iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q3 2024 (September 30)30holders +5
8new positions
2sold out
$23.92avg. 13F price*
At the end of Q3 2024, 30 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 5 from Q2 2024. 8 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.1M), Bank of America Corp. ($5.3M) and LBMC Investment Advisors, LLC ($2.8M).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.4M |
| Exits | 2 | $202K |
All 13F filers, Q2 2024 → Q3 2024: 436,664 shares bought and 37,905 shares sold, net +398,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +123.9% | 296,081 | $7.1M |
| Bank of America Corp. | 0.00% | Add +8.0% | 222,816 | $5.3M |
| LBMC Investment Advisors, LLC | 0.22% | Add +46.9% | 118,810 | $2.8M |
| Old Mission Capital LLC | 0.04% | Reduce -1.7% | 81,419 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | New | 69,878 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +44.7% | 62,834 | $1.5M |
| Wrapmanager Inc. | 0.27% | Add +16.4% | 43,752 | $1.0M |
| Morgan Stanley | 0.00% | Add +16.1% | 41,520 | $993K |
| Straight Path Wealth Management | 0.41% | Add +9.3% | 39,830 | $953K |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.6% | 36,461 | $872K |
| LPL Financial LLC | 0.00% | Add +23.0% | 34,181 | $818K |
| Royal Bank of Canada | 0.00% | Add +33.9% | 32,905 | $787K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.1% | 32,274 | $772K |
| Jane Street Group, LLC | 0.00% | Reduce -49.5% | 27,999 | $670K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 22,532 | $539K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +231.8% | 18,645 | $446K |
| Sigma Planning Corp | 0.01% | New | 11,544 | $276K |
| Flow Traders U.S. LLC | 0.01% | New | 10,975 | $263K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,302 | $223K |
| Mutual Advisors, LLC | 0.01% | No change | 9,223 | $218K |
| GAMMA Investing LLC | 0.02% | Add +73.0% | 8,754 | $209K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,665 | $207K |
| M3 Advisory Group, LLC | 0.15% | New | 8,558 | $205K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,458 | $202K |
| Global Retirement Partners, LLC | 0.00% | Add +51.9% | 6,116 | $146K |
| Osaic Holdings, Inc. | 0.00% | Add +52.9% | 4,152 | $99K |
| NewEdge Advisors, LLC | 0.00% | Add +17580.0% | 2,652 | $63K |
| IFP Advisors, Inc | 0.00% | Add +1.6% | 1,248 | $30K |
| Cwm, LLC | 0.00% | No change | 902 | $22K |
| Costello Asset Management, INC | 0.01% | New | 400 | $10K |
"% 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.