IBHJ Institutional Ownership & Shareholders
ISHRS IBDS 2030 HY & INC ETF (IBHJ) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $74.10M 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 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 $30.28M, representing an estimated loss of -3.84% 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
48
Total Reported Value
$74.10M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$31.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $30,284,482 | -$1,207,808 | -3.84% | |
| Marathon Mission, Inc. | 2.67% | 206,302 | $5,289,583 | $5,250,386 | -$39,197 | -0.74% | |
| Chicago Partners Investment Group Llc | 0.09% | 201,132 | $5,133,886 | $5,118,809 | -$15,077 | -0.29% | |
| Blackrock, Inc. | 0.00% | 163,931 | $4,338,434 | $4,172,044 | -$166,390 | -3.84% | |
| Lpl Financial Llc | 0.00% | 131,069 | $3,468,737 | $3,335,706 | -$133,031 | -3.84% | |
| Bank Of America Corp | 0.00% | 98,247 | $2,600,111 | $2,500,386 | -$99,725 | -3.84% | |
| Mercer Global Advisors Inc | 0.00% | 91,670 | $2,426,047 | $2,333,002 | -$93,046 | -3.84% | |
| Straight Path Wealth Management | 0.46% | 80,782 | $2,071,246 | $2,055,902 | -$15,344 | -0.74% | |
| Integrated Wealth Concepts Llc | 0.01% | 73,955 | $1,957,225 | $1,882,155 | -$75,070 | -3.84% | |
| Morgan Stanley | 0.00% | 73,573 | $1,947,109 | $1,872,433 | -$74,676 | -3.84% | |
| Ironwood Financial, Llc | 0.29% | 72,621 | $1,862,005 | $1,848,204 | -$13,801 | -0.74% | |
| First Western Trust Bank | 0.08% | 61,154 | $1,618,441 | $1,556,369 | -$62,072 | -3.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 39,366 | $1,009,337 | $1,001,865 | -$7,472 | -0.74% | |
| Focused Alpha, Llc | 0.19% | 29,493 | $756,196 | $750,597 | -$5,599 | -0.74% | |
| Wrapmanager Inc | 0.23% | 27,776 | $735,092 | $706,899 | -$28,193 | -3.84% | |
| Captrust Financial Advisors | 0.00% | 21,699 | $574,264 | $552,240 | -$22,024 | -3.84% | |
| Jane Street Group, Llc | 0.00% | 20,360 | $538,827 | $518,162 | -$20,665 | -3.84% | |
| Raymond James Financial Inc | 0.00% | 19,219 | $508,631 | $489,124 | -$19,507 | -3.84% | |
| Cetera Investment Advisers | 0.00% | 16,858 | $446,153 | $429,036 | -$17,117 | -3.84% | |
| Segment Wealth Management, Llc | 0.02% | 16,737 | $429,137 | $425,957 | -$3,180 | -0.74% | |
| Lido Advisors, Llc | 0.00% | 16,113 | $426,433 | $410,076 | -$16,357 | -3.84% | |
| Royal Bank Of Canada | 0.00% | 15,938 | $422,000 | $405,622 | -$16,378 | -3.88% | |
| Guidance Point Advisors, Llc | 0.08% | 14,289 | $366,458 | $363,655 | -$2,803 | -0.76% | |
| Amplius Wealth Advisors, Llc | 0.02% | 12,000 | $307,680 | $305,400 | -$2,280 | -0.74% | |
| Belpointe Asset Management Llc | 0.01% | 11,273 | $298,340 | $286,898 | -$11,442 | -3.84% | |
| Wells Fargo & Company/Mn | 0.00% | 11,264 | $298,102 | $286,669 | -$11,433 | -3.84% | |
| Osaic Holdings, Inc. | 0.00% | 10,763 | $284,899 | $273,918 | -$10,981 | -3.85% | |
| Stockman Wealth Management, Inc. | 0.03% | 11,060 | $283,579 | $281,477 | -$2,102 | -0.74% | |
| Ifp Advisors, Inc | 0.00% | 10,844 | $278,040 | $275,980 | -$2,060 | -0.74% | |
| Freestone Capital Holdings, Llc | 0.01% | 10,005 | $264,782 | $254,627 | -$10,155 | -3.84% | |
