iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q4 2025 (December 31)88holders +17
20new positions
6sold out
$23.74avg. 13F price*
At the end of Q4 2025, 88 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, up 17 from Q3 2025. 20 opened new positions and 6 sold out. The largest holders were LBMC Investment Advisors, LLC ($40.6M), Baltimore-Washington Financial Advisors, Inc. ($28.4M) and LPL Financial LLC ($21.7M).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.7M |
| Exits | 6 | $4.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,227,911 shares bought and 244,522 shares sold, net +2,983,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| LBMC Investment Advisors, LLC | 2.51% | Add +13.0% | 1,712,997 | $40.6M |
| Baltimore-Washington Financial Advisors, Inc. | 1.19% | Add +6.7% | 1,201,619 | $28.4M |
| LPL Financial LLC | 0.01% | Add +37.0% | 918,580 | $21.7M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +3009.0% | 874,107 | $20.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +169.5% | 874,219 | $20.7M |
| NewEdge Advisors, LLC | 0.07% | Add +4.4% | 796,380 | $18.9M |
| Morgan Stanley | 0.00% | Add +190.7% | 580,552 | $13.7M |
| Keeler Thomas Management LLC | 4.68% | Add +0.8% | 414,741 | $9.8M |
| Apollon Wealth Management, LLC | 0.14% | Add +6.3% | 352,924 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Add +4.1% | 347,848 | $8.2M |
| Ironwood Financial, llc | 1.39% | Add +13.0% | 346,107 | $8.2M |
| Commonwealth Financial Services, LLC | 1.32% | Add +4.2% | 338,855 | $8.0M |
| Mutual Advisors, LLC | 0.16% | Add +1.2% | 311,226 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +1.5% | 248,948 | $5.9M |
| Littlejohn Financial Services, Inc. | 3.79% | Add +4.9% | 217,059 | $5.1M |
| Bank of America Corp. | 0.00% | Add +34.6% | 205,470 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 199,548 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +34.7% | 185,390 | $4.4M |
| Mid-American Wealth Advisory Group, Inc. | 1.57% | New | 157,003 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Add +16.3% | 154,727 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +142.5% | 151,465 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 144,709 | $3.4M |
| Straight Path Wealth Management | 0.77% | Add +8.9% | 120,394 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.1% | 89,445 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +23.4% | 59,365 | $1.4M |
| UBS Group AG | 0.00% | Add +26.5% | 58,677 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +13.7% | 56,016 | $1.3M |
| Lido Advisors, LLC | 0.00% | No change | 51,765 | $1.2M |
| Rialto Wealth Management, LLC | 0.29% | New | 51,342 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +50.0% | 50,581 | $1.2M |
| Rebalance, LLC | 0.06% | New | 46,661 | $1.1M |
| Focused Alpha, LLC | 0.28% | — | 40,159 | $951K |
| Wrapmanager Inc. | 0.28% | Reduce -17.5% | 34,900 | $826K |
| Threadgill Financial, LLC | 0.33% | New | 14,841 | $789K |
| Mercer Global Advisors Inc. | 0.00% | Add +25.7% | 31,839 | $754K |
| Sightline Wealth Advisors, LLC | 0.31% | Reduce -38.6% | 30,881 | $731K |
| Headinvest, LLC | 0.13% | No change | 28,325 | $671K |
| Thrivent Financial for Lutherans | 0.00% | Add +132.3% | 28,244 | $668K |
| Osaic Holdings, Inc. | 0.00% | Add +86.9% | 28,080 | $665K |
| Heartland Bank & Trust Co | 0.27% | Add +5.1% | 26,821 | $635K |
| Kastel Capital Advisors, LLC | 0.34% | — | 23,556 | $558K |
| Austin Private Wealth, LLC | 0.04% | Add +0.3% | 23,045 | $546K |
| Penobscot Investment Management Company, Inc. | 0.04% | New | 21,300 | $504K |
| Klaas Financial Asset Advisors, LLC | 0.07% | New | 20,659 | $489K |
| Freestone Capital Holdings, LLC | 0.01% | Add +7.2% | 20,428 | $484K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 20,196 | $478K |
| Aspen Wealth Management LLC | 0.10% | Add +33.3% | 19,402 | $459K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.2% | 19,044 | $451K |
| Rothschild Wealth LLC | 0.04% | No change | 18,792 | $445K |
| Guidance Point Advisors, LLC | 0.10% | Add +48.8% | 17,756 | $420K |
| River's Edge Wealth Management, LLC | 0.39% | — | 17,024 | $403K |
| Old Mission Capital LLC | 0.02% | Add +91.1% | 16,772 | $397K |
| IFP Advisors, Inc | 0.01% | Reduce -61.7% | 16,734 | $396K |
| Hobbs Group Advisors, LLC | 0.12% | New | 16,192 | $383K |
| Bullock Wealth Management Group | 0.18% | — | 15,731 | $372K |
| Captrust Financial Advisors | 0.00% | Add +32.0% | 15,482 | $367K |
| Oppenheimer & Co. Inc. | 0.01% | New | 14,834 | $351K |
| Orion Capital Management LLC | 0.11% | No change | 14,000 | $331K |
| Stifel Financial Corp. | 0.00% | Add +20.2% | 12,621 | $299K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 12,575 | $298K |
| Evanson Asset Management, LLC | 0.01% | Add +7.7% | 11,556 | $274K |
| Cyr Financial Inc. | 0.17% | Reduce -12.8% | 11,548 | $273K |
| Reliant Wealth Planning | 0.08% | No change | 11,366 | $269K |
| M3 Advisory Group, LLC | 0.16% | No change | 11,138 | $264K |
| Spire Wealth Management | 0.01% | New | 10,798 | $256K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 10,602 | $251K |
| Windsor Capital Management, LLC | 0.07% | New | 10,137 | $240K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,412 | $223K |
| AE Wealth Management LLC | 0.00% | Add +28.6% | 9,400 | $223K |
| Ellis Investment Partners, LLC | 0.04% | New | 9,375 | $222K |
| Tableaux LLC | 0.15% | Reduce -8.7% | 9,164 | $217K |
| Level Four Advisory Services, LLC | 0.01% | New | 8,797 | $208K |
| Global Retirement Partners, LLC | 0.00% | Add +1.0% | 8,431 | $200K |
| GAMMA Investing LLC | 0.01% | Add +1.7% | 6,971 | $165K |
| High Note Wealth, LLC | 0.03% | Add +696.0% | 6,042 | $143K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 5,928 | $140K |
| Parallel Advisors, LLC | 0.00% | New | 2,925 | $69K |
| SageView Advisory Group, LLC | 0.00% | New | 2,532 | $60K |
| CNB Bank | 0.02% | New | 2,174 | $51K |
| Barrett & Company, Inc. | 0.02% | No change | 1,925 | $46K |
| International Assets Investment Management, LLC | 0.00% | New | 1,550 | $37K |
| Hurley Capital, LLC | 0.02% | New | 1,225 | $29K |
| Blue Trust, Inc. | 0.00% | Add +2.1% | 827 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +2.0% | 752 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 696 | $16K |
| Cwm, LLC | 0.00% | Reduce -33.3% | 670 | $16K |
| HM Payson & Co. | 0.00% | No change | 420 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -87.5% | 68 | $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.