Ishrs Ibds 2030 HY & Inc. ETFIBHJETF
13F holders, Q2 2026 (June 30)52holders +3
9new positions
6sold out
$26.44avg. 13F price*
At the end of Q2 2026, 52 institutions reported holding Ishrs Ibds 2030 HY & Inc. ETF (IBHJ) in their 13F filings, up 3 from Q1 2026. 9 opened new positions and 6 sold out. The largest holders were LBMC Investment Advisors, LLC ($31.5M), Marathon Mission, Inc. ($5.3M) and Chicago Partners Investment Group LLC ($5.2M).
- Company
- Ishrs Ibds 2030 HY & Inc. ETF
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46436E122
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.4M |
| Exits | 6 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 654,960 shares bought and 65,349 shares sold, net +589,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| LBMC Investment Advisors, LLC | 1.72% | Add +27.5% | 1,189,960 | $31.5M |
| Marathon Mission, Inc. | 2.66% | Reduce -1.1% | 201,259 | $5.3M |
| Chicago Partners Investment Group LLC | 0.11% | Add +5.6% | 200,057 | $5.2M |
| BlackRock, Inc. | 0.00% | Add +172.9% | 163,931 | $4.3M |
| LPL Financial LLC | 0.00% | Add +36.6% | 131,069 | $3.5M |
| Bank of America Corp. | 0.00% | Add +9.4% | 98,247 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.6% | 91,670 | $2.4M |
| Straight Path Wealth Management | 0.46% | Add +0.3% | 74,169 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +26.6% | 73,955 | $2.0M |
| Morgan Stanley | 0.00% | Add +6.6% | 73,573 | $1.9M |
| First Western Trust Bank | 0.08% | Add +228.6% | 61,154 | $1.6M |
| Ironwood Financial, llc | 0.20% | New | 49,044 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +79.1% | 37,615 | $995K |
| Wrapmanager Inc. | 0.23% | Reduce -10.5% | 27,776 | $735K |
| Bullock Wealth Management Group | 0.30% | Add +28.4% | 25,829 | $680K |
| Focused Alpha, LLC | 0.17% | Add +1.6% | 24,337 | $644K |
| Captrust Financial Advisors | 0.00% | No change | 21,699 | $574K |
| Jane Street Group, LLC | 0.00% | Add +25.2% | 20,360 | $539K |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 19,219 | $509K |
| MTM Financial Group, LLC | 0.21% | New | 18,390 | $487K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +30.0% | 17,110 | $453K |
| Cetera Investment Advisers | 0.00% | Reduce -23.3% | 16,858 | $446K |
| Lido Advisors, LLC | 0.00% | New | 16,113 | $426K |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 15,938 | $422K |
| Segment Wealth Management, LLC | 0.02% | Add +6.8% | 13,805 | $365K |
| Aspen Wealth Management LLC | 0.05% | No change | 11,292 | $299K |
| Belpointe Asset Management LLC | 0.01% | New | 11,273 | $298K |
| Wells Fargo & Company | 0.00% | Add +7.0% | 11,264 | $298K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 11,060 | $293K |
| Osaic Holdings, Inc. | 0.00% | Add +67.0% | 10,763 | $285K |
| IFP Advisors, Inc | 0.01% | Reduce -2.5% | 10,750 | $284K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -25.0% | 10,005 | $265K |
| Ellis Investment Partners, LLC | 0.04% | Add +5.4% | 9,954 | $263K |
| Tableaux LLC | 0.10% | Reduce -5.3% | 8,847 | $234K |
| 1900 Wealth Management LLC | 0.01% | New | 8,694 | $230K |
| Quad-Cities Investment Group, LLC | 0.08% | New | 8,672 | $230K |
| Guidance Point Advisors, LLC | 0.05% | New | 8,091 | $214K |
| Stifel Financial Corp. | 0.00% | New | 7,620 | $202K |
| Orion Capital Management LLC | 0.04% | Add +66.7% | 5,000 | $132K |
| Parallel Advisors, LLC | 0.00% | No change | 3,376 | $89K |
| CNB Bank | 0.03% | Add +4.9% | 3,304 | $87K |
| Barrett & Company, Inc. | 0.02% | No change | 2,740 | $73K |
| AE Wealth Management LLC | 0.00% | Add +1281.7% | 1,658 | $44K |
| NewEdge Advisors, LLC | 0.00% | Add +189.2% | 1,119 | $30K |
| High Note Wealth, LLC | 0.00% | Reduce -50.1% | 937 | $25K |
| Blue Trust, Inc. | 0.00% | Add +1.6% | 755 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 563 | $15K |
| HM Payson & Co. | 0.00% | No change | 377 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 326 | $9K |
| Fiduciary Financial Advisors | 0.00% | New | 86 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 60 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 25 | $662 |
"% of holder's portfolio" is IBHJ's weight in each manager's 13F, not the share of Ishrs Ibds 2030 HY & Inc. ETF the manager owns.