IBHH Institutional Ownership
iShares iBonds 2028 Term High Yield and Income ETF
1W: +0.0%
1M: -1.1%
3M: -1.7%
YTD: -1.4%
1Y: -1.6%
3Y: +22.0%
$23.05
-0.01 (-0.07%)
Weekly Expected Move ±0.3%
$23
$23
$23
$23
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Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — IBHH
119
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
301M
Total Invested
16
New Positions
54
Increased
38
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (125 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 1,937,560 | 45M | +196,432 | +11.3% | 10Q | SEC ↗ |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,393,316 | 32M | +505,987 | +57.0% | 10Q | SEC ↗ |
| 3 | Baltimore-Washington Financial Advisor | 1,303,117 | 30M | +52,311 | +4.2% | 8Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,134,511 | 26M | +35,281 | +3.2% | 10Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC | 795,441 | 18M | +36,338 | +4.8% | 11Q | SEC ↗ |
| 6 | Federation des caisses Desjardins du Q | 744,080 | 17M | -105,261 | -12.4% | 4Q | SEC ↗ |
| 7 | Ironwood Financial, llc | 417,145 | 10M | +51,826 | +14.2% | 6Q | SEC ↗ |
| 8 | Mutual Advisors, LLC | 368,107 | 8M | +35,070 | +10.5% | 4Q | SEC ↗ |
| 9 | MORGAN STANLEY | 343,199 | 8M | -154,432 | -31.0% | 12Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 301,611 | 7M | +54,463 | +22.0% | 7Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 273,256 | 6M | +15,251 | +5.9% | 11Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 235,126 | 5M | +25,572 | +12.2% | 14Q | SEC ↗ |
| 13 | LITTLEJOHN FINANCIAL SERVICES, INC. | 215,473 | 5M | +2,811 | +1.3% | 7Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 197,388 | 5M | -13,036 | -6.2% | 11Q | SEC ↗ |
| 15 | BlackRock, Inc. | 184,269 | 4M | +116,828 | +173.2% | 7Q | SEC ↗ |
| 16 | Stratos Wealth Partners, LTD. | 169,117 | 4M | +1,523 | +0.9% | 3Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 144,101 | 3M | -7,568 | -5.0% | 10Q | SEC ↗ |
| 18 | Straight Path Wealth Management | 136,499 | 3M | +8,379 | +6.5% | 14Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 132,524 | 3M | -21,987 | -14.2% | 11Q | SEC ↗ |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 127,342 | 3M | +56,892 | +80.8% | 8Q | SEC ↗ |
| 21 | OLD MISSION CAPITAL LLC | 114,177 | 3M | +100,268 | +720.9% | 5Q | SEC ↗ |
| 22 | Robertson Stephens Wealth Management, | 107,460 | 2M | -16,220 | -13.1% | 9Q | SEC ↗ |
| 23 | Rialto Wealth Management, LLC | 106,761 | 2M | -175 | -0.2% | 3Q | SEC ↗ |
| 24 | Commonwealth Financial Services, LLC | 106,081 | 2M | -254,778 | -70.6% | 11Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 104,568 | 2M | -990 | -0.9% | 11Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 99,582 | 2M | +31,003 | +45.2% | 2Q | SEC ↗ |
| 27 | Penobscot Investment Management Compan | 98,060 | 2M | +26,300 | +36.6% | 3Q | SEC ↗ |
