Ishrs Ibds 2030 HY & Inc. ETFIBHJETF
13F holders, Q1 2025 (March 31)20holders
2new positions
2sold out
$26.09avg. 13F price*
At the end of Q1 2025, 20 institutions reported holding Ishrs Ibds 2030 HY & Inc. ETF (IBHJ) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were LBMC Investment Advisors, LLC ($6.2M), Marathon Mission, Inc. ($4.8M) and Keeler Thomas Management LLC ($2.0M).
- Company
- Ishrs Ibds 2030 HY & Inc. ETF
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46436E122
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.0M |
| Exits | 2 | $292K |
All 13F filers, Q4 2024 → Q1 2025: 290,972 shares bought and 13,139 shares sold, net +277,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| LBMC Investment Advisors, LLC | 0.48% | Add +137.0% | 237,614 | $6.2M |
| Marathon Mission, Inc. | 3.33% | Add +10.8% | 182,431 | $4.8M |
| Keeler Thomas Management LLC | 0.98% | New | 76,819 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 56,173 | $1.5M |
| Morgan Stanley | 0.00% | No change | 47,911 | $1.3M |
| Straight Path Wealth Management | 0.46% | Add +12.4% | 43,296 | $1.1M |
| Wrapmanager Inc. | 0.29% | Add +3.9% | 42,889 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +37.8% | 40,472 | $1.1M |
| Bank of America Corp. | 0.00% | Add +366.3% | 37,414 | $976K |
| Integrated Wealth Concepts LLC | 0.01% | Add +15.9% | 29,256 | $763K |
| LPL Financial LLC | 0.00% | Add +17.4% | 13,346 | $348K |
| Raymond James Financial Inc. | 0.00% | Add +2.2% | 12,622 | $329K |
| Royal Bank of Canada | 0.00% | Add +6.1% | 5,324 | $139K |
| IFP Advisors, Inc | 0.00% | Add +149.9% | 2,662 | $69K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.9% | 1,197 | $31K |
| JPMorgan Chase & Co. | 0.00% | New | 1,000 | $26K |
| Blue Trust, Inc. | 0.00% | Add +1.2% | 695 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 473 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 326 | $9K |
| UBS Group AG | 0.00% | Reduce -46.0% | 67 | $2K |
"% 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.