Latest Period
Q2 2026
Security Snapshot
iShares iBonds 2032 Term High Yield and Income ETF - Common Stock (IBHL) Institutional Ownership
CUSIP: 46438G364
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
13
Shares (Excl. Options)
415,271
Price
$25.42
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- Security type / class
- Equity / Common Stock
- Symbol
- IBHL
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 415,271
- Total 13F value
- $10,551,821
- Portfolio coverage rank
- 0%
- Share change
- +127,398
- Value change
- +$3,241,087
- Number of holders
- 13
- Shares outstanding
- 500,000
- SEC-reported price per share
- $25.28
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
- IBHL - iShares iBonds 2032 Term High Yield and Income ETF - Common Stock is tracked under CUSIP 46438G364.
- 13 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 11 to 13 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $6,782,353 to $10,551,821.
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 13 institutions filings for Q2 2026.
Security key
46438G364
Latest holder period
Q2 2026
13F holders
13
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G364:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IBHL
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 4% | -78% | $514,400 | -$1,671,800 | 20,000 | -76% | BlackRock Portfolio Management LLC | 31 Dec 2025 |
As of 30 Jun 2026, 13 institutional investors reported holding 415,271 shares of iShares iBonds 2032 Term High Yield and Income ETF - Common Stock (IBHL). This represents 83% of the company’s total 500,000 outstanding shares.
13F concentration
Top 14 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
83%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 33% | 164,572 | +16% | 0.23% | $4,182,610 |
| First Western Trust Bank | 13% | 66,035 | +241% | 0.08% | $1,678,280 |
| Straight Path Wealth Management | 9.8% | 49,163 | +2.6% | 0.29% | $1,249,487 |
| BANK OF AMERICA CORP /DE/ | 7.9% | 39,462 | 0% | $1,002,927 | |
| Integrated Wealth Concepts LLC | 7.1% | 35,490 | 0% | $901,979 | |
| MCF Advisors LLC | 4.2% | 20,934 | 0% | 0.02% | $532,038 |
| Bullock Wealth Management Group | 3.9% | 19,265 | 0% | 0.21% | $487,304 |
| MORGAN STANLEY | 2.4% | 12,211 | +8.7% | 0% | $310,343 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.78% | 3,900 | 0% | 0% | $99,118 |
| CNB Bank | 0.51% | 2,563 | +5% | 0.03% | $65,139 |
| WELLS FARGO & COMPANY/MN | 0.13% | 664 | -1.9% | 0% | $16,876 |
| Bogart Wealth, LLC | 0.12% | 581 | 0% | 0% | $14,766 |
| AE Wealth Management LLC | 0.09% | 431 | 0% | 0% | $10,954 |
| 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
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 415,271 | $10,551,821 | +$3,241,087 | $25.42 | 13 |
| 2026 Q1 | 268,608 | $6,782,353 | +$1,241,910 | $25.25 | 11 |
| 2025 Q4 | 218,878 | $5,631,543 | -$2,087,279 | $25.73 | 10 |
| 2025 Q3 | 299,986 | $7,742,170 | +$14,278 | $25.81 | 6 |
| 2025 Q2 | 299,433 | $7,674,239 | -$3,847,481 | $25.63 | 4 |
| 2025 Q1 | 449,635 | $11,192,878 | +$11,192,878 | $24.89 | 3 |