IBHF Institutional Ownership
iShares iBonds 2026 Term High Yield and Income ETF
1W: +0.1%
1M: +0.0%
3M: -0.4%
YTD: -1.6%
1Y: -1.7%
3Y: +17.7%
5Y: +16.7%
$22.48
+0.02 (+0.09%)
Weekly Expected Move ±0.3%
$22
$22
$22
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBHF
200
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
520M
Total Invested
17
New Positions
74
Increased
86
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (208 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,228,248 | $50M | +182,841 | +8.9% | 17Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,349,023 | $30M | -315,346 | -18.9% | 17Q | SEC ↗ |
| 3 | COWA, LLC | 1,186,840 | $27M | +77,451 | +7.0% | 9Q | SEC ↗ |
| 4 | LBMC INVESTMENT ADVISORS, LLC | 1,161,706 | $26M | +37,876 | +3.4% | 10Q | SEC ↗ |
| 5 | STRAIGHTLINE GROUP LLC | 936,881 | $21M | +25,139 | +2.8% | 6Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 799,082 | $18M | -221,251 | -21.7% | 19Q | SEC ↗ |
| 7 | Federation des caisses Desjardins du Q | 714,107 | $16M | -106,681 | -13.0% | 3Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 706,652 | $16M | -133,913 | -15.9% | 15Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 658,086 | $15M | -6,437 | -1.0% | 7Q | SEC ↗ |
| 10 | Ruggaard & Associates LLC | 525,863 | $12M | -2,401 | -0.5% | 11Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 508,904 | $11M | +480,654 | +1701.4% | 4Q | SEC ↗ |
| 12 | Baltimore-Washington Financial Advisor | 471,122 | $11M | -5,344 | -1.1% | 12Q | SEC ↗ |
| 13 | Mid-American Wealth Advisory Group, In | 463,778 | $10M | -474,672 | -50.6% | 11Q | SEC ↗ |
| 14 | Cornerstone Planning, LLC | 429,198 | $10M | +287 | +0.1% | 3Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 424,308 | $10M | +6,070 | +1.5% | 11Q | SEC ↗ |
| 16 | Stratos Wealth Partners, LTD. | 389,167 | $9M | -278 | -0.1% | 7Q | SEC ↗ |
| 17 | LITTLEJOHN FINANCIAL SERVICES, INC. | 327,252 | $7M | -270,700 | -45.3% | 7Q | SEC ↗ |
| 18 | Integrated Wealth Concepts LLC | 307,033 | $7M | -11,500 | -3.6% | 14Q | SEC ↗ |
| 19 | Delta Wealth Advisors LLC | 301,742 | $7M | +18,278 | +6.4% | 7Q | SEC ↗ |
| 20 | BIP Wealth, LLC | 268,420 | $6M | -130,444 | -32.7% | 3Q | SEC ↗ |
| 21 | EVERGREEN CAPITAL MANAGEMENT LLC | 259,315 | $6M | -48 | -0.0% | 9Q | SEC ↗ |
| 22 | TABR Capital Management, LLC | 249,858 | $6M | +5,897 | +2.4% | 3Q | SEC ↗ |
| 23 | NewEdge Advisors, LLC | 248,808 | $6M | +10,646 | +4.5% | 15Q | SEC ↗ |
| 24 | EVEXIA WEALTH LLC | 243,261 | $5M | +79,696 | +48.7% | 3Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 220,129 | $5M | -847,126 | -79.4% | 16Q | SEC ↗ |
| 26 | Csenge Advisory Group | 209,398 | $5M | +17,085 | +8.9% | 4Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 206,325 | $5M | +85,680 | +71.0% | 4Q | SEC ↗ |
| 28 | Parallel Advisors, LLC | 205,340 | $5M | +88,199 | +75.3% | 7Q | SEC ↗ |
| 29 | KESTRA PRIVATE WEALTH SERVICES, LLC | 204,781 | $5M | -80,097 | -28.1% | 11Q | SEC ↗ |
| 30 | FIDUCIARY FINANCIAL ADVISORS NEW | 203,118 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Concurrent Investment Advisors, LLC NEW | 200,777 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 197,183 | $4M | -104,347 | -34.6% | 14Q | SEC ↗ |
| 33 | High Note Wealth, LLC | 193,824 | $4M | +7,393 | +4.0% | 5Q | SEC ↗ |
| 34 | Scissortail Wealth Management, LLC | 182,741 | $4M | +9,934 | +5.7% | 12Q | SEC ↗ |
| 35 | UBS Group AG | 179,441 | $4M | -17,382 | -8.8% | 14Q | SEC ↗ |
| 36 | EP Wealth Advisors, LLC | 178,831 | $4M | -5,827 | -3.2% | 3Q | SEC ↗ |
| 37 | Krilogy Financial LLC | 164,498 | $4M | +9,123 | +5.9% | 7Q | SEC ↗ |
| 38 | Sequoia Financial Advisors, LLC | 159,854 | $4M | -178,118 | -52.7% | 3Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 151,962 | $3M | -39,102 | -20.5% | 18Q | SEC ↗ |
