iShares Ibonds 2027 HYIBHGETF
13F holders, Q1 2026 (March 31)128holders +11
18new positions
6sold out
1famous investor
$22.13avg. 13F price*
At the end of Q1 2026, 128 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 11 from Q4 2025. 18 opened new positions and 6 sold out. The largest holders were LBMC Investment Advisors, LLC ($35.8M), LPL Financial LLC ($25.3M) and Threadgill Financial, LLC ($21.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $14.7M |
| Exits | 6 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,514,769 shares bought and 2,130,726 shares sold, net +384,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| LBMC Investment Advisors, LLC | 2.18% | Add +2.7% | 1,616,618 | $35.8M |
| LPL Financial LLC | 0.01% | Add +25.1% | 1,143,106 | $25.3M |
| Threadgill Financial, LLC | 6.19% | Add +7072.6% | 962,629 | $21.3M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -3.1% | 893,063 | $19.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 799,691 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | New | 400,710 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Add +3.3% | 397,414 | $8.8M |
| Commonwealth Financial Services, LLC | 1.36% | Add +7.0% | 388,086 | $8.6M |
| UBS Group AG | 0.00% | Add +59.1% | 334,890 | $7.4M |
| Raymond James Financial Inc. | 0.00% | Add +17.6% | 325,363 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +1.1% | 263,300 | $5.8M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 248,889 | $5.5M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +4.7% | 222,613 | $4.9M |
| Morgan Stanley | 0.00% | Add +12.9% | 217,172 | $4.8M |
| Mid-American Wealth Advisory Group, Inc. | 1.97% | No change | 208,868 | $4.7M |
| NewEdge Advisors, LLC | 0.01% | Add +9.2% | 166,920 | $3.7M |
| Ironwood Financial, llc | 0.64% | Add +7.1% | 165,529 | $3.7M |
| Old Mission Capital LLC | 0.07% | Reduce -56.5% | 136,304 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +12.6% | 135,973 | $3.0M |
| Keeler Thomas Management LLC | 1.25% | Reduce -69.5% | 133,662 | $3.0M |
| Straight Path Wealth Management | 0.75% | Add +9.3% | 127,576 | $2.8M |
| Carr Financial Group Corp | 0.70% | Add +37.7% | 119,847 | $2.7M |
| Evexia Wealth LLC | 0.71% | Add +16.9% | 116,882 | $2.6M |
| Eight 31 Financial, LLC | 1.39% | Reduce -1.8% | 104,342 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -63.4% | 92,068 | $2.0M |
| Penobscot Investment Management Company, Inc. | 0.15% | Add +7.2% | 89,425 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -10.9% | 83,009 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Reduce -4.4% | 77,912 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.7% | 74,575 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.4% | 73,137 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +33.3% | 70,995 | $1.6M |
| Centennial Advisors, LLC | 1.55% | Reduce -8.2% | 54,927 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.34% | Reduce -3.0% | 54,580 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +132.1% | 54,452 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +6.1% | 54,131 | $1.2M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.50% | Add +168.6% | 49,838 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.0% | 49,748 | $1.1M |
| EP Wealth Advisors, LLC | 0.00% | Add +15.4% | 45,390 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +30.5% | 44,931 | $994K |
| Parallel Advisors, LLC | 0.02% | Add +32.8% | 42,725 | $946K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -44.5% | 42,429 | $939K |
| Focused Alpha, LLC | 0.28% | Add +3.7% | 41,617 | $921K |
| AE Wealth Management LLC | 0.00% | Reduce -6.7% | 41,078 | $909K |
| Tempus Wealth Planning, LLC | 0.20% | Add +3.0% | 39,772 | $880K |
| Cowa, LLC | 0.25% | Add +122.1% | 39,195 | $867K |
