Ishrs Ibds 2030 HY & Inc. ETFIBHJETF
13F holders, Q2 2025 (June 30)22holders +2
3new positions
2sold out
$26.64avg. 13F price*
At the end of Q2 2025, 22 institutions reported holding Ishrs Ibds 2030 HY & Inc. ETF (IBHJ) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were LBMC Investment Advisors, LLC ($7.4M), Marathon Mission, Inc. ($5.0M) and Keeler Thomas Management LLC ($2.4M).
- Company
- Ishrs Ibds 2030 HY & Inc. ETF
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 46436E122
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 2 | $28K |
All 13F filers, Q1 2025 → Q2 2025: 131,306 shares bought and 3,273 shares sold, net +128,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LBMC Investment Advisors, LLC | 0.53% | Add +16.6% | 277,111 | $7.4M |
| Marathon Mission, Inc. | 3.21% | Add +3.9% | 189,489 | $5.0M |
| Keeler Thomas Management LLC | 1.02% | Add +15.5% | 88,732 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 53,967 | $1.4M |
| Straight Path Wealth Management | 0.47% | Add +19.0% | 51,509 | $1.4M |
| Morgan Stanley | 0.00% | No change | 47,911 | $1.3M |
| Wrapmanager Inc. | 0.28% | Add +1.8% | 43,680 | $1.2M |
| Bank of America Corp. | 0.00% | Add +16.0% | 43,393 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +2.7% | 41,580 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +19.0% | 34,803 | $927K |
| BlackRock, Inc. | 0.00% | New | 30,055 | $801K |
| LPL Financial LLC | 0.00% | Add +22.2% | 16,305 | $434K |
| Raymond James Financial Inc. | 0.00% | Add +20.0% | 15,142 | $403K |
| Captrust Financial Advisors | 0.00% | New | 13,258 | $353K |
| Royal Bank of Canada | 0.00% | No change | 5,324 | $142K |
| IFP Advisors, Inc | 0.00% | No change | 2,662 | $71K |
| Global Retirement Partners, LLC | 0.00% | — | 2,000 | $53K |
| Osaic Holdings, Inc. | 0.00% | Add +53.9% | 1,842 | $49K |
| Barrett & Company, Inc. | 0.02% | New | 1,740 | $46K |
| Blue Trust, Inc. | 0.00% | Add +1.7% | 707 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +2.3% | 484 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 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.