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Isharesibond2031highyldinc (IBHK)

CUSIP: 46438G661 | NYSE | 50 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.183,3185.6%+14,944Sep 30, 2026168,374 sh (Jun 30, 2026)
13G/ABlackRock, Inc.

Institutional Holders — Q3 2026

LPL Financial LLC100,916
0.0% of portfolio›$2.5M
Straight Path Wealth Management75,450
0.4% of portfolio›$1.9M
Collaborative Fund Advisors, LLC30,235
0.4% of portfolio›$745.3K
Bullock Wealth Management Group28,309
0.3% of portfolio›$695.1K
Focused Alpha, LLC20,778
0.1% of portfolio›$512.2K
Segment Wealth Management, LLC13,414
0.0% of portfolio›$330.7K
Occidental Asset Management, LLC10,280
0.0% of portfolio›$253.4K
Ellis Investment Partners, LLC10,275
0.0% of portfolio›$253.3K
1900 Wealth Management LLC10,003
0.0% of portfolio›$246.6K
Littlejohn Financial Services, Inc.9,488
0.2% of portfolio›$233.9K
Mlp3, LLC8,258
0.2% of portfolio›$203.5K
CNB Bank3,400
0.0% of portfolio›$83.8K
Ascentis Independent Advisors2,550
0.0% of portfolio›$62.9K
Barrett & Company, Inc.2,474
0.0% of portfolio›$61.0K
IFP Advisors, Inc1,599
0.0% of portfolio›$39.4K
Brown, Lisle Ings, Inc.1,470
0.0% of portfolio›$36.2K
High Note Wealth, LLC525
0.0% of portfolio›$12.9K
Harbour Investments, Inc.62
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
LPL Financial LLC
100,916$2.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Straight Path Wealth Management
75,450$1.9M0.4%ETFLowJenison, MI2026-10-23
Collaborative Fund Advisors, LLC
30,235$745.3K0.4%GrowthVery HighReno, NV2026-11-02
Bullock Wealth Management Group
28,309$695.1K0.3%GrowthLowBloomington, IN2026-10-09
Focused Alpha, LLC
20,778$512.2K0.1%CoreMediumDenver, CO2026-10-20
Segment Wealth Management, LLC
13,414$330.7K0.0%CoreLowHouston, TX2026-10-26
Occidental Asset Management, LLC
10,280$253.4K0.0%GrowthLowBurlingame, CA2026-11-05
Ellis Investment Partners, LLC
10,275$253.3K0.0%ETFLowBerwyn, PA2026-10-21
1900 Wealth Management LLC
10,003$246.6K0.0%ETFLowSan Antonio, TX2026-10-13
Littlejohn Financial Services, Inc.
9,488$233.9K0.2%ETFHighRoseburg, OR2026-11-06
Mlp3, LLC
8,258$203.5K0.2%ValueVery LowLinwood, NJ2026-10-22
CNB Bank
3,400$83.8K0.0%GrowthLowClearfield, PA2026-11-09
Ascentis Independent Advisors
2,550$62.9K0.0%GrowthLowDallas, TX2026-11-03
Barrett & Company, Inc.
2,474$61.0K0.0%ETFLowProvidence, RI2026-10-22
IFP Advisors, Inc
1,599$39.4K0.0%CoreLowTampa, FL2026-10-16
Brown, Lisle Ings, Inc.
1,470$36.2K0.0%CoreVery LowProvidence, RI2026-10-16
High Note Wealth, LLC
525$12.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Harbour Investments, Inc.
62$1.5K0.0%ETFLowMadison, WI2026-11-09
183,318
5.6% of class · Sep 30, 2026+14,944
168,374 sh (Jun 30, 2026)