Ishrs Ibds 2030 HY & Inc ETF (IBHJ)

CUSIP: 46436E122 | NYSE | 75 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Marathon Mission, Inc.206,302

2.7% of portfolio$5.3M

Chicago Partners Investment Group LLC201,132

0.1% of portfolio$5.1M

Straight Path Wealth Management80,782

0.5% of portfolio$2.1M

Ironwood Financial, llc72,621

0.3% of portfolio$1.9M

Commonwealth Equity Services, LLC39,366

0.0% of portfolio$1.0M

Focused Alpha, LLC29,493

0.2% of portfolio$756.2K

Bullock Wealth Management Group27,325

0.3% of portfolio$697.1K

Segment Wealth Management, LLC16,737

0.0% of portfolio$429.1K

Guidance Point Advisors, LLC14,289

0.1% of portfolio$366.5K

Amplius Wealth Advisors, LLC12,000

0.0% of portfolio$307.7K

Stockman Wealth Management, Inc.11,060

0.0% of portfolio$283.6K

IFP Advisors, Inc10,844

0.0% of portfolio$278.0K

Ellis Investment Partners, LLC10,014

0.0% of portfolio$256.8K

1900 Wealth Management LLC9,655

0.0% of portfolio$247.6K

Tableaux LLC9,654

0.1% of portfolio$247.5K

Collaborative Fund Advisors, LLC9,647

0.1% of portfolio$247.3K

Quad-Cities Investment Group, LLC8,672

0.1% of portfolio$222.4K

Parallel Advisors, LLC3,376

0.0% of portfolio$86.6K

Barrett & Company, Inc.2,740

0.0% of portfolio$70.3K

Ascentis Independent Advisors2,600

0.0% of portfolio$66.7K

High Note Wealth, LLC1,442

0.0% of portfolio$37.0K

Blue Trust, Inc.768

0.0% of portfolio$19.7K

Cherry Tree Wealth Management, LLC326

0.0% of portfolio$8.4K

Jacobi Capital Management LLC206

0.0% of portfolio$5.3K

Gamma Investing LLC66

0.0% of portfolio$1.7K

				Style	Turnover	Location	Filed
Marathon Mission, Inc.	206,302	$5.3M	2.7%	ETF	Very Low	Albany, NY	2026-10-01
Chicago Partners Investment Group LLC	201,132	$5.1M	0.1%	GARP	Low	Chicago, IL	2026-10-27
Straight Path Wealth Management	80,782	$2.1M	0.5%	ETF	Low	Jenison, MI	2026-10-23
Ironwood Financial, llc	72,621	$1.9M	0.3%	ETF	Low	Tucson, AZ	2026-10-20
Commonwealth Equity Services, LLC	39,366	$1.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Focused Alpha, LLC	29,493	$756.2K	0.2%	Core	Medium	Denver, CO	2026-10-20
Bullock Wealth Management Group	27,325	$697.1K	0.3%	Growth	Low	Bloomington, IN	2026-10-09
Segment Wealth Management, LLC	16,737	$429.1K	0.0%	Core	Low	Houston, TX	2026-10-26
Guidance Point Advisors, LLC	14,289	$366.5K	0.1%	ETF	Very Low	Wellesley, MA	2026-10-15
Amplius Wealth Advisors, LLC	12,000	$307.7K	0.0%	ETF	Low	Blue Bell, PA	2026-10-20
Stockman Wealth Management, Inc.	11,060	$283.6K	0.0%	Core	Low	Billings, MT	2026-10-27
IFP Advisors, Inc	10,844	$278.0K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Ellis Investment Partners, LLC	10,014	$256.8K	0.0%	ETF	Low	Berwyn, PA	2026-10-21
1900 Wealth Management LLC	9,655	$247.6K	0.0%	ETF	Low	San Antonio, TX	2026-10-13
Tableaux LLC	9,654	$247.5K	0.1%	ETF	Low	Stockbridge, MA	2026-10-23
Collaborative Fund Advisors, LLC	9,647	$247.3K	0.1%	Growth	Very High	Reno, NV	2026-11-02
Quad-Cities Investment Group, LLC	8,672	$222.4K	0.1%	Core	Low	Davenport, IA	2026-10-16
Parallel Advisors, LLC	3,376	$86.6K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Barrett & Company, Inc.	2,740	$70.3K	0.0%	ETF	Low	Providence, RI	2026-10-22
Ascentis Independent Advisors	2,600	$66.7K	0.0%	ETF	Low	Dallas, TX	2026-11-03
High Note Wealth, LLC	1,442	$37.0K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Blue Trust, Inc.	768	$19.7K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Cherry Tree Wealth Management, LLC	326	$8.4K	0.0%	ETF	Very Low	Minnetonka, MN	2026-10-15
Jacobi Capital Management LLC	206	$5.3K	0.0%	Core	Low	Pittston, PA	2026-11-05
Gamma Investing LLC	66	$1.7K	0.0%	Index	Very Low	Foster City, CA	2026-10-08