iShares Ibonds 2029 TM HYIBHIETF

13F holders, Q1 2024 (March 31)
24holders
$23.37avg. 13F price*

At the end of Q1 2024, 24 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings. The largest holders were Jane Street Group, LLC ($3.1M), Commonwealth Equity Services, LLC ($2.5M) and Old Mission Capital LLC ($2.0M).

Company
iShares Ibonds 2029 TM HY Inc.
CUSIP
46436E379
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 24Q1 2024Q2 2024: 25Q2 2024Q3 2024: 30Q3 2024Q4 2024: 45Q4 2024Q1 2025: 52Q1 2025Q2 2025: 58Q2 2025Q3 2025: 65Q3 2025Q4 2025: 76Q4 2025Q1 2026: 92Q1 2026Q2 2026: 94Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$4.6M
Exits2$240K

Ownership 24 holders

Jane Street Group, LLC 0.00% Add +815.5% 133,484 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +309.3% 105,941 $2.5M
Old Mission Capital LLC 0.05% New 86,218 $2.0M
Flow Traders U.S. LLC 0.07% New 54,319 $1.3M
Wrapmanager Inc. 0.22% Add +27.1% 33,896 $792K
Straight Path Wealth Management 0.39% Add +37.1% 30,042 $702K
Morgan Stanley 0.00% Add +53.3% 27,703 $647K
Royal Bank of Canada 0.00% No change 22,407 $524K
Lido Advisors, LLC 0.00% Add +48.9% 22,135 $517K
Raymond James Financial Services Advisors, Inc. 0.00% New 19,709 $461K
Bank of America Corp. 0.00% Add +241.2% 18,178 $425K
Integrated Wealth Concepts LLC 0.01% New 16,558 $387K
BSW Wealth Partners 0.03% New 8,647 $202K
M3 Advisory Group, LLC 0.18% New 8,558 $200K
Global Retirement Partners, LLC 0.00% No change 4,026 $94K
Northwestern Mutual Wealth Management Co. 0.00% New 3,453 $81K
Bradley & Co. Private Wealth Management, LLC 0.05% No change 2,509 $59K
IFP Advisors, Inc 0.00% Add +1.1% 1,207 $28K
Cwm, LLC 0.00% No change 902 $21K
UBS Group AG 0.00% Add +6.9% 807 $19K
Osaic Holdings, Inc. 0.00% Reduce -79.1% 390 $9K
GAMMA Investing LLC 0.00% New 310 $7K
HHM Wealth Advisors, LLC 0.00% No change 173 $4K
NewEdge Advisors, LLC 0.00% New 15 $351

"% of holder's portfolio" is IBHI's weight in each manager's 13F, not the share of iShares Ibonds 2029 TM HY Inc. the manager owns.