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Ishares Ibond 2026 HY & Inc (IBHF)

CUSIP: 46436E528 | NYSE | 279 institutional holders

Quarters

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

Cowa, LLC907,199
5.0% of portfolio›$20.4M
Cornerstone Planning, LLC433,037
2.0% of portfolio›$9.8M
Mid-American Wealth Advisory Group, Inc.425,049
3.3% of portfolio›$9.6M
Delta Wealth Advisors LLC299,397
4.6% of portfolio›$6.7M
Csenge Advisory Group256,585
0.2% of portfolio›$5.8M
Tabr Capital Management, LLC252,054
4.2% of portfolio›$5.7M
Evexia Wealth LLC250,628
1.6% of portfolio›$5.6M
Evergreen Capital Management LLC249,843
0.1% of portfolio›$5.6M
Parallel Advisors, LLC205,414
0.1% of portfolio›$4.6M
High Note Wealth, LLC199,921
0.7% of portfolio›$4.5M
Scissortail Wealth Management, LLC183,510
0.8% of portfolio›$4.1M
Krilogy Financial LLC166,481
0.1% of portfolio›$3.7M
Kestra Private Wealth Services, LLC152,903
0.0% of portfolio›$3.4M
Walser Wealth Management Company, A Ltd Liability Co135,424
1.2% of portfolio›$3.1M
Ascentis Independent Advisors126,533
0.2% of portfolio›$2.9M
Straight Path Wealth Management117,849
0.6% of portfolio›$2.7M
Commonwealth Equity Services, LLC105,680
0.0% of portfolio›$2.4M
Endowment Wealth Management, Inc.94,010
0.7% of portfolio›$2.1M
Arrow Financial Corp92,487
0.2% of portfolio›$2.1M
Phillips Financial Management, LLC85,436
0.1% of portfolio›$1.9M
Centennial Advisors, LLC82,475
2.2% of portfolio›$1.9M
Lido Advisors, LLC80,846
0.0% of portfolio›$1.8M
Commonwealth Financial Services, LLC74,237
0.3% of portfolio›$1.7M
Sowell Financial Services LLC70,480
0.1% of portfolio›$1.6M
IFP Advisors, Inc66,630
0.0% of portfolio›$1.5M
Collaborative Fund Advisors, LLC64,886
0.8% of portfolio›$1.5M
BIP Wealth, LLC63,954
0.0% of portfolio›$1.4M
Tempus Wealth Planning, LLC58,544
0.3% of portfolio›$1.3M
Cottage Street Advisors LLC57,217
0.5% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.55,148
0.0% of portfolio›$1.2K
International Assets Investment Management, LLC54,504
0.1% of portfolio›$1.2M
Cornerstone Wealth Management, LLC50,882
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC49,770
0.0% of portfolio›$1.1M
Concurrent Investment Advisors, LLC49,685
0.0% of portfolio›$1.1M
Thrivent Financial for Lutherans49,450
0.0% of portfolio›$1.1M
Aspen Wealth Management LLC43,149
0.2% of portfolio›$972.2K
Focused Alpha, LLC41,555
0.2% of portfolio›$936.2K
Golden Reserve Retirement LLC38,509
0.1% of portfolio›$867.6K
Rebalance, LLC36,978
0.0% of portfolio›$833.1K
Beacon Financial Planning, Inc36,323
0.3% of portfolio›$818.4K
Farther Finance Advisors, LLC31,550
0.0% of portfolio›$710.8K
Koshinski Asset Management, Inc.30,443
0.0% of portfolio›$685.9K
Klaas Financial Asset Advisors, LLC29,842
0.1% of portfolio›$672.3K
HUB Investment Partners, LLC29,628
0.0% of portfolio›$667.5K
FF Advisors,LLC28,634
0.2% of portfolio›$645.1K
Magnus Financial Group LLC25,376
0.0% of portfolio›$571.7K
Livet Wealth, LLC25,135
0.3% of portfolio›$566.3K
Gateway Investment Advisers LLC24,361
0.0% of portfolio›$548.9K
Occidental Asset Management, LLC22,958
0.0% of portfolio›$517.2K
MCF Advisors LLC21,523
0.0% of portfolio›$484.9K
River's Edge Wealth Management, LLC18,785
0.4% of portfolio›$422.7K
Ellis Investment Partners, LLC17,879
0.1% of portfolio›$402.8K
Focus Financial Network, Inc.17,075