| Ellis Investment Partners, Llc | 0.04% | 10,014 | $256,762 | $254,856 | -$1,906 | -0.74% | |
| 1900 Wealth Management Llc | 0.01% | 9,655 | $247,550 | $245,720 | -$1,830 | -0.74% | |
| Tableaux Llc | 0.10% | 9,654 | $247,529 | $245,694 | -$1,835 | -0.74% | |
| Collaborative Fund Advisors, Llc | 0.13% | 9,647 | $247,349 | $245,516 | -$1,833 | -0.74% | |
| Quad-Cities Investment Group, Llc | 0.08% | 8,672 | $222,350 | $220,702 | -$1,648 | -0.74% | |
| Stifel Financial Corp | 0.00% | 7,620 | $201,663 | $193,929 | -$7,734 | -3.84% | |
| Orion Capital Management Llc | 0.04% | 5,000 | $132,325 | $127,250 | -$5,075 | -3.84% | |
| Cnb Bank | 0.03% | 3,304 | $87,440 | $84,087 | -$3,353 | -3.83% | |
| Parallel Advisors, Llc | 0.00% | 3,376 | $86,561 | $85,919 | -$642 | -0.74% | |
| Barrett & Company, Inc. | 0.02% | 2,740 | $70,254 | $69,733 | -$521 | -0.74% | |
| Ascentis Independent Advisors | 0.00% | 2,600 | $66,664 | $66,170 | -$494 | -0.74% | |
| High Note Wealth, Llc | 0.01% | 1,442 | $36,973 | $36,699 | -$274 | -0.74% | |
| Newedge Advisors, Llc | 0.00% | 1,119 | $29,614 | $28,479 | -$1,135 | -3.83% | |
| Blue Trust, Inc. | 0.00% | 768 | $19,686 | $19,546 | -$140 | -0.71% | |
| Bogart Wealth, Llc | 0.00% | 563 | $14,900 | $14,328 | -$572 | -3.84% | |
| Hm Payson & Co | 0.00% | 377 | $9,978 | $9,595 | -$383 | -3.84% | |
| Cherry Tree Wealth Management, Llc | 0.00% | 326 | $8,359 | $8,297 | -$62 | -0.75% | |
| Action Point Financial Planning, Llc | 0.00% | 86 | $2,276 | $2,189 | -$87 | -3.84% | |
| Gamma Investing Llc | 0.00% | 66 | $1,692 | $1,680 | -$12 | -0.73% | |
| Harbour Investments, Inc. | 0.00% | 60 | $1,588 | $1,527 | -$61 | -3.84% |
Frequently asked questions about IBHJ
Who are the largest institutional holders of IBHJ?
The largest institutional holders of IBHJ reported in the latest SEC Form 13F filings include Lbmc Investment Advisors, Llc, Marathon Mission, Inc., Chicago Partners Investment Group Llc, Blackrock, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported IBHJ position.
What is IBHJ institutional ownership?
This page tracks IBHJ positions reported by institutional investment managers through SEC Form 13F. ISHRS IBDS 2030 HY & INC ETF (IBHJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBHJ?
InsiderSet currently tracks 48 institutional managers reporting IBHJ 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 IBHJ shareholders.
How much IBHJ stock do institutions own?
Institutional investment managers disclosed approximately $74.10M in IBHJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBHJ institutional ownership last updated?
The latest IBHJ 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 IBHJ 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 IBHJ position after the reporting date.
Are institutions buying or selling IBHJ?
Institutional buying and selling can be analyzed by comparing IBHJ positions across consecutive 13F reporting periods. InsiderSet's IBHJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBHJ ownership changes.
How has IBHJ institutional ownership changed over time?
InsiderSet tracks IBHJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.