iShares Ibonds 2027 HYIBHGETF
13F holders, Q1 2025 (March 31)77holders +4
10new positions
5sold out
$22.32avg. 13F price*
At the end of Q1 2025, 77 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 4 from Q4 2024. 10 opened new positions and 5 sold out. The largest holders were LBMC Investment Advisors, LLC ($19.1M), Northwestern Mutual Wealth Management Co. ($17.2M) and Wells Fargo & Company ($10.9M).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $13.5M |
| Exits | 5 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,408,712 shares bought and 135,611 shares sold, net +2,273,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| LBMC Investment Advisors, LLC | 1.50% | Add +58.6% | 857,119 | $19.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.2% | 770,783 | $17.2M |
| Wells Fargo & Company | 0.00% | Add +901.8% | 489,312 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Add +40.2% | 486,620 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.0% | 389,017 | $8.7M |
| Keeler Thomas Management LLC | 4.06% | New | 371,618 | $8.3M |
| Commonwealth Financial Services, LLC | 1.56% | Reduce -1.0% | 341,810 | $7.6M |
| Mutual Advisors, LLC | 0.19% | Add +11.1% | 294,361 | $6.6M |
| LPL Financial LLC | 0.00% | Add +30.2% | 280,538 | $6.3M |
| GAMMA Investing LLC | 0.39% | Add +25.8% | 231,518 | $5.2M |
| Bank of America Corp. | 0.00% | Add +15.4% | 217,312 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +7.6% | 170,188 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +191.8% | 166,888 | $3.7M |
| Morgan Stanley | 0.00% | Add +5.5% | 153,285 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +899.5% | 128,934 | $2.9M |
| Lido Advisors, LLC | 0.01% | Reduce -22.2% | 101,863 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +67.7% | 91,179 | $2.0M |
| Summit Investment Advisors, Inc. | 1.79% | Add +776.8% | 90,340 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +81.8% | 79,827 | $1.8M |
| Straight Path Wealth Management | 0.72% | Add +6.4% | 79,491 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +25.6% | 79,318 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +747.4% | 78,224 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +6.3% | 74,945 | $1.7M |
| UBS Group AG | 0.00% | Add +213.0% | 70,940 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.80% | Add +44.9% | 67,680 | $1.5M |
| IFP Advisors, Inc | 0.05% | Reduce -4.7% | 66,693 | $1.5M |
| BridgePort Financial Solutions, LLC | 0.63% | No change | 62,736 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.6% | 59,052 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +21.2% | 55,359 | $1.2M |
| Ironwood Financial, llc | 0.26% | Add +12.8% | 54,159 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 51,253 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 51,253 | $1.1M |
| Wrapmanager Inc. | 0.29% | Add +3.8% | 50,111 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 47,679 | $1.1M |
| Landing Point Financial Group, LLC | 0.78% | Add +50.1% | 45,812 | $1.0M |
| Rebalance, LLC | 0.07% | Add +37.6% | 44,709 | $998K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +0.8% | 37,604 | $839K |
| Headinvest, LLC | 0.16% | Add +3.5% | 37,300 | $833K |
| AE Wealth Management LLC | 0.01% | Add +18.8% | 35,933 | $802K |
| BlackRock, Inc. | 0.00% | Add +100.0% | 35,697 | $797K |
| Sigma Planning Corp | 0.02% | New | 33,049 | $738K |
| Spire Wealth Management | 0.02% | New | 27,824 | $621K |
| Klaas Financial Asset Advisors, LLC | 0.10% | Add +103.3% | 25,153 | $562K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 24,317 | $543K |
| Consolidated Portfolio Review Corp | 0.07% | Add +8.5% | 20,061 | $448K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Reduce -39.3% | 19,702 | $440K |
| Austin Private Wealth, LLC | 0.04% | Reduce -6.6% | 18,026 | $402K |
| Captrust Financial Advisors | 0.00% | No change | 16,591 | $370K |
| Old Mission Capital LLC | 0.01% | New | 15,568 | $348K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -5.2% | 15,188 | $339K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | Add +42.1% | 15,131 | $338K |
| Heartland Bank & Trust Co | 0.17% | Add +35.4% | 14,590 | $326K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -65.9% | 14,512 | $324K |
| Baird Financial Group, Inc. | 0.00% | Add +4.8% | 14,508 | $324K |
| Parallel Advisors, LLC | 0.01% | New | 14,500 | $324K |
| Private Advisor Group, LLC | 0.00% | Add +30.6% | 13,817 | $308K |
| Littlejohn Financial Services, Inc. | 0.24% | Add +18.2% | 13,522 | $302K |
| Windsor Capital Management, LLC | 0.09% | Add +3.6% | 12,490 | $279K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,851 | $242K |
| Summit Wealth Partners, LLC | 0.05% | No change | 9,968 | $223K |
| Thrivent Financial for Lutherans | 0.00% | No change | 9,400 | $211K |
| Stifel Financial Corp. | 0.00% | New | 9,437 | $211K |
| Rialto Wealth Management, LLC | 0.06% | No change | 8,018 | $179K |
| Hurley Capital, LLC | 0.13% | Add +369.1% | 7,741 | $173K |
| Orion Capital Management LLC | 0.07% | Add +0.8% | 7,400 | $165K |
| 10Elms LLP | 0.13% | Add +14.4% | 4,757 | $106K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 4,500 | $100K |
| Comerica Bank | 0.00% | New | 4,338 | $97K |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.3% | 2,627 | $59K |
| Cwm, LLC | 0.00% | Reduce -21.5% | 2,082 | $46K |
| NFSG Corp | 0.01% | No change | 1,580 | $35K |
| Principal Securities, Inc. | 0.00% | No change | 902 | $20K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 826 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 800 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 558 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 398 | $9K |
| 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.