IBHK Institutional Ownership & Shareholders
ISHARESIBOND2031HIGHYLDINC (IBHK) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.63M 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 IBHK tracked by InsiderSet, reporting ownership valued at approximately $17.15M 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 $16.22M, representing an estimated loss of -5.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed IBHK value among the investors covered in this analysis. Major shareholders include Lbmc Investment Advisors, Llc, Blackrock, Inc., Integrated Wealth Concepts Llc, and several other long-term asset managers with concentrated positions in ISHARESIBOND2031HIGHYLDINC (IBHK).
This page ranks the largest institutional IBHK 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
31
Total Reported Value
$35.63M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$17.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | 0.93% | 665,633 | $17,153,365 | $16,216,151 | -$937,214 | -5.46% | |
| Blackrock, Inc. | 0.00% | 168,374 | $4,338,998 | $4,101,927 | -$237,071 | -5.46% | |
| Integrated Wealth Concepts Llc | 0.01% | 80,270 | $2,068,558 | $1,955,538 | -$113,020 | -5.46% | |
| Lpl Financial Llc | 0.00% | 75,368 | $1,942,233 | $1,836,115 | -$106,118 | -5.46% | |
| Straight Path Wealth Management | 0.41% | 75,450 | $1,859,840 | $1,838,113 | -$21,727 | -1.17% | |
| First Western Trust Bank | 0.08% | 65,429 | $1,686,105 | $1,593,981 | -$92,124 | -5.46% | |
| Bank Of America Corp | 0.00% | 40,799 | $1,051,390 | $993,945 | -$57,445 | -5.46% | |
| Wrapmanager Inc | 0.23% | 28,510 | $734,703 | $694,561 | -$40,142 | -5.46% | |
| Morgan Stanley | 0.00% | 21,260 | $547,870 | $517,936 | -$29,934 | -5.46% | |
| Focused Alpha, Llc | 0.13% | 20,778 | $512,188 | $506,194 | -$5,994 | -1.17% | |
| Lido Advisors, Llc | 0.00% | 16,780 | $432,440 | $408,794 | -$23,646 | -5.47% | |
| Segment Wealth Management, Llc | 0.02% | 13,414 | $330,655 | $326,792 | -$3,863 | -1.17% | |
| Captrust Financial Advisors | 0.00% | 12,030 | $310,013 | $293,075 | -$16,938 | -5.46% | |
| Raymond James Financial Inc | 0.00% | 11,810 | $304,344 | $287,715 | -$16,629 | -5.46% | |
| Reliant Wealth Planning | 0.07% | 10,067 | $259,426 | $245,252 | -$14,174 | -5.46% | |
| Ellis Investment Partners, Llc | 0.04% | 10,275 | $253,292 | $250,320 | -$2,972 | -1.17% | |
| 1900 Wealth Management Llc | 0.01% | 10,003 | $246,574 | $243,693 | -$2,881 | -1.17% | |
| Mlp3, Llc | 0.18% | 8,258 | $203,549 | $201,181 | -$2,368 | -1.16% | |
| Royal Bank Of Canada | 0.00% | 5,307 | $136,000 | $129,289 | -$6,711 | -4.93% | |
| Osaic Holdings, Inc. | 0.00% | 3,674 | $94,677 | $89,506 | -$5,171 | -5.46% | |
| Cnb Bank | 0.03% | 3,400 | $87,618 | $82,831 | -$4,787 | -5.46% | |
| Orion Capital Management Llc | 0.02% | 3,000 | $77,310 | $73,086 | -$4,224 | -5.46% | |
| Wells Fargo & Company/Mn | 0.00% | 2,638 | $67,981 | $64,267 | -$3,714 | -5.46% | |
| Barrett & Company, Inc. | 0.02% | 2,474 | $60,984 | $60,272 | -$712 | -1.17% | |
| Ifp Advisors, Inc | 0.00% | 1,599 | $39,415 | $38,955 | -$460 | -1.17% | |
| Brown, Lisle/Cummings, Inc. | 0.01% | 1,470 | $36,236 | $35,812 | -$424 | -1.17% | |
| Newedge Advisors, Llc | 0.00% | 777 | $20,023 | $18,929 | -$1,094 | -5.46% | |
| Bogart Wealth, Llc | 0.00% | 578 | $14,895 | $14,081 | -$814 | -5.46% | |
| High Note Wealth, Llc | 0.00% | 525 | $12,941 | $12,790 | -$151 | -1.17% | |
| Harbour Investments, Inc. | 0.00% | 62 | $1,598 | $1,510 | -$88 | -5.48% |
Frequently asked questions about IBHK
Who are the largest institutional holders of IBHK?
The largest institutional holders of IBHK reported in the latest SEC Form 13F filings include Lbmc Investment Advisors, Llc, Blackrock, Inc., Integrated Wealth Concepts Llc, Lpl Financial Llc, and Straight Path Wealth Management. InsiderSet ranks institutional holders by their latest reported IBHK position.
What is IBHK institutional ownership?
This page tracks IBHK positions reported by institutional investment managers through SEC Form 13F. ISHARESIBOND2031HIGHYLDINC (IBHK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBHK?
InsiderSet currently tracks 31 institutional managers reporting IBHK 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 IBHK shareholders.
How much IBHK stock do institutions own?
Institutional investment managers disclosed approximately $35.63M in IBHK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBHK institutional ownership last updated?
The latest IBHK 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 IBHK 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 IBHK position after the reporting date.
Are institutions buying or selling IBHK?
Institutional buying and selling can be analyzed by comparing IBHK positions across consecutive 13F reporting periods. InsiderSet's IBHK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBHK ownership changes.
How has IBHK institutional ownership changed over time?
InsiderSet tracks IBHK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.