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Ishares Ibonds 2027 HY Inc (IBHG)

CUSIP: 46436E478 | NYSE | 197 institutional holders

Quarters

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

Arrow Financial Corp1,587,518
3.2% of portfolio›$34.6M
Kestra Private Wealth Services, LLC275,380
0.1% of portfolio›$6.0M
Ironwood Financial, llc224,667
0.8% of portfolio›$4.9M
Concurrent Investment Advisors, LLC212,680
0.0% of portfolio›$4.6M
J.W. Cole Advisors, Inc.207,211
0.1% of portfolio›$4.5M
Mid-American Wealth Advisory Group, Inc.178,726
1.4% of portfolio›$3.9M
Straight Path Wealth Management144,986
0.7% of portfolio›$3.2M
Penobscot Investment Management Company, Inc.144,912
0.2% of portfolio›$3.2M
Cambridge Investment Research Advisors, Inc.133,903
0.0% of portfolio›$2.9K
Parallel Advisors, LLC118,512
0.0% of portfolio›$2.6M
Brucke Financial, Inc.89,372
0.8% of portfolio›$1.9M
Evexia Wealth LLC83,406
0.5% of portfolio›$1.8M
Walser Wealth Management Company, A Ltd Liability Co82,493
0.7% of portfolio›$1.8M
Phillips Financial Management, LLC66,119
0.1% of portfolio›$1.4M
High Note Wealth, LLC63,736
0.2% of portfolio›$1.4M
Kurv Investment Management LLC61,985
0.7% of portfolio›$1.4M
Commonwealth Financial Services, LLC61,519
0.2% of portfolio›$1.3M
Centennial Advisors, LLC61,034
1.6% of portfolio›$1.3M
Commonwealth Equity Services, LLC60,977
0.0% of portfolio›$1.3M
Beese Fulmer Investment Management, Inc.58,748
0.1% of portfolio›$1.3M
IFP Advisors, Inc55,099
0.0% of portfolio›$1.2M
Thrivent Financial for Lutherans54,738
0.0% of portfolio›$1.2M
BridgePort Financial Solutions, LLC54,580
0.3% of portfolio›$1.2M
Focused Alpha, LLC53,205
0.3% of portfolio›$1.2M
Cornerstone Wealth Management, LLC52,845
0.0% of portfolio›$1.2M
Collaborative Fund Advisors, LLC48,941
0.6% of portfolio›$1.1M
Aspen Wealth Management LLC44,425
0.2% of portfolio›$967.6K
Cowa, LLC41,245
0.2% of portfolio›$898.3K
Guidance Point Advisors, LLC40,480
0.2% of portfolio›$881.9K
Rebalance, LLC38,232
0.0% of portfolio›$832.7K
Lido Advisors, LLC37,414
0.0% of portfolio›$814.9K
Bullock Wealth Management Group31,710
0.3% of portfolio›$688.4K
Csenge Advisory Group27,092
0.0% of portfolio›$590.1K
Klaas Financial Asset Advisors, LLC26,798
0.1% of portfolio›$583.7K
Tempus Wealth Planning, LLC24,148
0.1% of portfolio›$525.9K
HUB Investment Partners, LLC23,650
0.0% of portfolio›$515.1K
Occidental Asset Management, LLC22,050
0.0% of portfolio›$480.2K
River's Edge Wealth Management, LLC19,311
0.4% of portfolio›$420.2K
Beacon Financial Planning, Inc19,145
0.1% of portfolio›$417.0K
Kestra Advisory Services, LLC16,665
0.0% of portfolio›$363.0K
Windsor Capital Management, LLC16,467
0.1% of portfolio›$358.7K
Farther Finance Advisors, LLC15,897
0.0% of portfolio›$346.2K
Gamma Investing LLC15,213
0.0% of portfolio›$331.3K
Sigma Planning Corp15,036
0.0% of portfolio›$327.5K
Strategic Blueprint, LLC11,830
0.0% of portfolio›$257.7K
