Ishrs Ibds 2030 HY & Inc. ETFIBHJETF
13F holders, Q4 2025 (December 31)39holders +7
9new positions
4sold out
$26.61avg. 13F price*
At the end of Q4 2025, 39 institutions reported holding Ishrs Ibds 2030 HY & Inc. ETF (IBHJ) in their 13F filings, up 7 from Q3 2025. 9 opened new positions and 4 sold out. The largest holders were LBMC Investment Advisors, LLC ($21.5M), Marathon Mission, Inc. ($5.2M) and Keeler Thomas Management LLC ($2.5M).
- Company
- Ishrs Ibds 2030 HY & Inc. ETF
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46436E122
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.4M |
| Exits | 4 | $262K |
All 13F filers, Q3 2025 → Q4 2025: 475,288 shares bought and 47,592 shares sold, net +427,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| LBMC Investment Advisors, LLC | 1.33% | Add +55.3% | 809,669 | $21.5M |
| Marathon Mission, Inc. | 3.01% | Add +2.3% | 195,327 | $5.2M |
| Keeler Thomas Management LLC | 1.20% | Add +4.1% | 94,537 | $2.5M |
| Straight Path Wealth Management | 0.51% | Add +10.7% | 71,126 | $1.9M |
| Bank of America Corp. | 0.00% | Add +6.6% | 67,637 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -19.2% | 60,408 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.4% | 57,344 | $1.5M |
| Morgan Stanley | 0.00% | Add +7.6% | 53,607 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +31.9% | 50,057 | $1.3M |
| UBS Group AG | 0.00% | New | 48,095 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +50.0% | 45,056 | $1.2M |
| LPL Financial LLC | 0.00% | Add +68.7% | 35,938 | $956K |
| Wrapmanager Inc. | 0.28% | Reduce -17.8% | 31,088 | $827K |
| Captrust Financial Advisors | 0.00% | Add +60.1% | 21,566 | $574K |
| Cetera Investment Advisers | 0.00% | New | 19,178 | $510K |
| Freestone Capital Holdings, LLC | 0.01% | Add +7.2% | 18,255 | $486K |
| Raymond James Financial Inc. | 0.00% | Add +31.0% | 17,100 | $455K |
| Royal Bank of Canada | 0.00% | Add +209.8% | 16,491 | $438K |
| Focused Alpha, LLC | 0.12% | — | 15,176 | $404K |
| Bullock Wealth Management Group | 0.20% | — | 15,046 | $400K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -55.2% | 13,261 | $353K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +22.4% | 11,956 | $318K |
| Aspen Wealth Management LLC | 0.06% | Add +1.7% | 11,292 | $300K |
| Ellis Investment Partners, LLC | 0.04% | New | 8,365 | $223K |
| Stockman Wealth Management, Inc. | 0.02% | New | 7,920 | $211K |
| IFP Advisors, Inc | 0.00% | Add +79.3% | 4,772 | $127K |
| CNB Bank | 0.03% | New | 3,165 | $84K |
| Orion Capital Management LLC | 0.03% | No change | 3,000 | $80K |
| Barrett & Company, Inc. | 0.02% | Add +57.5% | 2,740 | $73K |
| Osaic Holdings, Inc. | 0.00% | Add +28.7% | 2,547 | $68K |
| High Note Wealth, LLC | 0.00% | New | 940 | $25K |
| Blue Trust, Inc. | 0.00% | Add +2.2% | 735 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +2.1% | 673 | $18K |
| Bogart Wealth, LLC | 0.00% | New | 563 | $15K |
| NewEdge Advisors, LLC | 0.00% | New | 387 | $10K |
| HM Payson & Co. | 0.00% | No change | 377 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 326 | $9K |
| AE Wealth Management LLC | 0.00% | New | 120 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -87.6% | 60 | $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.