iShares Ibonds 2027 HYIBHGETF
13F holders, Q1 2024 (March 31)45holders
$22.25avg. 13F price*
At the end of Q1 2024, 45 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($9.6M), Commonwealth Financial Services, LLC ($6.5M) and Bank of America Corp. ($2.8M).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.8M |
| Exits | 1 | $111K |
Ownership 45 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.3% | 430,423 | $9.6M |
| Commonwealth Financial Services, LLC | 1.52% | Reduce -0.3% | 290,642 | $6.5M |
| Bank of America Corp. | 0.00% | Add +18.6% | 127,520 | $2.8M |
| LPL Financial LLC | 0.00% | Add +413.4% | 109,690 | $2.4M |
| LBMC Investment Advisors, LLC | 0.21% | New | 109,154 | $2.4M |
| Morgan Stanley | 0.00% | Add +115.1% | 91,517 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.8% | 81,886 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Add +13.9% | 77,960 | $1.7M |
| Flow Traders U.S. LLC | 0.08% | Reduce -10.8% | 64,318 | $1.4M |
| Straight Path Wealth Management | 0.71% | Add +14.0% | 56,860 | $1.3M |
| IFP Advisors, Inc | 0.06% | Add +15.7% | 56,834 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +28.1% | 54,245 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -8.5% | 42,109 | $937K |
| Integrated Wealth Concepts LLC | 0.01% | Add +75.1% | 41,768 | $930K |
| Raymond James & Associates | 0.00% | Add +2.2% | 36,200 | $806K |
| Wrapmanager Inc. | 0.22% | Add +26.6% | 35,375 | $787K |
| Jane Street Group, LLC | 0.00% | New | 31,283 | $696K |
| M3 Advisory Group, LLC | 0.57% | New | 28,343 | $631K |
| Osaic Holdings, Inc. | 0.00% | Add +45.8% | 26,828 | $598K |
| Wells Fargo & Company | 0.00% | Add +58.5% | 26,724 | $595K |
| Royal Bank of Canada | 0.00% | Add +5.7% | 25,745 | $573K |
| GAMMA Investing LLC | 0.11% | New | 24,793 | $552K |
| Cetera Investment Advisers | 0.00% | New | 24,420 | $544K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +37.3% | 24,169 | $538K |
| Ironwood Financial, llc | 0.12% | Add +6.3% | 23,584 | $525K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +444.0% | 20,504 | $456K |
| Sightline Wealth Advisors, LLC | 0.22% | Add +2.5% | 15,163 | $338K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 14,581 | $325K |
| Austin Private Wealth, LLC | 0.03% | New | 13,264 | $292K |
| Mutual Advisors, LLC | 0.01% | New | 12,783 | $285K |
| Consolidated Portfolio Review Corp | 0.07% | New | 12,658 | $282K |
| PFG Investments, LLC | 0.02% | New | 12,658 | $282K |
| Marble Harbor Investment Counsel, LLC | 0.03% | New | 12,000 | $267K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,471 | $233K |
| BBJS Financial Advisors, LLC | 0.08% | Add +0.0% | 10,325 | $230K |
| Lincoln National Corp. | 0.00% | New | 10,173 | $226K |
| Summit Wealth Partners, LLC | 0.04% | No change | 9,093 | $202K |
| BSW Wealth Partners | 0.03% | New | 9,017 | $201K |
| Cwm, LLC | 0.00% | No change | 2,653 | $59K |
| NFSG Corp | 0.02% | New | 1,580 | $35K |
| Bank of Montreal | 0.00% | New | 1,420 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 902 | $20K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 800 | $18K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 315 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 225 | $5K |
"% of holder's portfolio" is IBHG's weight in each manager's 13F, not the share of iShares Ibonds 2027 HY Inc. the manager owns.