iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q4 2024 (December 31)52holders +11
13new positions
2sold out
$23.37avg. 13F price*
At the end of Q4 2024, 52 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, up 11 from Q3 2024. 13 opened new positions and 2 sold out. The largest holders were Baltimore-Washington Financial Advisors, Inc. ($21.6M), NewEdge Advisors, LLC ($13.0M) and LBMC Investment Advisors, LLC ($10.0M).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.5M |
| Exits | 2 | $780K |
All 13F filers, Q3 2024 → Q4 2024: 1,279,394 shares bought and 34,595 shares sold, net +1,244,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Baltimore-Washington Financial Advisors, Inc. | 1.12% | Add +5.9% | 922,666 | $21.6M |
| NewEdge Advisors, LLC | 0.08% | Add +1.7% | 557,636 | $13.0M |
| LBMC Investment Advisors, LLC | 0.79% | Add +70.7% | 428,185 | $10.0M |
| Apollon Wealth Management, LLC | 0.17% | New | 315,858 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +556.2% | 193,567 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.4% | 184,225 | $4.3M |
| LPL Financial LLC | 0.00% | Add +87.3% | 174,212 | $4.1M |
| GAMMA Investing LLC | 0.33% | Add +36.8% | 163,463 | $3.8M |
| Raymond James Financial Inc. | 0.00% | — | 138,028 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +313.3% | 112,260 | $2.6M |
| Bank of America Corp. | 0.00% | Add +5.1% | 105,467 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +69.2% | 88,225 | $2.1M |
| Morgan Stanley | 0.00% | Add +334.0% | 80,813 | $1.9M |
| IFP Advisors, Inc | 0.05% | Add +0.6% | 63,593 | $1.5M |
| Straight Path Wealth Management | 0.58% | Add +53.0% | 63,235 | $1.5M |
| Lido Advisors, LLC | 0.01% | No change | 56,642 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +2570.5% | 56,080 | $1.3M |
| Wrapmanager Inc. | 0.27% | Add +5.2% | 45,890 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.9% | 45,527 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +37.3% | 41,666 | $974K |
| Cetera Investment Advisers | 0.00% | Add +62.3% | 41,442 | $968K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +22.5% | 27,695 | $647K |
| Marble Harbor Investment Counsel, LLC | 0.07% | No change | 27,000 | $631K |
| Headinvest, LLC | 0.11% | New | 24,325 | $568K |
| Royal Bank of Canada | 0.00% | Add +38.4% | 23,975 | $560K |
| Osaic Holdings, Inc. | 0.00% | Add +68.7% | 23,654 | $553K |
| UBS Group AG | 0.00% | New | 21,235 | $496K |
| Rothschild Wealth LLC | 0.14% | No change | 20,926 | $489K |
| Commonwealth Financial Services, LLC | 0.08% | Add +20.6% | 17,779 | $415K |
| BlackRock, Inc. | 0.00% | New | 17,007 | $397K |
| Mutual Advisors, LLC | 0.01% | Reduce -10.2% | 16,100 | $379K |
| Austin Private Wealth, LLC | 0.03% | Add +6.5% | 15,295 | $357K |
| Sightline Wealth Advisors, LLC | 0.19% | New | 15,083 | $352K |
| Strategic Blueprint, LLC | 0.02% | Add +2.1% | 14,520 | $339K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +16.3% | 12,559 | $293K |
| Reliant Wealth Planning | 0.13% | No change | 11,629 | $272K |
| M3 Advisory Group, LLC | 0.19% | Add +30.1% | 11,138 | $260K |
| Littlejohn Financial Services, Inc. | 0.22% | — | 10,695 | $250K |
| BridgePort Financial Solutions, LLC | 0.11% | — | 10,490 | $248K |
| Global Retirement Partners, LLC | 0.01% | Add +42.0% | 9,509 | $222K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +3.7% | 5,928 | $139K |
| Orion Capital Management LLC | 0.05% | New | 5,171 | $121K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.1% | 4,348 | $102K |
| JPMorgan Chase & Co. | 0.00% | New | 3,350 | $78K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 943 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 871 | $20K |
| Blue Trust, Inc. | 0.00% | New | 775 | $18K |
| Cwm, LLC | 0.00% | No change | 670 | $16K |
| Harbour Investments, Inc. | 0.00% | New | 529 | $12K |
| AE Wealth Management LLC | 0.00% | New | 450 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 141 | $3K |
| Whittier Trust Co. | 0.00% | New | 87 | $2K |
"% 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.