IBHH Institutional Ownership & Shareholders
ISHARES IBONDS 2028 TM HY IN (IBHH) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $276.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lbmc Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBHH tracked by InsiderSet, reporting ownership valued at approximately $45.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.68M, representing an estimated loss of -1.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed IBHH value among the investors covered in this analysis. Major shareholders include Lbmc Investment Advisors, Llc, Baltimore-Washington Financial Advisors, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS 2028 TM HY IN (IBHH).
This page ranks the largest institutional IBHH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$276.46M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$45.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lbmc Investment Advisors, Llc | 2.47% | 1,937,560 | $45,532,670 | $44,680,134 | -$852,536 | -1.87% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.14% | 1,303,117 | $30,623,260 | $30,049,878 | -$573,382 | -1.87% | |
| Lpl Financial Llc | 0.01% | 1,134,511 | $26,661,012 | $26,161,824 | -$499,188 | -1.87% | |
| Newedge Advisors, Llc | 0.06% | 795,441 | $18,692,913 | $18,342,869 | -$350,044 | -1.87% | |
| Federation Des Caisses Desjardins Du Quebec | 0.05% | 744,080 | $17,456,117 | $17,158,485 | -$297,632 | -1.71% | |
| Ironwood Financial, Llc | 1.72% | 479,595 | $11,093,023 | $11,059,461 | -$33,562 | -0.30% | |
| Mutual Advisors, Llc | 0.16% | 368,107 | $8,650,513 | $8,488,547 | -$161,966 | -1.87% | |
| Morgan Stanley | 0.00% | 343,199 | $8,065,199 | $7,914,169 | -$151,030 | -1.87% | |
| Raymond James Financial Inc | 0.00% | 301,611 | $7,087,859 | $6,955,150 | -$132,709 | -1.87% | |
| Royal Bank Of Canada | 0.00% | 273,256 | $6,421,000 | $6,301,283 | -$119,717 | -1.86% | |
| Kestra Private Wealth Services, Llc | 0.07% | 270,896 | $6,265,835 | $6,246,862 | -$18,973 | -0.30% | |
| Bank Of America Corp | 0.00% | 235,126 | $5,525,462 | $5,422,006 | -$103,456 | -1.87% | |
| Littlejohn Financial Services, Inc. | 3.68% | 215,473 | $5,063,615 | $4,968,807 | -$94,808 | -1.87% | |
| Wells Fargo & Company/Mn | 0.00% | 197,388 | $4,638,618 | $4,551,767 | -$86,851 | -1.87% | |
| Concurrent Investment Advisors, Llc | 0.03% | 191,867 | $4,437,884 | $4,424,453 | -$13,431 | -0.30% | |
| Blackrock, Inc. | 0.00% | 184,269 | $4,330,322 | $4,249,243 | -$81,079 | -1.87% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 169,117 | $3,974,272 | $3,899,838 | -$74,434 | -1.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 148,871 | $3,443,393 | $3,432,965 | -$10,428 | -0.30% | |
| Cetera Investment Advisers | 0.00% | 144,101 | $3,386,342 | $3,322,969 | -$63,373 | -1.87% | |
| Straight Path Wealth Management | 0.72% | 139,575 | $3,228,371 | $3,218,600 | -$9,772 | -0.30% | |
| Penobscot Investment Management Company, Inc. | 0.21% | 132,628 | $3,067,686 | $3,058,402 | -$9,284 | -0.30% | |
| Old Mission Capital Llc | 0.07% | 114,177 | $2,683,159 | $2,632,922 | -$50,237 | -1.87% | |
| Rialto Wealth Management, Llc | 0.50% | 106,761 | $2,508,884 | $2,461,909 | -$46,975 | -1.87% | |
| Jane Street Group, Llc | 0.00% | 99,582 | $2,340,177 | $2,296,361 | -$43,816 | -1.87% | |
| Robertson Stephens Wealth Management, Llc | 0.05% | 95,555 | $2,210,193 | $2,203,498 | -$6,695 | -0.30% | |
| Private Client Services, Llc | 0.53% | 85,417 | $1,975,695 | $1,969,716 | -$5,979 | -0.30% | |
| First Western Trust Bank | 0.08% | 70,959 | $1,667,537 | $1,636,315 | -$31,222 | -1.87% | |
