iShares Ibonds 2027 HYIBHGETF
13F holders, Q3 2025 (September 30)94holders +8
20new positions
9sold out
1famous investor
$22.53avg. 13F price*
At the end of Q3 2025, 94 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 8 from Q2 2025. 20 opened new positions and 9 sold out. The largest holders were LBMC Investment Advisors, LLC ($32.8M), Northwestern Mutual Wealth Management Co. ($18.5M) and Osaic Holdings, Inc. ($16.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.6M |
| Exits | 9 | $3.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,671,158 shares bought and 337,663 shares sold, net +1,333,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| LBMC Investment Advisors, LLC | 2.09% | Add +25.1% | 1,458,696 | $32.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.3% | 820,600 | $18.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.3% | 741,320 | $16.7M |
| LPL Financial LLC | 0.00% | Add +69.4% | 687,709 | $15.5M |
| Wells Fargo & Company | 0.00% | Add +17.1% | 575,642 | $12.9M |
| Keeler Thomas Management LLC | 4.49% | Add +1.4% | 435,401 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.8% | 369,401 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Add +2.6% | 368,782 | $8.3M |
| Commonwealth Financial Services, LLC | 1.34% | Add +1.6% | 347,663 | $7.8M |
| Mutual Advisors, LLC | 0.17% | Add +12.0% | 335,264 | $7.5M |
| Bank of America Corp. | 0.00% | Add +7.5% | 236,180 | $5.3M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 221,332 | $5.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +17.2% | 220,044 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 200,833 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +174.3% | 191,873 | $4.3M |
| Hurley Capital, LLC | 2.21% | Add +523.9% | 174,628 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Add +6.3% | 140,502 | $3.2M |
| Ironwood Financial, llc | 0.52% | Add +141.3% | 130,670 | $2.9M |
| Straight Path Wealth Management | 0.67% | Add +18.3% | 107,563 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +16.8% | 101,650 | $2.3M |
| Eight 31 Financial, LLC | 1.28% | New | 100,884 | $2.3M |
| Lido Advisors, LLC | 0.01% | Reduce -4.5% | 92,787 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Add +1.5% | 79,532 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +31.3% | 66,312 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 63,862 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.63% | Reduce -10.8% | 61,778 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.7% | 57,912 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.34% | Reduce -7.7% | 56,749 | $1.3M |
| Penobscot Investment Management Company, Inc. | 0.10% | Add +40.6% | 55,050 | $1.2M |
| IFP Advisors, Inc | 0.03% | Reduce -3.3% | 49,974 | $1.1M |
| Rebalance, LLC | 0.07% | Add +7.0% | 48,501 | $1.1M |
| Wrapmanager Inc. | 0.31% | Reduce -12.2% | 44,663 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +309.7% | 43,687 | $983K |
| AE Wealth Management LLC | 0.01% | Add +11.7% | 42,350 | $952K |
| Headinvest, LLC | 0.17% | Reduce -0.7% | 36,050 | $811K |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 35,499 | $798K |
| JPMorgan Chase & Co. | 0.00% | Add +1546.5% | 34,330 | $772K |
| Heartland Bank & Trust Co | 0.29% | Add +27.8% | 31,641 | $712K |
| Tempus Wealth Planning, LLC | 0.16% | Add +244.4% | 30,815 | $693K |
| Austin Private Wealth, LLC | 0.05% | Add +29.7% | 30,275 | $681K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 29,802 | $670K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -18.8% | 28,328 | $637K |
| UBS Group AG | 0.00% | Reduce -4.5% | 26,798 | $603K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.2% | 25,980 | $584K |
| Global Retirement Partners, LLC | 0.01% | Add +16.3% | 25,068 | $564K |
| Landing Point Financial Group, LLC | 0.27% | Add +5.1% | 23,413 | $527K |
| Rialto Wealth Management, LLC | 0.14% | Add +158.7% | 23,377 | $526K |
| Consolidated Portfolio Review Corp | 0.07% | Add +6.5% | 23,219 | $522K |
| Parallel Advisors, LLC | 0.01% | Add +53.7% | 23,050 | $518K |
| Private Advisor Group, LLC | 0.00% | Add +13.0% | 21,659 | $487K |
| Klaas Financial Asset Advisors, LLC | 0.07% | Reduce -10.3% | 21,306 | $479K |
| Freestone Capital Holdings, LLC | 0.01% | New | 20,121 | $453K |
| Thrivent Financial for Lutherans | 0.00% | New | 15,730 | $354K |
| Carr Financial Group Corp | 0.10% | New | 15,716 | $353K |
| Baird Financial Group, Inc. | 0.00% | Add +7.5% | 15,523 | $349K |
| SkyView Investment Advisors, LLC | 0.04% | New | 15,321 | $345K |
| Aspen Wealth Management LLC | 0.08% | New | 15,317 | $344K |
| Orion Capital Management LLC | 0.11% | Add +27.3% | 14,000 | $315K |
| TFR Capital, LLC. | 0.10% | Add +23.9% | 13,734 | $309K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Add +5.2% | 13,406 | $302K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 12,306 | $277K |
| Captrust Financial Advisors | 0.00% | Add +2.9% | 12,270 | $276K |
| Littlejohn Financial Services, Inc. | 0.20% | No change | 12,239 | $275K |
| Windsor Capital Management, LLC | 0.08% | Add +0.7% | 12,126 | $273K |
| Old Mission Capital LLC | 0.01% | Reduce -31.5% | 11,676 | $263K |
| Tableaux LLC | 0.10% | Add +6.2% | 11,658 | $262K |
| Guidance Point Advisors, LLC | 0.06% | New | 11,218 | $252K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,851 | $243K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 10,349 | $233K |
| Quantinno Capital Management LP | 0.00% | New | 10,349 | $233K |
| Cyr Financial Inc. | 0.16% | New | 10,334 | $232K |
| Belpointe Asset Management LLC | 0.01% | New | 10,224 | $230K |
| Citadel Advisors | 0.00% | New | 9,477 | $213K |
| Madden Advisory Services, Inc. | 0.09% | New | 9,215 | $207K |
| GAMMA Investing LLC | 0.01% | Reduce -87.8% | 7,119 | $160K |
| Spire Wealth Management | 0.00% | New | 5,947 | $134K |
| 10Elms LLP | 0.12% | Add +10.5% | 5,257 | $118K |
| Comerica Bank | 0.00% | No change | 4,257 | $96K |
| High Note Wealth, LLC | 0.02% | Add +29.1% | 3,551 | $80K |
| Cwm, LLC | 0.00% | No change | 1,840 | $41K |
| NFSG Corp | 0.01% | No change | 1,580 | $36K |
| Principal Securities, Inc. | 0.00% | No change | 902 | $20K |
| CX Institutional | 0.00% | New | 901 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 888 | $20K |
| Blue Trust, Inc. | 0.00% | Add +1.6% | 853 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 778 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 800 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 570 | $13K |
| HM Payson & Co. | 0.00% | New | 444 | $10K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 398 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 294 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 225 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 196 | $4K |
| FMR LLC | 0.00% | Reduce -18.5% | 53 | $1K |
"% 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.