Who owns IBHL?
iShares iBonds 2032 Term High Yield and Income ETF · iShares
13 institutions reported holding IBHL, worth $10.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBHL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LBMC Investment Advisors, LLC | Brentwood, TN | $4.2M | 164,572 | +23,221 shares |
| First Western Trust Bank | Denver, CO | $1.7M | 66,035 | +46,696 shares |
| Straight Path Wealth Management | Jenison, MI | $1.2M | 49,163 | +1,224 shares |
| Bank of America Corp. | Charlotte, NC | $1.0M | 39,462 | New position |
| Integrated Wealth Concepts LLC | Waltham, MA | $902K | 35,490 | New position |
| MCF Advisors LLC | Lexington, KY | $532K | 20,934 | No change |
| Bullock Wealth Management Group | Bloomington, IN | $487K | 19,265 | New position |
| Morgan Stanley | New York, NY | $310K | 12,211 | +981 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $99K | 3,900 | No change |
| CNB Bank | Clearfield, PA | $65K | 2,563 | +121 shares |
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 IBHL?
13 institutional managers reported holding IBHL in Form 13F filings for June 30, 2026, worth $10.6M in total. The largest reported position was held by LBMC Investment Advisors, LLC, at $4.2M.
Did institutions buy or sell IBHL last quarter?
Reported 13F value rose 55.6% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 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 IBHL 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.