Who owns iShares iBonds 2028 Term High Yield and Income ETF?
Institutional ownership of IBHH from SEC Form 13F filings across 67 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.
67
13F holders
$227.0M
value, 2026 filers
51%
of shares outstanding (9.9M sh)
12
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 IBHH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 1.9M | $45.5M | 2.5% | 10% | +11.3% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4M | $32.7M | 0.0% | 7.2% | +57.0% |
| 3 | LPL Financial LLC | 1.1M | $26.7M | 0.0% | 5.8% | +3.2% |
| 4 | NewEdge Advisors, LLCNEW | 795,441 | $18.7M | 0.1% | 4.1% | new |
| 5 | Federation des caisses Desjardins du Quebec | 744,080 | $17.5M | 0.1% | 3.8% | -12.4% |
| 6 | Mutual Advisors, LLC | 368,107 | $8.7M | 0.2% | 1.9% | +10.5% |
| 7 | MORGAN STANLEY | 343,199 | $8.1M | 0.0% | 1.8% | -31.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 301,611 | $7.1M | 0.0% | 1.6% | +22.0% |
| 9 | ROYAL BANK OF CANADA | 273,256 | $6.4M | 0.0% | 1.4% | +5.9% |
| 10 | BANK OF AMERICA CORP /DE/ | 235,126 | $5.5M | 0.0% | 1.2% | +12.2% |
| 11 | Cambridge Investment Research Advisors, Inc. | 209,136 | $4,914 | 0.0% | 1.1% | +98.1% |
| 12 | WELLS FARGO & COMPANY/MN | 197,388 | $4.6M | 0.0% | 1% | -6.2% |
| 13 | BlackRock, Inc. | 184,269 | $4.3M | 0.0% | 0.9% | +173.2% |
| 14 | Stratos Wealth Partners, LTD. | 169,117 | $4.0M | 0.0% | 0.9% | +0.9% |
| 15 | Cetera Investment Advisers | 144,101 | $3.4M | 0.0% | 0.7% | -5.0% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 132,524 | $3.1M | 0.0% | 0.7% | -14.2% |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 127,342 | $3.0M | 0.0% | 0.7% | +80.8% |
| 18 | OLD MISSION CAPITAL LLC | 114,177 | $2.7M | 0.0% | 0.6% | +720.9% |
| 19 | Robertson Stephens Wealth Management, LLC | 107,460 | $2.5M | 0.1% | 0.6% | -13.1% |
| 20 | Rialto Wealth Management, LLC | 106,761 | $2.5M | 0.5% | 0.5% | -0.2% |
| 21 | JANE STREET GROUP, LLC | 99,582 | $2.3M | 0.0% | 0.5% | +45.2% |
| 22 | Integrated Wealth Concepts LLC | 65,182 | $1.5M | 0.0% | 0.3% | +13.7% |
| 23 | UBS Group AG | 64,822 | $1.5M | 0.0% | 0.3% | +9.2% |
| 24 | FIDUCIARY FINANCIAL ADVISORSNEW | 56,671 | $1.3M | 0.1% | 0.3% | new |
| 25 | OSAIC HOLDINGS, INC. | 47,608 | $1.1M | 0.0% | 0.2% | +79.7% |
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.