iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q3 2025 (September 30)65holders +7
11new positions
3sold out
$23.85avg. 13F price*
At the end of Q3 2025, 65 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 7 from Q2 2025. 11 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($29.7M), LBMC Investment Advisors, LLC ($22.5M) and Northwestern Mutual Wealth Management Co. ($19.6M).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.1M |
| Exits | 3 | $605K |
All 13F filers, Q2 2025 → Q3 2025: 3,569,197 shares bought and 54,783 shares sold, net +3,514,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.00% | Add +188.9% | 1,246,156 | $29.7M |
| LBMC Investment Advisors, LLC | 1.43% | Add +84.4% | 943,906 | $22.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1279.8% | 822,673 | $19.6M |
| NewEdge Advisors, LLC | 0.08% | Add +20719.3% | 748,453 | $17.9M |
| Keeler Thomas Management LLC | 4.36% | Add +1.6% | 398,161 | $9.5M |
| Bank of America Corp. | 0.00% | Add +11.8% | 331,335 | $7.9M |
| Commonwealth Financial Services, LLC | 1.28% | Add +2.5% | 314,048 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 307,101 | $7.3M |
| Littlejohn Financial Services, Inc. | 4.08% | Add +12.5% | 234,884 | $5.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.22% | Add +146.4% | 218,677 | $5.2M |
| LPL Financial LLC | 0.00% | Add +321.9% | 213,281 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.05% | New | 182,827 | $4.4M |
| Bradley & Co. Private Wealth Management, LLC | 1.92% | No change | 145,374 | $3.5M |
| Straight Path Wealth Management | 0.51% | Add +26.7% | 77,371 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -0.3% | 74,894 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.5% | 74,342 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.7% | 74,286 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +2490.2% | 62,837 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.7% | 57,921 | $1.4M |
| Ironwood Financial, llc | 0.24% | New | 55,700 | $1.3M |
| Scissortail Wealth Management, LLC | 0.29% | Add +0.9% | 55,068 | $1.3M |
| Sigma Planning Corp | 0.03% | Add +24.0% | 44,317 | $1.1M |
| Wrapmanager Inc. | 0.31% | Reduce -13.3% | 42,519 | $1.0M |
| IFP Advisors, Inc | 0.03% | Reduce -4.6% | 41,209 | $983K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.7% | 41,202 | $983K |
| Cyr Financial Inc. | 0.63% | Add +18.3% | 38,707 | $923K |
| BlackRock, Inc. | 0.00% | No change | 33,778 | $806K |
| Royal Bank of Canada | 0.00% | Add +2.5% | 31,993 | $763K |
| Cetera Investment Advisers | 0.00% | Add +35.6% | 30,912 | $737K |
| Insigneo Advisory Services, LLC | 0.05% | Add +9.5% | 29,247 | $698K |
| Headinvest, LLC | 0.13% | No change | 26,978 | $643K |
| Mercer Global Advisors Inc. | 0.00% | Add +63.6% | 23,372 | $557K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +18.6% | 21,500 | $513K |
| UBS Group AG | 0.00% | Add +23.1% | 21,036 | $502K |
| Freestone Capital Holdings, LLC | 0.01% | New | 19,148 | $457K |
| Mutual Advisors, LLC | 0.01% | Add +53.7% | 19,047 | $452K |
| BridgePort Financial Solutions, LLC | 0.11% | Add +55.7% | 16,570 | $395K |
| Jane Street Group, LLC | 0.00% | New | 13,227 | $315K |
| Aspen Wealth Management LLC | 0.07% | New | 12,492 | $298K |
| Captrust Financial Advisors | 0.00% | Add +3.4% | 12,479 | $298K |
| Waverly Advisors, LLC | 0.00% | Add +1.1% | 12,084 | $288K |
| Legacy Trust | 0.05% | Add +7.1% | 11,339 | $270K |
| Occidental Asset Management, LLC | 0.03% | Add +6.6% | 11,171 | $266K |
| Austin Private Wealth, LLC | 0.02% | Reduce -9.3% | 10,508 | $251K |
| Tableaux LLC | 0.09% | Add +10.7% | 9,850 | $235K |
| Snowden Capital Advisors LLC | 0.01% | No change | 9,509 | $227K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 9,211 | $220K |
| M3 Advisory Group, LLC | 0.13% | No change | 8,558 | $204K |
| Reliant Wealth Planning | 0.07% | New | 8,431 | $201K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +1.7% | 6,622 | $157K |
| Orion Capital Management LLC | 0.04% | Add +150.0% | 5,000 | $119K |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 2,780 | $66K |
| GAMMA Investing LLC | 0.00% | Reduce -14.3% | 2,726 | $65K |
| Advisory Services Network, LLC | 0.00% | New | 2,148 | $51K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -9.4% | 2,018 | $48K |
| Barrett & Company, Inc. | 0.02% | No change | 1,944 | $46K |
| Cwm, LLC | 0.00% | Add +37.0% | 1,236 | $29K |
| Principal Securities, Inc. | 0.00% | No change | 895 | $21K |
| Blue Trust, Inc. | 0.00% | Add +1.8% | 808 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 739 | $18K |
| Farther Finance Advisors, LLC | 0.00% | New | 699 | $17K |
| 10Elms LLP | 0.01% | Add +264.9% | 551 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 541 | $13K |
| HM Payson & Co. | 0.00% | New | 446 | $11K |
| Clearstead Advisors, LLC | 0.00% | New | 167 | $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.