iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q2 2025 (June 30)58holders +6
7new positions
2sold out
$23.68avg. 13F price*
At the end of Q2 2025, 58 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 6 from Q1 2025. 7 opened new positions and 2 sold out. The largest holders were LBMC Investment Advisors, LLC ($12.1M), Morgan Stanley ($10.2M) and Keeler Thomas Management LLC ($9.3M).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 2 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 545,851 shares bought and 160,056 shares sold, net +385,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LBMC Investment Advisors, LLC | 0.86% | Add +10.5% | 511,879 | $12.1M |
| Morgan Stanley | 0.00% | Add +30.9% | 431,319 | $10.2M |
| Keeler Thomas Management LLC | 4.00% | Add +10.1% | 392,029 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.3% | 323,834 | $7.7M |
| Commonwealth Financial Services, LLC | 1.40% | Add +0.2% | 306,234 | $7.3M |
| Bank of America Corp. | 0.00% | Add +2.8% | 296,464 | $7.0M |
| Littlejohn Financial Services, Inc. | 3.82% | Add +4.0% | 208,841 | $4.9M |
| Bradley & Co. Private Wealth Management, LLC | 2.11% | Add +21.1% | 145,374 | $3.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.10% | Add +497.0% | 88,737 | $2.1M |
| Summit Investment Advisors, Inc. | 1.58% | Add +10.2% | 81,772 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -29.7% | 76,370 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -3.8% | 75,084 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +33.0% | 69,142 | $1.6M |
| Straight Path Wealth Management | 0.49% | Add +17.8% | 61,063 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +64.5% | 59,623 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +118.2% | 54,782 | $1.3M |
| Scissortail Wealth Management, LLC | 0.31% | Add +0.8% | 54,584 | $1.3M |
| LPL Financial LLC | 0.00% | Add +18.1% | 50,551 | $1.2M |
| Wrapmanager Inc. | 0.28% | Add +2.8% | 49,053 | $1.2M |
| IFP Advisors, Inc | 0.03% | Reduce -21.1% | 43,189 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.0% | 37,894 | $898K |
| Sigma Planning Corp | 0.03% | Add +19.8% | 35,740 | $847K |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 33,778 | $800K |
| Cyr Financial Inc. | 0.60% | New | 32,712 | $775K |
| Royal Bank of Canada | 0.00% | Reduce -21.5% | 31,199 | $739K |
| Headinvest, LLC | 0.14% | Reduce -2.7% | 26,978 | $639K |
| Insigneo Advisory Services, LLC | 0.05% | New | 26,701 | $633K |
| Cetera Investment Advisers | 0.00% | Add +15.5% | 22,788 | $540K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +89.4% | 18,124 | $429K |
| UBS Group AG | 0.00% | Reduce -67.1% | 17,090 | $405K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,285 | $338K |
| Envestnet Asset Management Inc. | 0.00% | New | 13,556 | $321K |
| Mutual Advisors, LLC | 0.01% | Add +20.4% | 12,391 | $293K |
| Captrust Financial Advisors | 0.00% | Reduce -18.2% | 12,065 | $286K |
| Waverly Advisors, LLC | 0.00% | Add +0.3% | 11,954 | $283K |
| Austin Private Wealth, LLC | 0.02% | Reduce -0.6% | 11,587 | $274K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Reduce -10.0% | 11,540 | $273K |
| BridgePort Financial Solutions, LLC | 0.08% | Reduce -1.5% | 10,640 | $252K |
| Legacy Trust | 0.06% | Add +5.0% | 10,589 | $251K |
| Occidental Asset Management, LLC | 0.03% | No change | 10,481 | $248K |
| Snowden Capital Advisors LLC | 0.01% | No change | 9,509 | $225K |
| Global Retirement Partners, LLC | 0.01% | — | 9,176 | $217K |
| Tableaux LLC | 0.12% | New | 8,898 | $211K |
| M3 Advisory Group, LLC | 0.14% | New | 8,558 | $203K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +163.2% | 6,510 | $153K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,595 | $85K |
| GAMMA Investing LLC | 0.00% | Reduce -63.5% | 3,182 | $75K |
| Osaic Holdings, Inc. | 0.00% | Add +14.0% | 2,621 | $62K |
| Wells Fargo & Company | 0.00% | Add +3575.8% | 2,426 | $57K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,228 | $53K |
| Orion Capital Management LLC | 0.02% | No change | 2,000 | $47K |
| Barrett & Company, Inc. | 0.02% | New | 1,944 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 895 | $21K |
| Cwm, LLC | 0.00% | Reduce -20.3% | 902 | $21K |
| Blue Trust, Inc. | 0.00% | Add +1.8% | 794 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +2.5% | 541 | $13K |
| Costello Asset Management, INC | 0.00% | Add +1.7% | 421 | $10K |
| 10Elms LLP | 0.00% | No change | 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.