| 40 | Foundations Investment Advisors, LLC | 133,328 | $3M | +31,102 | +30.4% | 3Q | SEC ↗ |
| 41 | Walser Wealth Management Company, A Lt | 132,422 | $3M | +31,098 | +30.7% | 3Q | SEC ↗ |
| 42 | FLOW TRADERS U.S. LLC | 131,641 | $3M | +115,927 | +737.7% | 4Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 129,436 | $3M | -556,123 | -81.1% | 9Q | SEC ↗ |
| 44 | Straight Path Wealth Management | 124,858 | $3M | +6,677 | +5.6% | 14Q | SEC ↗ |
| 45 | Arrow Financial Corp | 124,293 | $3M | -1,225,161 | -90.8% | 7Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 111,989 | $3M | +22,526 | +25.2% | 20Q | SEC ↗ |
| 47 | World Investment Advisors | 107,450 | $2M | -1,145 | -1.1% | 8Q | SEC ↗ |
| 48 | COMMONWEALTH EQUITY SERVICES, LLC | 106,778 | $2M | -4,311 | -3.9% | 13Q | SEC ↗ |
| 49 | Lido Advisors, LLC | 103,708 | $2M | -46,489 | -31.0% | 12Q | SEC ↗ |
| 50 | EIGHT 31 FINANCIAL, LLC | 103,272 | $2M | +2,795 | +2.8% | 6Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 203,118 | $5M |
| Concurrent Investment Advisors, LLC | 200,777 | $5M |
| Collaborative Fund Advisors, LLC | 90,358 | $2M |
| Windsor Advisory Group, LLC | 33,669 | $757K |
| HUB Investment Partners, LLC | 29,628 | $666K |
| Mariner, LLC | 19,850 | $446K |
| Composition Wealth, LLC | 19,370 | $435K |
| Equitable Holdings, Inc. | 12,479 | $281K |
| Global Retirement Partners, LLC | 11,067 | $249K |
| StoneX Group Inc. | 9,046 | $203K |
| TRUIST FINANCIAL CORP | 8,995 | $202K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,898 | $88K |
| IFG Advisory, LLC | 2,564 | $58K |
| BANK OF MONTREAL /CAN | 2,376 | $53K |
| TSFG, LLC | 924 | $21K |
| SIGNATUREFD, LLC | 621 | $14K |
| JFS WEALTH ADVISORS, LLC | 320 | $7K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hurley Capital, LLC | 571,769 | $13M |
| Marathon Mission, Inc. | 223,377 | $5M |
| Ascentis Independent Advisors | 126,633 | $3M |
| BlackRock, Inc. | 68,881 | $2M |
| Sightline Wealth Advisors, LLC | 38,824 | $873K |
| HEADINVEST, LLC | 31,975 | $719K |
| Beacon Pointe Advisors, LLC | 17,037 | $383K |
| Hobbs Group Advisors, LLC | 16,618 | $374K |
| Creative Planning | 12,526 | $282K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 11,758 | $264K |
| BARON SILVER STEVENS FINANCIAL ADVI | 11,586 | $260K |
| TWO SIGMA SECURITIES, LLC | 10,849 | $244K |
| GTS SECURITIES LLC | 10,747 | $242K |
| Spartan Wealth Advisory Services LL | 9,952 | $224K |
| New England Private Wealth Advisors | 9,918 | $223K |
| M3 Advisory Group, LLC | 9,374 | $211K |
| OneAscent Financial Services LLC | 8,981 | $202K |
| Bank of New York Mellon Corp | 8,717 | $196K |
| Intentional Wealth Strategies, LLC | 8,414 | $189K |
| GAMMA Investing LLC | 6,845 | $154K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +480,654 | +1701.4% | 508,904 |
| LPL Financial LLC | +182,841 | +8.9% | 2,228,248 |
| FLOW TRADERS U.S. LLC | +115,927 | +737.7% | 131,641 |
| Parallel Advisors, LLC | +88,199 | +75.3% | 205,340 |
| JANE STREET GROUP, LLC | +85,680 | +71.0% | 206,325 |
| EVEXIA WEALTH LLC | +79,696 | +48.7% | 243,261 |
| COWA, LLC | +77,451 | +7.0% | 1,186,840 |
| 10Elms LLP | +50,718 | +163.9% | 81,664 |
| LBMC INVESTMENT ADVISORS, LLC | +37,876 | +3.4% | 1,161,706 |
| Farther Finance Advisors, LLC | +31,301 | +154.2% | 51,594 |
| Foundations Investment Advisors, LL | +31,102 | +30.4% | 133,328 |
| Walser Wealth Management Company, A | +31,098 | +30.7% | 132,422 |
| STRAIGHTLINE GROUP LLC | +25,139 | +2.8% | 936,881 |
| OSAIC HOLDINGS, INC. | +22,526 | +25.2% | 111,989 |
| Delta Wealth Advisors LLC | +18,278 | +6.4% | 301,742 |
| Csenge Advisory Group | +17,085 | +8.9% | 209,398 |
| Aspen Wealth Management LLC | +16,389 | +63.4% | 42,241 |
| OLD MISSION CAPITAL LLC | +14,573 | +26.7% | 69,075 |
| Kestra Advisory Services, LLC | +12,872 | +37.4% | 47,327 |
| Belpointe Asset Management LLC | +12,317 | +33.8% | 48,790 |