Ishrs Ibds 2030 HY & Inc. ETFIBHJETF
13F holders, Q3 2025 (September 30)32holders +10
10new positions
0sold out
$26.74avg. 13F price*
At the end of Q3 2025, 32 institutions reported holding Ishrs Ibds 2030 HY & Inc. ETF (IBHJ) in their 13F filings, up 10 from Q2 2025. 10 opened new positions and 0 sold out. The largest holders were LBMC Investment Advisors, LLC ($14.0M), Marathon Mission, Inc. ($5.1M) and Keeler Thomas Management LLC ($2.4M).
- Company
- Ishrs Ibds 2030 HY & Inc. ETF
- Filed as
- ISHARES TR (Q3 2025)
- CUSIP
- 46436E122
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.0M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 403,920 shares bought and 7,958 shares sold, net +395,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| LBMC Investment Advisors, LLC | 0.89% | Add +88.2% | 521,450 | $14.0M |
| Marathon Mission, Inc. | 3.05% | Add +0.7% | 190,875 | $5.1M |
| Keeler Thomas Management LLC | 1.12% | Add +2.4% | 90,823 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +79.7% | 74,733 | $2.0M |
| Straight Path Wealth Management | 0.48% | Add +24.8% | 64,273 | $1.7M |
| Bank of America Corp. | 0.00% | Add +46.2% | 63,426 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 54,385 | $1.5M |
| Morgan Stanley | 0.00% | Add +4.0% | 49,824 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.1% | 37,961 | $1.0M |
| Wrapmanager Inc. | 0.31% | Reduce -13.4% | 37,828 | $1.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 30,036 | $805K |
| Mercer Global Advisors Inc. | 0.00% | New | 29,604 | $706K |
| LPL Financial LLC | 0.00% | Add +30.7% | 21,308 | $571K |
| Freestone Capital Holdings, LLC | 0.01% | New | 17,035 | $457K |
| Captrust Financial Advisors | 0.00% | Add +1.6% | 13,466 | $361K |
| Raymond James Financial Inc. | 0.00% | Reduce -13.8% | 13,055 | $350K |
| Aspen Wealth Management LLC | 0.07% | New | 11,105 | $298K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,765 | $262K |
| M3 Advisory Group, LLC | 0.13% | New | 7,475 | $200K |
| Royal Bank of Canada | 0.00% | No change | 5,324 | $143K |
| Orion Capital Management LLC | 0.03% | New | 3,000 | $80K |
| IFP Advisors, Inc | 0.00% | No change | 2,662 | $71K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,000 | $54K |
| Osaic Holdings, Inc. | 0.00% | Add +7.4% | 1,979 | $53K |
| Barrett & Company, Inc. | 0.02% | No change | 1,740 | $47K |
| Blue Trust, Inc. | 0.00% | Add +1.7% | 719 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 659 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 484 | $13K |
| HM Payson & Co. | 0.00% | New | 377 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 326 | $9K |
| Clearstead Advisors, LLC | 0.00% | New | 154 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 131 | $4K |
"% 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.