Ishrs Ibds 2030 HY & Inc. ETFIBHJETF
13F holders, Q1 2026 (March 31)49holders +10
11new positions
1sold out
$26.25avg. 13F price*
At the end of Q1 2026, 49 institutions reported holding Ishrs Ibds 2030 HY & Inc. ETF (IBHJ) in their 13F filings, up 10 from Q4 2025. 11 opened new positions and 1 sold out. The largest holders were LBMC Investment Advisors, LLC ($24.5M), Marathon Mission, Inc. ($5.3M) and Chicago Partners Investment Group LLC ($5.0M).
- Company
- Ishrs Ibds 2030 HY & Inc. ETF
- Filed as
- ISHARES TR (Q1 2026)
- CUSIP
- 46436E122
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.0M |
| Exits | 1 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 626,063 shares bought and 199,826 shares sold, net +426,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| LBMC Investment Advisors, LLC | 1.49% | Add +15.3% | 933,587 | $24.5M |
| Marathon Mission, Inc. | 3.11% | Add +4.2% | 203,575 | $5.3M |
| Chicago Partners Investment Group LLC | 0.11% | New | 189,504 | $5.0M |
| LPL Financial LLC | 0.00% | Add +167.1% | 95,972 | $2.5M |
| Bank of America Corp. | 0.00% | Add +32.8% | 89,797 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +542.2% | 85,160 | $2.2M |
| Straight Path Wealth Management | 0.52% | Add +4.0% | 73,952 | $1.9M |
| Morgan Stanley | 0.00% | Add +28.8% | 69,039 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +33.3% | 60,076 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.7% | 58,397 | $1.5M |
| Wrapmanager Inc. | 0.28% | Reduce -0.1% | 31,043 | $814K |
| Keeler Thomas Management LLC | 0.31% | Reduce -70.0% | 28,357 | $744K |
| Focused Alpha, LLC | 0.19% | Add +57.8% | 23,941 | $628K |
| Cetera Investment Advisers | 0.00% | Add +14.6% | 21,975 | $576K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 21,699 | $569K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -63.4% | 21,000 | $551K |
| Bullock Wealth Management Group | 0.26% | Add +33.7% | 20,111 | $526K |
| First Western Trust Bank | 0.02% | New | 18,608 | $488K |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 17,578 | $461K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 16,406 | $430K |
| Jane Street Group, LLC | 0.00% | Reduce -73.1% | 16,266 | $426K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -26.9% | 13,335 | $350K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +10.1% | 13,165 | $345K |
| Segment Wealth Management, LLC | 0.02% | New | 12,925 | $339K |
| Aspen Wealth Management LLC | 0.06% | No change | 11,292 | $296K |
| Stockman Wealth Management, Inc. | 0.03% | Add +39.6% | 11,060 | $290K |
| IFP Advisors, Inc | 0.01% | Add +131.1% | 11,026 | $289K |
| Wells Fargo & Company | 0.00% | New | 10,532 | $276K |
| Threadgill Financial, LLC | 0.07% | New | 9,621 | $252K |
| Ellis Investment Partners, LLC | 0.04% | Add +12.9% | 9,444 | $248K |
| Tableaux LLC | 0.12% | New | 9,337 | $245K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 7,877 | $207K |
| Osaic Holdings, Inc. | 0.00% | Add +153.1% | 6,446 | $169K |
| Parallel Advisors, LLC | 0.00% | New | 3,376 | $89K |
| CNB Bank | 0.03% | Reduce -0.5% | 3,150 | $83K |
| Orion Capital Management LLC | 0.03% | No change | 3,000 | $79K |
| Barrett & Company, Inc. | 0.02% | No change | 2,740 | $72K |
| Ascentis Independent Advisors | 0.01% | New | 2,600 | $68K |
| High Note Wealth, LLC | 0.01% | Add +99.7% | 1,877 | $49K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 743 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.2% | 681 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 563 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 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% | No change | 120 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 60 | $2K |
| GAMMA Investing LLC | 0.00% | New | 25 | $656 |
| FMR LLC | 0.00% | New | 9 | $232 |
"% 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.