ISHARES IBONDS 2028 TM HY IN IBHH
$23.43
+0.2% 52w: $22.16 – $23.46
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data22.1622.8123.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
101
+13 QoQ
13F value
$312.4M
+8.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBHH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 1.7M | $40.9M | 2.5% | +1.6% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 1.3M | $29.4M | 1.3% | +4.1% |
| LPL Financial LLC | Bank broker | 1.1M | $25.8M | 0.0% | +19.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 887.3K | $20.8M | 0.0% | +1.5% |
| THREADGILL FINANCIAL, LLC | Wealth advisor | 868.7K | $20.4M | 5.9% | +5753.3% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 849.3K | $19.9M | 0.1% | -2.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 759.1K | $17.8M | 0.1% | -4.7% |
| MORGAN STANLEY | Bank broker | 497.6K | $11.7M | 0.0% | -14.3% |
| Ironwood Financial, llc | Wealth advisor | 365.3K | $8.6M | 1.5% | +5.6% |
| Commonwealth Financial Services, LLC | Wealth advisor | 360.9K | $8.5M | 1.3% | +6.5% |
| HighTower Advisors, LLC | Diversified mechanical | 360.4K | $8.5M | 0.0% | +3.6% |
| Mutual Advisors, LLC | Wealth advisor | 333.0K | $7.8M | 0.2% | +7.0% |
| ROYAL BANK OF CANADA | Bank broker | 258.0K | $6.1M | 0.0% | +3.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 247.1K | $5.8M | 0.0% | +33.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 213.0K | $5.0M | 0.1% | New |
| LITTLEJOHN FINANCIAL SERVICES, INC. | Wealth advisor | 212.7K | $5.0M | 3.7% | -2.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 210.4K | $4.9M | 0.0% | +45.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 209.6K | $4.9M | 0.0% | +2.0% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 167.6K | $3.9M | 0.0% | +1232.8% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 157.0K | $3.7M | 1.6% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 154.5K | $3.6M | 0.0% | -22.6% |
| Cetera Investment Advisers | Wealth advisor | 151.7K | $3.6M | 0.0% | +0.1% |
| Straight Path Wealth Management | Wealth advisor | 128.1K | $3.0M | 0.8% | +6.4% |
| Keeler Thomas Management LLC | Other | 125.8K | $3.0M | 1.2% | -69.7% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 123.7K | $2.9M | 0.1% | -20.1% |
| Rialto Wealth Management, LLC | Wealth advisor | 106.9K | $2.5M | 0.6% | +108.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 105.6K | $2.5M | 0.0% | +18.0% |
| Penobscot Investment Management Company, Inc. | Other | 71.8K | $1.7M | 0.1% | +236.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 70.5K | $1.7M | 0.0% | +25.8% |
| JANE STREET GROUP, LLC | Market maker | 68.6K | $1.6M | 0.0% | New |
| BlackRock, Inc. | Index provider | 67.4K | $1.6M | 0.0% | +33.3% |
| UBS Group AG | Bank broker | 59.4K | $1.4M | 0.0% | +1.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 57.3K | $1.3M | 0.0% | -3.4% |
| Lido Advisors, LLC | Wealth advisor | 47.1K | $1.1M | 0.0% | -9.0% |
| FOCUSED ALPHA, LLC | Wealth advisor | 41.5K | $974K | 0.3% | +3.3% |
| WRAPMANAGER INC | Wealth advisor | 34.9K | $819K | 0.3% | 0.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 34.0K | $799K | 0.0% | +20.6% |
| REBALANCE, LLC | Wealth advisor | 34.0K | $798K | 0.0% | -27.2% |
| Heartland Bank & Trust Co | Other | 30.7K | $721K | 0.2% | +14.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 30.0K | $704K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 26.5K | $622K | 0.0% | -5.7% |
| Cerity Partners LLC | Diversified mechanical | 24.4K | $572K | 0.0% | New |
| Guidance Point Advisors, LLC | Wealth advisor | 24.2K | $568K | 0.1% | +36.2% |
| Rothschild Wealth LLC | Wealth advisor | 24.1K | $565K | 0.1% | +28.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 23.9K | $561K | 0.0% | +89.5% |
| Kastel Capital Advisors, LLC | Wealth advisor | 23.6K | $558K | 0.3% | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 23.0K | $540K | 0.0% | +14.0% |
| Aspen Wealth Management LLC | Wealth advisor | 21.5K | $506K | 0.1% | +11.0% |
| Klaas Financial Asset Advisors, LLC | Wealth advisor | 21.3K | $501K | 0.1% | +3.2% |
| High Note Wealth, LLC | Wealth advisor | 21.3K | $500K | 0.1% | +252.9% |
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.
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