iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q3 2025 (September 30)71holders +9
16new positions
5sold out
$23.89avg. 13F price*
At the end of Q3 2025, 71 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, up 9 from Q2 2025. 16 opened new positions and 5 sold out. The largest holders were LBMC Investment Advisors, LLC ($36.2M), Baltimore-Washington Financial Advisors, Inc. ($26.9M) and NewEdge Advisors, LLC ($18.2M).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $18.3M |
| Exits | 5 | $1.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,706,900 shares bought and 148,256 shares sold, net +2,558,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| LBMC Investment Advisors, LLC | 2.31% | Add +29.1% | 1,515,968 | $36.2M |
| Baltimore-Washington Financial Advisors, Inc. | 1.15% | Add +6.0% | 1,126,660 | $26.9M |
| NewEdge Advisors, LLC | 0.08% | Add +46.3% | 762,495 | $18.2M |
| LPL Financial LLC | 0.00% | Add +193.4% | 670,620 | $16.0M |
| Keeler Thomas Management LLC | 4.50% | Add +1.4% | 411,517 | $9.8M |
| HighTower Advisors, LLC | 0.01% | New | 334,224 | $8.0M |
| Apollon Wealth Management, LLC | 0.14% | Add +1.6% | 331,891 | $7.9M |
| Commonwealth Financial Services, LLC | 1.33% | Add +1.9% | 325,254 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +29.6% | 324,415 | $7.7M |
| Mutual Advisors, LLC | 0.16% | New | 307,576 | $7.3M |
| Ironwood Financial, llc | 1.29% | Add +1945.8% | 306,231 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +22.7% | 245,304 | $5.9M |
| Littlejohn Financial Services, Inc. | 3.60% | Add +3.1% | 206,971 | $4.9M |
| Morgan Stanley | 0.00% | Add +20.6% | 199,688 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 196,787 | $4.7M |
| Jane Street Group, LLC | 0.00% | Add +1355.5% | 160,975 | $3.8M |
| Bank of America Corp. | 0.00% | Add +20.3% | 152,700 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +122.5% | 140,680 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +3.1% | 137,640 | $3.3M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Add +12.7% | 133,008 | $3.2M |
| Straight Path Wealth Management | 0.74% | Add +20.9% | 110,514 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +40.8% | 82,770 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 62,459 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -2.2% | 51,765 | $1.2M |
| Sightline Wealth Advisors, LLC | 0.54% | Reduce -8.6% | 50,331 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +36.2% | 49,290 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.8% | 48,107 | $1.1M |
| UBS Group AG | 0.00% | Add +1.4% | 46,386 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -4.4% | 43,660 | $1.0M |
| Wrapmanager Inc. | 0.31% | Reduce -13.0% | 42,325 | $1.0M |
| BlackRock, Inc. | 0.00% | No change | 33,721 | $805K |
| Headinvest, LLC | 0.14% | No change | 28,325 | $676K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 28,115 | $671K |
| Heartland Bank & Trust Co | 0.25% | Add +21.7% | 25,510 | $609K |
| Mercer Global Advisors Inc. | 0.00% | Add +119.0% | 25,323 | $604K |
| Austin Private Wealth, LLC | 0.04% | Add +36.9% | 22,985 | $548K |
| Simplicity Wealth,LLC | 0.03% | New | 20,664 | $493K |
| Freestone Capital Holdings, LLC | 0.01% | New | 19,063 | $455K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.20% | New | 18,792 | $448K |
| Rothschild Wealth LLC | 0.10% | No change | 18,792 | $448K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -11.3% | 18,111 | $432K |
| Osaic Holdings, Inc. | 0.00% | Add +49.5% | 15,021 | $358K |
| Aspen Wealth Management LLC | 0.08% | New | 14,559 | $347K |
| Orion Capital Management LLC | 0.12% | Add +27.3% | 14,000 | $334K |
| Cyr Financial Inc. | 0.22% | Add +36.9% | 13,243 | $316K |
| Thrivent Financial for Lutherans | 0.00% | New | 12,157 | $290K |
| Guidance Point Advisors, LLC | 0.07% | Add +25.6% | 11,934 | $285K |
| Captrust Financial Advisors | 0.00% | Add +2.6% | 11,732 | $280K |
| Reliant Wealth Planning | 0.09% | No change | 11,366 | $271K |
| M3 Advisory Group, LLC | 0.17% | No change | 11,138 | $266K |
| Evanson Asset Management, LLC | 0.01% | New | 10,732 | $256K |
| Stifel Financial Corp. | 0.00% | Add +14.0% | 10,498 | $250K |
| Private Advisor Group, LLC | 0.00% | Add +4.3% | 10,476 | $250K |
| Tableaux LLC | 0.10% | Add +12.9% | 10,038 | $240K |
| Old Mission Capital LLC | 0.01% | Reduce -30.8% | 8,778 | $209K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 8,344 | $199K |
| AE Wealth Management LLC | 0.00% | Add +813.6% | 7,309 | $174K |
| GAMMA Investing LLC | 0.01% | Reduce -86.9% | 6,852 | $163K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 5,928 | $141K |
| Principal Securities, Inc. | 0.00% | Add +1.9% | 5,074 | $121K |
| Barrett & Company, Inc. | 0.02% | No change | 1,925 | $46K |
| Cwm, LLC | 0.00% | Add +49.9% | 1,004 | $24K |
| Blue Trust, Inc. | 0.00% | Add +1.6% | 810 | $19K |
| High Note Wealth, LLC | 0.00% | New | 759 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 737 | $18K |
| Farther Finance Advisors, LLC | 0.00% | New | 696 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 542 | $13K |
| HM Payson & Co. | 0.00% | New | 420 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | New | 300 | $7K |
| Clearstead Advisors, LLC | 0.00% | New | 184 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 147 | $4K |
"% 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.