Who owns iShares iBonds 2030 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 IBHJ from SEC Form 13F filings across 50 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, 50 institutions disclosed 2.8M shares of iShares iBonds 2030 Term High Yield and Income ETF worth $74.5M — about 96.6% of shares outstanding; the largest disclosed holder is LBMC INVESTMENT ADVISORS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
50
13F holders
$74.5M
value, 2026 filers
96.6%
of shares outstanding (2.8M sh)
11
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 IBHJ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 1.2M | $31.5M | 1.7% | 40.8% | +27.5% |
| 2 | Marathon Mission, Inc. | 201,259 | $5.3M | 2.7% | 6.9% | -1.1% |
| 3 | Chicago Partners Investment Group LLC | 200,057 | $5.2M | 0.1% | 6.9% | +5.6% |
| 4 | BlackRock, Inc. | 163,931 | $4.3M | 0.0% | 5.6% | +172.9% |
| 5 | LPL Financial LLC | 131,069 | $3.5M | 0.0% | 4.5% | +36.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 98,247 | $2.6M | 0.0% | 3.4% | +9.4% |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 91,670 | $2.4M | 0.0% | 3.1% | +7.6% |
| 8 | Integrated Wealth Concepts LLC | 75,088 | $2.0M | 0.0% | 2.6% | +28.6% |
| 9 | Straight Path Wealth Management | 74,169 | $2.0M | 0.5% | 2.5% | +0.3% |
| 10 | MORGAN STANLEY | 73,573 | $1.9M | 0.0% | 2.5% | +6.6% |
| 11 | First Western Trust Bank | 61,154 | $1.6M | 0.1% | 2.1% | +228.6% |
| 12 | Ironwood Financial, llcNEW | 49,044 | $1.3M | 0.2% | 1.7% | new |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 37,615 | $995,483 | 0.0% | 1.3% | +79.1% |
| 14 | WRAPMANAGER INC | 27,776 | $735,092 | 0.2% | 1% | -10.5% |
| 15 | Bullock Wealth Management GroupNEW | 25,829 | $679,691 | 0.3% | 0.9% | new |
| 16 | FOCUSED ALPHA, LLC | 24,337 | $644,077 | 0.2% | 0.8% | +1.7% |
| 17 | CAPTRUST FINANCIAL ADVISORS | 21,699 | $574,264 | 0.0% | 0.7% | 0.0% |
| 18 | JANE STREET GROUP, LLC | 20,360 | $538,827 | 0.0% | 0.7% | +25.2% |
| 19 | RAYMOND JAMES FINANCIAL INC | 19,219 | $508,631 | 0.0% | 0.7% | +9.3% |
| 20 | MTM FINANCIAL GROUP, LLCNEW | 18,390 | $486,691 | 0.2% | 0.6% | new |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | 17,110 | $452,820 | 0.0% | 0.6% | +30.0% |
| 22 | Cetera Investment Advisers | 16,858 | $446,153 | 0.0% | 0.6% | -23.3% |
| 23 | Lido Advisors, LLCNEW | 16,113 | $426,433 | 0.0% | 0.6% | new |
| 24 | ROYAL BANK OF CANADA | 15,938 | $422,000 | 0.0% | 0.5% | -2.9% |
| 25 | Aspen Wealth Management LLC | 11,292 | $298,843 | 0.1% | 0.4% | 0.0% |
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.