Who owns iShares iBonds 2029 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 IBHI from SEC Form 13F filings across 95 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, 95 institutions disclosed 13.7M shares of iShares iBonds 2029 Term High Yield and Income ETF worth $320.7M — about 65.6% of shares outstanding; the largest disclosed holder is LBMC INVESTMENT ADVISORS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
95
13F holders
$320.7M
value, 2026 filers
65.6%
of shares outstanding (13.7M sh)
15
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 IBHI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 1.7M | $40.0M | 2.2% | 8.2% | +16.5% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.7M | $39.5M | 0.0% | 8.1% | +54.4% |
| 3 | MORGAN STANLEY | 1.6M | $36.4M | 0.0% | 7.4% | +11.0% |
| 4 | HighTower Advisors, LLCNEW | 964,286 | $22.6M | 0.0% | 4.6% | new |
| 5 | NewEdge Advisors, LLCNEW | 907,747 | $21.2M | 0.1% | 4.3% | new |
| 6 | Baltimore-Washington Financial Advisors, Inc. | 710,128 | $16.6M | 0.6% | 3.4% | +8.9% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 515,401 | $12.1M | 0.0% | 2.5% | -3.6% |
| 8 | Scissortail Wealth Management, LLC | 494,248 | $11.6M | 2.2% | 2.4% | +1.8% |
| 9 | LPL Financial LLC | 488,748 | $11.4M | 0.0% | 2.3% | +32.2% |
| 10 | BANK OF AMERICA CORP /DE/ | 442,891 | $10.4M | 0.0% | 2.1% | +7.0% |
| 11 | Mutual Advisors, LLC | 292,785 | $6.8M | 0.1% | 1.4% | +1602.9% |
| 12 | LITTLEJOHN FINANCIAL SERVICES, INC. | 285,227 | $6.7M | 4.8% | 1.4% | +13.2% |
| 13 | Delta Wealth Advisors LLC | 232,059 | $5.4M | 3.9% | 1.1% | +6.3% |
| 14 | Ironwood Financial, llc | 222,822 | $5.2M | 0.8% | 1.1% | +114.4% |
| 15 | Stratos Wealth Partners, LTD. | 220,854 | $5.2M | 0.1% | 1.1% | +5.0% |
| 16 | Marathon Mission, Inc.NEW | 220,063 | $5.1M | 2.6% | 1.1% | new |
| 17 | BlackRock, Inc. | 185,493 | $4.3M | 0.0% | 0.9% | +174.6% |
| 18 | RAYMOND JAMES FINANCIAL INC | 152,594 | $3.6M | 0.0% | 0.7% | +5.8% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 146,393 | $3.4M | 0.0% | 0.7% | +238.3% |
| 20 | Bradley & Co. Private Wealth Management, LLC | 144,942 | $3.4M | 1.6% | 0.7% | 0.0% |
| 21 | Cambridge Investment Research Advisors, Inc. | 140,866 | $3.3M | 0.0% | 0.7% | +111.8% |
| 22 | WELLS FARGO & COMPANY/MN | 132,704 | $3.1M | 0.0% | 0.6% | +4.9% |
| 23 | Straight Path Wealth Management | 128,362 | $3.0M | 0.7% | 0.6% | +10.1% |
| 24 | Integrated Wealth Concepts LLC | 123,525 | $2.9M | 0.0% | 0.6% | +22.6% |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 120,176 | $2.8M | 0.0% | 0.6% | +10.8% |
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.