iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q3 2024 (September 30)41holders +5
5new positions
0sold out
$23.80avg. 13F price*
At the end of Q3 2024, 41 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, up 5 from Q2 2024. 5 opened new positions and 0 sold out. The largest holders were Baltimore-Washington Financial Advisors, Inc. ($20.7M), NewEdge Advisors, LLC ($13.0M) and LBMC Investment Advisors, LLC ($6.0M).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $21.8M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1,461,815 shares bought and 27,265 shares sold, net +1,434,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Baltimore-Washington Financial Advisors, Inc. | 1.13% | New | 871,104 | $20.7M |
| NewEdge Advisors, LLC | 0.08% | Add +5.9% | 548,152 | $13.0M |
| LBMC Investment Advisors, LLC | 0.47% | Add +105.5% | 250,802 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 169,893 | $4.0M |
| Monumental Financial Group Inc. | 1.14% | Add +335.3% | 129,393 | $3.1M |
| GAMMA Investing LLC | 0.28% | Add +229.5% | 119,522 | $2.8M |
| Bank of America Corp. | 0.00% | Add +201.4% | 100,383 | $2.4M |
| LPL Financial LLC | 0.00% | Add +27.9% | 93,031 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +23.8% | 77,845 | $1.9M |
| IFP Advisors, Inc | 0.05% | Add +5.2% | 63,186 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -10.9% | 56,642 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +24.8% | 52,138 | $1.2M |
| Wrapmanager Inc. | 0.27% | Add +16.5% | 43,623 | $1.0M |
| Straight Path Wealth Management | 0.42% | Add +6.9% | 41,344 | $984K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.3% | 40,312 | $959K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +105.4% | 30,346 | $722K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.8% | 29,498 | $702K |
| Jane Street Group, LLC | 0.00% | Add +45.6% | 27,163 | $646K |
| Marble Harbor Investment Counsel, LLC | 0.07% | No change | 27,000 | $643K |
| Cetera Investment Advisers | 0.00% | Add +76.7% | 25,535 | $608K |
| Raymond James & Associates | 0.00% | Add +20.3% | 25,295 | $602K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.3% | 22,602 | $538K |
| Rothschild Wealth LLC | 0.15% | New | 20,926 | $498K |
| Morgan Stanley | 0.00% | Add +47.5% | 18,621 | $443K |
| Old Mission Capital LLC | 0.01% | Reduce -11.8% | 17,917 | $426K |
| Mutual Advisors, LLC | 0.01% | Reduce -35.0% | 17,918 | $422K |
| Royal Bank of Canada | 0.00% | Add +281.9% | 17,327 | $412K |
| Sowell Financial Services LLC | 0.02% | Reduce -35.1% | 14,860 | $354K |
| Commonwealth Financial Services, LLC | 0.07% | Add +30.5% | 14,746 | $349K |
| Austin Private Wealth, LLC | 0.03% | Add +0.3% | 14,365 | $342K |
| Strategic Blueprint, LLC | 0.02% | Add +1.7% | 14,226 | $339K |
| Osaic Holdings, Inc. | 0.00% | Add +11.5% | 14,020 | $334K |
| Reliant Wealth Planning | 0.12% | Reduce -1.8% | 11,629 | $277K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 10,802 | $257K |
| M3 Advisory Group, LLC | 0.15% | New | 8,558 | $204K |
| Global Retirement Partners, LLC | 0.00% | Add +74.3% | 6,697 | $159K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +234.1% | 5,716 | $136K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,300 | $102K |
| Wells Fargo & Company | 0.00% | No change | 2,100 | $50K |
| Principal Securities, Inc. | 0.00% | No change | 871 | $21K |
| Cwm, LLC | 0.00% | No change | 670 | $16K |
"% 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.