IBHF institutional holders

ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF · 13F, 2026Q2

Managers holding172
Shares held23,288,542
Reported value$527.7m
Quarter flows18 new, 76 added, 57 trimmed, 27 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC2,228,248$50.5m0.0%
MORGAN STANLEY1,349,023$30.6m0.0%
COWA, LLC1,186,840$26.9m6.7%
LBMC INVESTMENT ADVISORS, LLC1,161,706$26.3m1.4%
STRAIGHTLINE GROUP LLC936,881$21.2m10.0%
WELLS FARGO & COMPANY/MN799,082$18.1m0.0%
Federation des caisses Desjardins du Quebec714,107$16.2m0.0%
BANK OF AMERICA CORP /DE/706,652$16.0m0.0%
RAYMOND JAMES FINANCIAL INC658,086$14.9m0.0%
Ruggaard & Associates LLC525,863$11.9m4.3%
CITADEL ADVISORS LLC508,904$11.5m0.0%
Baltimore-Washington Financial Advisors, Inc.471,122$10.7m0.4%
Integrated Wealth Concepts LLC468,228$10.6m0.1%
Mid-American Wealth Advisory Group, Inc.463,778$10.5m3.8%
Cornerstone Planning, LLC429,198$9.7m2.2%
Cetera Investment Advisers424,308$9.6m0.0%
Cambridge Investment Research Advisors, Inc.394,366$8.9m0.0%
Stratos Wealth Partners, LTD.389,167$8.8m0.1%
LITTLEJOHN FINANCIAL SERVICES, INC.327,252$7.4m5.4%
Delta Wealth Advisors LLC301,742$6.8m4.9%
BIP Wealth, LLC268,420$6.1m0.2%
EVERGREEN CAPITAL MANAGEMENT LLC259,315$5.9m0.1%
TABR Capital Management, LLC249,858$5.7m4.8%
NewEdge Advisors, LLC248,808$5.6m0.0%
EVEXIA WEALTH LLC243,261$5.5m1.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBHF"). IBHF price history · All 13F data

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