IBHG Institutional Ownership
iShares iBonds 2027 Term High Yield and Income ETF
1W: -0.1%
1M: -0.8%
3M: -1.4%
YTD: -1.8%
1Y: -1.8%
3Y: +18.4%
5Y: +13.8%
$21.70
-0.01 (-0.05%)
Weekly Expected Move ±0.2%
$22
$22
$22
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBHG
145
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
314M
Total Invested
17
New Positions
64
Increased
43
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (151 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,807,096 | 39M | +1,472,206 | +439.6% | 9Q | SEC ↗ |
| 2 | LBMC INVESTMENT ADVISORS, LLC | 1,772,416 | 38M | +155,798 | +9.6% | 10Q | SEC ↗ |
| 3 | Arrow Financial Corp NEW | 1,491,682 | 32M | — | +0.0% | 1Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,250,152 | 27M | +107,046 | +9.4% | 12Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 810,422 | 18M | +10,731 | +1.3% | 19Q | SEC ↗ |
| 6 | Federation des caisses Desjardins du Q | 782,170 | 17M | -110,893 | -12.4% | 4Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 401,755 | 9M | +76,392 | +23.5% | 7Q | SEC ↗ |
| 8 | MORGAN STANLEY | 281,072 | 6M | +63,900 | +29.4% | 16Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 259,328 | 6M | +10,439 | +4.2% | 15Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 254,777 | 6M | -8,523 | -3.2% | 10Q | SEC ↗ |
| 11 | J.W. COLE ADVISORS, INC. | 213,562 | 5M | -9,051 | -4.1% | 5Q | SEC ↗ |
| 12 | Concurrent Investment Advisors, LLC NEW | 203,427 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Ironwood Financial, llc | 199,317 | 4M | +33,788 | +20.4% | 15Q | SEC ↗ |
| 14 | BlackRock, Inc. | 196,434 | 4M | +125,439 | +176.7% | 7Q | SEC ↗ |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 196,004 | 4M | +60,031 | +44.1% | 9Q | SEC ↗ |
| 16 | Mid-American Wealth Advisory Group, In | 195,817 | 4M | -13,051 | -6.2% | 3Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 185,840 | 4M | +18,920 | +11.3% | 15Q | SEC ↗ |
| 18 | Carr Financial Group Corp | 150,853 | 3M | +31,006 | +25.9% | 4Q | SEC ↗ |
| 19 | Straight Path Wealth Management | 135,333 | 3M | +7,757 | +6.1% | 14Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 133,778 | 3M | +101,112 | +309.5% | 2Q | SEC ↗ |
| 21 | Commonwealth Financial Services, LLC | 120,403 | 3M | -267,683 | -69.0% | 12Q | SEC ↗ |
| 22 | Penobscot Investment Management Compan | 113,275 | 2M | +23,850 | +26.7% | 5Q | SEC ↗ |
| 23 | EIGHT 31 FINANCIAL, LLC | 107,168 | 2M | +2,826 | +2.7% | 4Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 99,809 | 2M | +65,320 | +189.4% | 7Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 90,363 | 2M | -1,705 | -1.9% | 12Q | SEC ↗ |
| 26 | OLD MISSION CAPITAL LLC | 86,920 | 2M | -49,384 | -36.2% | 6Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 84,487 | 2M | +9,912 | +13.3% | 11Q | SEC ↗ |
| 28 | EVEXIA WEALTH LLC | 80,369 | 2M | -36,513 | -31.2% | 3Q | SEC ↗ |