| Thrivent Financial for Lutherans | 0.00% | Add +25.5% | 37,305 | $825K |
| Wrapmanager Inc. | 0.29% | Add +0.5% | 37,158 | $822K |
| Rebalance, LLC | 0.05% | Reduce -27.1% | 36,421 | $806K |
| Heartland Bank & Trust Co | 0.18% | Add +6.6% | 35,631 | $789K |
| Private Advisor Group, LLC | 0.00% | Add +7.2% | 34,489 | $763K |
| BIP Wealth, LLC | 0.03% | New | 34,139 | $755K |
| Jane Street Group, LLC | 0.00% | New | 32,666 | $723K |
| Cerity Partners LLC | 0.00% | New | 31,797 | $704K |
| Rialto Wealth Management, LLC | 0.16% | Reduce -43.2% | 31,258 | $692K |
| Timber Creek Capital Management LLC | 0.17% | Add +0.6% | 31,076 | $688K |
| Phillips Financial Management, LLC | 0.05% | Add +200.0% | 30,000 | $664K |
| Bedel Financial Consulting, Inc. | 0.08% | New | 29,827 | $660K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.1% | 27,150 | $601K |
| Aspen Wealth Management LLC | 0.12% | Add +31.1% | 26,802 | $593K |
| High Note Wealth, LLC | 0.11% | Add +145.7% | 26,316 | $582K |
| Klaas Financial Asset Advisors, LLC | 0.08% | Add +3.8% | 26,269 | $581K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +13.0% | 25,854 | $572K |
| Guidance Point Advisors, LLC | 0.14% | Add +17.6% | 25,335 | $561K |
| Baird Financial Group, Inc. | 0.00% | Add +59.3% | 25,093 | $555K |
| Kastel Capital Advisors, LLC | 0.34% | No change | 24,762 | $553K |
| Madden Advisory Services, Inc. | 0.21% | Add +121.3% | 24,321 | $538K |
| Stifel Financial Corp. | 0.00% | Add +52.1% | 23,871 | $528K |
| Csenge Advisory Group | 0.02% | New | 23,809 | $527K |
| Citadel Advisors | 0.00% | New | 23,631 | $523K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -46.5% | 23,555 | $521K |
| Bullock Wealth Management Group | 0.25% | Add +43.9% | 22,714 | $499K |
| Headinvest, LLC | 0.09% | Reduce -42.6% | 20,700 | $458K |
| Flow Traders U.S. LLC | 0.01% | New | 20,412 | $452K |
| River's Edge Wealth Management, LLC | 0.41% | Add +1.5% | 19,600 | $435K |
| Captrust Financial Advisors | 0.00% | Add +14.8% | 18,908 | $418K |
| Littlejohn Financial Services, Inc. | 0.31% | Add +11.4% | 18,627 | $412K |
| Landing Point Financial Group, LLC | 0.18% | Reduce -21.0% | 16,442 | $364K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -26.9% | 15,751 | $349K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 15,662 | $347K |
| Kestra Advisory Services, LLC | 0.00% | Add +260.1% | 15,037 | $333K |
| Orion Capital Management LLC | 0.11% | No change | 14,000 | $310K |
| Belpointe Asset Management LLC | 0.01% | Reduce -17.3% | 13,917 | $308K |
| Pure Financial Advisors, LLC | 0.00% | Add +3.4% | 13,553 | $300K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 13,406 | $297K |
| Focus Partners Wealth | 0.00% | No change | 13,378 | $296K |
| Tableaux LLC | 0.14% | Add +46.0% | 13,278 | $294K |
| TFR Capital, LLC. | 0.09% | Reduce -4.9% | 13,066 | $289K |
| Envestnet Asset Management Inc. | 0.00% | New | 12,442 | $275K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -42.7% | 12,410 | $274K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 11,738 | $260K |
| Windsor Capital Management, LLC | 0.07% | Add +1.4% | 11,050 | $245K |
| World Investment Advisors | 0.00% | Add +0.7% | 11,007 | $244K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,851 | $239K |
| 1900 Wealth Management LLC | 0.01% | New | 10,359 | $229K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 10,349 | $229K |
| Quantinno Capital Management LP | 0.00% | No change | 10,349 | $229K |
| Liberty Wealth Management LLC | 0.03% | Add +9.6% | 9,835 | $218K |
| Intentional Wealth Strategies, LLC | 0.19% | — | 9,384 | $208K |
| KPP Advisory Services LLC | 0.03% | New | 9,340 | $207K |
| Arkadios Wealth Advisors | 0.00% | New | 9,250 | $205K |
"% 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.