iShares Ibonds 2027 HYIBHGETF
13F holders, Q4 2025 (December 31)117holders +23
23new positions
7sold out
$22.40avg. 13F price*
At the end of Q4 2025, 117 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 23 from Q3 2025. 23 opened new positions and 7 sold out. The largest holders were LBMC Investment Advisors, LLC ($35.1M), Federation des caisses Desjardins du Quebec ($20.6M) and LPL Financial LLC ($20.4M).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $13.4M |
| Exits | 7 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 3,286,371 shares bought and 1,281,095 shares sold, net +2,005,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| LBMC Investment Advisors, LLC | 2.18% | Add +8.0% | 1,574,653 | $35.1M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +2991.3% | 921,274 | $20.6M |
| LPL Financial LLC | 0.01% | Add +32.9% | 913,788 | $20.4M |
| Wells Fargo & Company | 0.00% | Add +42.8% | 821,952 | $18.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.8% | 697,958 | $15.6M |
| Keeler Thomas Management LLC | 4.67% | Add +0.8% | 438,880 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Add +4.3% | 384,740 | $8.6M |
| Commonwealth Financial Services, LLC | 1.34% | Add +4.3% | 362,662 | $8.1M |
| Mutual Advisors, LLC | 0.16% | Reduce -2.9% | 325,723 | $7.3M |
| Old Mission Capital LLC | 0.27% | Add +2586.4% | 313,660 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Add +37.8% | 276,642 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +35.8% | 260,528 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +279.5% | 251,674 | $5.6M |
| Bank of America Corp. | 0.00% | Add +5.6% | 249,368 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -3.4% | 212,637 | $4.7M |
| UBS Group AG | 0.00% | Add +685.5% | 210,510 | $4.7M |
| Mid-American Wealth Advisory Group, Inc. | 1.97% | New | 208,868 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -13.1% | 192,290 | $4.3M |
| Hurley Capital, LLC | 2.35% | Add +7.5% | 187,650 | $4.2M |
| Ironwood Financial, llc | 0.59% | Add +18.3% | 154,545 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +8.8% | 152,907 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +18.9% | 120,808 | $2.7M |
| Straight Path Wealth Management | 0.70% | Add +8.5% | 116,749 | $2.6M |
| Eight 31 Financial, LLC | 1.30% | Add +5.3% | 106,201 | $2.4M |
| Evexia Wealth LLC | 0.62% | New | 100,004 | $2.2M |
| Lido Advisors, LLC | 0.01% | Add +0.4% | 93,186 | $2.1M |
| Carr Financial Group Corp | 0.52% | Add +453.8% | 87,033 | $1.9M |
| Penobscot Investment Management Company, Inc. | 0.14% | Add +51.5% | 83,400 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +2.5% | 81,490 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -79.3% | 76,456 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +24.5% | 72,105 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.6% | 66,793 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -92.3% | 62,967 | $1.4M |
| Centennial Advisors, LLC | 1.74% | — | 59,862 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.34% | Reduce -0.8% | 56,289 | $1.3M |
| Rialto Wealth Management, LLC | 0.29% | Add +135.3% | 55,006 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +50.0% | 53,247 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +2.1% | 51,030 | $1.1M |
| Rebalance, LLC | 0.07% | Add +3.0% | 49,932 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 44,068 | $984K |
| AE Wealth Management LLC | 0.01% | Add +4.0% | 44,043 | $983K |
| Focused Alpha, LLC | 0.26% | — | 40,141 | $896K |
| EP Wealth Advisors, LLC | 0.00% | — | 39,324 | $878K |
| Tempus Wealth Planning, LLC | 0.20% | Add +25.3% | 38,609 | $862K |
| Threadgill Financial, LLC | 0.35% | New | 13,421 | $861K |
