iShares iBonds 2027 Term High Yield and Income ETF(IBHG)

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iShares iBonds 2027 Term High Yield and Income ETF(IBHG)

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$21.98—

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IBHG(IBHG)

IBHG

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Institutional Ownership

Top 108 Institutional Holders

Holder	Shares	Date	Change	% Held
CX Institutional	--	Jun 30, 26	-929	--
THREADGILL FINANCIAL, LLC	--	Jun 30, 26	-962.63K	--
LBMC INVESTMENT ADVISORS, LLC	1.62M	Mar 31, 26	+41.97K	7.07%
LPL Financial LLC	1.14M	Mar 31, 26	+229.32K	5.00%
Federation des caisses Desjardins du Quebec	893.06K	Mar 31, 26	-28.21K	3.91%
WELLS FARGO & COMPANY/MN	799.69K	Mar 31, 26	-22.26K	3.50%
Bank of New York Mellon Corp	400.71K	Mar 31, 26	+400.71K	1.75%
HighTower Advisors, LLC	397.41K	Mar 31, 26	+12.67K	1.74%
UBS Group AG	334.89K	Mar 31, 26	+124.38K	1.47%
RAYMOND JAMES FINANCIAL INC	325.36K	Mar 31, 26	+48.72K	1.42%
Cetera Investment Advisers	263.30K	Mar 31, 26	+2.77K	1.15%
BANK OF AMERICA CORP /DE/	248.89K	Mar 31, 26	-479	1.09%
MORGAN STANLEY	217.17K	Mar 31, 26	+24.88K	0.95%
NewEdge Advisors, LLC	166.92K	Mar 31, 26	+14.01K	0.73%
OLD MISSION CAPITAL LLC	136.30K	Mar 31, 26	-177.36K	0.60%
KESTRA PRIVATE WEALTH SERVICES, LLC	135.97K	Mar 31, 26	+15.16K	0.59%
Keeler THomas Management LLC	133.66K	Mar 31, 26	-305.22K	0.58%
Straight Path Wealth Management	127.58K	Mar 31, 26	+10.83K	0.56%
Carr Financial Group Corp	119.85K	Mar 31, 26	+32.81K	0.52%
EVEXIA WEALTH LLC	116.88K	Mar 31, 26	+16.88K	0.51%
EIGHT 31 FINANCIAL LLC	104.34K	Mar 31, 26	-1.86K	0.46%
ROYAL BANK OF CANADA	92.07K	Mar 31, 26	-159.61K	0.40%
Lido Advisors, LLC	83.01K	Mar 31, 26	-10.18K	0.36%
Advisory Services Network, LLC	77.91K	Mar 31, 26	-3.58K	0.34%
Cambridge Investment Research Advisors, Inc.	74.58K	Mar 31, 26	+7.78K	0.33%
Integrated Wealth Concepts LLC	73.14K	Mar 31, 26	+1.03K	0.32%
BlackRock, Inc.	71.00K	Mar 31, 26	+17.75K	0.31%
Foundations Investment Advisors, LLC	54.45K	Mar 31, 26	+30.99K	0.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	49.75K	Mar 31, 26	-13.22K	0.22%
EP Wealth Advisors, LLC	45.39K	Mar 31, 26	+6.07K	0.20%
Stratos Wealth Partners, LTD.	44.93K	Mar 31, 26	+10.51K	0.20%
Parallel Advisors, LLC	42.73K	Mar 31, 26	+10.55K	0.19%
COMMONWEALTH EQUITY SERVICES, LLC	42.43K	Mar 31, 26	-34.03K	0.19%
AE Wealth Management LLC	41.08K	Mar 31, 26	-2.96K	0.18%
COWA, LLC	39.20K	Mar 31, 26	+21.55K	0.17%
THRIVENT FINANCIAL FOR LUTHERANS	37.30K	Mar 31, 26	+7.57K	0.16%
WRAPMANAGER INC	37.16K	Mar 31, 26	+187	0.16%
Heartland Bank & Trust Co	35.63K	Mar 31, 26	+2.20K	0.16%
Private Advisor Group, LLC	34.49K	Mar 31, 26	+2.30K	0.15%
BIP Wealth, LLC	34.14K	Mar 31, 26	+34.14K	0.15%
JANE STREET GROUP, LLC	32.67K	Mar 31, 26	+32.67K	0.14%
Cerity Partners LLC	31.80K	Mar 31, 26	+31.80K	0.14%
Rialto Wealth Management, LLC	31.26K	Mar 31, 26	-23.75K	0.14%
Timber Creek Capital Management LLC	31.08K	Mar 31, 26	+182	0.14%
PHILLIPS FINANCIAL MANAGEMENT, LLC	30.00K	Mar 31, 26	+20.00K	0.13%
Bedel Financial Consulting, Inc.	29.83K	Mar 31, 26	+29.83K	0.13%
ADVISOR GROUP HOLDINGS, INC.	27.15K	Mar 31, 26	-670.81K	0.12%
Helen Stephens Group, LLC	26.80K	Mar 31, 26	+6.35K	0.12%
GREAT VALLEY ADVISOR GROUP, INC.	25.85K	Mar 31, 26	+2.98K	0.11%
