Isharesibond2031highyldinc (IBHK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares100,916 from 75,368

Change+25,548 (+34%)

Value$2.5M (+$545.3K)

Filed 2026-11-06

Straight Path Wealth Management

INCREASED

Shares75,450 from 65,230

Change+10,220 (+16%)

Value$1.9M (+$178.9K)

Filed 2026-10-23

Collaborative Fund Advisors, LLC

NEW

Shares30,235

Change+30,235

Value$745.3K

Filed 2026-11-02

Bullock Wealth Management Group

INCREASED

Shares28,309 from 26,773

Change+1,536 (+6%)

Value$695.1K (+$9.7K)

Filed 2026-10-09

Focused Alpha, LLC

INCREASED

Shares20,778 from 17,780

Change+2,998 (+17%)

Value$512.2K (+$54.0K)

Filed 2026-10-20

Segment Wealth Management, LLC

INCREASED

Shares13,414 from 10,340

Change+3,074 (+30%)

Value$330.7K (+$64.2K)

Filed 2026-10-26

Occidental Asset Management, LLC

NEW

Shares10,280

Change+10,280

Value$253.4K

Filed 2026-11-05

Ellis Investment Partners, LLC

INCREASED

Shares10,275 from 10,214

Change+61 (+1%)

Value$253.3K (-$9.9K)

Filed 2026-10-21

1900 Wealth Management LLC

NEW

Shares10,003

Change+10,003

Value$246.6K

Filed 2026-10-13

Littlejohn Financial Services, Inc.

NEW

Shares9,488

Change+9,488

Value$233.9K

Filed 2026-11-06

Mlp3, LLC

NEW

Shares8,258

Change+8,258

Value$203.5K

Filed 2026-10-22

CNB Bank

UNCHANGED

Shares3,400 from 3,400

Change0 (0%)

Value$83.8K (-$3.8K)

Filed 2026-11-09

Ascentis Independent Advisors

NEW

Shares2,550

Change+2,550

Value$62.9K

Filed 2026-11-03

Barrett & Company, Inc.

UNCHANGED

Shares2,474 from 2,474

Change0 (0%)

Value$61.0K (-$2.8K)

Filed 2026-10-22

IFP Advisors, Inc

UNCHANGED

Shares1,599 from 1,599

Change0 (0%)

Value$39.4K (-$1.8K)

Filed 2026-10-16

Brown, Lisle Ings, Inc.

INCREASED

Shares1,470 from 1,160

Change+310 (+27%)

Value$36.2K (+$6.3K)

Filed 2026-10-16

High Note Wealth, LLC

NEW

Shares525

Change+525

Value$12.9K

Filed 2026-10-27

Harbour Investments, Inc.

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$1.5K (-$70)

Filed 2026-11-09

Lido Advisors, LLC

CLOSED

Shares0 from 16,780

Change-16,780 (-100%)

Value$0 (-$432.4K)

Filed 2026-11-04

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 16,778

Change-16,778 (-100%)

Value$0 (-$432.4K)

Filed 2026-11-06

Keeler Thomas Management LLC

CLOSED

Shares0 from 13,335

Change-13,335 (-100%)

Value$0 (-$343.7K)

Filed 2026-10-29

Aspen Wealth Management LLC

CLOSED

Shares0 from 11,586

Change-11,586 (-100%)

Value$0 (-$298.6K)

Filed 2026-10-14

Lbmc Investment Advisors, LLC

N/A

Shares— from 665,633

Change-665,633 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 168,374

Change-168,374 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 80,270

Change-80,270 (-100%)

Value—

First Western Trust Bank

N/A

Shares— from 65,429

Change-65,429 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 40,799

Change-40,799 (-100%)

Value—

Wrapmanager Inc

N/A

Shares— from 28,510

Change-28,510 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 25,713

Change-25,713 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 25,713

Change-25,713 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 21,260

Change-21,260 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 12,030

Change-12,030 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 11,810

Change-11,810 (-100%)

