Latest Period
Q2 2026
Security Snapshot
iShares iBonds 2033 Term High Yield and Income ETF - Common Stock (IBHM) Institutional Ownership
CUSIP: 46438G224
13F Institutional Holders and Ownership History from Q1 2026 to Q2 2026
Institutions Reporting
4
Shares (Excl. Options)
428,861
Price
$25.41
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- Security type / class
- Equity / Common Stock
- Symbol
- IBHM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 428,861
- Total 13F value
- $10,897,333
- Portfolio coverage rank
- 0%
- Share change
- -11,226
- Value change
- -$271,342
- Number of holders
- 4
- Shares outstanding
- 599,700
- SEC-reported price per share
- $25.08
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IBHM - iShares iBonds 2033 Term High Yield and Income ETF - Common Stock is tracked under CUSIP 46438G224.
- 4 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 2 to 4 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $11,025,249 to $10,897,333.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 4 institutions filings for Q2 2026.
Security key
46438G224
Latest holder period
Q2 2026
13F holders
4
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G224:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IBHM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 67% | -8.2% | $10,144,000 | 400,000 | 0% | BlackRock Portfolio Management LLC | 31 Jul 2026 |
As of 30 Jun 2026, 4 institutional investors reported holding 428,861 shares of iShares iBonds 2033 Term High Yield and Income ETF - Common Stock (IBHM). This represents 72% of the company’s total 599,700 outstanding shares.
13F concentration
Top 5 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
72%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 67% | 400,000 | 0% | 0% | $10,164,000 |
| LBMC INVESTMENT ADVISORS, LLC | 3.3% | 19,700 | 0.03% | $500,577 | |
| Integrated Wealth Concepts LLC | 1.5% | 9,000 | 0% | $228,690 | |
| Bullock Wealth Management Group | 0.03% | 161 | 0% | 0% | $4,066 |
| JANE STREET GROUP, LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
2
Latest
Q2 2026
Rows shown
1-2 of 2