iShares Ibond 2026 HY &IBHFETF

13F holders, Q1 2026 (March 31)
182holders +7
16new positions
9sold out
1famous investor
$22.95avg. 13F price*

At the end of Q1 2026, 182 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, up 7 from Q4 2025. 16 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($46.9M), Morgan Stanley ($38.2M) and Arrow Financial Corp ($31.0M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$4.4M
Exits9$4.5M

All 13F filers, Q4 2025 → Q1 2026: 1,949,603 shares bought and 4,974,934 shares sold, net −3,025,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 182 holders

LPL Financial LLC 0.01% Add +9.0% 2,045,407 $46.9M
Morgan Stanley 0.00% Add +1.0% 1,664,369 $38.2M
Arrow Financial Corp 3.12% Add +11.0% 1,349,454 $31.0M
LBMC Investment Advisors, LLC 1.57% Add +1.6% 1,123,830 $25.8M
Cowa, LLC 7.41% Add +14.2% 1,109,389 $25.5M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -0.1% 1,067,255 $24.5M
Wells Fargo & Company 0.00% Reduce -8.6% 1,020,333 $23.4M
Mid-American Wealth Advisory Group, Inc. 9.15% No change 938,450 $21.7M
Straightline Group LLC 10.40% Add +11.4% 911,742 $20.9M
Bank of America Corp. 0.00% Reduce -56.6% 840,565 $19.3M
Federation des caisses Desjardins du Quebec 0.07% Reduce -3.3% 820,788 $18.8M
Private Advisor Group, LLC 0.07% Reduce -47.9% 685,559 $15.7M
Raymond James Financial Inc. 0.00% Reduce -8.9% 664,523 $15.3M
Littlejohn Financial Services, Inc. 10.31% Reduce -1.1% 597,952 $13.7M
Hurley Capital, LLC 7.05% Add +9.0% 571,769 $13.1M
Ruggaard & Associates LLC 4.80% Add +0.8% 528,264 $12.1M
Baltimore-Washington Financial Advisors, Inc. 0.47% Reduce -0.3% 476,466 $10.9M
Cornerstone Planning, LLC 2.23% Reduce -2.8% 428,911 $9.9M
Private Client Services, LLC 2.87% Add +55.6% 418,276 $9.6M
Cetera Investment Advisers 0.01% Reduce -0.5% 418,238 $9.6M
BIP Wealth, LLC 0.37% Add +8.0% 398,864 $9.2M
Stratos Wealth Partners, LTD. 0.10% Add +2.4% 389,445 $8.9M
Sequoia Financial Advisors, LLC 0.04% Reduce -64.9% 337,972 $7.8M
Mutual Advisors, LLC 0.16% Add +8.8% 330,591 $7.6M
Integrated Wealth Concepts LLC 0.06% Reduce -2.5% 318,533 $7.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -78.5% 301,530 $6.9M
Kestra Private Wealth Services, LLC 0.08% Add +5.0% 284,878 $6.5M
Delta Wealth Advisors LLC 4.95% Add +118.2% 283,464 $6.5M
Evergreen Capital Management LLC 0.13% Reduce -0.5% 259,363 $6.0M
TABR Capital Management, LLC 5.15% Add +4.1% 243,961 $5.6M
NewEdge Advisors, LLC 0.02% Add +5.7% 238,162 $5.5M
Tempus Wealth Planning, LLC 1.19% Reduce -13.6% 226,276 $5.2M
Marathon Mission, Inc. 2.98% Add +3.0% 223,377 $5.1M
UBS Group AG 0.00% Reduce -8.6% 196,823 $4.5M
Csenge Advisory Group 0.20% Add +92.5% 192,313 $4.4M
Royal Bank of Canada 0.00% Reduce -48.2% 191,064 $4.4M
