iShares Ibonds 2027 HYIBHGETF
13F holders, Q2 2024 (June 30)46holders +1
8new positions
7sold out
$22.03avg. 13F price*
At the end of Q2 2024, 46 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 1 from Q1 2024. 8 opened new positions and 7 sold out. The largest holders were Commonwealth Equity Services, LLC ($9.4M), HighTower Advisors, LLC ($7.3M) and Commonwealth Financial Services, LLC ($7.1M).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.6M |
| Exits | 7 | $2.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,048,084 shares bought and 167,954 shares sold, net +880,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 427,910 | $9.4M |
| HighTower Advisors, LLC | 0.01% | New | 331,608 | $7.3M |
| Commonwealth Financial Services, LLC | 1.47% | Add +11.5% | 324,153 | $7.1M |
| LPL Financial LLC | 0.00% | Add +136.6% | 259,468 | $5.7M |
| LBMC Investment Advisors, LLC | 0.37% | Add +78.7% | 195,106 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +690.2% | 162,015 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 117,845 | $2.6M |
| Morgan Stanley | 0.00% | Add +17.3% | 107,326 | $2.4M |
| Lido Advisors, LLC | 0.01% | Add +44.3% | 78,254 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +143.9% | 76,306 | $1.7M |
| Straight Path Wealth Management | 0.74% | Add +15.3% | 65,554 | $1.4M |
| IFP Advisors, Inc | 0.06% | Add +12.5% | 63,927 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -27.5% | 59,350 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -33.0% | 52,218 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.2% | 45,603 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +4.8% | 44,109 | $971K |
| Krilogy Financial LLC | 0.07% | New | 42,914 | $945K |
| Raymond James & Associates | 0.00% | Add +9.9% | 39,785 | $876K |
| Wrapmanager Inc. | 0.24% | Add +11.2% | 39,320 | $866K |
| Wells Fargo & Company | 0.00% | Add +44.3% | 38,550 | $849K |
| Osaic Holdings, Inc. | 0.00% | Add +38.3% | 37,095 | $818K |
| GAMMA Investing LLC | 0.10% | Add +33.3% | 33,037 | $728K |
| Royal Bank of Canada | 0.00% | Add +26.6% | 32,588 | $717K |
| Cetera Investment Advisers | 0.00% | Add +32.9% | 32,459 | $715K |
| M3 Advisory Group, LLC | 0.53% | Add +2.1% | 28,953 | $638K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.0% | 28,269 | $623K |
| Marble Harbor Investment Counsel, LLC | 0.07% | Add +133.3% | 28,000 | $617K |
| Ironwood Financial, llc | 0.13% | Add +13.1% | 26,665 | $587K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 24,021 | $529K |
| Sightline Wealth Advisors, LLC | 0.33% | Add +57.0% | 23,798 | $524K |
| Austin Private Wealth, LLC | 0.04% | Add +29.4% | 17,159 | $378K |
| Global Retirement Partners, LLC | 0.01% | Add +14.7% | 16,725 | $368K |
| JPMorgan Chase & Co. | 0.00% | New | 16,257 | $358K |
| Consolidated Portfolio Review Corp | 0.08% | Add +19.7% | 15,153 | $334K |
| Mutual Advisors, LLC | 0.01% | Add +14.7% | 14,664 | $326K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,471 | $231K |
| Thrivent Financial for Lutherans | 0.00% | New | 9,864 | $217K |
| BBJS Financial Advisors, LLC | 0.08% | Reduce -4.8% | 9,831 | $217K |
| AE Wealth Management LLC | 0.00% | New | 9,630 | $212K |
| Cwm, LLC | 0.00% | No change | 2,653 | $58K |
| NFSG Corp | 0.01% | No change | 1,580 | $35K |
| Principal Securities, Inc. | 0.00% | No change | 902 | $20K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 800 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 705 | $16K |
| UBS Group AG | 0.00% | New | 280 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 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.