iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q1 2026 (March 31)92holders +16
23new positions
5sold out
1famous investor
$23.28avg. 13F price*
At the end of Q1 2026, 92 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 16 from Q4 2025. 23 opened new positions and 5 sold out. The largest holders were LBMC Investment Advisors, LLC ($34.2M), Morgan Stanley ($32.6M) and Northwestern Mutual Wealth Management Co. ($25.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $6.2M |
| Exits | 5 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,162,243 shares bought and 512,584 shares sold, net +1,649,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| LBMC Investment Advisors, LLC | 2.08% | Add +8.6% | 1,467,776 | $34.2M |
| Morgan Stanley | 0.00% | Add +7.3% | 1,402,120 | $32.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.0% | 1,092,828 | $25.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -3.2% | 855,270 | $19.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.66% | Add +29.8% | 652,314 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.3% | 534,862 | $12.5M |
| Threadgill Financial, LLC | 3.29% | Add +5283.6% | 486,139 | $11.3M |
| Scissortail Wealth Management, LLC | 2.27% | Add +714.5% | 485,371 | $11.3M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 414,007 | $9.6M |
| LPL Financial LLC | 0.00% | Add +35.3% | 369,594 | $8.6M |
| Commonwealth Financial Services, LLC | 1.30% | Add +7.0% | 351,976 | $8.2M |
| Littlejohn Financial Services, Inc. | 4.41% | Add +2.6% | 251,958 | $5.9M |
| Delta Wealth Advisors LLC | 3.87% | Add +38.1% | 218,408 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +11.2% | 210,396 | $4.9M |
| Bradley & Co. Private Wealth Management, LLC | 1.78% | No change | 144,942 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +57.2% | 144,293 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +39.6% | 126,548 | $2.9M |
| Keeler Thomas Management LLC | 1.17% | Reduce -70.4% | 118,244 | $2.8M |
| Straight Path Wealth Management | 0.72% | Add +6.0% | 116,548 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +306.3% | 108,461 | $2.5M |
| Ironwood Financial, llc | 0.42% | Add +17.3% | 103,945 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +15.4% | 100,777 | $2.3M |
| Sigma Planning Corp | 0.05% | Add +36.1% | 77,357 | $1.8M |
| Penobscot Investment Management Company, Inc. | 0.13% | Add +437.8% | 72,335 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -9.4% | 67,870 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +33.3% | 67,554 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +39.9% | 66,494 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +17.5% | 57,105 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.5% | 43,272 | $1.0M |
| UBS Group AG | 0.00% | Reduce -51.0% | 39,156 | $912K |
| Cetera Investment Advisers | 0.00% | Add +8.9% | 39,016 | $908K |
| Focused Alpha, LLC | 0.28% | Add +3.8% | 38,915 | $906K |
| Royal Bank of Canada | 0.00% | Add +0.5% | 37,493 | $873K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 36,513 | $850K |
| Cyr Financial Inc. | 0.48% | Reduce -4.7% | 35,168 | $819K |
| Wrapmanager Inc. | 0.28% | Add +0.1% | 35,047 | $816K |
| Insigneo Advisory Services, LLC | 0.05% | Add +7.3% | 31,369 | $730K |
| Citadel Advisors | 0.00% | New | 29,519 | $687K |
| Bullock Wealth Management Group | 0.34% | Add +19.4% | 28,984 | $672K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.6% | 26,555 | $618K |
| Heartland Bank & Trust Co | 0.13% | New | 24,981 | $582K |
| First Western Trust Bank | 0.02% | New | 20,938 | $487K |
| High Note Wealth, LLC | 0.08% | Add +564.9% | 18,185 | $423K |
| Snowden Capital Advisors LLC | 0.01% | Add +90.5% | 18,116 | $422K |
| Private Advisor Group, LLC | 0.00% | New | 17,598 | $410K |
| Aspen Wealth Management LLC | 0.08% | No change | 17,353 | $404K |
| McIlrath & Eck, LLC | 0.03% | Add +101.3% | 17,311 | $403K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.7% | 17,193 | $400K |
| Stifel Financial Corp. | 0.00% | New | 17,097 | $398K |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 16,539 | $385K |
| Thrivent Financial for Lutherans | 0.00% | Add +18.2% | 16,461 | $383K |
| River's Edge Wealth Management, LLC | 0.35% | Add +0.4% | 15,702 | $369K |
| IFP Advisors, Inc | 0.01% | Reduce -23.6% | 15,667 | $365K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -27.0% | 14,987 | $349K |
| Segment Wealth Management, LLC | 0.02% | New | 14,490 | $337K |
| Headinvest, LLC | 0.07% | Reduce -48.0% | 14,028 | $327K |
| Ruggaard & Associates LLC | 0.13% | New | 13,694 | $319K |
| Occidental Asset Management, LLC | 0.04% | No change | 13,321 | $310K |
| Legacy Trust | 0.05% | No change | 11,339 | $264K |
| Waverly Advisors, LLC | 0.00% | Reduce -12.3% | 10,777 | $251K |
| Madden Advisory Services, Inc. | 0.10% | New | 10,662 | $248K |
| Ellis Investment Partners, LLC | 0.04% | Add +12.9% | 10,615 | $247K |
| Cerity Partners LLC | 0.00% | New | 10,341 | $241K |
| Tableaux LLC | 0.12% | New | 10,249 | $239K |
| 1900 Wealth Management LLC | 0.01% | New | 9,817 | $229K |
| Ameraudi Asset Management, Inc. | 0.12% | No change | 9,609 | $224K |
| Osaic Holdings, Inc. | 0.00% | Add +134.1% | 9,477 | $221K |
| Summitry LLC | 0.01% | New | 9,415 | $219K |
| Daviman Financial, LLC | 0.13% | New | 9,087 | $212K |
| MCF Advisors LLC | 0.01% | New | 7,217 | $168K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +1.1% | 6,844 | $159K |
| Activest Wealth Management | 0.03% | New | 6,510 | $152K |
| Advisory Services Network, LLC | 0.00% | New | 5,382 | $125K |
| GAMMA Investing LLC | 0.01% | Add +90.8% | 5,253 | $122K |
| Orion Capital Management LLC | 0.04% | No change | 5,000 | $116K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 4,514 | $105K |
| CNB Bank | 0.03% | Reduce -0.5% | 3,550 | $83K |
| Napier Financial, LLC | 0.01% | New | 2,222 | $52K |
| Bank of Montreal | 0.00% | New | 2,086 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,018 | $47K |
| Barrett & Company, Inc. | 0.02% | No change | 1,944 | $45K |
| Golden State Wealth Management, LLC | 0.00% | New | 1,508 | $35K |
| FMR LLC | 0.00% | New | 941 | $22K |
| Cwm, LLC | 0.00% | No change | 902 | $21K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 835 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.2% | 765 | $18K |
| Ascentis Independent Advisors | 0.00% | New | 750 | $17K |
| Farther Finance Advisors, LLC | 0.00% | No change | 699 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 634 | $15K |
| 10Elms LLP | 0.01% | No change | 551 | $13K |
| HM Payson & Co. | 0.00% | No change | 446 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 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.