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Ishares Ibonds 2029 TM HY in (IBHI)

CUSIP: 46436E379 | NYSE | 134 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Scissortail Wealth Management, LLC510,793
2.1% of portfolio›$11.7M
Commonwealth Equity Services, LLC458,379
0.0% of portfolio›$10.5M
Ironwood Financial, llc354,860
1.3% of portfolio›$8.1M
Marathon Mission, Inc.236,578
2.7% of portfolio›$5.4M
Delta Wealth Advisors LLC233,879
3.7% of portfolio›$5.3M
Cambridge Investment Research Advisors, Inc.156,003
0.0% of portfolio›$3.6K
Bradley & Co. Private Wealth Management, LLC144,942
1.5% of portfolio›$3.3M
Straight Path Wealth Management130,451
0.7% of portfolio›$3.0M
Penobscot Investment Management Company, Inc.93,935
0.1% of portfolio›$2.1M
Sigma Planning Corp85,752
0.1% of portfolio›$2.0M
Robertson Stephens Wealth Management, LLC73,690
0.0% of portfolio›$1.7M
Whalen Wealth Management Inc.72,525
0.7% of portfolio›$1.7M
High Note Wealth, LLC55,837
0.2% of portfolio›$1.3M
Focused Alpha, LLC44,802
0.3% of portfolio›$1.0M
Commonwealth Financial Services, LLC44,000
0.2% of portfolio›$1.0M
Quad-Cities Investment Group, LLC40,778
0.3% of portfolio›$931.0K
Bullock Wealth Management Group37,800
0.4% of portfolio›$858.1K
Cyr Financial Inc.34,816
0.4% of portfolio›$794.8K
Thrivent Financial for Lutherans33,658
0.0% of portfolio›$764.0K
Guidance Point Advisors, LLC32,284
0.2% of portfolio›$737.3K
Kestra Private Wealth Services, LLC30,926
0.0% of portfolio›$706.0K
Lido Advisors, LLC25,033
0.0% of portfolio›$571.5K
Aspen Wealth Management LLC20,821
0.1% of portfolio›$475.3K
Occidental Asset Management, LLC18,471
0.0% of portfolio›$421.7K
Segment Wealth Management, LLC16,755
0.0% of portfolio›$382.5K
River's Edge Wealth Management, LLC15,317
0.3% of portfolio›$349.2K
Amplius Wealth Advisors, LLC14,500
0.0% of portfolio›$331.0K
Gamma Investing LLC14,129
0.0% of portfolio›$322.6K
IFP Advisors, Inc13,728
0.0% of portfolio›$313.4K
Windsor Capital Management, LLC13,114
0.1% of portfolio›$299.4K
Ellis Investment Partners, LLC11,254
0.0% of portfolio›$256.9K
1900 Wealth Management LLC10,937
0.0% of portfolio›$249.7K
Tableaux LLC9,174
0.1% of portfolio›$209.4K
Activest Wealth Management6,510
0.0% of portfolio›$148.6K
Parallel Advisors, LLC5,400
0.0% of portfolio›$123.3K
Ashton Thomas Private Wealth, LLC4,514
0.0% of portfolio›$103.1K
Barrett & Company, Inc.3,869
0.0% of portfolio›$88.9K
Cherry Tree Wealth Management, LLC2,018
0.0% of portfolio›$46.1K
Golden State Wealth Management, LLC1,558
0.0% of portfolio›$35.6K
Blue Trust, Inc.863
0.0% of portfolio›$19.7K
Ascentis Independent Advisors750
0.0% of portfolio›$17.1K
Rossby Financial, LCC503
0.0% of portfolio›$11.5K
Financial Consulate, Inc288
0.0% of portfolio›$6.6K
Jacobi Capital Management LLC230
0.0% of portfolio›$5.3K
StyleTurnoverLocationFiled
Scissortail Wealth Management, LLC
510,793$11.7M2.1%ETFLowTulsa, OK2026-11-03
Commonwealth Equity Services, LLC
458,379$10.5M0.0%ETFLowWaltham, MA2026-11-02
Ironwood Financial, llc
354,860$8.1M1.3%ETFLowTucson, AZ2026-10-20
Marathon Mission, Inc.
