Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
32
Shares (Excl. Options)
1,393,772
Price
$25.77
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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
- Total 13F value
- $35,912,247
- Portfolio coverage rank
- 0%
- Share change
- +398,200
- Value change
- +$10,275,131
- Number of holders
- 32
- Shares outstanding
- 2,513,045
- SEC-reported price per share
- $25.45
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
- 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 33 to 32 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $24,655,835 to $35,912,247.
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 32 institutions filings for Q2 2026.
Security key
46438G661
Latest holder period
Q2 2026
13F holders
32
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G661:
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. | 6.7% | $4,338,998 | +$4,338,998 | 168,374 | BlackRock, Inc. | 30 Jun 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 1,393,772 shares of ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF - Common Stock (IBHK). This represents 55% of the company’s total 2,513,045 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 26% | 665,633 | +37% | 0.93% | $17,153,365 |
| BlackRock, Inc. | 6.7% | 168,374 | 0% | $4,338,998 | |
| Integrated Wealth Concepts LLC | 3.2% | 80,270 | +49% | 0.01% | $2,068,558 |
| LPL Financial LLC | 3% | 75,368 | +29% | 0% | $1,942,233 |
| First Western Trust Bank | 2.6% | 65,429 | +242% | 0.08% | $1,686,105 |
| Straight Path Wealth Management | 2.6% | 65,230 | +0.74% | 0.39% | $1,680,984 |
| BANK OF AMERICA CORP /DE/ | 1.6% | 40,799 | +9.3% | 0% | $1,051,390 |
| WRAPMANAGER INC | 1.1% | 28,510 | -11% | 0.23% | $734,703 |
| Bullock Wealth Management Group | 1.1% | 26,773 | 0% | 0.3% | $685,391 |
| MORGAN STANLEY | 0.85% | 21,260 | -4.8% | 0% | $547,870 |
| FOCUSED ALPHA, LLC | 0.71% | 17,780 | +1.8% | 0.12% | $458,203 |
| Lido Advisors, LLC | 0.67% | 16,780 | 0% | $432,440 | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.67% | 16,778 | +31% | 0% | $432,359 |
| Keeler Thomas Management LLC | 0.53% | 13,335 | -65% | 0.12% | $343,654 |
| CAPTRUST FINANCIAL ADVISORS | 0.48% | 12,030 | 0% | 0% | $310,013 |
| RAYMOND JAMES FINANCIAL INC | 0.47% | 11,810 | +26% | 0% | $304,344 |
| Aspen Wealth Management LLC | 0.46% | 11,586 | 0% | 0.05% | $298,571 |
| Segment Wealth Management, LLC | 0.41% | 10,340 | +13% | 0.01% | $266,462 |
| Ellis Investment Partners, LLC | 0.41% | 10,214 | +5.4% | 0.04% | $263,230 |
| Reliant Wealth Planning | 0.4% | 10,067 | 0% | 0.07% | $259,426 |
| ROYAL BANK OF CANADA | 0.21% | 5,307 | 0% | 0% | $136,000 |
| OSAIC HOLDINGS, INC. | 0.15% | 3,674 | +9.7% | 0% | $94,677 |
| CNB Bank | 0.14% | 3,400 | +4.9% | 0.03% | $87,618 |
| Orion Capital Management LLC | 0.12% | 3,000 | 0% | 0.02% | $77,310 |
| WELLS FARGO & COMPANY/MN | 0.1% | 2,638 | 0% | 0% | $67,981 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q2 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,393,772 | $35,912,247 | +$10,275,131 | $25.77 | 32 |
| 2026 Q1 | 968,799 | $24,655,835 | +$1,752,438 | $25.45 | 33 |
| 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 |