iShares Ibonds 2027 HYIBHGETF
13F holders, Q4 2024 (December 31)73holders +25
19new positions
0sold out
$22.26avg. 13F price*
At the end of Q4 2024, 73 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 25 from Q3 2024. 19 opened new positions and 0 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($16.0M), LBMC Investment Advisors, LLC ($12.0M) and Commonwealth Equity Services, LLC ($8.5M).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.3M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,539,966 shares bought and 108,379 shares sold, net +1,431,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +241.3% | 718,842 | $16.0M |
| LBMC Investment Advisors, LLC | 0.95% | Add +55.7% | 540,414 | $12.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 381,279 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Add +4.1% | 347,132 | $7.7M |
| Commonwealth Financial Services, LLC | 1.51% | Add +1.5% | 345,347 | $7.7M |
| Mutual Advisors, LLC | 0.17% | Add +2676.1% | 264,948 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -30.8% | 215,491 | $4.8M |
| Bank of America Corp. | 0.00% | Add +31.1% | 188,311 | $4.2M |
| GAMMA Investing LLC | 0.35% | Add +44.7% | 183,996 | $4.1M |
| Raymond James Financial Inc. | 0.00% | — | 158,121 | $3.5M |
| Morgan Stanley | 0.00% | Add +6.1% | 145,329 | $3.2M |
| Lido Advisors, LLC | 0.02% | Add +47.0% | 130,896 | $2.9M |
| Straight Path Wealth Management | 0.66% | Add +7.9% | 74,739 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +47.7% | 70,525 | $1.6M |
| IFP Advisors, Inc | 0.05% | Add +4.6% | 69,965 | $1.6M |
| BridgePort Financial Solutions, LLC | 0.64% | — | 62,736 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +86.3% | 63,129 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +2.8% | 57,199 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | New | 54,357 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.4% | 50,203 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +36.5% | 48,844 | $1.1M |
| Wrapmanager Inc. | 0.27% | Add +5.5% | 48,269 | $1.1M |
| Ironwood Financial, llc | 0.22% | Add +17.3% | 48,010 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.56% | Add +12.4% | 46,706 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -11.1% | 46,538 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.5% | 45,663 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +32.2% | 43,903 | $976K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -5.1% | 42,610 | $948K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -7.4% | 37,313 | $829K |
| Headinvest, LLC | 0.15% | Add +28.3% | 36,050 | $802K |
| M3 Advisory Group, LLC | 0.53% | Reduce -0.0% | 33,267 | $740K |
| Rebalance, LLC | 0.05% | New | 32,481 | $722K |
| Marble Harbor Investment Counsel, LLC | 0.08% | Add +15.8% | 32,435 | $721K |
| Landing Point Financial Group, LLC | 0.52% | — | 30,523 | $683K |
| AE Wealth Management LLC | 0.01% | Add +33.9% | 30,250 | $673K |
| UBS Group AG | 0.00% | Add +7994.6% | 22,665 | $504K |
| Global Retirement Partners, LLC | 0.01% | Add +8.7% | 21,346 | $475K |
| Austin Private Wealth, LLC | 0.04% | Add +5.7% | 19,302 | $429K |
| Consolidated Portfolio Review Corp | 0.07% | Add +13.0% | 18,485 | $411K |
| BlackRock, Inc. | 0.00% | New | 17,849 | $397K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 17,406 | $387K |
| Captrust Financial Advisors | 0.00% | New | 16,591 | $369K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 16,017 | $356K |
| Baird Financial Group, Inc. | 0.00% | New | 13,845 | $308K |
| Jane Street Group, LLC | 0.00% | Add +7.5% | 12,900 | $287K |
| Klaas Financial Asset Advisors, LLC | 0.05% | New | 12,370 | $275K |
| Windsor Capital Management, LLC | 0.08% | Add +27.8% | 12,059 | $268K |
| Littlejohn Financial Services, Inc. | 0.23% | — | 11,438 | $254K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.6% | 10,851 | $241K |
| Heartland Bank & Trust Co | 0.13% | New | 10,772 | $240K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 10,646 | $237K |
| Private Advisor Group, LLC | 0.00% | New | 10,583 | $235K |
| Summit Investment Advisors, Inc. | 0.21% | — | 10,303 | $231K |
| Summit Wealth Partners, LLC | 0.05% | No change | 9,968 | $222K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 9,400 | $211K |
| Advisory Services Network, LLC | 0.00% | New | 9,231 | $205K |
| Rialto Wealth Management, LLC | 0.06% | — | 8,018 | $178K |
| JPMorgan Chase & Co. | 0.00% | Add +40.6% | 7,356 | $164K |
| Orion Capital Management LLC | 0.07% | New | 7,340 | $163K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,551 | $101K |
| 10Elms LLP | 0.12% | — | 4,157 | $92K |
| Cwm, LLC | 0.00% | No change | 2,653 | $59K |
| Hurley Capital, LLC | 0.03% | — | 1,650 | $37K |
| NFSG Corp | 0.01% | No change | 1,580 | $35K |
| Principal Securities, Inc. | 0.00% | No change | 902 | $20K |
| Blue Trust, Inc. | 0.00% | New | 817 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 800 | $18K |
| Harbour Investments, Inc. | 0.00% | New | 558 | $12K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 500 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | — | 398 | $9K |
| Whittier Trust Co. | 0.00% | New | 302 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 225 | $5K |
| FMR LLC | 0.00% | New | 7 | $156 |
"% 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.