32,517 $761K
Old Mission Capital LLC 0.03% Reduce -91.6% 31,348 $733K
Mercer Global Advisors Inc. 0.00% Add +153.4% 30,429 $712K
Steele Capital Management, Inc. 0.03% Reduce -19.8% 30,303 $709K
Beacon Pointe Advisors, LLC 0.01% Reduce -13.4% 29,687 $694K
Summit Wealth Partners, LLC 0.12% No change 29,265 $684K
Madden Advisory Services, Inc. 0.27% Add +8.1% 27,949 $654K
Snowden Capital Advisors LLC 0.02% Reduce -5.4% 27,783 $650K
Heartland Bank & Trust Co 0.26% Add +34.3% 27,292 $638K
Koshinski Asset Management, Inc. 0.04% Add +19.6% 26,462 $619K
Rothschild Wealth LLC 0.13% No change 26,056 $609K
Belpointe Asset Management LLC 0.02% New 25,278 $591K
Klaas Financial Asset Advisors, LLC 0.08% Reduce -10.0% 23,909 $559K
Robertson Stephens Wealth Management, LLC 0.02% Add +8.7% 23,490 $549K
Siligmueller & Norvid Wealth Advisors LLC 0.25% New 23,373 $547K
Consolidated Portfolio Review Corp 0.07% Add +6.4% 23,044 $539K
Brucke Financial, Inc. 0.31% New 22,999 $537K
Aprio Wealth Management, LLC 0.05% New 22,623 $529K
HM Payson & Co. 0.01% New 22,041 $516K
GTS Securities LLC 0.02% New 21,683 $507K
Freestone Capital Holdings, LLC 0.02% New 21,457 $502K
Steward Partners Investment Advisory, LLC 0.00% Add +42.5% 20,350 $476K
Austin Private Wealth, LLC 0.04% Reduce -2.5% 19,879 $465K
Thoroughbred Financial Services, LLC 0.03% Reduce -53.3% 19,501 $456K
HighTower Advisors, LLC 0.00% Reduce -94.7% 18,677 $437K
Delta Wealth Advisors LLC 0.31% Add +10.3% 17,158 $401K
Citadel Advisors 0.00% New 17,106 $400K
Focus Financial Network, Inc. 0.01% New 16,873 $395K
Avidian Wealth Enterprises, LLC 0.01% Add +32.7% 16,498 $386K
Baird Financial Group, Inc. 0.00% Add +6.9% 16,346 $382K
Kestra Advisory Services, LLC 0.00% Add +19.5% 15,804 $370K
Stifel Financial Corp. 0.00% Add +1.8% 15,590 $365K
Stockman Wealth Management, Inc. 0.04% New 15,340 $359K
Farther Finance Advisors, LLC 0.01% New 14,948 $350K
Johnson Bixby & Associates, LLC 0.04% Add +0.7% 14,823 $347K
Aspen Wealth Management LLC 0.08% New 14,820 $347K
Sowell Financial Services LLC 0.01% New 14,702 $344K
Global Retirement Partners, LLC 0.01% Add +31.6% 14,381 $336K
Moneco Advisors, LLC 0.03% No change 14,099 $330K
Orion Capital Management LLC 0.11% Add +27.3% 14,000 $327K
BWM Planning, LLC 0.10% Reduce -32.6% 13,867 $324K
Howland Capital Management LLC 0.01% No change 13,740 $321K
Focus Partners Wealth 0.00% No change 12,832 $300K
High Falls Advisors, Inc 0.06% Add +0.7% 12,641 $296K
Sunbelt Securities, Inc. 0.02% Reduce -2.9% 12,375 $289K
Tableaux LLC 0.11% Add +8.5% 11,926 $279K
Baron Silver Stevens Financial Advisors, LLC 0.04% Add +5.9% 11,586 $271K
Flow Traders U.S. LLC 0.01% New 11,535 $270K
Occidental Asset Management, LLC 0.03% No change 11,540 $270K
Principal Securities, Inc. 0.00% Add +96.8% 11,457 $268K
Captrust Financial Advisors 0.00% Add +2.6% 11,193 $262K
10Elms LLP 0.27% Add +3.8% 11,015 $258K
Creative Financial Designs Inc. 0.02% Add +94.0% 10,814 $253K
Wealth Enhancement Advisory Services, LLC 0.00% No change 10,850 $253K
Sigma Planning Corp 0.01% New 10,791 $252K
Creative Planning 0.00% Reduce -16.5% 10,506 $246K
Alaska Permanent Capital Management, LLC 0.02% Add +1.7% 10,261 $240K
Cyr Financial Inc. 0.16% New 9,858 $231K
New England Private Wealth Advisors LLC 0.03% Add +1.1% 9,602 $225K
M3 Advisory Group, LLC 0.14% Add +0.2% 9,333 $218K
Prospera Financial Services Inc 0.00% No change 9,067 $212K
Alaska Wealth Advisors, LLC 0.03% New 8,737 $204K
Cherry Tree Wealth Management, LLC 0.04% No change 7,621 $178K
GAMMA Investing LLC 0.01% Reduce -86.4% 6,722 $157K
Advisory Services Network, LLC 0.00% New 5,754 $135K
Rockefeller Capital Management L.P. 0.00% New 5,100 $119K
Comerica Bank 0.00% No change 4,767 $112K
Spire Wealth Management 0.00% Add +0.3% 3,966 $93K
Cwm, LLC 0.00% No change 3,533 $83K
Blue Trust, Inc. 0.00% Add +0.4% 3,165 $74K
North Star Investment Management Corp. 0.00% Add +50.0% 3,000 $70K
Private Trust Co. NA 0.00% No change 2,345 $55K
Aptus Capital Advisors, LLC 0.00% Add +0.5% 1,315 $31K
CX Institutional 0.00% New 899 $21K
Harbour Investments, Inc. 0.00% Add +0.7% 875 $20K
US Bancorp \de 0.00% No change 400 $9K
VSM Wealth Advisory, LLC 0.00% No change 384 $9K
JPMorgan Chase & Co. 0.00% Add +135.9% 335 $8K
Clearstead Advisors, LLC 0.00% New 183 $4K
Hazlett, Burt & Watson, Inc. 0.00% New 169 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 15 $357
Moisand Fitzgerald Tamayo, LLC 0.00% No change 1 $24

"% 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.