| Wrapmanager Inc. | 0.28% | Reduce -17.2% | 36,971 | $825K |
| Sightline Wealth Advisors, LLC | 0.34% | Reduce -41.6% | 36,106 | $806K |
| Headinvest, LLC | 0.16% | No change | 36,050 | $805K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +32.5% | 34,424 | $768K |
| Heartland Bank & Trust Co | 0.32% | Add +5.7% | 33,434 | $746K |
| Private Advisor Group, LLC | 0.00% | Add +48.6% | 32,187 | $718K |
| Parallel Advisors, LLC | 0.01% | Add +39.6% | 32,175 | $718K |
| Timber Creek Capital Management LLC | 0.16% | New | 30,894 | $690K |
| Austin Private Wealth, LLC | 0.05% | Add +0.4% | 30,403 | $679K |
| Thrivent Financial for Lutherans | 0.00% | Add +89.0% | 29,733 | $664K |
| Klaas Financial Asset Advisors, LLC | 0.08% | Add +18.8% | 25,301 | $565K |
| Global Retirement Partners, LLC | 0.01% | Add +0.7% | 25,230 | $563K |
| Kastel Capital Advisors, LLC | 0.34% | — | 24,762 | $553K |
| Foundations Investment Advisors, LLC | 0.01% | New | 23,465 | $524K |
| Creative Planning | 0.00% | New | 23,168 | $517K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 22,871 | $510K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -23.5% | 21,659 | $483K |
| Freestone Capital Holdings, LLC | 0.01% | Add +7.2% | 21,561 | $481K |
| Guidance Point Advisors, LLC | 0.11% | Add +92.0% | 21,535 | $481K |
| Landing Point Financial Group, LLC | 0.23% | Reduce -11.1% | 20,811 | $465K |
| Aspen Wealth Management LLC | 0.10% | Add +33.5% | 20,451 | $456K |
| River's Edge Wealth Management, LLC | 0.42% | — | 19,310 | $429K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.22% | — | 18,555 | $414K |
| Cowa, LLC | 0.12% | New | 17,650 | $394K |
| Hobbs Group Advisors, LLC | 0.12% | New | 17,173 | $383K |
| Belpointe Asset Management LLC | 0.01% | Add +64.6% | 16,827 | $376K |
| Littlejohn Financial Services, Inc. | 0.28% | Add +36.7% | 16,727 | $373K |
| Captrust Financial Advisors | 0.00% | Add +34.2% | 16,470 | $368K |
| Spire Wealth Management | 0.01% | Add +176.0% | 16,413 | $366K |
| Bullock Wealth Management Group | 0.17% | — | 15,783 | $352K |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 15,754 | $352K |
| Stifel Financial Corp. | 0.00% | Add +27.5% | 15,693 | $350K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 15,662 | $350K |
| Orion Capital Management LLC | 0.11% | No change | 14,000 | $312K |
| TFR Capital, LLC. | 0.10% | No change | 13,734 | $307K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 13,406 | $299K |
| Focus Partners Wealth | 0.00% | New | 13,378 | $299K |
| Pure Financial Advisors, LLC | 0.00% | New | 13,104 | $292K |
| Madden Advisory Services, Inc. | 0.10% | Add +19.3% | 10,990 | $245K |
| World Investment Advisors | 0.00% | New | 10,930 | $244K |
| Windsor Capital Management, LLC | 0.07% | Reduce -10.1% | 10,900 | $243K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,851 | $242K |
| High Note Wealth, LLC | 0.05% | Add +201.7% | 10,713 | $239K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 10,349 | $231K |
| Quantinno Capital Management LP | 0.00% | No change | 10,349 | $231K |
| High Falls Advisors, Inc | 0.05% | New | 10,248 | $229K |
| Phillips Financial Management, LLC | 0.01% | New | 10,000 | $223K |
| Level Four Advisory Services, LLC | 0.01% | New | 9,185 | $205K |
| Tableaux LLC | 0.14% | Reduce -22.0% | 9,092 | $203K |
| Liberty Wealth Management LLC | 0.03% | New | 8,976 | $200K |
| Friedenthal Financial | 0.09% | New | 7,424 | $166K |
| GAMMA Investing LLC | 0.01% | Add +1.8% | 7,248 | $162K |
| Comerica Bank | 0.00% | Add +42.3% | 6,057 | $135K |
| 10Elms LLP | 0.12% | No change | 5,257 | $117K |
| National Bank of Canada | 0.00% | New | 5,230 | $117K |
"% 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.