iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q4 2025 (December 31)76holders +11
13new positions
5sold out
$23.68avg. 13F price*
At the end of Q4 2025, 76 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 11 from Q3 2025. 13 opened new positions and 5 sold out. The largest holders were LBMC Investment Advisors, LLC ($31.9M), Morgan Stanley ($30.9M) and Northwestern Mutual Wealth Management Co. ($25.3M).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.3M |
| Exits | 5 | $627K |
All 13F filers, Q3 2025 → Q4 2025: 2,143,971 shares bought and 68,265 shares sold, net +2,075,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| LBMC Investment Advisors, LLC | 1.98% | Add +43.2% | 1,351,581 | $31.9M |
| Morgan Stanley | 0.00% | Add +4.8% | 1,306,212 | $30.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +30.2% | 1,070,938 | $25.3M |
| NewEdge Advisors, LLC | 0.08% | Add +18.1% | 883,775 | $20.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +88.0% | 577,204 | $13.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.50% | Add +129.9% | 502,656 | $11.9M |
| Bank of America Corp. | 0.00% | Add +31.6% | 436,090 | $10.3M |
| Keeler Thomas Management LLC | 4.50% | Add +0.3% | 399,476 | $9.4M |
| Commonwealth Financial Services, LLC | 1.28% | Add +4.7% | 328,813 | $7.8M |
| LPL Financial LLC | 0.00% | Add +28.1% | 273,126 | $6.5M |
| Littlejohn Financial Services, Inc. | 4.28% | Add +4.5% | 245,559 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +3.5% | 189,233 | $4.5M |
| Delta Wealth Advisors LLC | 3.13% | New | 158,152 | $3.7M |
| Bradley & Co. Private Wealth Management, LLC | 1.84% | Reduce -0.3% | 144,942 | $3.4M |
| Straight Path Wealth Management | 0.70% | Add +42.2% | 109,998 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +23.6% | 91,800 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +44.3% | 90,674 | $2.1M |
| Ironwood Financial, llc | 0.36% | Add +59.1% | 88,628 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +17.4% | 87,297 | $2.1M |
| UBS Group AG | 0.00% | Add +280.1% | 79,951 | $1.9M |
| Lido Advisors, LLC | 0.01% | No change | 74,894 | $1.8M |
| Scissortail Wealth Management, LLC | 0.32% | Add +8.2% | 59,589 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +28.2% | 56,822 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +50.0% | 50,666 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +18.0% | 48,616 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.9% | 47,529 | $1.1M |
| Focused Alpha, LLC | 0.26% | — | 37,475 | $886K |
| Royal Bank of Canada | 0.00% | Add +16.7% | 37,322 | $882K |
| Cyr Financial Inc. | 0.54% | Reduce -4.7% | 36,883 | $872K |
| Cetera Investment Advisers | 0.00% | Add +15.9% | 35,819 | $846K |
| Wrapmanager Inc. | 0.28% | Reduce -17.7% | 34,998 | $827K |
| Threadgill Financial, LLC | 0.29% | New | 9,030 | $705K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 29,247 | $691K |
| Envestnet Asset Management Inc. | 0.00% | New | 28,939 | $684K |
| Headinvest, LLC | 0.13% | No change | 26,978 | $637K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.2% | 26,698 | $631K |
| Bullock Wealth Management Group | 0.28% | — | 24,283 | $574K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.7% | 24,005 | $567K |
| Freestone Capital Holdings, LLC | 0.01% | Add +7.2% | 20,519 | $485K |
| IFP Advisors, Inc | 0.01% | Reduce -50.2% | 20,519 | $485K |
| Mutual Advisors, LLC | 0.01% | No change | 19,047 | $450K |
| Aspen Wealth Management LLC | 0.09% | Add +38.9% | 17,353 | $410K |
| BridgePort Financial Solutions, LLC | 0.10% | Reduce -0.8% | 16,441 | $389K |
| Captrust Financial Advisors | 0.00% | Add +30.1% | 16,229 | $383K |
| Hobbs Group Advisors, LLC | 0.12% | New | 16,202 | $383K |
| River's Edge Wealth Management, LLC | 0.36% | — | 15,637 | $369K |
| Thrivent Financial for Lutherans | 0.00% | New | 13,923 | $330K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 13,450 | $318K |
| Occidental Asset Management, LLC | 0.04% | Add +19.3% | 13,321 | $315K |
| Spire Wealth Management | 0.01% | New | 12,548 | $297K |
| Waverly Advisors, LLC | 0.00% | Add +1.6% | 12,281 | $290K |
| Legacy Trust | 0.05% | No change | 11,339 | $268K |
| Austin Private Wealth, LLC | 0.02% | Reduce -1.7% | 10,326 | $244K |
| Ameraudi Asset Management, Inc. | 0.12% | New | 9,609 | $227K |
| Snowden Capital Advisors LLC | 0.01% | No change | 9,509 | $225K |
| Ellis Investment Partners, LLC | 0.04% | New | 9,400 | $222K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 9,257 | $219K |
| McIlrath & Eck, LLC | 0.02% | New | 8,599 | $203K |
| M3 Advisory Group, LLC | 0.12% | No change | 8,558 | $202K |
| Reliant Wealth Planning | 0.06% | No change | 8,431 | $199K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +2.2% | 6,768 | $159K |
| Orion Capital Management LLC | 0.04% | No change | 5,000 | $118K |
| Osaic Holdings, Inc. | 0.00% | Add +45.6% | 4,049 | $96K |
| CNB Bank | 0.03% | New | 3,566 | $84K |
| GAMMA Investing LLC | 0.00% | Add +1.0% | 2,753 | $65K |
| High Note Wealth, LLC | 0.01% | New | 2,735 | $65K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,018 | $48K |
| Barrett & Company, Inc. | 0.02% | No change | 1,944 | $46K |
| Cwm, LLC | 0.00% | Reduce -27.0% | 902 | $21K |
| Blue Trust, Inc. | 0.00% | Add +2.2% | 826 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +2.3% | 756 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 699 | $17K |
| Bogart Wealth, LLC | 0.00% | New | 634 | $15K |
| 10Elms LLP | 0.01% | No change | 551 | $13K |
| HM Payson & Co. | 0.00% | No change | 446 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -87.6% | 67 | $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.