Who owns IBHM?
iShares iBonds 2033 Term High Yield and Income ETF · iShares
4 institutions reported holding IBHM, worth $10.9M, in Form 13F filings for June 30, 2026.
Top 4 institutional holders of IBHM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BlackRock, Inc. | New York, NY | $10.2M | 400,000 | No change |
| LBMC Investment Advisors, LLC | Brentwood, TN | $501K | 19,700 | New position |
| Integrated Wealth Concepts LLC | Waltham, MA | $229K | 9,000 | New position |
| Bullock Wealth Management Group | Bloomington, IN | $4K | 161 | New position |
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 IBHM?
4 institutional managers reported holding IBHM in Form 13F filings for June 30, 2026, worth $10.9M in total. The largest reported position was held by BlackRock, Inc., at $10.2M.
Did institutions buy or sell IBHM last quarter?
Reported 13F value fell 1.2% 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 IBHM 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.