0.0% of portfolio›$384.7K
Aprio Wealth Management, LLC16,929
0.0% of portfolio›$381.4K
DeLarme Wealth Management, Inc.16,732
0.2% of portfolio›$377.0K
Montis Financial, LLC15,481
0.1% of portfolio›$348.8K
Stockman Wealth Management, Inc.15,340
0.0% of portfolio›$345.6K
Strategic Blueprint, LLC15,056
0.0% of portfolio›$339.2K
Spire Wealth Management13,740
0.0% of portfolio›$309.6K
Howland Capital Management LLC13,740
0.0% of portfolio›$309.6K
Summit Asset Management, LLC13,544
0.0% of portfolio›$305.1K
Bullock Wealth Management Group13,019
0.1% of portfolio›$292.4K
Robertson Stephens Wealth Management, LLC13,001
0.0% of portfolio›$292.9K
Moneco Advisors, LLC12,307
0.0% of portfolio›$277.3K
Wealth Enhancement Advisory Services, LLC10,850
0.0% of portfolio›$242.7K
PW Nova Financial Services LLC10,500
0.0% of portfolio›$236.6K
Prospera Financial Services Inc9,865
0.0% of portfolio›$222.5K
Private Client Services, LLC9,761
0.1% of portfolio›$219.9K
Tableaux LLC9,527
0.1% of portfolio›$214.6K
StoneX Group Inc.9,122
0.0% of portfolio›$205.6K
Truist Financial Corp8,995
0.0% of portfolio›$202.7K
Quad-Cities Investment Group, LLC8,932
0.1% of portfolio›$201.2K
Cherry Tree Wealth Management, LLC7,403
0.0% of portfolio›$166.8K
Signature Equity Partners, LLC7,101
0.1% of portfolio›$160.0K
TD Waterhouse Canada Inc.7,013
0.0% of portfolio›$157.4K
Creative Financial Designs Inc6,953
0.0% of portfolio›$156.7K
Fifth Third Bancorp4,767
0.0% of portfolio›$107.4K
North Star Investment Management Corp.4,665
0.0% of portfolio›$105.1K
Private Trust Co NA2,955
0.0% of portfolio›$66.6K
Blue Trust, Inc.2,874
0.0% of portfolio›$64.8K
Signaturefd, LLC627
0.0% of portfolio›$14.1K
US Bancorp \de\400
0.0% of portfolio›$9.0K
3 Factor Indexing, LLC398
0.0% of portfolio›$9.0K
Financial Consulate, Inc359
0.0% of portfolio›$8.1K
Kingdom Financial Group Llc.216
0.0% of portfolio›$4.9K
Ashton Thomas Private Wealth, LLC87
0.0% of portfolio›$2.0K
Moisand Fitzgerald Tamayo, LLC1
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Cowa, LLC
907,199$20.4M5.0%ETFMediumTulsa, OK2026-10-30
Cornerstone Planning, LLC
433,037$9.8M2.0%CoreMediumCharlotte, NC2026-10-27
Mid-American Wealth Advisory Group, Inc.
425,049$9.6M3.3%ETFMediumKansas City, MO2026-10-21
Delta Wealth Advisors LLC
299,397$6.7M4.6%ETFMediumIndianapolis, IN2026-10-09
Csenge Advisory Group
256,585$5.8M0.2%ETFMediumClearwater, FL2026-11-04
Tabr Capital Management, LLC
252,054$5.7M4.2%ETFHighOrange, CA2026-10-20
Evexia Wealth LLC
250,628$5.6M1.6%CoreMediumStevens Point, WI2026-11-05
Evergreen Capital Management LLC
249,843$5.6M0.1%GARPMediumBellevue, WA2026-10-23
Parallel Advisors, LLC
205,414$4.6M0.1%IndexLowSan Francisco, CA2026-11-03
High Note Wealth, LLC
199,921$4.5M0.7%ETFVery LowDeephaven, MN2026-10-27
Scissortail Wealth Management, LLC
183,510$4.1M0.8%ETFLowTulsa, OK2026-11-03
Krilogy Financial LLC
166,481$3.7M0.1%GrowthLowSt. Louis, MO2026-10-13
Kestra Private Wealth Services, LLC
152,903$3.4M0.0%GrowthLowAustin, TX2026-10-30
Walser Wealth Management Company, A Ltd Liability Co
135,424$3.1M1.2%GrowthHighTampa, FL2026-10-15
Ascentis Independent Advisors
126,533$2.9M0.2%ETFLowDallas, TX2026-11-03
Straight Path Wealth Management
117,849$2.7M0.6%ETFLowJenison, MI2026-10-23
Commonwealth Equity Services, LLC
105,680$2.4M0.0%ETFLowWaltham, MA2026-11-02
Endowment Wealth Management, Inc.
