iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q1 2025 (March 31)52holders +7
10new positions
2sold out
$23.22avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 7 from Q4 2024. 10 opened new positions and 2 sold out. The largest holders were LBMC Investment Advisors, LLC ($10.8M), Keeler Thomas Management LLC ($8.3M) and Morgan Stanley ($7.7M).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $13.7M |
| Exits | 2 | $223K |
All 13F filers, Q4 2024 → Q1 2025: 1,700,578 shares bought and 229,602 shares sold, net +1,470,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| LBMC Investment Advisors, LLC | 0.84% | Add +61.4% | 463,248 | $10.8M |
| Keeler Thomas Management LLC | 4.05% | New | 355,929 | $8.3M |
| Morgan Stanley | 0.00% | Add +63.0% | 329,484 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 310,446 | $7.2M |
| Commonwealth Financial Services, LLC | 1.45% | Add +3003.2% | 305,633 | $7.1M |
| Bank of America Corp. | 0.00% | Add +27.3% | 288,514 | $6.7M |
| Littlejohn Financial Services, Inc. | 3.68% | Add +1499.1% | 200,815 | $4.7M |
| Bradley & Co. Private Wealth Management, LLC | 1.90% | Add +5356.4% | 120,041 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +30.0% | 108,701 | $2.5M |
| Lido Advisors, LLC | 0.01% | Reduce -25.1% | 78,069 | $1.8M |
| Summit Investment Advisors, Inc. | 1.52% | New | 74,210 | $1.7M |
| Old Mission Capital LLC | 0.03% | New | 55,666 | $1.3M |
| IFP Advisors, Inc | 0.04% | Reduce -4.8% | 54,710 | $1.3M |
| Scissortail Wealth Management, LLC | 0.32% | New | 54,132 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +22.2% | 51,975 | $1.2M |
| UBS Group AG | 0.00% | Add +390.2% | 51,965 | $1.2M |
| Straight Path Wealth Management | 0.49% | Add +11.0% | 51,827 | $1.2M |
| Wrapmanager Inc. | 0.29% | Add +4.0% | 47,729 | $1.1M |
| LPL Financial LLC | 0.00% | Add +11.6% | 42,798 | $994K |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 39,764 | $923K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +38.6% | 38,274 | $889K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 36,247 | $842K |
| BlackRock, Inc. | 0.00% | Add +100.0% | 33,993 | $789K |
| Sigma Planning Corp | 0.02% | Add +13.5% | 29,829 | $693K |
| Headinvest, LLC | 0.13% | Add +15.6% | 27,728 | $644K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -87.5% | 25,110 | $583K |
| Cetera Investment Advisers | 0.00% | Add +20.3% | 19,730 | $458K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | New | 14,863 | $345K |
| Captrust Financial Advisors | 0.00% | No change | 14,744 | $342K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Reduce -49.7% | 12,824 | $298K |
| Waverly Advisors, LLC | 0.00% | New | 11,916 | $277K |
| Austin Private Wealth, LLC | 0.02% | Add +29.6% | 11,662 | $271K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 10,806 | $251K |
| Occidental Asset Management, LLC | 0.04% | New | 10,481 | $243K |
| Mutual Advisors, LLC | 0.01% | No change | 10,291 | $238K |
| Legacy Trust | 0.06% | New | 10,089 | $234K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.8% | 9,567 | $222K |
| Snowden Capital Advisors LLC | 0.01% | Add +9.7% | 9,509 | $221K |
| GAMMA Investing LLC | 0.02% | Add +1.7% | 8,716 | $202K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,595 | $83K |
| JPMorgan Chase & Co. | 0.00% | Add +17.9% | 2,800 | $65K |
| Alaska Permanent Capital Management, LLC | 0.00% | New | 2,473 | $57K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.8% | 2,299 | $53K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +253.1% | 2,228 | $52K |
| Orion Capital Management LLC | 0.02% | No change | 2,000 | $46K |
| Cwm, LLC | 0.00% | Add +25.5% | 1,132 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 895 | $21K |
| Blue Trust, Inc. | 0.00% | Add +1.2% | 780 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 528 | $12K |
| Costello Asset Management, INC | 0.00% | Add +1.2% | 414 | $10K |
| 10Elms LLP | 0.00% | No change | 151 | $4K |
| Wells Fargo & Company | 0.00% | New | 66 | $2K |
"% 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.