Ishrs Ibds 2030 HY & Inc. ETFIBHJETF
13F holders, Q3 2024 (September 30)14holders +1
4new positions
3sold out
$26.87avg. 13F price*
At the end of Q3 2024, 14 institutions reported holding Ishrs Ibds 2030 HY & Inc. ETF (IBHJ) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were Marathon Mission, Inc. ($3.8M), Commonwealth Equity Services, LLC ($1.3M) and Wrapmanager Inc. ($1.1M).
- Company
- Ishrs Ibds 2030 HY & Inc. ETF
- Filed as
- ISHARES TR (Q3 2024)
- CUSIP
- 46436E122
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $778K |
| Exits | 3 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 157,562 shares bought and 54,342 shares sold, net +103,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Marathon Mission, Inc. | 2.66% | Add +146.6% | 142,343 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +228.1% | 48,412 | $1.3M |
| Wrapmanager Inc. | 0.28% | Add +13.3% | 39,961 | $1.1M |
| Straight Path Wealth Management | 0.39% | Add +7.7% | 34,092 | $916K |
| LBMC Investment Advisors, LLC | 0.03% | New | 13,320 | $358K |
| LPL Financial LLC | 0.00% | Add +22.9% | 10,103 | $271K |
| Raymond James & Associates | 0.00% | Add +0.1% | 8,856 | $238K |
| M3 Advisory Group, LLC | 0.15% | New | 7,675 | $206K |
| Flow Traders U.S. LLC | 0.01% | New | 7,620 | $205K |
| Bank of America Corp. | 0.00% | Add +19.4% | 6,973 | $187K |
| Royal Bank of Canada | 0.00% | Add +3.5% | 5,176 | $139K |
| Osaic Holdings, Inc. | 0.00% | No change | 827 | $22K |
| Morgan Stanley | 0.00% | No change | 578 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 326 | $9K |
"% 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.