94,010$2.1M0.7%ETFMediumAppleton, WI2026-11-03
Arrow Financial Corp
92,487$2.1M0.2%ETFLowGlens Falls, NY2026-10-26
Phillips Financial Management, LLC
85,436$1.9M0.1%ETFVery LowFort Wayne, IN2026-10-19
Centennial Advisors, LLC
82,475$1.9M2.2%ETFHighAustin, TX2026-10-21
Lido Advisors, LLC
80,846$1.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Financial Services, LLC
74,237$1.7M0.3%ETFMediumVienna, WV2026-10-20
Sowell Financial Services LLC
70,480$1.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
IFP Advisors, Inc
66,630$1.5M0.0%GrowthLowTampa, FL2026-10-16
Collaborative Fund Advisors, LLC
64,886$1.5M0.8%GrowthVery HighReno, NV2026-11-02
BIP Wealth, LLC
63,954$1.4M0.0%ETFMediumAtlanta, GA2026-10-22
Tempus Wealth Planning, LLC
58,544$1.3M0.3%ETFMediumIrvine, CA2026-10-14
Cottage Street Advisors LLC
57,217$1.3M0.5%GrowthLowMarion, MA2026-10-19
Cambridge Investment Research Advisors, Inc.
55,148$1.2K0.0%ETFLowFairfield, IA2026-11-02
International Assets Investment Management, LLC
54,504$1.2M0.1%CoreVery HighOrlando, FL2026-11-02
Cornerstone Wealth Management, LLC
50,882$1.1M0.0%ETFVery LowSt. Peters, MO2026-11-04
Kestra Advisory Services, LLC
49,770$1.1M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
49,685$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Thrivent Financial for Lutherans
49,450$1.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Aspen Wealth Management LLC
43,149$972.2K0.2%ETFLowFort Worth, TX2026-10-14
Focused Alpha, LLC
41,555$936.2K0.2%CoreMediumDenver, CO2026-10-20
Golden Reserve Retirement LLC
38,509$867.6K0.1%ETFVery LowDublin, OH2026-11-02
Rebalance, LLC
36,978$833.1K0.0%ETFVery LowPalo Alto, CA2026-10-22
Beacon Financial Planning, Inc
36,323$818.4K0.3%ETFVery LowHyannis, MA2026-11-04
Farther Finance Advisors, LLC
31,550$710.8K0.0%IndexLowSan Francisco, CA2026-10-08
Koshinski Asset Management, Inc.
30,443$685.9K0.0%ETFLowDecatur, IL2026-10-29
Klaas Financial Asset Advisors, LLC
29,842$672.3K0.1%ETFVery LowLoves Park, IL2026-10-19
HUB Investment Partners, LLC
29,628$667.5K0.0%GrowthLowAustin, TX2026-11-03
FF Advisors,LLC
28,634$645.1K0.2%ETFLowManhattan Beach, CA2026-10-21
Magnus Financial Group LLC
25,376$571.7K0.0%ETFLowNew York, NY2026-10-21
Livet Wealth, LLC
25,135$566.3K0.3%ETFLowSpanish Fork, UT2026-10-27
Gateway Investment Advisers LLC
24,361$548.9K0.0%GrowthLowCincinnati, OH2026-10-13
Occidental Asset Management, LLC
22,958$517.2K0.0%GrowthLowBurlingame, CA2026-11-05
MCF Advisors LLC
21,523$484.9K0.0%ETFLowLexington, KY2026-10-28
River's Edge Wealth Management, LLC
18,785$422.7K0.4%ETFVery LowBeaver, PA2026-10-19
Ellis Investment Partners, LLC
17,879$402.8K0.1%ETFLowBerwyn, PA2026-10-21
Focus Financial Network, Inc.
