Ishrs Ibds 2030 HY & Inc. ETFIBHJETF
13F holders, Q4 2024 (December 31)20holders +6
7new positions
1sold out
$26.04avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Ishrs Ibds 2030 HY & Inc. ETF (IBHJ) in their 13F filings, up 6 from Q3 2024. 7 opened new positions and 1 sold out. The largest holders were Marathon Mission, Inc. ($4.3M), LBMC Investment Advisors, LLC ($2.6M) and Commonwealth Equity Services, LLC ($1.4M).
- Company
- Ishrs Ibds 2030 HY & Inc. ETF
- Filed as
- ISHARES TR (Q4 2024)
- CUSIP
- 46436E122
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.5M |
| Exits | 1 | $206K |
All 13F filers, Q3 2024 → Q4 2024: 232,227 shares bought and 7,834 shares sold, net +224,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Marathon Mission, Inc. | 2.92% | Add +15.7% | 164,681 | $4.3M |
| LBMC Investment Advisors, LLC | 0.21% | Add +652.7% | 100,257 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.8% | 53,173 | $1.4M |
| Morgan Stanley | 0.00% | Add +8189.1% | 47,911 | $1.2M |
| Wrapmanager Inc. | 0.27% | Add +3.3% | 41,281 | $1.1M |
| Straight Path Wealth Management | 0.40% | Add +13.0% | 38,520 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 29,376 | $765K |
| Integrated Wealth Concepts LLC | 0.01% | New | 25,234 | $657K |
| Raymond James Financial Inc. | 0.00% | — | 12,355 | $322K |
| LPL Financial LLC | 0.00% | Add +12.6% | 11,372 | $296K |
| Flow Traders U.S. LLC | 0.01% | Add +35.4% | 10,319 | $269K |
| Bank of America Corp. | 0.00% | Add +15.1% | 8,023 | $209K |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 5,017 | $131K |
| Osaic Holdings, Inc. | 0.00% | Add +269.8% | 3,058 | $80K |
| IFP Advisors, Inc | 0.00% | New | 1,065 | $28K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 902 | $23K |
| Blue Trust, Inc. | 0.00% | New | 687 | $18K |
| Harbour Investments, Inc. | 0.00% | New | 473 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 326 | $8K |
| UBS Group AG | 0.00% | New | 124 | $3K |
"% 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.