Guidance Point Advisors, LLC	25.34K	Mar 31, 26	+3.80K	0.11%
Baird Financial Group, Inc.	25.09K	Mar 31, 26	+9.34K	0.11%
Madden Advisory Services, Inc.	24.32K	Mar 31, 26	+13.33K	0.11%
STIFEL FINANCIAL CORP	23.87K	Mar 31, 26	+8.18K	0.10%
Csenge Advisory Group	23.81K	Mar 31, 26	+23.81K	0.10%
CITADEL ADVISORS LLC	23.63K	Mar 31, 26	+23.63K	0.10%
MERCER GLOBAL ADVISORS INC /ADV	23.55K	Mar 31, 26	-20.51K	0.10%
HEADINVEST, LLC	20.70K	Mar 31, 26	-15.35K	0.09%
FLOW TRADERS U.S. LLC	20.41K	Mar 31, 26	+20.41K	0.09%
CAPTRUST FINANCIAL ADVISORS	18.91K	Mar 31, 26	+2.44K	0.08%
Landing Point Financial Group, LLC	16.44K	Mar 31, 26	-4.37K	0.07%
Freestone Capital Holdings, LLC	15.75K	Mar 31, 26	-5.81K	0.07%
Kestra Advisory Services, LLC	15.04K	Mar 31, 26	+10.86K	0.07%
Orion Capital Management LLC	14.00K	Mar 31, 26	--	0.06%
Belpointe Asset Management LLC	13.92K	Mar 31, 26	-2.91K	0.06%
Pure Financial Advisors, LLC	13.55K	Mar 31, 26	+449	0.06%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	13.41K	Mar 31, 26	--	0.06%
Colony Group, LLC	13.38K	Mar 31, 26	--	0.06%
TABLEAUX LLC	13.28K	Mar 31, 26	+4.19K	0.06%
TFR Capital, LLC.	13.07K	Mar 31, 26	-668	0.06%
ENVESTNET ASSET MANAGEMENT INC	12.44K	Mar 31, 26	+12.44K	0.05%
THOROUGHBRED FINANCIAL SERVICES, LLC	12.41K	Mar 31, 26	-9.25K	0.05%
Pensionmark Financial Group, LLC	11.01K	Mar 31, 26	+77	0.05%
1900 WEALTH MANAGEMENT LLC	10.36K	Mar 31, 26	+10.36K	0.05%
Ashton Thomas Private Wealth, LLC	10.35K	Mar 31, 26	--	0.05%
Quantinno Capital Management LP	10.35K	Mar 31, 26	--	0.05%
LIBERTY WEALTH MANAGEMENT LLC	9.84K	Mar 31, 26	+859	0.04%
Arkadios Wealth Advisors	9.25K	Mar 31, 26	+9.25K	0.04%
LEVEL FOUR ADVISORY SERVICES, LLC	9.19K	Mar 31, 26	+6	0.04%
BEACON FINANCIAL PLANNING, INC	9.17K	Mar 31, 26	+9.17K	0.04%
Mutual Advisors, LLC	9.15K	Mar 31, 26	-316.57K	0.04%
FIFTH THIRD BANCORP	6.06K	Mar 31, 26	+6.06K	0.03%
10Elms LLP	5.26K	Mar 31, 26	--	0.02%
NATIONAL BANK OF CANADA /FI/	3.01K	Mar 31, 26	-2.22K	0.01%
Golden State Equity Partners	2.75K	Mar 31, 26	+2.75K	0.01%
CNB Bank	2.27K	Mar 31, 26	-20	0.01%
Hurley Capital, LLC	2.12K	Mar 31, 26	-185.53K	0.01%
CWM, LLC	1.84K	Mar 31, 26	--	0.01%
Newbridge Financial Services Group, Inc.	1.58K	Mar 31, 26	--	0.01%
FMR LLC	1.03K	Mar 31, 26	+956	0.00%
Steward Partners Investment Advisory, LLC	888	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	801	Mar 31, 26	+6	0.00%
Cherry Tree Wealth Management, LLC	225	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	71	Mar 31, 26	--	0.00%
Boreal Capital Management LLC	1	Mar 31, 26	+1	0.00%
Avion Wealth	--	Mar 31, 26	-1.61K	--
Hobbs Group Advisors, LLC	--	Mar 31, 26	-17.17K	--
Creative Planning	--	Mar 31, 26	-23.17K	--
Austin Private Wealth, LLC	30.40K	Dec 31, 25	+128	0.13%
Global Retirement Partners, LLC	25.23K	Dec 31, 25	+162	0.11%
High Falls Advisors, Inc	10.25K	Dec 31, 25	+10.25K	0.04%
COMERICA BANK	6.06K	Dec 31, 25	+1.80K	0.03%
AVANTAX ADVISORY SERVICES, INC.	104.28K	Jun 30, 25	+13.10K	0.46%
SUMMIT INVESTMENT ADVISORS, INC.	97.61K	Jun 30, 25	+7.27K	0.43%
Orion Portfolio Solutions, LLC	51.25K	Mar 31, 25	+51.25K	0.22%
RAYMOND JAMES & ASSOCIATES	49.98K	Sep 30, 24	+10.20K	0.22%
Raymond James Financial Services Advisors, Inc.	14.92K	Sep 30, 24	+14.92K	0.07%
BBJS FINANCIAL ADVISORS, LLC	9.84K	Sep 30, 24	+6	0.04%
Cetera Advisors LLC	21.70K	Mar 31, 24	+4.58K	0.09%

