iShares Ibonds 2027 HYIBHGETF
13F holders, Q3 2024 (September 30)48holders +2
4new positions
2sold out
$22.59avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($8.3M), LBMC Investment Advisors, LLC ($7.8M) and Commonwealth Financial Services, LLC ($7.6M).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 2 | $961K |
All 13F filers, Q2 2024 → Q3 2024: 631,220 shares bought and 206,852 shares sold, net +424,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.4% | 366,431 | $8.3M |
| LBMC Investment Advisors, LLC | 0.62% | Add +77.9% | 347,150 | $7.8M |
| Commonwealth Financial Services, LLC | 1.51% | Add +4.9% | 340,110 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 333,600 | $7.5M |
| LPL Financial LLC | 0.00% | Add +20.1% | 311,589 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.0% | 210,593 | $4.8M |
| Bank of America Corp. | 0.00% | Add +21.9% | 143,695 | $3.2M |
| Morgan Stanley | 0.00% | Add +27.6% | 136,922 | $3.1M |
| GAMMA Investing LLC | 0.28% | Add +284.8% | 127,128 | $2.9M |
| Lido Advisors, LLC | 0.02% | Add +13.8% | 89,029 | $2.0M |
| Straight Path Wealth Management | 0.67% | Add +5.7% | 69,294 | $1.6M |
| IFP Advisors, Inc | 0.05% | Add +4.7% | 66,902 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.2% | 55,652 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +60.6% | 52,347 | $1.2M |
| Raymond James & Associates | 0.00% | Add +25.6% | 49,983 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +47.1% | 47,746 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.8% | 46,857 | $1.1M |
| Wrapmanager Inc. | 0.27% | Add +16.3% | 45,733 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -14.0% | 44,908 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +51.2% | 42,745 | $966K |
| Sightline Wealth Advisors, LLC | 0.52% | Add +74.7% | 41,565 | $939K |
| Ironwood Financial, llc | 0.19% | Add +53.5% | 40,922 | $925K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -8.7% | 40,290 | $910K |
| Wells Fargo & Company | 0.00% | Reduce -7.2% | 35,783 | $809K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.6% | 33,892 | $767K |
| M3 Advisory Group, LLC | 0.55% | Add +14.9% | 33,270 | $752K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +38.2% | 33,205 | $750K |
| Headinvest, LLC | 0.12% | New | 28,100 | $635K |
| Marble Harbor Investment Counsel, LLC | 0.07% | No change | 28,000 | $633K |
| AE Wealth Management LLC | 0.00% | Add +134.5% | 22,585 | $510K |
| Global Retirement Partners, LLC | 0.01% | Add +17.4% | 19,636 | $444K |
| Austin Private Wealth, LLC | 0.04% | Add +6.4% | 18,254 | $413K |
| Consolidated Portfolio Review Corp | 0.08% | Add +7.9% | 16,352 | $370K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 14,922 | $337K |
| Jane Street Group, LLC | 0.00% | Reduce -84.3% | 12,000 | $271K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,471 | $237K |
| Summit Wealth Partners, LLC | 0.04% | New | 9,968 | $225K |
| BBJS Financial Advisors, LLC | 0.08% | Add +0.1% | 9,837 | $222K |
| Mutual Advisors, LLC | 0.01% | Reduce -34.9% | 9,544 | $214K |
| Windsor Capital Management, LLC | 0.06% | New | 9,433 | $213K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.1% | 9,359 | $212K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.8% | 5,231 | $118K |
| Cwm, LLC | 0.00% | No change | 2,653 | $60K |
| NFSG Corp | 0.01% | No change | 1,580 | $36K |
| Principal Securities, Inc. | 0.00% | No change | 902 | $20K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 800 | $18K |
| UBS Group AG | 0.00% | No change | 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.