ISHRS IBDS 2030 HY & INC ETF (IBHJ) Institutional Shareholders
ISHRS IBDS 2030 HY & INC ETF (IBHJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $73.67M in IBHJ holdings during the latest filing period.
Lbmc Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBHJ tracked by InsiderSet, reporting ownership valued at approximately $31.49M 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 $30.93M, representing an estimated loss of -1.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed IBHJ value among the investors covered in this analysis. Major shareholders include Lbmc Investment Advisors, Llc, Marathon Mission, Inc., Chicago Partners Investment Group Llc, and several other long-term asset managers with concentrated positions in ISHRS IBDS 2030 HY & INC ETF (IBHJ).
This page ranks the largest institutional IBHJ 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
49
Total Reported Value
$73.67M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$31.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lbmc Investment Advisors, Llc | 1.71% | 1,189,960 | $31,492,290 | $30,927,060 | -$565,230 | -1.79% | |
| Marathon Mission, Inc. | 2.66% | 201,259 | $5,326,320 | $5,230,721 | -$95,599 | -1.79% | |
| Chicago Partners Investment Group Llc | 0.11% | 200,057 | $5,248,090 | $5,199,481 | -$48,609 | -0.93% | |
| Blackrock, Inc. | 0.00% | 163,931 | $4,338,434 | $4,260,567 | -$77,867 | -1.79% | |
| Lpl Financial Llc | 0.00% | 131,069 | $3,468,737 | $3,406,483 | -$62,254 | -1.79% | |
| Bank Of America Corp | 0.00% | 98,247 | $2,600,111 | $2,553,440 | -$46,671 | -1.79% | |
| Mercer Global Advisors Inc | 0.00% | 91,670 | $2,426,047 | $2,382,503 | -$43,544 | -1.79% | |
| Straight Path Wealth Management | 0.46% | 74,169 | $1,962,878 | $1,927,652 | -$35,226 | -1.79% | |
| Integrated Wealth Concepts Llc | 0.01% | 73,955 | $1,957,225 | $1,922,090 | -$35,135 | -1.80% | |
| Morgan Stanley | 0.00% | 73,573 | $1,947,109 | $1,912,162 | -$34,947 | -1.79% | |
| First Western Trust Bank | 0.08% | 61,154 | $1,618,441 | $1,589,392 | -$29,049 | -1.79% | |
| Ironwood Financial, Llc | 0.20% | 49,044 | $1,289,126 | $1,274,654 | -$14,472 | -1.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 37,615 | $995,483 | $977,614 | -$17,869 | -1.80% | |
| Wrapmanager Inc | 0.23% | 27,776 | $735,092 | $721,898 | -$13,194 | -1.79% | |
| Focused Alpha, Llc | 0.17% | 24,337 | $644,077 | $632,519 | -$11,558 | -1.79% | |
| Captrust Financial Advisors | 0.00% | 21,699 | $574,264 | $563,957 | -$10,307 | -1.79% | |
| Jane Street Group, Llc | 0.00% | 20,360 | $538,827 | $529,156 | -$9,671 | -1.79% | |
| Raymond James Financial Inc | 0.00% | 19,219 | $508,631 | $499,502 | -$9,129 | -1.79% | |
| Kestra Private Wealth Services, Llc | 0.00% | 17,110 | $452,820 | $444,689 | -$8,131 | -1.80% | |
| Cetera Investment Advisers | 0.00% | 16,858 | $446,153 | $438,139 | -$8,014 | -1.80% | |
| Lido Advisors, Llc | 0.00% | 16,113 | $426,433 | $418,777 | -$7,656 | -1.80% | |
| Royal Bank Of Canada | 0.00% | 15,938 | $422,000 | $414,229 | -$7,771 | -1.84% | |
| Segment Wealth Management, Llc | 0.02% | 13,805 | $365,349 | $358,792 | -$6,557 | -1.79% | |
| Aspen Wealth Management Llc | 0.05% | 11,292 | $298,843 | $293,479 | -$5,364 | -1.79% | |
| Belpointe Asset Management Llc | 0.01% | 11,273 | $298,340 | $292,985 | -$5,355 | -1.79% | |
| Wells Fargo & Company/Mn | 0.00% | 11,264 | $298,102 | $292,751 | -$5,351 | -1.79% | |
| Stockman Wealth Management, Inc. | 0.03% | 11,060 | $292,703 | $287,449 | -$5,254 | -1.79% | |
| Osaic Holdings, Inc. | 0.00% | 10,763 | $284,899 | $279,730 | -$5,169 | -1.81% | |
| Ifp Advisors, Inc | 0.01% | 10,750 | $284,499 | $279,393 | -$5,107 | -1.79% | |
| Freestone Capital Holdings, Llc | 0.01% | 10,005 | $264,782 | $260,030 | -$4,752 | -1.79% | |
| Ellis Investment Partners, Llc | 0.04% | 9,954 | $263,438 | $258,704 | -$4,734 | -1.80% | |
| Tableaux Llc | 0.10% | 8,847 | $234,136 | $229,934 | -$4,202 | -1.79% | |
| 1900 Wealth Management Llc | 0.01% | 8,694 | $230,087 | $225,957 | -$4,130 | -1.79% | |
| Quad-Cities Investment Group, Llc | 0.08% | 8,672 | $229,504 | $225,385 | -$4,119 | -1.79% | |
| Guidance Point Advisors, Llc | 0.05% | 8,091 | $214,152 | $210,285 | -$3,867 | -1.81% | |
| Stifel Financial Corp | 0.00% | 7,620 | $201,663 | $198,044 | -$3,619 | -1.79% | |
| Orion Capital Management Llc | 0.04% | 5,000 | $132,325 | $129,950 | -$2,375 | -1.79% | |
| Parallel Advisors, Llc | 0.00% | 3,376 | $89,346 | $87,742 | -$1,604 | -1.79% | |
| Cnb Bank | 0.03% | 3,304 | $87,440 | $85,871 | -$1,569 | -1.79% | |
| Barrett & Company, Inc. | 0.02% | 2,740 | $72,514 | $71,213 | -$1,301 | -1.79% | |
| Newedge Advisors, Llc | 0.00% | 1,119 | $29,614 | $29,083 | -$531 | -1.79% | |
| High Note Wealth, Llc | 0.00% | 937 | $24,798 | $24,353 | -$445 | -1.80% | |
| Blue Trust, Inc. | 0.00% | 755 | $19,986 | $19,622 | -$364 | -1.82% | |
| Bogart Wealth, Llc | 0.00% | 563 | $14,900 | $14,632 | -$268 | -1.80% | |
| Hm Payson & Co | 0.00% | 377 | $9,978 | $9,798 | -$180 | -1.80% | |
| Cherry Tree Wealth Management, Llc | 0.00% | 326 | $8,628 | $8,473 | -$155 | -1.80% | |
| Action Point Financial Planning, Llc | 0.00% | 86 | $2,276 | $2,235 | -$41 | -1.80% | |
| Harbour Investments, Inc. | 0.00% | 60 | $1,588 | $1,559 | -$29 | -1.80% | |
| Gamma Investing Llc | 0.00% | 25 | $662 | $650 | -$12 | -1.85% |
Frequently asked questions about IBHJ
Who owns the most IBHJ stock?
The largest holders of IBHJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHRS IBDS 2030 HY & INC ETF (IBHJ).
Is IBHJ widely held by superinvestors?
Many widely followed stocks like IBHJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBHJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.