Who owns IBHHWhat IBHH owns — n/a

Who owns iShares iBonds 2028 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 IBHH from SEC Form 13F filings across 107 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, 107 institutions disclosed 12.8M shares of iShares iBonds 2028 Term High Yield and Income ETF worth $301.6M — about 65.8% of shares outstanding; the largest disclosed holder is LBMC INVESTMENT ADVISORS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

107

13F holders

$301.6M

value, 2026 filers

65.8%

of shares outstanding (12.8M sh)

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	Baltimore-Washington Financial Advisors, Inc.	1.3M	$30.6M	1.1%	6.7%	+4.2%
4	LPL Financial LLC	1.1M	$26.7M	0.0%	5.8%	+3.2%
5	NewEdge Advisors, LLCNEW	795,441	$18.7M	0.1%	4.1%	new
6	Federation des caisses Desjardins du Quebec	744,080	$17.5M	0.1%	3.8%	-12.4%
7	Ironwood Financial, llc	417,145	$9.7M	1.5%	2.1%	+14.2%
8	Mutual Advisors, LLC	368,107	$8.7M	0.2%	1.9%	+10.5%
9	MORGAN STANLEY	343,199	$8.1M	0.0%	1.8%	-31.0%
10	RAYMOND JAMES FINANCIAL INC	301,611	$7.1M	0.0%	1.6%	+22.0%
11	ROYAL BANK OF CANADA	273,256	$6.4M	0.0%	1.4%	+5.9%
12	BANK OF AMERICA CORP /DE/	235,126	$5.5M	0.0%	1.2%	+12.2%
13	LITTLEJOHN FINANCIAL SERVICES, INC.	215,473	$5.1M	3.7%	1.1%	+1.3%
14	WELLS FARGO & COMPANY/MN	197,388	$4.6M	0.0%	1%	-6.2%
15	BlackRock, Inc.	184,269	$4.3M	0.0%	0.9%	+173.2%
16	Stratos Wealth Partners, LTD.	169,117	$4.0M	0.0%	0.9%	+0.9%
17	Cetera Investment Advisers	144,101	$3.4M	0.0%	0.7%	-5.0%
18	Straight Path Wealth Management	136,499	$3.2M	0.7%	0.7%	+6.5%
19	COMMONWEALTH EQUITY SERVICES, LLC	132,524	$3.1M	0.0%	0.7%	-14.2%
20	KESTRA PRIVATE WEALTH SERVICES, LLC	127,342	$3.0M	0.0%	0.7%	+80.8%
21	OLD MISSION CAPITAL LLC	114,177	$2.7M	0.0%	0.6%	+720.9%
22	Robertson Stephens Wealth Management, LLC	107,460	$2.5M	0.1%	0.6%	-13.1%
23	Rialto Wealth Management, LLC	106,761	$2.5M	0.5%	0.5%	-0.2%
24	Commonwealth Financial Services, LLC	106,081	$2.5M	0.3%	0.5%	-70.6%
25	Cambridge Investment Research Advisors, Inc.	104,568	$2.5M	0.0%	0.5%	-0.9%

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.