| Parallel Advisors, Llc | 0.02% | 70,592 | $1,632,793 | $1,627,852 | -$4,941 | -0.30% | |
| Ubs Group Ag | 0.00% | 64,822 | $1,523,317 | $1,494,795 | -$28,522 | -1.87% | |
| Talisman Wealth Advisors Llc | 1.10% | 21,786 | $1,481,674 | $502,385 | -$979,289 | -66.09% | |
| Integrated Wealth Concepts Llc | 0.01% | 62,464 | $1,467,905 | $1,440,420 | -$27,485 | -1.87% | |
| High Note Wealth, Llc | 0.22% | 59,051 | $1,365,850 | $1,361,716 | -$4,134 | -0.30% | |
| Action Point Financial Planning, Llc | 0.13% | 52,791 | $1,240,612 | $1,217,360 | -$23,252 | -1.87% | |
| Commonwealth Financial Services, Llc | 0.22% | 52,619 | $1,217,072 | $1,213,394 | -$3,678 | -0.30% | |
| Focused Alpha, Llc | 0.30% | 52,022 | $1,203,272 | $1,199,627 | -$3,645 | -0.30% | |
| Osaic Holdings, Inc. | 0.00% | 47,608 | $1,118,954 | $1,097,840 | -$21,114 | -1.89% | |
| Guidance Point Advisors, Llc | 0.21% | 43,716 | $1,011,482 | $1,008,091 | -$3,391 | -0.34% | |
| Thrivent Financial For Lutherans | 0.00% | 42,261 | $993,000 | $974,539 | -$18,461 | -1.86% | |
| Lido Advisors, Llc | 0.00% | 40,725 | $957,060 | $939,119 | -$17,942 | -1.87% | |
| Aspen Wealth Management Llc | 0.14% | 38,846 | $898,515 | $895,789 | -$2,726 | -0.30% | |
| Heartland Bank & Trust Co | 0.17% | 35,146 | $825,931 | $810,467 | -$15,464 | -1.87% | |
| Rebalance, Llc | 0.04% | 35,636 | $824,250 | $821,766 | -$2,484 | -0.30% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.31% | 34,000 | $786,421 | $784,040 | -$2,381 | -0.30% | |
| Foundations Investment Advisors, Llc | 0.01% | 31,599 | $742,568 | $728,673 | -$13,895 | -1.87% | |
| Wrapmanager Inc | 0.23% | 31,220 | $733,670 | $719,933 | -$13,737 | -1.87% | |
| Beese Fulmer Investment Management, Inc. | 0.04% | 27,971 | $646,962 | $645,011 | -$1,951 | -0.30% | |
| Stifel Financial Corp | 0.00% | 27,069 | $636,123 | $624,211 | -$11,912 | -1.87% | |
| Beacon Pointe Advisors, Llc | 0.00% | 25,401 | $596,914 | $585,747 | -$11,167 | -1.87% | |
| Kastel Capital Advisors, Llc | 0.35% | 23,669 | $555,502 | $545,807 | -$9,695 | -1.75% | |
| Great Valley Advisor Group, Inc. | 0.01% | 23,381 | $549,454 | $539,166 | -$10,288 | -1.87% |
Frequently asked questions about IBHH
Who are the largest institutional holders of IBHH?
The largest institutional holders of IBHH reported in the latest SEC Form 13F filings include Lbmc Investment Advisors, Llc, Baltimore-Washington Financial Advisors, Inc., Lpl Financial Llc, Newedge Advisors, Llc, and Federation Des Caisses Desjardins Du Quebec. InsiderSet ranks institutional holders by their latest reported IBHH position.
What is IBHH institutional ownership?
This page tracks IBHH positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS 2028 TM HY IN (IBHH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBHH?
InsiderSet currently tracks 104 institutional managers reporting IBHH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBHH shareholders.
How much IBHH stock do institutions own?
Institutional investment managers disclosed approximately $276.46M in IBHH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBHH institutional ownership last updated?
The latest IBHH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBHH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBHH position after the reporting date.
Are institutions buying or selling IBHH?
Institutional buying and selling can be analyzed by comparing IBHH positions across consecutive 13F reporting periods. InsiderSet's IBHH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBHH ownership changes.
How has IBHH institutional ownership changed over time?
InsiderSet tracks IBHH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.