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Ishares Ibonds 2028 TM HY in (IBHH)

CUSIP: 46436E387 | NYSE | 160 institutional holders

Quarters

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

Ironwood Financial, llc479,595
1.7% of portfolio›$11.1M
Kestra Private Wealth Services, LLC270,896
0.1% of portfolio›$6.3M
Concurrent Investment Advisors, LLC191,867
0.0% of portfolio›$4.4M
Commonwealth Equity Services, LLC148,871
0.0% of portfolio›$3.4M
Straight Path Wealth Management139,575
0.7% of portfolio›$3.2M
Penobscot Investment Management Company, Inc.132,628
0.2% of portfolio›$3.1M
Robertson Stephens Wealth Management, LLC95,555
0.1% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.86,060
0.0% of portfolio›$2.0K
Private Client Services, LLC85,417
0.5% of portfolio›$2.0M
Parallel Advisors, LLC70,592
0.0% of portfolio›$1.6M
High Note Wealth, LLC59,051
0.2% of portfolio›$1.4M
Thrivent Financial for Lutherans53,156
0.0% of portfolio›$1.2M
Commonwealth Financial Services, LLC52,619
0.2% of portfolio›$1.2M
Focused Alpha, LLC52,022
0.3% of portfolio›$1.2M
Guidance Point Advisors, LLC43,716
0.2% of portfolio›$1.0M
Aspen Wealth Management LLC38,846
0.1% of portfolio›$898.5K
Rebalance, LLC35,636
0.0% of portfolio›$824.3K
Walser Wealth Management Company, A Ltd Liability Co34,000
0.3% of portfolio›$786.4K
Bullock Wealth Management Group29,973
0.3% of portfolio›$691.5K
Beese Fulmer Investment Management, Inc.27,971
0.0% of portfolio›$647.0K
J.W. Cole Advisors, Inc.24,733
0.0% of portfolio›$572.1K
Klaas Financial Asset Advisors, LLC21,627
0.1% of portfolio›$500.2K
Lido Advisors, LLC19,859
0.0% of portfolio›$459.3K
IFP Advisors, Inc19,613
0.0% of portfolio›$453.6K
River's Edge Wealth Management, LLC17,028
0.3% of portfolio›$393.3K
Windsor Capital Management, LLC16,040
0.1% of portfolio›$371.0K
Gamma Investing LLC14,322
0.0% of portfolio›$331.3K
Wormser Freres Gestion13,865
0.2% of portfolio›$320.7K
Cornerstone Wealth Management, LLC13,758
0.0% of portfolio›$318.2K
Sigma Planning Corp12,812
0.0% of portfolio›$296.3K
Segment Wealth Management, LLC12,710
0.0% of portfolio›$294.0K
Ellis Investment Partners, LLC11,525
0.0% of portfolio›$266.6K
Peck Wealth Management, LLC11,300
0.2% of portfolio›$261.4K
Oppenheimer & Co Inc11,209
0.0% of portfolio›$259.3K
1900 Wealth Management LLC10,876
0.0% of portfolio›$251.6K
Tableaux LLC10,746
0.1% of portfolio›$248.6K
Cyr Financial Inc.10,364
0.1% of portfolio›$239.7K
KPP Advisory Services LLC10,075
0.0% of portfolio›$233.0K
Ascentis Independent Advisors8,020
0.0% of portfolio›$185.5K
TD Waterhouse Canada Inc.6,919
0.0% of portfolio›$159.1K
Cherry Tree Wealth Management, LLC5,714
0.0% of portfolio›$132.2K
Farther Finance Advisors, LLC4,374
0.0% of portfolio›$101.2K
Spire Wealth Management1,898
0.0% of portfolio›$43.9K
Hurley Capital, LLC1,693
0.0% of portfolio›$39.2K
Blue Trust, Inc.861
0.0% of portfolio›$19.9K
Financial Consulate, Inc231
0.0% of portfolio›$5.3K
Jacobi Capital Management LLC213
0.0% of portfolio›$4.9K
StyleTurnoverLocationFiled
Ironwood Financial, llc
479,595$11.1M1.7%ETFLowTucson, AZ2026-10-20
Kestra Private Wealth Services, LLC
270,896$6.3M0.1%GrowthLowAustin, TX2026-10-30
Concurrent Investment Advisors, LLC
191,867$4.4M0.0%GrowthMediumTampa, FL2026-10-16
Commonwealth Equity Services, LLC
148,871$3.4M0.0%ETFLowWaltham, MA2026-11-02
