iShares Ibonds 2027 HYIBHGETF
13F holders, Q2 2025 (June 30)86holders +9
13new positions
4sold out
$22.58avg. 13F price*
At the end of Q2 2025, 86 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 9 from Q1 2025. 13 opened new positions and 4 sold out. The largest holders were LBMC Investment Advisors, LLC ($26.3M), Osaic Holdings, Inc. ($18.0M) and Northwestern Mutual Wealth Management Co. ($17.6M).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.5M |
| Exits | 4 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,743,365 shares bought and 623,773 shares sold, net +1,119,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| LBMC Investment Advisors, LLC | 1.87% | Add +36.0% | 1,165,621 | $26.3M |
| Osaic Holdings, Inc. | 0.03% | Add +908.5% | 799,946 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.1% | 778,916 | $17.6M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 491,462 | $11.1M |
| Keeler Thomas Management LLC | 4.16% | Add +15.5% | 429,332 | $9.7M |
| LPL Financial LLC | 0.00% | Add +44.7% | 406,036 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.3% | 384,009 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -26.1% | 359,543 | $8.1M |
| Commonwealth Financial Services, LLC | 1.48% | Add +0.1% | 342,134 | $7.7M |
| Mutual Advisors, LLC | 0.17% | Add +1.7% | 299,434 | $6.7M |
| Morgan Stanley | 0.00% | Add +56.2% | 239,382 | $5.4M |
| Bank of America Corp. | 0.00% | Add +1.1% | 219,592 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +17.0% | 199,177 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.09% | New | 187,694 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -20.8% | 132,171 | $3.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +14.4% | 104,281 | $2.4M |
| Lido Advisors, LLC | 0.01% | Reduce -4.6% | 97,198 | $2.2M |
| Summit Investment Advisors, Inc. | 1.80% | Add +8.1% | 97,610 | $2.2M |
| Straight Path Wealth Management | 0.70% | Add +14.4% | 90,923 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +9.1% | 87,051 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +0.2% | 78,384 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -6.7% | 69,941 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.75% | Add +2.4% | 69,284 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.6% | 62,926 | $1.4M |
| BridgePort Financial Solutions, LLC | 0.46% | Reduce -2.0% | 61,498 | $1.4M |
| GAMMA Investing LLC | 0.08% | Reduce -74.8% | 58,339 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.9% | 56,381 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.5% | 54,572 | $1.2M |
| Ironwood Financial, llc | 0.26% | No change | 54,159 | $1.2M |
| IFP Advisors, Inc | 0.03% | Reduce -22.5% | 51,682 | $1.2M |
| Wrapmanager Inc. | 0.28% | Add +1.5% | 50,879 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +5.9% | 50,503 | $1.1M |
| Rebalance, LLC | 0.07% | Add +1.4% | 45,317 | $1.0M |
| Penobscot Investment Management Company, Inc. | 0.08% | New | 39,150 | $882K |
| AE Wealth Management LLC | 0.01% | Add +5.5% | 37,928 | $855K |
| Headinvest, LLC | 0.17% | Reduce -2.7% | 36,300 | $818K |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 35,536 | $801K |
| Sigma Planning Corp | 0.02% | Add +5.9% | 35,007 | $789K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -7.2% | 34,883 | $786K |
| UBS Group AG | 0.00% | Reduce -60.4% | 28,072 | $633K |
| Hurley Capital, LLC | 0.44% | Add +261.6% | 27,990 | $631K |
| Heartland Bank & Trust Co | 0.26% | Add +69.7% | 24,753 | $558K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.5% | 24,690 | $557K |
| Klaas Financial Asset Advisors, LLC | 0.08% | Reduce -5.6% | 23,746 | $535K |
| Austin Private Wealth, LLC | 0.04% | Add +29.5% | 23,347 | $526K |
| Landing Point Financial Group, LLC | 0.32% | Reduce -51.4% | 22,271 | $502K |
| Jane Street Group, LLC | 0.00% | Reduce -83.1% | 21,816 | $492K |
| Consolidated Portfolio Review Corp | 0.07% | Add +8.7% | 21,796 | $491K |
| Global Retirement Partners, LLC | 0.01% | — | 21,557 | $486K |
| Private Advisor Group, LLC | 0.00% | Add +38.8% | 19,173 | $432K |
| Marble Harbor Investment Counsel, LLC | 0.04% | Reduce -10.0% | 17,730 | $400K |
| Old Mission Capital LLC | 0.01% | Add +9.5% | 17,050 | $384K |
| Parallel Advisors, LLC | 0.01% | Add +3.5% | 15,000 | $338K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 14,436 | $325K |
| Envestnet Asset Management Inc. | 0.00% | New | 13,016 | $293K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Reduce -15.8% | 12,739 | $287K |
| Stifel Financial Corp. | 0.00% | Add +29.7% | 12,242 | $276K |
| Littlejohn Financial Services, Inc. | 0.21% | Reduce -9.5% | 12,239 | $276K |
| Windsor Capital Management, LLC | 0.08% | Reduce -3.6% | 12,041 | $271K |
| Captrust Financial Advisors | 0.00% | Reduce -28.1% | 11,921 | $269K |
| TFR Capital, LLC. | 0.09% | New | 11,086 | $250K |
| Orion Capital Management LLC | 0.09% | Add +48.6% | 11,000 | $248K |
| Tableaux LLC | 0.14% | New | 10,979 | $247K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,851 | $243K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,662 | $240K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -37.2% | 9,537 | $215K |
| Rialto Wealth Management, LLC | 0.06% | Add +12.7% | 9,038 | $204K |
| Tempus Wealth Planning, LLC | 0.05% | New | 8,948 | $202K |
| 10Elms LLP | 0.12% | No change | 4,757 | $107K |
| EP Wealth Advisors, LLC | 0.00% | No change | 4,500 | $101K |
| Comerica Bank | 0.00% | Reduce -1.9% | 4,257 | $96K |
| High Note Wealth, LLC | 0.01% | New | 2,750 | $62K |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.6% | 2,085 | $47K |
| Cwm, LLC | 0.00% | Reduce -11.6% | 1,840 | $41K |
| Bank of Montreal | 0.00% | New | 1,794 | $40K |
| NFSG Corp | 0.01% | No change | 1,580 | $36K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 1,120 | $25K |
| Principal Securities, Inc. | 0.00% | No change | 902 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 888 | $20K |
| Blue Trust, Inc. | 0.00% | Add +1.7% | 840 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 800 | $18K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 570 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 398 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 225 | $5K |
| FMR LLC | 0.00% | New | 65 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 35 | $789 |
"% 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.