236,578$5.4M2.7%ETFVery LowAlbany, NY2026-10-01
Delta Wealth Advisors LLC
233,879$5.3M3.7%ETFMediumIndianapolis, IN2026-10-09
Cambridge Investment Research Advisors, Inc.
156,003$3.6K0.0%ETFLowFairfield, IA2026-11-02
Bradley & Co. Private Wealth Management, LLC
144,942$3.3M1.5%CoreVery LowMiami, FL2026-10-23
Straight Path Wealth Management
130,451$3.0M0.7%ETFLowJenison, MI2026-10-23
Penobscot Investment Management Company, Inc.
93,935$2.1M0.1%GrowthLowBoston, MA2026-10-26
Sigma Planning Corp
85,752$2.0M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Robertson Stephens Wealth Management, LLC
73,690$1.7M0.0%ETFMediumSan Francisco, CA2026-10-16
Whalen Wealth Management Inc.
72,525$1.7M0.7%GrowthHighLas Vegas, NV2026-10-08
High Note Wealth, LLC
55,837$1.3M0.2%ETFVery LowDeephaven, MN2026-10-27
Focused Alpha, LLC
44,802$1.0M0.3%CoreMediumDenver, CO2026-10-20
Commonwealth Financial Services, LLC
44,000$1.0M0.2%ETFMediumVienna, WV2026-10-20
Quad-Cities Investment Group, LLC
40,778$931.0K0.3%CoreLowDavenport, IA2026-10-16
Bullock Wealth Management Group
37,800$858.1K0.4%GrowthLowBloomington, IN2026-10-09
Cyr Financial Inc.
34,816$794.8K0.4%ETFLowHennepin, IL2026-10-16
Thrivent Financial for Lutherans
33,658$764.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Guidance Point Advisors, LLC
32,284$737.3K0.2%ETFVery LowWellesley, MA2026-10-15
Kestra Private Wealth Services, LLC
30,926$706.0K0.0%GrowthLowAustin, TX2026-10-30
Lido Advisors, LLC
25,033$571.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Aspen Wealth Management LLC
20,821$475.3K0.1%ETFLowFort Worth, TX2026-10-14
Occidental Asset Management, LLC
18,471$421.7K0.0%GrowthLowBurlingame, CA2026-11-05
Segment Wealth Management, LLC
16,755$382.5K0.0%CoreLowHouston, TX2026-10-26
River's Edge Wealth Management, LLC
15,317$349.2K0.3%ETFVery LowBeaver, PA2026-10-19
Amplius Wealth Advisors, LLC
14,500$331.0K0.0%ETFLowBlue Bell, PA2026-10-20
Gamma Investing LLC
14,129$322.6K0.0%IndexVery LowFoster City, CA2026-10-08
IFP Advisors, Inc
13,728$313.4K0.0%GrowthLowTampa, FL2026-10-16
Windsor Capital Management, LLC
13,114$299.4K0.1%ETFVery LowPhoenix, AZ2026-10-13
Ellis Investment Partners, LLC
11,254$256.9K0.0%ETFLowBerwyn, PA2026-10-21
1900 Wealth Management LLC
10,937$249.7K0.0%ETFLowSan Antonio, TX2026-10-13
Tableaux LLC
9,174$209.4K0.1%ETFLowStockbridge, MA2026-10-23
Activest Wealth Management
6,510$148.6K0.0%ETFLowAventura, FL2026-10-15
Parallel Advisors, LLC
5,400$123.3K0.0%IndexLowSan Francisco, CA2026-11-03
Ashton Thomas Private Wealth, LLC
4,514$103.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Barrett & Company, Inc.
3,869$88.9K0.0%ETFLowProvidence, RI2026-10-22
Cherry Tree Wealth Management, LLC
2,018$46.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Golden State Wealth Management, LLC
1,558$35.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Blue Trust, Inc.
863$19.7K0.0%ETFLowBrentwood, TN2026-10-15
Ascentis Independent Advisors
750$17.1K0.0%ETFLowDallas, TX2026-11-03
Rossby Financial, LCC
503$11.5K0.0%ETFMediumMelbourne, FL2026-11-05
Financial Consulate, Inc
288$6.6K0.0%ETFLowHunt Valley, MD2026-10-23
Jacobi Capital Management LLC
230$5.3K0.0%CoreLowPittston, PA2026-11-05