| 29 | Foundations Investment Advisors, LLC | 80,213 | 2M | +25,761 | +47.3% | 3Q | SEC ↗ |
| 30 | Advisory Services Network, LLC | 78,400 | 2M | +488 | +0.6% | 7Q | SEC ↗ |
| 31 | Walser Wealth Management Company, A Lt | 75,618 | 2M | +25,780 | +51.7% | 3Q | SEC ↗ |
| 32 | Integrated Wealth Concepts LLC | 73,471 | 2M | +334 | +0.5% | 13Q | SEC ↗ |
| 33 | Parallel Advisors, LLC | 70,375 | 2M | +27,650 | +64.7% | 6Q | SEC ↗ |
| 34 | Keeler Thomas Management LLC | 67,454 | 1M | -66,208 | -49.5% | 6Q | SEC ↗ |
| 35 | Centennial Advisors, LLC | 61,291 | 1M | +6,364 | +11.6% | 3Q | SEC ↗ |
| 36 | Lido Advisors, LLC | 57,324 | 1M | -25,685 | -30.9% | 11Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 55,611 | 1M | +28,461 | +104.8% | 14Q | SEC ↗ |
| 38 | Stratos Wealth Partners, LTD. | 54,604 | 1M | +9,673 | +21.5% | 6Q | SEC ↗ |
| 39 | BridgePort Financial Solutions, LLC | 54,580 | 1M | — | +0.0% | 7Q | SEC ↗ |
| 40 | Collaborative Fund Advisors, LLC NEW | 53,208 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | IFP Advisors, Inc | 52,874 | 1M | -1,257 | -2.3% | 16Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 48,285 | 1M | -1,463 | -2.9% | 16Q | SEC ↗ |
| 43 | FOCUSED ALPHA, LLC | 47,815 | 1M | +6,198 | +14.9% | 3Q | SEC ↗ |
| 44 | FIDUCIARY FINANCIAL ADVISORS NEW | 47,732 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Thrivent Financial for Lutherans | 45,251 | 982K | +7,946 | +21.3% | 4Q | SEC ↗ |
| 46 | High Note Wealth, LLC | 44,173 | 959K | +17,857 | +67.9% | 5Q | SEC ↗ |
| 47 | Aspen Wealth Management LLC | 43,678 | 948K | +16,876 | +63.0% | 4Q | SEC ↗ |
| 48 | LITTLEJOHN FINANCIAL SERVICES, INC. | 42,898 | 931K | +24,271 | +130.3% | 7Q | SEC ↗ |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 41,747 | 906K | -682 | -1.6% | 12Q | SEC ↗ |
| 50 | COWA, LLC | 41,195 | 894K | +2,000 | +5.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Arrow Financial Corp | 1,491,682 | 32M |
| Concurrent Investment Advisors, LLC | 203,427 | 4M |
| Collaborative Fund Advisors, LLC | 53,208 | 1M |
| FIDUCIARY FINANCIAL ADVISORS | 47,732 | 1M |
| BEESE FULMER INVESTMENT MANAGEMENT, | 36,999 | 803K |
| Global Retirement Partners, LLC | 21,753 | 472K |
| HUB Investment Partners, LLC | 21,538 | 467K |
| Beacon Pointe Advisors, LLC | 18,046 | 392K |
| Kurv Investment Management LLC | 18,032 | 391K |
| Equitable Holdings, Inc. | 13,970 | 303K |
| Wick Capital Partners, LLC | 11,377 | 247K |
| Cornerstone Wealth Management, LLC | 10,487 | 228K |
| Waverly Advisors, LLC | 9,253 | 201K |
| WORMSER FRERES GESTION | 7,270 | 158K |
| IFG Advisory, LLC | 2,492 | 54K |
| BANK OF MONTREAL /CAN | 2,463 | 53K |
| Parkside Financial Bank & Trust | 21 | 0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| THREADGILL FINANCIAL, LLC | 962,629 | 21M |
| Sightline Wealth Advisors, LLC | 36,106 | 784K |
| Creative Planning | 23,168 | 503K |
| FLOW TRADERS U.S. LLC | 20,412 | 443K |
