iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q1 2026 (March 31)102holders +14
20new positions
6sold out
1famous investor
$23.47avg. 13F price*
At the end of Q1 2026, 102 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, up 14 from Q4 2025. 20 opened new positions and 6 sold out. The largest holders were LBMC Investment Advisors, LLC ($40.9M), Baltimore-Washington Financial Advisors, Inc. ($29.4M) and LPL Financial LLC ($25.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $11.6M |
| Exits | 6 | $10.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,244,791 shares bought and 992,212 shares sold, net +1,252,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| LBMC Investment Advisors, LLC | 2.49% | Add +1.6% | 1,741,128 | $40.9M |
| Baltimore-Washington Financial Advisors, Inc. | 1.27% | Add +4.1% | 1,250,806 | $29.4M |
| LPL Financial LLC | 0.01% | Add +19.7% | 1,099,230 | $25.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.5% | 887,329 | $20.8M |
| Threadgill Financial, LLC | 5.92% | Add +5753.3% | 868,688 | $20.4M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -2.8% | 849,341 | $19.9M |
| NewEdge Advisors, LLC | 0.06% | Reduce -4.7% | 759,103 | $17.8M |
| Morgan Stanley | 0.00% | Reduce -14.3% | 497,631 | $11.7M |
| Ironwood Financial, llc | 1.50% | Add +5.5% | 365,319 | $8.6M |
| Commonwealth Financial Services, LLC | 1.34% | Add +6.5% | 360,859 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Add +3.6% | 360,449 | $8.5M |
| Mutual Advisors, LLC | 0.17% | Add +7.0% | 333,037 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 258,005 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +33.3% | 247,148 | $5.8M |
| Chicago Partners Investment Group LLC | 0.11% | New | 212,985 | $5.0M |
| Littlejohn Financial Services, Inc. | 3.75% | Reduce -2.0% | 212,662 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +45.4% | 210,424 | $4.9M |
| Bank of America Corp. | 0.00% | Add +2.0% | 209,554 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1232.8% | 167,594 | $3.9M |
| Mid-American Wealth Advisory Group, Inc. | 1.57% | No change | 157,003 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -22.6% | 154,511 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 151,669 | $3.6M |
| Straight Path Wealth Management | 0.80% | Add +6.4% | 128,120 | $3.0M |
| Keeler Thomas Management LLC | 1.25% | Reduce -69.7% | 125,767 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -20.1% | 123,680 | $2.9M |
| Rialto Wealth Management, LLC | 0.56% | Add +108.3% | 106,936 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +18.0% | 105,558 | $2.5M |
| Penobscot Investment Management Company, Inc. | 0.13% | Add +236.9% | 71,760 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +25.8% | 70,450 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 68,579 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +33.3% | 67,441 | $1.6M |
| UBS Group AG | 0.00% | Add +1.2% | 59,356 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.4% | 57,328 | $1.3M |
| Lido Advisors, LLC | 0.00% | Reduce -9.0% | 47,104 | $1.1M |
| Focused Alpha, LLC | 0.30% | Add +3.3% | 41,498 | $974K |
| Wrapmanager Inc. | 0.28% | Add +0.0% | 34,901 | $819K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.6% | 34,049 | $799K |
| Rebalance, LLC | 0.05% | Reduce -27.2% | 33,983 | $798K |
| Heartland Bank & Trust Co | 0.16% | Add +14.5% | 30,711 | $721K |
| Citadel Advisors | 0.00% | New | 30,015 | $704K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.7% | 26,486 | $622K |
| Cerity Partners LLC | 0.00% | New | 24,367 | $572K |
| Guidance Point Advisors, LLC | 0.14% | Add +36.2% | 24,183 | $568K |
| Rothschild Wealth LLC | 0.05% | Add +28.0% | 24,061 | $565K |
| Stifel Financial Corp. | 0.00% | Add +89.5% | 23,913 | $561K |