High Note Wealth, LLC 0.84% Add +3.1% 186,431 $4.3M
EP Wealth Advisors, LLC 0.02% Reduce -19.1% 184,658 $4.2M
Scissortail Wealth Management, LLC 0.80% Add +16.6% 172,807 $4.0M
Evexia Wealth LLC 1.03% Add +16.6% 163,565 $3.7M
Krilogy Financial LLC 0.11% Reduce -0.4% 155,375 $3.6M
Lido Advisors, LLC 0.01% Reduce -14.0% 150,197 $3.4M
FF Advisors,LLC 1.27% Reduce -39.1% 137,023 $3.1M
Envestnet Asset Management Inc. 0.00% Add +6.1% 132,908 $3.1M
Keeler Thomas Management LLC 1.28% Reduce -69.0% 131,464 $3.0M
Ironwood Financial, llc 0.52% Add +4.5% 130,962 $3.0M
Ascentis Independent Advisors 0.22% Add +133.1% 126,633 $2.9M
Jane Street Group, LLC 0.00% Reduce -45.7% 120,645 $2.8M
Straight Path Wealth Management 0.72% Add +0.6% 118,181 $2.7M
Parallel Advisors, LLC 0.05% Add +127.0% 117,141 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -28.0% 111,089 $2.5M
World Investment Advisors 0.04% Reduce -32.3% 108,595 $2.5M
Foundations Investment Advisors, LLC 0.03% Add +214.2% 102,226 $2.3M
Walser Wealth Management Company, A Ltd Liability Co 1.04% Add +224.9% 101,324 $2.3M
Eight 31 Financial, LLC 1.39% Reduce -1.7% 100,477 $2.3M
Commonwealth Financial Services, LLC 0.35% Reduce -6.4% 96,274 $2.2M
Cornerstone Wealth Management, LLC 0.11% Add +4.6% 93,505 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -31.3% 89,463 $2.1M
SkyView Investment Advisors, LLC 0.27% Reduce -5.3% 88,771 $2.0M
AE Wealth Management LLC 0.01% Reduce -7.0% 88,431 $2.0M
Phillips Financial Management, LLC 0.14% Add +30.6% 85,436 $2.0M
Brucke Financial, Inc. 0.98% Add +40.7% 84,447 $1.9M
Endowment Wealth Management, Inc. 0.82% Add +24.6% 80,538 $1.8M
Bedel Financial Consulting, Inc. 0.20% Add +0.3% 77,234 $1.8M
IFP Advisors, Inc 0.04% Add +50.0% 77,130 $1.8M
Sowell Financial Services LLC 0.07% Add +44.7% 76,544 $1.8M
Centennial Advisors, LLC 2.17% Reduce -8.7% 74,404 $1.7M
Landing Point Financial Group, LLC 0.82% Reduce -4.4% 73,667 $1.7M
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 70,840 $1.6M
BlackRock, Inc. 0.00% Add +33.3% 68,881 $1.6M
Cottage Street Advisors LLC 0.68% Reduce -1.5% 68,411 $1.6M
Old Mission Capital LLC 0.03% Add +0.1% 54,502 $1.3M
International Assets Investment Management, LLC 0.09% Reduce -0.3% 53,827 $1.2M
Thrivent Financial for Lutherans 0.00% Add +8.9% 52,707 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -37.4% 52,064 $1.2M
Werba Rubin Papier Wealth Management 0.15% No change 46,638 $1.1M
TFR Capital, LLC. 0.32% Add +392.2% 45,416 $1.0M
Nwam LLC 0.06% Reduce -27.9% 42,814 $983K
Madden Advisory Services, Inc. 0.37% Add +45.0% 41,203 $946K
Timber Creek Capital Management LLC 0.23% Add +0.9% 40,983 $941K
Focused Alpha, LLC 0.28% Add +8.4% 39,438 $905K
Quad-Cities Investment Group, LLC 0.36% Reduce -17.2% 39,084 $897K