17,075$384.7K0.0%ETFLowMinneapolis, MN2026-10-14
Aprio Wealth Management, LLC
16,929$381.4K0.0%ETFMediumAtlanta, GA2026-10-28
DeLarme Wealth Management, Inc.
16,732$377.0K0.2%ETFVery LowPalos Verdes Estates, CA2026-10-30
Montis Financial, LLC
15,481$348.8K0.1%ETFLowWaltham, MA2026-11-04
Stockman Wealth Management, Inc.
15,340$345.6K0.0%CoreLowBillings, MT2026-10-27
Strategic Blueprint, LLC
15,056$339.2K0.0%ETFLowAtlanta, GA2026-10-22
Spire Wealth Management
13,740$309.6K0.0%GrowthMediumMclean, VA2026-10-30
Howland Capital Management LLC
13,740$309.6K0.0%CoreLowBoston, MA2026-10-22
Summit Asset Management, LLC
13,544$305.1K0.0%ETFLowMemphis, TN2026-11-05
Bullock Wealth Management Group
13,019$292.4K0.1%GrowthLowBloomington, IN2026-10-09
Robertson Stephens Wealth Management, LLC
13,001$292.9K0.0%ETFMediumSan Francisco, CA2026-10-16
Moneco Advisors, LLC
12,307$277.3K0.0%ETFLowFairfield, CT2026-11-05
Wealth Enhancement Advisory Services, LLC
10,850$242.7K0.0%CoreLowPlymouth, MN2026-10-13
PW Nova Financial Services LLC
10,500$236.6K0.0%ETFLowNewtown, PA2026-10-15
Prospera Financial Services Inc
9,865$222.5K0.0%CoreMediumDallas, TX2026-11-04
Private Client Services, LLC
9,761$219.9K0.1%ETFMediumLouisville, KY2026-10-02
Tableaux LLC
9,527$214.6K0.1%ETFLowStockbridge, MA2026-10-23
StoneX Group Inc.
9,122$205.6K0.0%ETFMediumNew York, NY2026-11-03
Truist Financial Corp
8,995$202.7K0.0%CoreLowCharlotte, NC2026-10-30
Quad-Cities Investment Group, LLC
8,932$201.2K0.1%CoreLowDavenport, IA2026-10-16
Cherry Tree Wealth Management, LLC
7,403$166.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Signature Equity Partners, LLC
7,101$160.0K0.1%GrowthMediumColumbus, OH2026-10-29
TD Waterhouse Canada Inc.
7,013$157.4K0.0%CoreLowToronto, Australia2026-10-16
Creative Financial Designs Inc
6,953$156.7K0.0%ETFMediumKokomo, IN2026-11-04
Fifth Third Bancorp
4,767$107.4K0.0%IndexVery LowCincinnati, OH2026-11-05
North Star Investment Management Corp.
4,665$105.1K0.0%CoreLowChicago, IL2026-10-27
Private Trust Co NA
2,955$66.6K0.0%CoreLowCleveland, OH2026-10-20
Blue Trust, Inc.
2,874$64.8K0.0%ETFLowBrentwood, TN2026-10-15
Signaturefd, LLC
627$14.1K0.0%IndexLowAtlanta, GA2026-10-23
US Bancorp \de\
400$9.0K0.0%IndexLowMinneapolis, MN2026-11-05
3 Factor Indexing, LLC
398$9.0K0.0%ETFLowSacramento, CA2026-10-15
Financial Consulate, Inc
359$8.1K0.0%ETFLowHunt Valley, MD2026-10-23
Kingdom Financial Group Llc.
216$4.9K0.0%ETFMediumPeoria, AZ2026-11-04
Ashton Thomas Private Wealth, LLC
87$2.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Moisand Fitzgerald Tamayo, LLC
1$230.0%ETFVery LowOrlando, FL2026-10-15