| Hobbs Group Advisors, LLC | 17,173 | 373K |
| Freestone Capital Holdings, LLC | 15,751 | 342K |
| BARON SILVER STEVENS FINANCIAL ADVI | 13,406 | 291K |
| Spartan Wealth Advisory Services LL | 11,738 | 255K |
| Intentional Wealth Strategies, LLC | 9,384 | 204K |
| NATIONAL BANK OF CANADA /FI | 3,008 | 65K |
| Ascentis Independent Advisors | 2,750 | 60K |
| Avion Wealth | 1,614 | 35K |
| CX Institutional | 929 | 20K |
| HAZLETT, BURT & WATSON, INC. | 801 | 17K |
| HM PAYSON & CO | 444 | 10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +1,472,206 | +439.6% | 1,807,096 |
| LBMC INVESTMENT ADVISORS, LLC | +155,798 | +9.6% | 1,772,416 |
| BlackRock, Inc. | +125,439 | +176.7% | 196,434 |
| LPL Financial LLC | +107,046 | +9.4% | 1,250,152 |
| JANE STREET GROUP, LLC | +101,112 | +309.5% | 133,778 |
| RAYMOND JAMES FINANCIAL INC | +76,392 | +23.5% | 401,755 |
| Private Advisor Group, LLC | +65,320 | +189.4% | 99,809 |
| MORGAN STANLEY | +63,900 | +29.4% | 281,072 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +60,031 | +44.1% | 196,004 |
| Ironwood Financial, llc | +33,788 | +20.4% | 199,317 |
| Carr Financial Group Corp | +31,006 | +25.9% | 150,853 |
| OSAIC HOLDINGS, INC. | +28,461 | +104.8% | 55,611 |
| Parallel Advisors, LLC | +27,650 | +64.7% | 70,375 |
| Walser Wealth Management Company, A | +25,780 | +51.7% | 75,618 |
| Foundations Investment Advisors, LL | +25,761 | +47.3% | 80,213 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | +24,271 | +130.3% | 42,898 |
| Penobscot Investment Management Com | +23,850 | +26.7% | 113,275 |
| NewEdge Advisors, LLC | +18,920 | +11.3% | 185,840 |
| High Note Wealth, LLC | +17,857 | +67.9% | 44,173 |
| Aspen Wealth Management LLC | +16,876 | +63.0% | 43,678 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | -386,736 | -96.5% | 13,974 |
| HighTower Advisors, LLC | -378,726 | -95.3% | 18,688 |
| Commonwealth Financial Services, LL | -267,683 | -69.0% | 120,403 |
| Federation des caisses Desjardins d | -110,893 | -12.4% | 782,170 |
| Keeler Thomas Management LLC | -66,208 | -49.5% | 67,454 |
| OLD MISSION CAPITAL LLC | -49,384 | -36.2% | 86,920 |
| EVEXIA WEALTH LLC | -36,513 | -31.2% | 80,369 |
| Lido Advisors, LLC | -25,685 | -30.9% | 57,324 |
| Tempus Wealth Planning, LLC | -15,398 | -38.7% | 24,374 |
| Mid-American Wealth Advisory Group, | -13,051 | -6.2% | 195,817 |
| HEADINVEST, LLC | -11,375 | -55.0% | 9,325 |
| J.W. COLE ADVISORS, INC. | -9,051 | -4.1% | 213,562 |
| Cetera Investment Advisers | -8,523 | -3.2% | 254,777 |
| EP Wealth Advisors, LLC | -8,452 | -18.6% | 36,938 |
| Rialto Wealth Management, LLC | -6,127 | -19.6% | 25,131 |
| CITADEL ADVISORS LLC | -5,223 | -22.1% | 18,408 |
| Cerity Partners LLC | -4,773 | -15.0% | 27,024 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,520 | -19.2% | 19,035 |
| WRAPMANAGER INC | -3,945 | -10.6% | 33,213 |
| ENVESTNET ASSET MANAGEMENT INC | -2,329 | -18.7% | 10,113 |