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Holder

Date

Change

% Held

CX Institutional

Jun 30, 26

-929

THREADGILL FINANCIAL, LLC

Jun 30, 26

-962.63K

LBMC INVESTMENT ADVISORS, LLC

1.62M

Mar 31, 26

+41.97K

7.07%

LPL Financial LLC

1.14M

Mar 31, 26

+229.32K

5.00%

Federation des caisses Desjardins du Quebec

893.06K

Mar 31, 26

-28.21K

3.91%

WELLS FARGO & COMPANY/MN

799.69K

Mar 31, 26

-22.26K

3.50%

Bank of New York Mellon Corp

400.71K

Mar 31, 26

+400.71K

1.75%

HighTower Advisors, LLC

397.41K

Mar 31, 26

+12.67K

1.74%

UBS Group AG

334.89K

Mar 31, 26

+124.38K

1.47%

RAYMOND JAMES FINANCIAL INC

325.36K

Mar 31, 26

+48.72K

1.42%

Cetera Investment Advisers

263.30K

Mar 31, 26

+2.77K

1.15%

BANK OF AMERICA CORP /DE/

248.89K

Mar 31, 26

-479

1.09%

MORGAN STANLEY

217.17K

Mar 31, 26

+24.88K

0.95%

NewEdge Advisors, LLC

166.92K

Mar 31, 26

+14.01K

0.73%

OLD MISSION CAPITAL LLC

136.30K

Mar 31, 26

-177.36K

0.60%

KESTRA PRIVATE WEALTH SERVICES, LLC

135.97K

Mar 31, 26

+15.16K

0.59%

Keeler THomas Management LLC

133.66K

Mar 31, 26

-305.22K

0.58%

Straight Path Wealth Management

127.58K

Mar 31, 26

+10.83K

0.56%

Carr Financial Group Corp

119.85K

Mar 31, 26

+32.81K

0.52%

EVEXIA WEALTH LLC

116.88K

Mar 31, 26

+16.88K

0.51%

EIGHT 31 FINANCIAL LLC

104.34K

Mar 31, 26

-1.86K

0.46%

ROYAL BANK OF CANADA

92.07K

Mar 31, 26

-159.61K

0.40%

Lido Advisors, LLC

83.01K

Mar 31, 26

-10.18K

0.36%

Advisory Services Network, LLC

77.91K

Mar 31, 26

-3.58K

0.34%

Cambridge Investment Research Advisors, Inc.

74.58K

Mar 31, 26

+7.78K

0.33%

Integrated Wealth Concepts LLC

73.14K

Mar 31, 26

+1.03K

0.32%

BlackRock, Inc.

71.00K

Mar 31, 26

+17.75K

0.31%

Foundations Investment Advisors, LLC

54.45K

Mar 31, 26

+30.99K

0.24%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

49.75K

Mar 31, 26

-13.22K

0.22%

EP Wealth Advisors, LLC

45.39K

Mar 31, 26

+6.07K

0.20%

Stratos Wealth Partners, LTD.