Signature Equity Partners, LLC11,046
0.1% of portfolio›$240.6K
Wealth Enhancement Advisory Services, LLC10,851
0.0% of portfolio›$235.9K
Tableaux LLC10,685
0.1% of portfolio›$232.7K
1900 Wealth Management LLC10,359
0.0% of portfolio›$225.6K
Ashton Thomas Private Wealth, LLC10,349
0.0% of portfolio›$225.4K
Wormser Freres Gestion9,916
0.1% of portfolio›$216.0K
KPP Advisory Services LLC9,440
0.0% of portfolio›$205.6K
International Assets Investment Management, LLC9,257
0.0% of portfolio›$201.0K
Friedenthal Financial7,821
0.1% of portfolio›$170.3K
Peck Wealth Management, LLC7,600
0.1% of portfolio›$165.5K
TD Waterhouse Canada Inc.7,272
0.0% of portfolio›$157.9K
Activest Wealth Management6,740
0.0% of portfolio›$146.8K
Fifth Third Bancorp6,057
0.0% of portfolio›$131.9K
Spire Wealth Management2,925
0.0% of portfolio›$63.7K
Ascentis Independent Advisors2,750
0.0% of portfolio›$59.9K
Hurley Capital, LLC2,429
0.0% of portfolio›$52.9K
Golden State Wealth Management, LLC1,758
0.0% of portfolio›$38.3K
Nfsg Corp1,580
0.0% of portfolio›$34.4K
Creative Financial Designs Inc1,324
0.0% of portfolio›$28.8K
Blue Trust, Inc.905
0.0% of portfolio›$19.7K
Moisand Fitzgerald Tamayo, LLC800
0.0% of portfolio›$17.4K
Financial Consulate, Inc244
0.0% of portfolio›$5.3K
Cherry Tree Wealth Management, LLC225
0.0% of portfolio›$4.9K
Parkside Financial Bank & Trust21
0.0% of portfolio›$458
StyleTurnoverLocationFiled
Arrow Financial Corp
1,587,518$34.6M3.2%ETFLowGlens Falls, NY2026-10-26
Kestra Private Wealth Services, LLC
275,380$6.0M0.1%GrowthLowAustin, TX2026-10-30
Ironwood Financial, llc
224,667$4.9M0.8%ETFLowTucson, AZ2026-10-20
Concurrent Investment Advisors, LLC
212,680$4.6M0.0%GrowthMediumTampa, FL2026-10-16
J.W. Cole Advisors, Inc.
207,211$4.5M0.1%IndexLowTampa, FL2026-11-05
Mid-American Wealth Advisory Group, Inc.
178,726$3.9M1.4%ETFMediumKansas City, MO2026-10-21
Straight Path Wealth Management
144,986$3.2M0.7%ETFLowJenison, MI2026-10-23
Penobscot Investment Management Company, Inc.
144,912$3.2M0.2%GrowthLowBoston, MA2026-10-26
Cambridge Investment Research Advisors, Inc.
133,903$2.9K0.0%ETFLowFairfield, IA2026-11-02
Parallel Advisors, LLC
118,512$2.6M0.0%IndexLowSan Francisco, CA2026-11-03
Brucke Financial, Inc.
89,372$1.9M0.8%GrowthMediumIndianapolis, IN2026-10-23
Evexia Wealth LLC
83,406$1.8M0.5%CoreMediumStevens Point, WI2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
82,493$1.8M0.7%GrowthHighTampa, FL2026-10-15
Phillips Financial Management, LLC
66,119$1.4M0.1%ETFVery LowFort Wayne, IN2026-10-19
High Note Wealth, LLC
63,736$1.4M0.2%ETFVery LowDeephaven, MN2026-10-27
Kurv Investment Management LLC
61,985$1.4M0.7%MomentumMediumSan Francisco, CA2026-10-28
Commonwealth Financial Services, LLC
61,519$1.3M0.2%ETFMediumVienna, WV2026-10-20
Centennial Advisors, LLC
61,034$1.3M1.6%ETFHighAustin, TX2026-10-21
Commonwealth Equity Services, LLC
60,977$1.3M0.0%ETFLowWaltham, MA2026-11-02
Beese Fulmer Investment Management, Inc.