| Kastel Capital Advisors, LLC | 0.34% | No change | 23,556 | $558K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +14.0% | 23,021 | $540K |
| Aspen Wealth Management LLC | 0.10% | Add +11.0% | 21,543 | $506K |
| Klaas Financial Asset Advisors, LLC | 0.07% | Add +3.2% | 21,329 | $501K |
| High Note Wealth, LLC | 0.10% | Add +252.9% | 21,325 | $500K |
| Bullock Wealth Management Group | 0.25% | Add +34.6% | 21,169 | $495K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +9.1% | 20,771 | $487K |
| First Western Trust Bank | 0.02% | New | 20,734 | $487K |
| IFP Advisors, Inc | 0.01% | Add +22.9% | 20,561 | $483K |
| Beese Fulmer Investment Management, Inc. | 0.03% | New | 20,296 | $476K |
| Headinvest, LLC | 0.10% | Reduce -29.3% | 20,025 | $470K |
| Envestnet Asset Management Inc. | 0.00% | Add +108.5% | 19,619 | $460K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -39.7% | 19,193 | $450K |
| Captrust Financial Advisors | 0.00% | Add +15.7% | 17,907 | $420K |
| Madden Advisory Services, Inc. | 0.16% | New | 17,499 | $411K |
| River's Edge Wealth Management, LLC | 0.38% | Add +1.6% | 17,294 | $408K |
| Foundations Investment Advisors, LLC | 0.00% | New | 15,572 | $365K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -26.9% | 14,923 | $350K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 14,834 | $348K |
| Orion Capital Management LLC | 0.11% | No change | 14,000 | $329K |
| Old Mission Capital LLC | 0.01% | Reduce -17.1% | 13,909 | $326K |
| Tableaux LLC | 0.15% | Add +44.2% | 13,211 | $310K |
| Reliant Wealth Planning | 0.08% | No change | 11,366 | $267K |
| Baird Financial Group, Inc. | 0.00% | New | 11,250 | $264K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.12% | New | 11,162 | $262K |
| M3 Advisory Group, LLC | 0.16% | No change | 11,138 | $261K |
| Ellis Investment Partners, LLC | 0.04% | Add +16.1% | 10,887 | $256K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.6% | 10,434 | $245K |
| Windsor Capital Management, LLC | 0.07% | Add +0.2% | 10,161 | $238K |
| Segment Wealth Management, LLC | 0.01% | New | 9,980 | $234K |
| Cyr Financial Inc. | 0.14% | Reduce -14.1% | 9,923 | $233K |
| 1900 Wealth Management LLC | 0.01% | New | 9,711 | $228K |
| Sanctuary Advisors, LLC | 0.00% | New | 9,506 | $223K |
| Flow Traders U.S. LLC | 0.01% | New | 9,390 | $220K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.1% | 8,804 | $207K |
| OneAscent Financial Services LLC | 0.01% | New | 8,611 | $202K |
| Ascentis Independent Advisors | 0.01% | New | 8,020 | $188K |
| AE Wealth Management LLC | 0.00% | Reduce -18.2% | 7,689 | $180K |
| Parallel Advisors, LLC | 0.00% | Add +107.7% | 6,076 | $143K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -3.6% | 5,714 | $134K |
| GAMMA Investing LLC | 0.01% | Reduce -21.1% | 5,503 | $129K |
| Farther Finance Advisors, LLC | 0.00% | Add +609.3% | 4,937 | $115K |
| National Bank of Canada | 0.00% | New | 2,860 | $67K |
| Spire Wealth Management | 0.00% | Reduce -76.1% | 2,580 | $61K |
| Napier Financial, LLC | 0.01% | New | 2,202 | $52K |
| CNB Bank | 0.02% | Reduce -0.9% | 2,154 | $51K |
| International Assets Investment Management, LLC | 0.00% | Add +34.4% | 2,083 | $49K |
| Barrett & Company, Inc. | 0.02% | No change | 1,925 | $45K |
| Hurley Capital, LLC | 0.02% | Add +34.0% | 1,642 | $39K |
| FMR LLC | 0.00% | New | 912 | $21K |
| Blue Trust, Inc. | 0.00% | Add +1.0% | 835 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.1% | 760 | $18K |
| Intentional Wealth Strategies, LLC | 0.02% | — | 731 | $17K |
| Cwm, LLC | 0.00% | No change | 670 | $16K |
| HM Payson & Co. | 0.00% | No change | 420 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 100 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 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.