Value—

Reliant Wealth Planning

N/A

Shares— from 10,067

Change-10,067 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,307

Change-5,307 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,674

Change-3,674 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,638

Change-2,638 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 777

Change-777 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 737

Change-737 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 578

Change-578 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	100,916	75,368	+25,548	+34%	$1.9M	$2.5M	+$545.3K	2026-11-06
Straight Path Wealth Management	INCREASED	75,450	65,230	+10,220	+16%	$1.7M	$1.9M	+$178.9K	2026-10-23
Collaborative Fund Advisors, LLC	NEW	30,235	—	+30,235	—	—	$745.3K	—	2026-11-02
Bullock Wealth Management Group	INCREASED	28,309	26,773	+1,536	+6%	$685.4K	$695.1K	+$9.7K	2026-10-09
Focused Alpha, LLC	INCREASED	20,778	17,780	+2,998	+17%	$458.2K	$512.2K	+$54.0K	2026-10-20
Segment Wealth Management, LLC	INCREASED	13,414	10,340	+3,074	+30%	$266.5K	$330.7K	+$64.2K	2026-10-26
Occidental Asset Management, LLC	NEW	10,280	—	+10,280	—	—	$253.4K	—	2026-11-05
Ellis Investment Partners, LLC	INCREASED	10,275	10,214	+61	+1%	$263.2K	$253.3K	-$9.9K	2026-10-21
1900 Wealth Management LLC	NEW	10,003	—	+10,003	—	—	$246.6K	—	2026-10-13
Littlejohn Financial Services, Inc.	NEW	9,488	—	+9,488	—	—	$233.9K	—	2026-11-06
Mlp3, LLC	NEW	8,258	—	+8,258	—	—	$203.5K	—	2026-10-22
CNB Bank	UNCHANGED	3,400	3,400	0	0%	$87.6K	$83.8K	-$3.8K	2026-11-09
Ascentis Independent Advisors	NEW	2,550	—	+2,550	—	—	$62.9K	—	2026-11-03
Barrett & Company, Inc.	UNCHANGED	2,474	2,474	0	0%	$63.8K	$61.0K	-$2.8K	2026-10-22
IFP Advisors, Inc	UNCHANGED	1,599	1,599	0	0%	$41.2K	$39.4K	-$1.8K	2026-10-16
Brown, Lisle Ings, Inc.	INCREASED	1,470	1,160	+310	+27%	$29.9K	$36.2K	+$6.3K	2026-10-16
High Note Wealth, LLC	NEW	525	—	+525	—	—	$12.9K	—	2026-10-27
Harbour Investments, Inc.	UNCHANGED	62	62	0	0%	$1.6K	$1.5K	-$70	2026-11-09
Lido Advisors, LLC	CLOSED	0	16,780	-16,780	-100%	$432.4K	$0	-$432.4K	2026-11-04
Kestra Private Wealth Services, LLC	CLOSED	0	16,778	-16,778	-100%	$432.4K	$0	-$432.4K	2026-11-06
Keeler Thomas Management LLC	CLOSED	0	13,335	-13,335	-100%	$343.7K	$0	-$343.7K	2026-10-29
Aspen Wealth Management LLC	CLOSED	0	11,586	-11,586	-100%	$298.6K	$0	-$298.6K	2026-10-14
Lbmc Investment Advisors, LLC	N/A	—	665,633	-665,633	-100%	$17.2M	—	—	—
BlackRock, Inc.	N/A	—	168,374	-168,374	-100%	$4.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	80,270	-80,270	-100%	$2.1M	—	—	—
First Western Trust Bank	N/A	—	65,429	-65,429	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	40,799	-40,799	-100%	$1.1M	—	—	—
Wrapmanager Inc	N/A	—	28,510	-28,510	-100%	$734.7K	—	—	—
BFC Planning, Inc.	N/A	—	25,713	-25,713	-100%	$662.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	25,713	-25,713	-100%	$662.6K	—	—	—
Morgan Stanley	N/A	—	21,260	-21,260	-100%	$547.9K	—	—	—
Captrust Financial Advisors	N/A	—	12,030	-12,030	-100%	$310.0K	—	—	—
Raymond James Financial Inc	N/A	—	11,810	-11,810	-100%	$304.3K	—	—	—
Reliant Wealth Planning	N/A	—	10,067	-10,067	-100%	$259.4K	—	—	—
Royal Bank of Canada	N/A	—	5,307	-5,307	-100%	$136.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,674	-3,674	-100%	$94.7K	—	—	—
Orion Capital Management LLC	N/A	—	3,000	-3,000	-100%	$77.3K	—	—	—
Wells Fargo & Company	N/A	—	2,638	-2,638	-100%	$68.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	777	-777	-100%	$20.0K	—	—	—
AE Wealth Management LLC	N/A	—	737	-737	-100%	$19.0K	—	—	—
Bogart Wealth, LLC	N/A	—	578	-578	-100%	$14.9K	—	—	—

Showing 41 of 41 institutions