58,748$1.3M0.1%CoreLowCanton, OH2026-10-23
IFP Advisors, Inc
55,099$1.2M0.0%GrowthLowTampa, FL2026-10-16
Thrivent Financial for Lutherans
54,738$1.2M0.0%GARPMediumMinneapolis, MN2026-11-05
BridgePort Financial Solutions, LLC
54,580$1.2M0.3%ETFLowFairfield, IA2026-11-02
Focused Alpha, LLC
53,205$1.2M0.3%CoreMediumDenver, CO2026-10-20
Cornerstone Wealth Management, LLC
52,845$1.2M0.0%ETFVery LowSt. Peters, MO2026-11-04
Collaborative Fund Advisors, LLC
48,941$1.1M0.6%GrowthVery HighReno, NV2026-11-02
Aspen Wealth Management LLC
44,425$967.6K0.2%ETFLowFort Worth, TX2026-10-14
Cowa, LLC
41,245$898.3K0.2%ETFMediumTulsa, OK2026-10-30
Guidance Point Advisors, LLC
40,480$881.9K0.2%ETFVery LowWellesley, MA2026-10-15
Rebalance, LLC
38,232$832.7K0.0%ETFVery LowPalo Alto, CA2026-10-22
Lido Advisors, LLC
37,414$814.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Bullock Wealth Management Group
31,710$688.4K0.3%GrowthLowBloomington, IN2026-10-09
Csenge Advisory Group
27,092$590.1K0.0%ETFMediumClearwater, FL2026-11-04
Klaas Financial Asset Advisors, LLC
26,798$583.7K0.1%ETFVery LowLoves Park, IL2026-10-19
Tempus Wealth Planning, LLC
24,148$525.9K0.1%ETFMediumIrvine, CA2026-10-14
HUB Investment Partners, LLC
23,650$515.1K0.0%GrowthLowAustin, TX2026-11-03
Occidental Asset Management, LLC
22,050$480.2K0.0%GrowthLowBurlingame, CA2026-11-05
River's Edge Wealth Management, LLC
19,311$420.2K0.4%ETFVery LowBeaver, PA2026-10-19
Beacon Financial Planning, Inc
19,145$417.0K0.1%ETFVery LowHyannis, MA2026-11-04
Kestra Advisory Services, LLC
16,665$363.0K0.0%CoreLowAustin, TX2026-11-02
Windsor Capital Management, LLC
16,467$358.7K0.1%ETFVery LowPhoenix, AZ2026-10-13
Farther Finance Advisors, LLC
15,897$346.2K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
15,213$331.3K0.0%IndexVery LowFoster City, CA2026-10-08
Sigma Planning Corp
15,036$327.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Strategic Blueprint, LLC
11,830$257.7K0.0%ETFLowAtlanta, GA2026-10-22
Signature Equity Partners, LLC
11,046$240.6K0.1%GrowthMediumColumbus, OH2026-10-29
Wealth Enhancement Advisory Services, LLC
10,851$235.9K0.0%CoreLowPlymouth, MN2026-10-13
Tableaux LLC
10,685$232.7K0.1%ETFLowStockbridge, MA2026-10-23
1900 Wealth Management LLC
10,359$225.6K0.0%ETFLowSan Antonio, TX2026-10-13
Ashton Thomas Private Wealth, LLC
10,349$225.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Wormser Freres Gestion
9,916$216.0K0.1%GrowthMediumParis, India2026-10-21
KPP Advisory Services LLC
9,440$205.6K0.0%GrowthMediumLouisville, KY2026-10-26
International Assets Investment Management, LLC
9,257$201.0K0.0%CoreVery HighOrlando, FL2026-11-02
Friedenthal Financial
7,821$170.3K0.1%ETFHighMarlton, NJ2026-10-27
Peck Wealth Management, LLC
7,600$165.5K0.1%ETFLowWhite Plains, NY2026-10-29
TD Waterhouse Canada Inc.
7,272$157.9K0.0%CoreLowToronto, Australia2026-10-16
Activest Wealth Management
6,740$146.8K0.0%ETFLowAventura, FL2026-10-15
Fifth Third Bancorp
6,057$131.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Spire Wealth Management
2,925$63.7K0.0%GrowthMediumMclean, VA2026-10-30
Ascentis Independent Advisors
2,750$59.9K0.0%ETFLowDallas, TX2026-11-03
Hurley Capital, LLC
2,429$52.9K0.0%GARPMediumNew York, NY2026-11-05
Golden State Wealth Management, LLC
1,758$38.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Nfsg Corp
1,580$34.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Creative Financial Designs Inc
1,324$28.8K0.0%ETFMediumKokomo, IN2026-11-04
Blue Trust, Inc.
905$19.7K0.0%ETFLowBrentwood, TN2026-10-15
Moisand Fitzgerald Tamayo, LLC
800$17.4K0.0%ETFVery LowOrlando, FL2026-10-15
Financial Consulate, Inc
244$5.3K0.0%ETFLowHunt Valley, MD2026-10-23
Cherry Tree Wealth Management, LLC
225$4.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Parkside Financial Bank & Trust
21$4580.0%CoreVery LowSaint Louis, MO2026-10-27