Security Snapshot

ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF - Common Stock (IBHK) Institutional Ownership

CUSIP: 46438G661

13F Institutional Holders and Ownership History from Q2 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

32

Shares (Excl. Options)

1.39MFull value: 1,393,772 · shares · 30 Jun 2026

Price

$25.77

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock
Symbol
IBHK
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
1,393,772
Latest holder snapshot 5 signals
Total 13F value
$35,912,247
Portfolio coverage rank
0%
Share change
+404,073
Value change
+$10,425,480
Number of holders
32
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
3,273,536
SEC-reported price per share
$24.65
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • IBHK - ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF - Common Stock is tracked under CUSIP 46438G661.
  • 32 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 34 to 32 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $25.19MFull value: $25,186,276 · USD · 31 Mar 2026
    to
    $35.91MFull value: $35,912,247 · USD · 30 Jun 2026
    .

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

Latest holder context comes from 32 institutions filings for Q2 2026.

Open SEC evidence

Security key

46438G661

13F reference period

Q2 2026

13F holders

32

13D/G owners

2

CIK / CUSIP context first

Open Q2 2026 holders IBHK full holder history

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
IBHK
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.6% -16% $4,518,789 +$368,370 183,318 +8.9% BlackRock, Inc. 30 Sep 2026
WRAPMANAGER INC 6.4% $1,052,198 41,360 WRAPMANAGER INC 31 Dec 2024
As of 30 Jun 2026, 32 institutional investors reported holding
1.39MFull value: 1,393,772 · shares · 30 Jun 2026
shares of ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF - Common Stock (IBHK). This represents 43% of the company’s total
3.27MFull value: 3,273,536 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
42%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LBMC INVESTMENT ADVISORS, LLC 20% 665,633 +37% 0.93% $17,153,365
BlackRock, Inc. 5.1% 168,374 0% $4,338,998
Integrated Wealth Concepts LLC 2.5% 80,270 +49% 0.01% $2,068,558
LPL Financial LLC 2.3% 75,368 +29% 0% $1,942,233
First Western Trust Bank 2% 65,429 +242% 0.08% $1,686,105
Straight Path Wealth Management 2% 65,230 +0.74% 0.39% $1,680,984
BANK OF AMERICA CORP /DE/ 1.2% 40,799 +9.3% 0% $1,051,390
WRAPMANAGER INC 0.87% 28,510 -11% 0.23% $734,703
Bullock Wealth Management Group 0.82% 26,773 +28% 0.3% $685,391
MORGAN STANLEY 0.65% 21,260 -4.8% 0% $547,870
FOCUSED ALPHA, LLC 0.54% 17,780 +1.8% 0.12% $458,203
Lido Advisors, LLC 0.51% 16,780 0% $432,440
KESTRA PRIVATE WEALTH SERVICES, LLC 0.51% 16,778 +31% 0% $432,359
Keeler Thomas Management LLC 0.41% 13,335 -65% 0.12% $343,654
CAPTRUST FINANCIAL ADVISORS 0.37% 12,030 0% 0% $310,013
RAYMOND JAMES FINANCIAL INC 0.36% 11,810 +26% 0% $304,344
Aspen Wealth Management LLC 0.35% 11,586 0% 0.05% $298,571
Segment Wealth Management, LLC 0.32% 10,340 +13% 0.01% $266,462
Ellis Investment Partners, LLC 0.31% 10,214 +5.4% 0.04% $263,230
Reliant Wealth Planning 0.31% 10,067 0% 0.07% $259,426
ROYAL BANK OF CANADA 0.16% 5,307 0% 0% $136,000
OSAIC HOLDINGS, INC. 0.11% 3,674 +9.7% 0% $94,677
CNB Bank 0.1% 3,400 +4.9% 0.03% $87,618
Orion Capital Management LLC 0.09% 3,000 0% 0.02% $77,310
WELLS FARGO & COMPANY/MN 0.08% 2,638 0% 0% $67,981

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
10
Headline period
Q2 2026
Rows shown
1-10 of 10
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 172,555 $4,250,752 +$537,178 $24.65 11
2026 Q2 1,393,772 $35,912,247 +$10,425,480 $25.77 32
2026 Q1 989,699 $25,186,276 +$1,880,175 $25.45 34
2025 Q4 899,941 $23,263,645 +$5,048,149 $25.85 26
2025 Q3 691,095 $18,041,217 +$10,157,065 $26.10 22
2025 Q2 302,005 $7,837,059 -$4,056,194 $25.95 11
2025 Q1 462,672 $11,761,749 +$2,394,542 $25.42 12
2024 Q4 368,474 $9,326,380 +$15,773 $25.31 9
2024 Q3 367,540 $9,600,611 -$509,243 $26.12 5
2024 Q2 387,047 $9,773,111 +$9,773,111 $25.25 3
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