iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q1 2024 (March 31)37holders
$23.33avg. 13F price*
At the end of Q1 2024, 37 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings. The largest holders were NewEdge Advisors, LLC ($12.9M), Commonwealth Equity Services, LLC ($4.0M) and LBMC Investment Advisors, LLC ($1.8M).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.7M |
| Exits | 3 | $2.8M |
Ownership 37 holders
| NewEdge Advisors, LLC | 0.11% | Add +19.6% | 553,186 | $12.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.8% | 170,457 | $4.0M |
| LBMC Investment Advisors, LLC | 0.16% | New | 76,718 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +102.5% | 58,451 | $1.4M |
| IFP Advisors, Inc | 0.05% | Add +17.1% | 52,823 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 41,983 | $980K |
| LPL Financial LLC | 0.00% | New | 36,941 | $862K |
| Bank of America Corp. | 0.00% | Reduce -5.4% | 36,440 | $851K |
| Integrated Wealth Concepts LLC | 0.01% | Add +240.7% | 35,434 | $827K |
| Straight Path Wealth Management | 0.44% | Add +27.9% | 33,929 | $792K |
| Wrapmanager Inc. | 0.21% | Add +26.7% | 33,132 | $773K |
| Marble Harbor Investment Counsel, LLC | 0.07% | New | 27,000 | $630K |
| Mutual Advisors, LLC | 0.02% | Add +27.9% | 26,879 | $627K |
| Roman Butler Fullerton & Co. | 0.21% | Add +7.5% | 24,744 | $567K |
| GAMMA Investing LLC | 0.11% | New | 23,767 | $555K |
| Sowell Financial Services LLC | 0.02% | Add +8.1% | 21,562 | $503K |
| Raymond James & Associates | 0.00% | Add +4.3% | 20,995 | $490K |
| Old Mission Capital LLC | 0.01% | Add +16.7% | 19,929 | $465K |
| Strategic Blueprint, LLC | 0.03% | New | 15,433 | $360K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 13,586 | $317K |
| Austin Private Wealth, LLC | 0.03% | New | 12,698 | $293K |
| Cetera Investment Advisers | 0.00% | New | 12,456 | $291K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -41.9% | 12,218 | $285K |
| Morgan Stanley | 0.00% | Add +243.0% | 11,581 | $270K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 10,971 | $256K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.3% | 9,084 | $212K |
| Lincoln National Corp. | 0.00% | New | 9,065 | $212K |
| BSW Wealth Partners | 0.03% | New | 8,621 | $201K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,300 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,433 | $80K |
| Royal Bank of Canada | 0.00% | No change | 2,736 | $64K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,542 | $59K |
| Wells Fargo & Company | 0.00% | No change | 2,100 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 1,711 | $40K |
| Principal Securities, Inc. | 0.00% | No change | 871 | $20K |
| Cwm, LLC | 0.00% | No change | 670 | $16K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 300 | $7K |
"% of holder's portfolio" is IBHH's weight in each manager's 13F, not the share of iShares Ibonds 2028 TM HY Inc. the manager owns.