Beacon Financial Planning, Inc. 0.34% New 38,272 $878K
Carr Financial Group Corp 0.23% Reduce -39.6% 37,943 $871K
Belpointe Asset Management LLC 0.03% Reduce -0.0% 36,473 $837K
Wrapmanager Inc. 0.29% Add +0.8% 35,842 $823K
Rebalance, LLC 0.05% Reduce -27.1% 35,178 $807K
Heartland Bank & Trust Co 0.18% Add +15.8% 34,659 $795K
Kestra Advisory Services, LLC 0.00% Add +30.7% 34,455 $791K
Rothschild Wealth LLC 0.07% Add +17.8% 31,463 $722K
10Elms LLP 0.49% Add +180.9% 30,946 $710K
Koshinski Asset Management, Inc. 0.04% Add +0.9% 30,223 $694K
HM Payson & Co. 0.01% Reduce -1.4% 30,202 $693K
Klaas Financial Asset Advisors, LLC 0.09% Add +3.5% 29,036 $666K
Great Valley Advisor Group, Inc. 0.01% Add +6.3% 28,927 $664K
Golden Reserve Retirement LLC 0.13% Add +133.6% 28,472 $653K
Citadel Advisors 0.00% Add +8.8% 28,250 $648K
HighTower Advisors, LLC 0.00% Add +0.1% 27,640 $634K
Snowden Capital Advisors LLC 0.02% Reduce -3.1% 26,916 $618K
Aspen Wealth Management LLC 0.12% Add +30.8% 25,852 $593K
Livet Wealth, LLC 0.37% Add +45.0% 25,135 $577K
Summit Wealth Partners, LLC 0.09% Reduce -6.0% 24,722 $567K
Montis Financial, LLC 0.12% Reduce -22.4% 24,705 $567K
Magnus Financial Group LLC 0.04% New 23,644 $543K
Cerity Partners LLC 0.00% New 23,252 $534K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 22,801 $523K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -7.9% 21,629 $496K
MCF Advisors LLC 0.02% Add +0.2% 21,387 $491K
Occidental Asset Management, LLC 0.06% Add +14.1% 21,039 $483K
Captrust Financial Advisors 0.00% Add +27.6% 20,951 $481K
Baird Financial Group, Inc. 0.00% Add +26.0% 20,641 $474K
Farther Finance Advisors, LLC 0.00% Add +37.0% 20,293 $463K
River's Edge Wealth Management, LLC 0.43% Add +0.2% 20,063 $459K
Stifel Financial Corp. 0.00% Add +6.2% 18,953 $435K
Aprio Wealth Management, LLC 0.02% Reduce -18.9% 18,678 $429K
AssuredPartners Investment Advisors, LLC 0.04% New 18,070 $413K
Ellis Investment Partners, LLC 0.07% New 17,425 $400K
Freestone Capital Holdings, LLC 0.01% Reduce -24.6% 17,232 $395K
Focus Financial Network, Inc. 0.01% No change 17,075 $392K
Beacon Pointe Advisors, LLC 0.00% Reduce -15.1% 17,037 $391K
Principal Securities, Inc. 0.01% Reduce -5.0% 16,663 $382K
Kastel Capital Advisors, LLC 0.23% No change 16,355 $377K
Summit Asset Management, LLC 0.05% New 15,896 $365K
Flow Traders U.S. LLC 0.01% Add +57.0% 15,714 $361K
Stockman Wealth Management, Inc. 0.04% No change 15,340 $352K
Johnson Bixby & Associates, LLC 0.04% Add +0.4% 15,027 $345K
Moneco Advisors, LLC 0.03% No change 14,099 $324K
Orion Capital Management LLC 0.11% No change 14,000 $321K
Mayflower Financial Advisors, LLC 0.04% No change 13,993 $321K
Howland Capital Management LLC 0.01% No change 13,740 $315K
Avidian Wealth Enterprises, LLC 0.01% Reduce -18.1% 13,373 $307K
