iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q4 2024 (December 31)45holders +15
14new positions
3sold out
$23.45avg. 13F price*
At the end of Q4 2024, 45 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 15 from Q3 2024. 14 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.0M), LBMC Investment Advisors, LLC ($6.7M) and Bank of America Corp. ($5.3M).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.1M |
| Exits | 3 | $2.9M |
All 13F filers, Q3 2024 → Q4 2024: 825,702 shares bought and 188,082 shares sold, net +637,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 298,704 | $7.0M |
| LBMC Investment Advisors, LLC | 0.53% | Add +141.7% | 287,115 | $6.7M |
| Bank of America Corp. | 0.00% | Add +1.7% | 226,635 | $5.3M |
| Morgan Stanley | 0.00% | Add +387.0% | 202,195 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2278.6% | 201,185 | $4.7M |
| Lido Advisors, LLC | 0.02% | Add +66.0% | 104,305 | $2.4M |
| Raymond James Financial Inc. | 0.00% | — | 83,589 | $2.0M |
| IFP Advisors, Inc | 0.04% | Add +4506.0% | 57,483 | $1.3M |
| Straight Path Wealth Management | 0.43% | Add +17.2% | 46,688 | $1.1M |
| Wrapmanager Inc. | 0.28% | Add +4.8% | 45,871 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.6% | 42,532 | $997K |
| Royal Bank of Canada | 0.00% | Add +21.8% | 40,087 | $941K |
| LPL Financial LLC | 0.00% | Add +12.2% | 38,359 | $900K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +94.4% | 36,247 | $850K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +22.5% | 27,609 | $647K |
| Sigma Planning Corp | 0.02% | Add +127.7% | 26,281 | $616K |
| Marble Harbor Investment Counsel, LLC | 0.07% | New | 25,500 | $598K |
| Headinvest, LLC | 0.11% | New | 23,978 | $562K |
| BlackRock, Inc. | 0.00% | New | 16,997 | $399K |
| Cetera Investment Advisers | 0.00% | New | 16,400 | $385K |
| Captrust Financial Advisors | 0.00% | New | 14,744 | $346K |
| Littlejohn Financial Services, Inc. | 0.26% | — | 12,558 | $294K |
| BridgePort Financial Solutions, LLC | 0.12% | — | 10,806 | $256K |
| UBS Group AG | 0.00% | New | 10,600 | $249K |
| Mutual Advisors, LLC | 0.01% | Add +11.6% | 10,291 | $243K |
| Commonwealth Financial Services, LLC | 0.05% | New | 9,849 | $231K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 9,309 | $218K |
| Austin Private Wealth, LLC | 0.02% | New | 8,995 | $211K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,665 | $203K |
| GAMMA Investing LLC | 0.02% | Reduce -2.1% | 8,568 | $201K |
| M3 Advisory Group, LLC | 0.14% | No change | 8,558 | $201K |
| Global Retirement Partners, LLC | 0.00% | Add +16.4% | 7,116 | $167K |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 4,318 | $101K |
| NewEdge Advisors, LLC | 0.00% | Add +35.6% | 3,595 | $84K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.6% | 2,375 | $56K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | — | 2,200 | $52K |
| Orion Capital Management LLC | 0.02% | New | 2,000 | $47K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 942 | $22K |
| Cwm, LLC | 0.00% | No change | 902 | $21K |
| Principal Securities, Inc. | 0.00% | New | 895 | $21K |
| Blue Trust, Inc. | 0.00% | New | 771 | $18K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 631 | $15K |
| Harbour Investments, Inc. | 0.00% | New | 528 | $12K |
| Costello Asset Management, INC | 0.01% | Add +2.3% | 409 | $10K |
| 10Elms LLP | 0.00% | — | 151 | $4K |
"% 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.