ETF Holders

Who owns IBHJ?

Bond

iShares iBonds 2030 Term High Yield and Income ETF · iShares

51 institutions reported holding IBHJ, worth $74.9M, in Form 13F filings for June 30, 2026.

13F holders
51
Institutional value
$74.9M
Change from prior quarter
+28.5%
+$16.6M, with price moves
New and sold-out firms
11 / 6
23 added, 8 trimmed

Top 10 institutional holders of IBHJ

FirmLocationValueSharesChange
LBMC Investment Advisors, LLCBrentwood, TN$31.5M1,189,960+256,373 shares
Marathon Mission, Inc.Albany, NY$5.3M201,259−2,316 shares
Chicago Partners Investment Group LLCChicago, IL$5.2M200,057+10,553 shares
BlackRock, Inc.New York, NY$4.3M163,931+103,855 shares
LPL Financial LLCFort Mill, SC$3.5M131,069+35,097 shares
Bank of America Corp.Charlotte, NC$2.6M98,247+8,450 shares
Mercer Global Advisors Inc.Denver, CO$2.4M91,670+6,510 shares
Integrated Wealth Concepts LLCWaltham, MA$2.0M75,088+16,691 shares
Straight Path Wealth ManagementJenison, MI$2.0M74,169+217 shares
Morgan StanleyNew York, NY$1.9M73,573+4,534 shares
41 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IBHJ?

51 institutional managers reported holding IBHJ in Form 13F filings for June 30, 2026, worth $74.9M in total. The largest reported position was held by LBMC Investment Advisors, LLC, at $31.5M.

Did institutions buy or sell IBHJ last quarter?

Reported 13F value rose 28.5% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 6 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IBHJ ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.