Straight Path Wealth Management
139,575$3.2M0.7%ETFLowJenison, MI2026-10-23
Penobscot Investment Management Company, Inc.
132,628$3.1M0.2%GrowthLowBoston, MA2026-10-26
Robertson Stephens Wealth Management, LLC
95,555$2.2M0.1%ETFMediumSan Francisco, CA2026-10-16
Cambridge Investment Research Advisors, Inc.
86,060$2.0K0.0%ETFLowFairfield, IA2026-11-02
Private Client Services, LLC
85,417$2.0M0.5%ETFMediumLouisville, KY2026-10-02
Parallel Advisors, LLC
70,592$1.6M0.0%IndexLowSan Francisco, CA2026-11-03
High Note Wealth, LLC
59,051$1.4M0.2%ETFVery LowDeephaven, MN2026-10-27
Thrivent Financial for Lutherans
53,156$1.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Commonwealth Financial Services, LLC
52,619$1.2M0.2%ETFMediumVienna, WV2026-10-20
Focused Alpha, LLC
52,022$1.2M0.3%CoreMediumDenver, CO2026-10-20
Guidance Point Advisors, LLC
43,716$1.0M0.2%ETFVery LowWellesley, MA2026-10-15
Aspen Wealth Management LLC
38,846$898.5K0.1%ETFLowFort Worth, TX2026-10-14
Rebalance, LLC
35,636$824.3K0.0%ETFVery LowPalo Alto, CA2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
34,000$786.4K0.3%GrowthHighTampa, FL2026-10-15
Bullock Wealth Management Group
29,973$691.5K0.3%GrowthLowBloomington, IN2026-10-09
Beese Fulmer Investment Management, Inc.
27,971$647.0K0.0%CoreLowCanton, OH2026-10-23
J.W. Cole Advisors, Inc.
24,733$572.1K0.0%IndexLowTampa, FL2026-11-05
Klaas Financial Asset Advisors, LLC
21,627$500.2K0.1%ETFVery LowLoves Park, IL2026-10-19
Lido Advisors, LLC
19,859$459.3K0.0%GrowthLowLos Angeles, CA2026-11-04
IFP Advisors, Inc
19,613$453.6K0.0%GrowthLowTampa, FL2026-10-16
River's Edge Wealth Management, LLC
17,028$393.3K0.3%ETFVery LowBeaver, PA2026-10-19
Windsor Capital Management, LLC
16,040$371.0K0.1%ETFVery LowPhoenix, AZ2026-10-13
Gamma Investing LLC
14,322$331.3K0.0%IndexVery LowFoster City, CA2026-10-08
Wormser Freres Gestion
13,865$320.7K0.2%GrowthMediumParis, India2026-10-21
Cornerstone Wealth Management, LLC
13,758$318.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Sigma Planning Corp
12,812$296.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Segment Wealth Management, LLC
12,710$294.0K0.0%CoreLowHouston, TX2026-10-26
Ellis Investment Partners, LLC
11,525$266.6K0.0%ETFLowBerwyn, PA2026-10-21
Peck Wealth Management, LLC
11,300$261.4K0.2%ETFLowWhite Plains, NY2026-10-29
Oppenheimer & Co Inc
11,209$259.3K0.0%CoreLowNew York, NY2026-10-26
1900 Wealth Management LLC
10,876$251.6K0.0%ETFLowSan Antonio, TX2026-10-13
Tableaux LLC
10,746$248.6K0.1%ETFLowStockbridge, MA2026-10-23
Cyr Financial Inc.
10,364$239.7K0.1%ETFLowHennepin, IL2026-10-16
KPP Advisory Services LLC
10,075$233.0K0.0%GrowthMediumLouisville, KY2026-10-26
Ascentis Independent Advisors
8,020$185.5K0.0%ETFLowDallas, TX2026-11-03
TD Waterhouse Canada Inc.
6,919$159.1K0.0%CoreLowToronto, Australia2026-10-16
Cherry Tree Wealth Management, LLC
5,714$132.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Farther Finance Advisors, LLC
4,374$101.2K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
1,898$43.9K0.0%GrowthMediumMclean, VA2026-10-30
Hurley Capital, LLC
1,693$39.2K0.0%GARPMediumNew York, NY2026-11-05
Blue Trust, Inc.
861$19.9K0.0%ETFLowBrentwood, TN2026-10-15
Financial Consulate, Inc
231$5.3K0.0%ETFLowHunt Valley, MD2026-10-23
Jacobi Capital Management LLC
213$4.9K0.0%CoreLowPittston, PA2026-11-05