ISHARES IBONDS 2027 HY INC IBHG
$21.99
+0.1% 52w: $21.08 – $22.04
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.0821.5622.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
127
+10 QoQ
13F value
$267.0M
+1.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBHG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 1.6M | $35.8M | 2.2% | +2.7% |
| LPL Financial LLC | Bank broker | 1.1M | $25.3M | 0.0% | +25.1% |
| THREADGILL FINANCIAL, LLC | Wealth advisor | 962.6K | $21.3M | 6.2% | +7072.6% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 893.1K | $19.8M | 0.1% | -3.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 799.7K | $17.7M | 0.0% | -2.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 400.7K | $8.9M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 397.4K | $8.8M | 0.0% | +3.3% |
| Commonwealth Financial Services, LLC | Wealth advisor | 388.1K | $8.6M | 1.4% | +7.0% |
| UBS Group AG | Bank broker | 334.9K | $7.4M | 0.0% | +59.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 325.4K | $7.2M | 0.0% | +17.6% |
| Cetera Investment Advisers | Wealth advisor | 263.3K | $5.8M | 0.0% | +1.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 248.9K | $5.5M | 0.0% | -0.2% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 222.6K | $4.9M | 0.2% | +4.7% |
| MORGAN STANLEY | Bank broker | 217.2K | $4.8M | 0.0% | +12.9% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 208.9K | $4.7M | 2.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 166.9K | $3.7M | 0.0% | +9.2% |
| Ironwood Financial, llc | Wealth advisor | 165.5K | $3.7M | 0.6% | +7.1% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 136.3K | $3.0M | 0.1% | -56.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 136.0K | $3.0M | 0.0% | +12.6% |
| Keeler Thomas Management LLC | Other | 133.7K | $3.0M | 1.3% | -69.5% |
| Straight Path Wealth Management | Wealth advisor | 127.6K | $2.8M | 0.8% | +9.3% |
| Carr Financial Group Corp | Wealth advisor | 119.8K | $2.7M | 0.7% | +37.7% |
| EVEXIA WEALTH LLC ★2 | Fundamental diversified | 116.9K | $2.6M | 0.7% | +16.9% |
| EIGHT 31 FINANCIAL, LLC | Wealth advisor | 104.3K | $2.3M | 1.4% | -1.8% |
| ROYAL BANK OF CANADA | Bank broker | 92.1K | $2.0M | 0.0% | -63.4% |
| Penobscot Investment Management Company, Inc. | Other | 89.4K | $2.0M | 0.2% | +7.2% |
| Lido Advisors, LLC | Wealth advisor | 83.0K | $1.8M | 0.0% | -10.9% |
| Advisory Services Network, LLC | Diversified mechanical | 77.9K | $1.7M | 0.0% | -4.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 74.6K | $1.6M | 0.0% | +11.7% |
| Integrated Wealth Concepts LLC | Wealth advisor | 73.1K | $1.6M | 0.0% | +1.4% |
| BlackRock, Inc. | Index provider | 71.0K | $1.6M | 0.0% | +33.3% |
| Centennial Advisors, LLC | Wealth advisor | 54.9K | $1.2M | 1.5% | -8.2% |
| BridgePort Financial Solutions, LLC | Wealth advisor | 54.6K | $1.2M | 0.3% | -3.0% |
| Foundations Investment Advisors, LLC | Wealth advisor | 54.5K | $1.2M | 0.0% | +132.1% |
| IFP Advisors, Inc | Wealth advisor | 54.1K | $1.2M | 0.0% | +6.1% |
| Walser Wealth Management Company, A Ltd Liability Co | Wealth advisor | 49.8K | $1.1M | 0.5% | +168.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 49.7K | $1.1M | 0.0% | -21.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 45.4K | $1.0M | 0.0% | +15.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 44.9K | $994K | 0.0% | +30.5% |
| Parallel Advisors, LLC | Wealth advisor | 42.7K | $946K | 0.0% | +32.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 42.4K | $939K | 0.0% | -44.5% |
| FOCUSED ALPHA, LLC | Wealth advisor | 41.6K | $921K | 0.3% | +3.7% |
| AE Wealth Management LLC | Wealth advisor | 41.1K | $909K | 0.0% | -6.7% |
| Tempus Wealth Planning, LLC | Wealth advisor | 39.8K | $880K | 0.2% | +3.0% |
| COWA, LLC | Wealth advisor | 39.2K | $867K | 0.3% | +122.1% |
| Thrivent Financial for Lutherans | Diversified mechanical | 37.3K | $825K | 0.0% | +25.5% |
| WRAPMANAGER INC | Wealth advisor | 37.2K | $822K | 0.3% | +0.5% |
| REBALANCE, LLC | Wealth advisor | 36.4K | $806K | 0.0% | -27.1% |
| Heartland Bank & Trust Co | Other | 35.6K | $789K | 0.2% | +6.6% |
| Private Advisor Group, LLC | Wealth advisor | 34.5K | $763K | 0.0% | +7.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.