ISHARESIBOND2031HIGHYLDINCIBHKETF
13F holders, Q3 2025 (September 30)22holders +11
11new positions
0sold out
$26.11avg. 13F price*
At the end of Q3 2025, 22 institutions reported holding ISHARESIBOND2031HIGHYLDINC (IBHK) in their 13F filings, up 11 from Q2 2025. 11 opened new positions and 0 sold out. The largest holders were LBMC Investment Advisors, LLC ($8.3M), Keeler Thomas Management LLC ($2.4M) and Straight Path Wealth Management ($1.4M).
- Company
- ISHARESIBOND2031HIGHYLDINC
- CUSIP
- 46438G661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.6M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 394,689 shares bought and 5,599 shares sold, net +389,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LBMC Investment Advisors, LLC | 0.53% | Add +365.2% | 316,062 | $8.3M |
| Keeler Thomas Management LLC | 1.12% | Add +2.3% | 93,645 | $2.4M |
| Straight Path Wealth Management | 0.38% | Add +24.5% | 52,427 | $1.4M |
| Wrapmanager Inc. | 0.31% | Reduce -12.3% | 38,823 | $1.0M |
| Bank of America Corp. | 0.00% | Add +348.0% | 37,347 | $975K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.3% | 32,796 | $856K |
| Jane Street Group, LLC | 0.00% | New | 31,721 | $828K |
| Freestone Capital Holdings, LLC | 0.01% | New | 17,489 | $457K |
| Aspen Wealth Management LLC | 0.07% | New | 11,394 | $297K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,764 | $255K |
| Flow Traders U.S. LLC | 0.01% | New | 8,625 | $225K |
| Raymond James Financial Inc. | 0.00% | Add +72.4% | 8,513 | $222K |
| Captrust Financial Advisors | 0.00% | Reduce -2.1% | 8,175 | $213K |
| LPL Financial LLC | 0.00% | New | 7,745 | $202K |
| Reliant Wealth Planning | 0.07% | New | 7,704 | $201K |
| Orion Capital Management LLC | 0.03% | New | 3,000 | $78K |
| Morgan Stanley | 0.00% | New | 2,949 | $77K |
| Barrett & Company, Inc. | 0.02% | No change | 1,774 | $46K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $13K |
| Royal Bank of Canada | 0.00% | No change | 486 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 152 | $4K |
| UBS Group AG | 0.00% | New | 4 | $104 |
"% of holder's portfolio" is IBHK's weight in each manager's 13F, not the share of ISHARESIBOND2031HIGHYLDINC the manager owns.