IBHI

iShares iBonds 2029 Term High Yield and Income ETF
$23.14-0.04 (-0.15%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.3515811306212884e+247B

Total Value

$3.1937300002000014e+169T

% of Float

Price History

$22.15$22.61$23.07$23.53$23.99Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LBMC INVESTMENT ADVISORS, LLC1,351,581$31.9M1.97%Share
2MORGAN STANLEY1,306,212$30.0M0.00%Share
3NewEdge Advisors, LLC883,775$20.0M0.07%Share
4COMMONWEALTH EQUITY SERVICES, LLC577,204$13.0M0.02%Share
5Baltimore-Washington Financial Advisors, Inc.502,656$11.0M0.46%Share
6Keeler Thomas Management LLC399,476$9.4M4.50%Share
7BANK OF AMERICA CORP /DE/412,865$9.0M0.00%Share
8Commonwealth Financial Services, LLC328,813$7.8M1.28%Share
9LPL Financial LLC273,126$6.0M0.00%Share
10LITTLEJOHN FINANCIAL SERVICES, INC.245,559$5.8M4.28%Share
11Stratos Wealth Partners, LTD.189,233$4.5M0.05%Share
12Delta Wealth Advisors LLC158,152$3.7M3.13%Share
13Bradley & Co. Private Wealth Management, LLC144,942$3.4M1.81%Share
14Straight Path Wealth Management109,998$2.6M0.70%Share
15Ironwood Financial, llc88,628$2.1M0.36%Share
16Integrated Wealth Concepts LLC87,297$2.0M0.02%Share
17UBS Group AG79,951$1.9M0.00%Share
18Scissortail Wealth Management, LLC59,589$1.4M0.32%Share
19Sigma Planning Corp56,822$1.3M0.04%Share
20RAYMOND JAMES FINANCIAL INC65,820$1.0M0.00%Share
21Beacon Pointe Advisors, LLC48,616$1.0M0.01%Share
22WELLS FARGO & COMPANY/MN54,678$1.0M0.00%Share
23Cambridge Investment Research Advisors, Inc.47,529$1.0M0.00%Share
24Lido Advisors, LLC74,894$1.0M0.00%Share
25BlackRock, Inc.50,666$1.0M0.00%Share
26Cyr Financial Inc.36,883$871K0.54%Share
27WRAPMANAGER INC34,998$827K0.28%Share
28THREADGILL FINANCIAL, LLC9,030$704K0.29%Share
29INSIGNEO ADVISORY SERVICES, LLC29,247$691K0.05%Share
30HEADINVEST, LLC26,978$637K0.13%Share
31KESTRA PRIVATE WEALTH SERVICES, LLC24,005$567K0.01%Share
32Freestone Capital Holdings, LLC20,519$484K0.01%Share
33Mutual Advisors, LLC19,047$450K0.01%Share
34Aspen Wealth Management LLC17,353$410K0.09%Share
35BridgePort Financial Solutions, LLC16,441$388K0.10%Share
36Hobbs Group Advisors, LLC16,202$382K0.12%Share
37RIVER'S EDGE WEALTH MANAGEMENT, LLC15,637$369K0.36%Share
38Penobscot Investment Management Company, Inc.13,450$317K0.02%Share
39Occidental Asset Management, LLC13,321$314K0.04%Share
40Spire Wealth Management12,548$296K0.01%Share
41Legacy Trust11,339$267K0.05%Share
42Austin Private Wealth, LLC10,326$244K0.02%Share
43Ameraudi Asset Management, Inc.9,609$227K0.12%Share
44Ellis Investment Partners, LLC9,400$222K0.04%Share
45McIlrath & Eck, LLC8,599$203K0.02%Share
46M3 Advisory Group, LLC8,558$202K0.12%Share
47Reliant Wealth Planning8,431$199K0.06%Share
48Alaska Permanent Capital Management, LLC6,768$159K0.01%Share
49Orion Capital Management LLC5,000$118K0.04%Share
50NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,241$68K0.00%Share