ISHARESIBOND2031HIGHYLDINCIBHKETF
13F holders, Q4 2025 (December 31)27holders +5
5new positions
2sold out
$25.85avg. 13F price*
At the end of Q4 2025, 27 institutions reported holding ISHARESIBOND2031HIGHYLDINC (IBHK) in their 13F filings, up 5 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were LBMC Investment Advisors, LLC ($10.9M), Keeler Thomas Management LLC ($2.5M) and Jane Street Group, LLC ($1.8M).
- Company
- ISHARESIBOND2031HIGHYLDINC
- CUSIP
- 46438G661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $369K |
| Exits | 2 | $225K |
All 13F filers, Q3 2025 → Q4 2025: 211,268 shares bought and 15,909 shares sold, net +195,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| LBMC Investment Advisors, LLC | 0.68% | Add +33.9% | 423,136 | $10.9M |
| Keeler Thomas Management LLC | 1.20% | Add +4.1% | 97,455 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +115.3% | 68,309 | $1.8M |
| Straight Path Wealth Management | 0.43% | Add +17.9% | 61,809 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +41.0% | 46,242 | $1.2M |
| Bank of America Corp. | 0.00% | Add +2.7% | 38,359 | $992K |
| Wrapmanager Inc. | 0.28% | Reduce -17.6% | 31,981 | $827K |
| Freestone Capital Holdings, LLC | 0.01% | Add +7.2% | 18,741 | $484K |
| Bullock Wealth Management Group | 0.20% | — | 15,867 | $410K |
| Focused Alpha, LLC | 0.10% | — | 13,487 | $349K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +23.0% | 12,006 | $310K |
| Captrust Financial Advisors | 0.00% | Add +45.9% | 11,925 | $308K |
| Aspen Wealth Management LLC | 0.06% | Add +1.7% | 11,586 | $299K |
| Morgan Stanley | 0.00% | Add +267.2% | 10,829 | $280K |
| Reliant Wealth Planning | 0.08% | Add +30.7% | 10,067 | $260K |
| LPL Financial LLC | 0.00% | Add +23.6% | 9,570 | $247K |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 8,978 | $232K |
| Ellis Investment Partners, LLC | 0.04% | New | 8,587 | $222K |
| Royal Bank of Canada | 0.00% | Add +1029.2% | 5,488 | $142K |
| CNB Bank | 0.03% | New | 3,255 | $84K |
| Orion Capital Management LLC | 0.03% | No change | 3,000 | $78K |
| Barrett & Company, Inc. | 0.02% | Add +39.5% | 2,474 | $64K |
| Osaic Holdings, Inc. | 0.00% | New | 1,592 | $41K |
| Bogart Wealth, LLC | 0.00% | New | 578 | $15K |
| Sound Income Strategies, LLC | 0.00% | New | 270 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +2.0% | 155 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -87.6% | 62 | $2K |
"% of holder's portfolio" is IBHK's weight in each manager's 13F, not the share of ISHARESIBOND2031HIGHYLDINC the manager owns.