Who owns iShares iBonds 2026 Term High Yield and Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBHF from SEC Form 13F filings across 175 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 175 institutions disclosed 23.0M shares of iShares iBonds 2026 Term High Yield and Income ETF worth $521.4M — about 60.3% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
175
13F holders
$521.4M
value, 2026 filers
60.3%
of shares outstanding (23.0M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBHF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.2M | $50.5M | 0.0% | 5.8% | +8.9% |
| 2 | MORGAN STANLEY | 1.3M | $30.6M | 0.0% | 3.5% | -18.9% |
| 3 | COWA, LLC | 1.2M | $26.9M | 6.7% | 3.1% | +7.0% |
| 4 | LBMC INVESTMENT ADVISORS, LLC | 1.2M | $26.3M | 1.4% | 3% | +3.4% |
| 5 | STRAIGHTLINE GROUP LLC | 936,881 | $21.2M | 10.0% | 2.5% | +2.8% |
| 6 | WELLS FARGO & COMPANY/MN | 799,082 | $18.1M | 0.0% | 2.1% | -21.7% |
| 7 | Federation des caisses Desjardins du Quebec | 714,107 | $16.2M | 0.0% | 1.9% | -13.0% |
| 8 | BANK OF AMERICA CORP /DE/ | 706,652 | $16.0M | 0.0% | 1.9% | -15.9% |
| 9 | RAYMOND JAMES FINANCIAL INC | 658,086 | $14.9M | 0.0% | 1.7% | -1.0% |
| 10 | Ruggaard & Associates LLC | 525,863 | $11.9M | 4.3% | 1.4% | -0.5% |
| 11 | CITADEL ADVISORS LLC | 508,904 | $11.5M | 0.0% | 1.3% | +1701.4% |
| 12 | Baltimore-Washington Financial Advisors, Inc. | 471,122 | $10.7M | 0.4% | 1.2% | -1.1% |
| 13 | Mid-American Wealth Advisory Group, Inc. | 463,778 | $10.5M | 3.8% | 1.2% | -50.6% |
| 14 | Cornerstone Planning, LLC | 429,198 | $9.7M | 2.2% | 1.1% | +0.1% |
| 15 | Cetera Investment Advisers | 424,308 | $9.6M | 0.0% | 1.1% | +1.5% |
| 16 | Stratos Wealth Partners, LTD. | 389,167 | $8.8M | 0.1% | 1% | -0.1% |
| 17 | LITTLEJOHN FINANCIAL SERVICES, INC. | 327,252 | $7.4M | 5.4% | 0.9% | -45.3% |
| 18 | Integrated Wealth Concepts LLC | 307,033 | $7.0M | 0.0% | 0.8% | -3.6% |
| 19 | Delta Wealth Advisors LLC | 301,742 | $6.8M | 4.9% | 0.8% | +6.4% |
| 20 | BIP Wealth, LLC | 268,420 | $6.1M | 0.2% | 0.7% | -32.7% |
| 21 | EVERGREEN CAPITAL MANAGEMENT LLC | 259,315 | $5.9M | 0.1% | 0.7% | 0.0% |
| 22 | TABR Capital Management, LLC | 249,858 | $5.7M | 4.8% | 0.7% | +2.4% |
| 23 | NewEdge Advisors, LLCNEW | 248,808 | $5.6M | 0.0% | 0.7% | new |
| 24 | EVEXIA WEALTH LLC | 243,261 | $5.5M | 1.5% | 0.6% | +48.7% |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 220,129 | $5.0M | 0.0% | 0.6% | -79.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.