Who owns iShares iBonds 2027 Term High Yield and Income ETF?
Institutional ownership of IBHG from SEC Form 13F filings across 81 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.
81
13F holders
$231.2M
value, 2026 filers
46.7%
of shares outstanding (10.7M sh)
10
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 IBHG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.8M | $39.9M | 0.0% | 7.9% | +439.6% |
| 2 | LBMC INVESTMENT ADVISORS, LLC | 1.8M | $39.1M | 2.1% | 7.7% | +9.6% |
| 3 | LPL Financial LLC | 1.3M | $27.6M | 0.0% | 5.5% | +9.4% |
| 4 | WELLS FARGO & COMPANY/MN | 810,422 | $17.9M | 0.0% | 3.5% | +1.3% |
| 5 | Federation des caisses Desjardins du Quebec | 782,170 | $17.3M | 0.1% | 3.4% | -12.4% |
| 6 | RAYMOND JAMES FINANCIAL INC | 401,755 | $8.9M | 0.0% | 1.8% | +23.5% |
| 7 | MORGAN STANLEY | 281,072 | $6.2M | 0.0% | 1.2% | +29.4% |
| 8 | BANK OF AMERICA CORP /DE/ | 259,328 | $5.7M | 0.0% | 1.1% | +4.2% |
| 9 | Cetera Investment Advisers | 254,777 | $5.6M | 0.0% | 1.1% | -3.2% |
| 10 | J.W. COLE ADVISORS, INC. | 213,562 | $4.7M | 0.1% | 0.9% | -4.1% |
| 11 | Concurrent Investment Advisors, LLCNEW | 203,427 | $4.5M | 0.0% | 0.9% | new |
| 12 | BlackRock, Inc. | 196,434 | $4.3M | 0.0% | 0.9% | +176.7% |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 196,004 | $4.3M | 0.0% | 0.9% | +44.1% |
| 14 | NewEdge Advisors, LLCNEW | 185,840 | $4.1M | 0.0% | 0.8% | new |
| 15 | Cambridge Investment Research Advisors, Inc. | 168,974 | $3,730 | 0.0% | 0.7% | +126.6% |
| 16 | Carr Financial Group Corp | 150,853 | $3.3M | 0.8% | 0.7% | +25.9% |
| 17 | JANE STREET GROUP, LLC | 133,778 | $3.0M | 0.0% | 0.6% | +309.5% |
| 18 | Integrated Wealth Concepts LLC | 91,465 | $2.0M | 0.0% | 0.4% | +25.1% |
| 19 | ROYAL BANK OF CANADA | 90,363 | $2.0M | 0.0% | 0.4% | -1.9% |
| 20 | OLD MISSION CAPITAL LLC | 86,920 | $1.9M | 0.0% | 0.4% | -36.2% |
| 21 | Foundations Investment Advisors, LLC | 80,213 | $1.8M | 0.0% | 0.4% | +47.3% |
| 22 | Advisory Services Network, LLC | 78,400 | $1.7M | 0.0% | 0.3% | +0.6% |
| 23 | Parallel Advisors, LLC | 70,375 | $1.6M | 0.0% | 0.3% | +64.7% |
| 24 | Lido Advisors, LLC | 57,324 | $1.3M | 0.0% | 0.3% | -30.9% |
| 25 | OSAIC HOLDINGS, INC. | 55,611 | $1.2M | 0.0% | 0.2% | +104.8% |
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.