| 28 | First Western Trust Bank | 70,959 | 2M | +50,225 | +242.2% | 2Q | SEC ↗ |
| 29 | UBS Group AG | 64,822 | 1M | +5,466 | +9.2% | 7Q | SEC ↗ |
| 30 | Keeler Thomas Management LLC | 62,811 | 1M | -62,956 | -50.1% | 6Q | SEC ↗ |
| 31 | Integrated Wealth Concepts LLC | 62,464 | 1M | +5,136 | +9.0% | 13Q | SEC ↗ |
| 32 | FIDUCIARY FINANCIAL ADVISORS NEW | 56,671 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 47,608 | 1M | +21,122 | +79.7% | 14Q | SEC ↗ |
| 34 | FOCUSED ALPHA, LLC | 46,879 | 1M | +5,381 | +13.0% | 3Q | SEC ↗ |
| 35 | Thrivent Financial for Lutherans | 42,261 | 974K | +8,212 | +24.1% | 4Q | SEC ↗ |
| 36 | Lido Advisors, LLC | 40,725 | 939K | -6,379 | -13.5% | 11Q | SEC ↗ |
| 37 | High Note Wealth, LLC | 39,163 | 903K | +17,838 | +83.6% | 4Q | SEC ↗ |
| 38 | Parallel Advisors, LLC | 38,842 | 896K | +32,766 | +539.3% | 3Q | SEC ↗ |
| 39 | Aspen Wealth Management LLC | 37,415 | 863K | +15,872 | +73.7% | 4Q | SEC ↗ |
| 40 | Guidance Point Advisors, LLC | 35,701 | 823K | +11,518 | +47.6% | 5Q | SEC ↗ |
| 41 | Heartland Bank & Trust Co | 35,146 | 810K | +4,435 | +14.4% | 6Q | SEC ↗ |
| 42 | REBALANCE, LLC | 34,497 | 795K | +514 | +1.5% | 3Q | SEC ↗ |
| 43 | Foundations Investment Advisors, LLC | 31,599 | 729K | +16,027 | +102.9% | 2Q | SEC ↗ |
| 44 | WRAPMANAGER INC | 31,220 | 720K | -3,681 | -10.5% | 15Q | SEC ↗ |
| 45 | Bullock Wealth Management Group | 28,221 | 651K | +7,052 | +33.3% | 3Q | SEC ↗ |
| 46 | Walser Wealth Management Company, A Lt | 27,204 | 627K | +16,042 | +143.7% | 2Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 27,069 | 624K | +3,156 | +13.2% | 5Q | SEC ↗ |
| 48 | Beacon Pointe Advisors, LLC | 25,401 | 586K | +4,630 | +22.3% | 10Q | SEC ↗ |
| 49 | BEESE FULMER INVESTMENT MANAGEMENT, IN | 24,071 | 555K | +3,775 | +18.6% | 2Q | SEC ↗ |
| 50 | Kastel Capital Advisors, LLC | 23,669 | 546K | +113 | +0.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 56,671 | 1M |
| Talisman Wealth Advisors LLC | 21,786 | 502K |
| Concurrent Investment Advisors, LLC | 21,350 | 492K |
| J.W. COLE ADVISORS, INC. | 19,300 | 445K |
| Focus Partners Wealth | 16,199 | 373K |
| Belpointe Asset Management LLC | 13,552 | 312K |
| TFR Capital, LLC. | 13,176 | 304K |
| KPP Advisory Services LLC | 9,525 | 220K |
| Cornerstone Wealth Management, LLC | 8,983 | 207K |
| EP Wealth Advisors, LLC | 8,752 | 202K |
| Equitable Holdings, Inc. | 8,613 | 199K |
| Global Retirement Partners, LLC | 7,320 | 169K |
| WORMSER FRERES GESTION | 5,721 | 132K |
| BANK OF MONTREAL /CAN | 2,345 | 54K |
| 10Elms LLP | 700 | 16K |
| JFS WEALTH ADVISORS, LLC | 347 | 8K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| THREADGILL FINANCIAL, LLC | 868,688 | 20M |
| HighTower Advisors, LLC | 360,449 | 8M |
| Apollon Wealth Management, LLC | 352,924 | 8M |
| Chicago Partners Investment Group L | 212,985 | 5M |
| Mid-American Wealth Advisory Group, | 157,003 | 4M |
| Sightline Wealth Advisors, LLC | 30,881 | 712K |
