IBHK institutional holders

ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF · 13F, 2026Q2

Managers holding31
Shares held1,392,612
Reported value$35.9m
Quarter flows4 new, 14 added, 3 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LBMC INVESTMENT ADVISORS, LLC665,633$17.2m0.9%
BlackRock, Inc.168,374$4.3m0.0%
Integrated Wealth Concepts LLC80,270$2.1m0.0%
LPL Financial LLC75,368$1.9m0.0%
First Western Trust Bank65,429$1.7m0.1%
Straight Path Wealth Management65,230$1.7m0.4%
BANK OF AMERICA CORP /DE/40,799$1.1m0.0%
WRAPMANAGER INC28,510$734,7030.2%
Bullock Wealth Management Group26,773$685,3910.3%
MORGAN STANLEY21,260$547,8700.0%
FOCUSED ALPHA, LLC17,780$458,2030.1%
Lido Advisors, LLC16,780$432,4400.0%
KESTRA PRIVATE WEALTH SERVICES, LLC16,778$432,3590.0%
Keeler Thomas Management LLC13,335$343,6540.1%
CAPTRUST FINANCIAL ADVISORS12,030$310,0130.0%
RAYMOND JAMES FINANCIAL INC11,810$304,3440.0%
Aspen Wealth Management LLC11,586$298,5710.1%
Segment Wealth Management, LLC10,340$266,4620.0%
Ellis Investment Partners, LLC10,214$263,2300.0%
Reliant Wealth Planning10,067$259,4260.1%
ROYAL BANK OF CANADA5,307$136,0000.0%
OSAIC HOLDINGS, INC.3,674$94,6770.0%
CNB Bank3,400$87,6180.0%
Orion Capital Management LLC3,000$77,3100.0%
WELLS FARGO & COMPANY/MN2,638$67,9810.0%

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

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