Spire Wealth Management 0.01% Reduce -48.9% 13,248 $304K
Bullock Wealth Management Group 0.15% Reduce -10.4% 13,294 $304K
Waverly Advisors, LLC 0.00% New 13,155 $302K
Focus Partners Wealth 0.00% No change 12,832 $294K
Creative Planning 0.00% Reduce -59.6% 12,526 $287K
Tableaux LLC 0.13% Add +32.9% 12,139 $279K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 11,586 $266K
Sunbelt Securities, Inc. 0.02% Reduce -7.9% 11,400 $262K
Eldridge Investment Advisors, Inc. 0.06% Add +22.0% 11,345 $260K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.5% 11,231 $257K
Creative Financial Designs Inc. 0.02% Add +0.3% 10,930 $251K
Two Sigma Securities, LLC 0.03% New 10,849 $249K
Alaska Permanent Capital Management, LLC 0.02% Add +1.0% 10,599 $243K
Prospera Financial Services Inc 0.00% Add +18.6% 10,377 $238K
Aegis Wealth Management, Inc. 0.18% Reduce -1.3% 10,081 $231K
Spartan Wealth Advisory Services LLC 0.02% — 9,952 $228K
New England Private Wealth Advisors LLC 0.03% Add +1.0% 9,918 $228K
Level Four Advisory Services, LLC 0.01% Add +0.1% 9,853 $226K
Pure Financial Advisors, LLC 0.00% No change 9,592 $220K
M3 Advisory Group, LLC 0.13% Add +0.1% 9,374 $215K
Alaska Wealth Advisors, LLC 0.02% Add +1.0% 9,025 $207K
OneAscent Financial Services LLC 0.01% New 8,981 $206K
Liberty Wealth Management LLC 0.03% Add +0.8% 8,748 $201K
Bank of New York Mellon Corp 0.00% New 8,717 $200K
Rockefeller Capital Management L.P. 0.00% Add +2.7% 8,684 $199K
Intentional Wealth Strategies, LLC 0.18% — 8,414 $193K
Cherry Tree Wealth Management, LLC 0.04% Reduce -2.9% 7,403 $170K
Fifth Third Bancorp 0.00% New 4,767 $109K
North Star Investment Management Corp. 0.01% Add +9.4% 4,665 $107K
Advisory Services Network, LLC 0.00% New 4,049 $93K
Cwm, LLC 0.00% Add +3.0% 3,639 $84K
Private Trust Co. NA 0.01% No change 2,955 $68K
National Bank of Canada 0.00% Reduce -42.4% 2,906 $67K
Blue Trust, Inc. 0.00% Add +0.3% 2,852 $65K
Clearstead Advisors, LLC 0.00% No change 2,440 $56K
CNB Bank 0.02% Reduce -0.8% 2,233 $51K
Napier Financial, LLC 0.01% New 1,474 $34K
Aptus Capital Advisors, LLC 0.00% Reduce -14.8% 1,127 $26K
CX Institutional 0.00% Add +1.0% 929 $21K
FMR LLC 0.00% New 914 $21K
Gilpin Wealth Management, LLC 0.01% No change 683 $16K
Harbour Investments, Inc. 0.00% Add +0.7% 418 $10K
US Bancorp \de 0.00% No change 400 $9K
3 Factor Indexing, LLC 0.01% — 398 $9K
VSM Wealth Advisory, LLC 0.00% No change 384 $9K
Lloyd Advisory Services, LLC. 0.00% New 366 $8K
Kingdom Financial Group LLC. 0.00% Add +1.1% 366 $8K
JPMorgan Chase & Co. 0.00% Reduce -80.8% 341 $8K
Hazlett, Burt & Watson, Inc. 0.00% Add +1.2% 175 $4K
Ashton Thomas Private Wealth, LLC 0.00% New 87 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 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.