| HEADINVEST, LLC | 20,025 | 462K |
| Hobbs Group Advisors, LLC | 16,192 | 373K |
| Evanson Asset Management, LLC | 11,556 | 266K |
| M3 Advisory Group, LLC | 11,138 | 257K |
| Private Advisor Group, LLC | 10,434 | 241K |
| FLOW TRADERS U.S. LLC | 9,390 | 216K |
| OneAscent Financial Services LLC | 8,611 | 199K |
| SageView Advisory Group, LLC | 2,532 | 58K |
| FMR LLC | 912 | 21K |
| HAZLETT, BURT & WATSON, INC. | 760 | 18K |
| Intentional Wealth Strategies, LLC | 731 | 17K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +505,987 | +57.0% | 1,393,316 |
| LBMC INVESTMENT ADVISORS, LLC | +196,432 | +11.3% | 1,937,560 |
| BlackRock, Inc. | +116,828 | +173.2% | 184,269 |
| OLD MISSION CAPITAL LLC | +100,268 | +720.9% | 114,177 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +56,892 | +80.8% | 127,342 |
| RAYMOND JAMES FINANCIAL INC | +54,463 | +22.0% | 301,611 |
| Baltimore-Washington Financial Advi | +52,311 | +4.2% | 1,303,117 |
| Ironwood Financial, llc | +51,826 | +14.2% | 417,145 |
| First Western Trust Bank | +50,225 | +242.2% | 70,959 |
| NewEdge Advisors, LLC | +36,338 | +4.8% | 795,441 |
| LPL Financial LLC | +35,281 | +3.2% | 1,134,511 |
| Mutual Advisors, LLC | +35,070 | +10.5% | 368,107 |
| Parallel Advisors, LLC | +32,766 | +539.3% | 38,842 |
| JANE STREET GROUP, LLC | +31,003 | +45.2% | 99,582 |
| Penobscot Investment Management Com | +26,300 | +36.6% | 98,060 |
| BANK OF AMERICA CORP /DE | +25,572 | +12.2% | 235,126 |
| OSAIC HOLDINGS, INC. | +21,122 | +79.7% | 47,608 |
| High Note Wealth, LLC | +17,838 | +83.6% | 39,163 |
| Walser Wealth Management Company, A | +16,042 | +143.7% | 27,204 |
| Foundations Investment Advisors, LL | +16,027 | +102.9% | 31,599 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Commonwealth Financial Services, LL | -254,778 | -70.6% | 106,081 |
| MORGAN STANLEY | -154,432 | -31.0% | 343,199 |
| Federation des caisses Desjardins d | -105,261 | -12.4% | 744,080 |
| Keeler Thomas Management LLC | -62,956 | -50.1% | 62,811 |
| COMMONWEALTH EQUITY SERVICES, LLC | -21,987 | -14.2% | 132,524 |
| CITADEL ADVISORS LLC | -16,537 | -55.1% | 13,478 |
| Robertson Stephens Wealth Managemen | -16,220 | -13.1% | 107,460 |
| WELLS FARGO & COMPANY/MN | -13,036 | -6.2% | 197,388 |
| ENVESTNET ASSET MANAGEMENT INC | -7,654 | -39.0% | 11,965 |
| Cetera Investment Advisers | -7,568 | -5.0% | 144,101 |
| Ascentis Independent Advisors | -6,757 | -84.3% | 1,263 |
| Lido Advisors, LLC | -6,379 | -13.5% | 40,725 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,127 | -21.5% | 15,066 |
| Rothschild Wealth LLC | -3,988 | -16.6% | 20,073 |
| Freestone Capital Holdings, LLC | -3,723 | -24.9% | 11,200 |
| WRAPMANAGER INC | -3,681 | -10.5% | 31,220 |
| OPPENHEIMER & CO INC | -2,775 | -18.7% | 12,059 |
| NATIONAL BANK OF CANADA /FI | -2,442 | -85.4% | 418 |
| Cerity Partners LLC | -2,103 | -8.6% | 22,264 |
| TABLEAUX LLC | -1,404 | -10.6% | 11,807 |