44.93K

Mar 31, 26

+10.51K

0.20%

Parallel Advisors, LLC

42.73K

Mar 31, 26

+10.55K

0.19%

COMMONWEALTH EQUITY SERVICES, LLC

42.43K

Mar 31, 26

-34.03K

0.19%

AE Wealth Management LLC

41.08K

Mar 31, 26

-2.96K

0.18%

COWA, LLC

39.20K

Mar 31, 26

+21.55K

0.17%

THRIVENT FINANCIAL FOR LUTHERANS

37.30K

Mar 31, 26

+7.57K

0.16%

WRAPMANAGER INC

37.16K

Mar 31, 26

+187

0.16%

Heartland Bank & Trust Co

35.63K

Mar 31, 26

+2.20K

0.16%

Private Advisor Group, LLC

34.49K

Mar 31, 26

+2.30K

0.15%

BIP Wealth, LLC

34.14K

Mar 31, 26

+34.14K

0.15%

JANE STREET GROUP, LLC

32.67K

Mar 31, 26

+32.67K

0.14%

Cerity Partners LLC

31.80K

Mar 31, 26

+31.80K

0.14%

Rialto Wealth Management, LLC

31.26K

Mar 31, 26

-23.75K

0.14%

Timber Creek Capital Management LLC

31.08K

Mar 31, 26

+182

0.14%

PHILLIPS FINANCIAL MANAGEMENT, LLC

30.00K

Mar 31, 26

+20.00K

0.13%

Bedel Financial Consulting, Inc.

29.83K

Mar 31, 26

+29.83K

0.13%

ADVISOR GROUP HOLDINGS, INC.

27.15K

Mar 31, 26

-670.81K

0.12%

Helen Stephens Group, LLC

26.80K

Mar 31, 26

+6.35K

0.12%

GREAT VALLEY ADVISOR GROUP, INC.

25.85K

Mar 31, 26

+2.98K

0.11%

Guidance Point Advisors, LLC

25.34K

Mar 31, 26

+3.80K

0.11%

Baird Financial Group, Inc.

25.09K

Mar 31, 26

+9.34K

0.11%

Madden Advisory Services, Inc.

24.32K

Mar 31, 26

+13.33K

0.11%

STIFEL FINANCIAL CORP

23.87K

Mar 31, 26

+8.18K

0.10%

Csenge Advisory Group

23.81K

Mar 31, 26

+23.81K

0.10%

CITADEL ADVISORS LLC

23.63K

Mar 31, 26

+23.63K

0.10%

MERCER GLOBAL ADVISORS INC /ADV

23.55K

Mar 31, 26

-20.51K

0.10%

HEADINVEST, LLC

20.70K

Mar 31, 26

-15.35K

0.09%

FLOW TRADERS U.S. LLC

20.41K

Mar 31, 26

+20.41K

0.09%

CAPTRUST FINANCIAL ADVISORS

18.91K

Mar 31, 26

+2.44K

0.08%

Landing Point Financial Group, LLC

16.44K

Mar 31, 26

-4.37K

0.07%

Freestone Capital Holdings, LLC

15.75K

Mar 31, 26

-5.81K

0.07%

Kestra Advisory Services, LLC

15.04K

Mar 31, 26

+10.86K

0.07%

Orion Capital Management LLC

14.00K

Mar 31, 26

0.06%

Belpointe Asset Management LLC

13.92K

Mar 31, 26

-2.91K

0.06%

Pure Financial Advisors, LLC

13.55K

Mar 31, 26

+449

0.06%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

13.41K

Mar 31, 26

0.06%

Colony Group, LLC

13.38K

Mar 31, 26

0.06%

TABLEAUX LLC

13.28K

Mar 31, 26

+4.19K

0.06%

TFR Capital, LLC.

13.07K

Mar 31, 26

-668

0.06%

ENVESTNET ASSET MANAGEMENT INC

12.44K

Mar 31, 26

+12.44K

0.05%

THOROUGHBRED FINANCIAL SERVICES, LLC

12.41K

Mar 31, 26

-9.25K

0.05%

Pensionmark Financial Group, LLC

11.01K

Mar 31, 26

+77

0.05%

1900 WEALTH MANAGEMENT LLC

10.36K

Mar 31, 26

+10.36K

0.05%

Ashton Thomas Private Wealth, LLC

10.35K

Mar 31, 26

0.05%

Quantinno Capital Management LP

10.35K

Mar 31, 26

0.05%

LIBERTY WEALTH MANAGEMENT LLC

9.84K

Mar 31, 26

+859

0.04%

Arkadios Wealth Advisors

9.25K

Mar 31, 26

+9.25K

0.04%

LEVEL FOUR ADVISORY SERVICES, LLC

9.19K

Mar 31, 26

0.04%

BEACON FINANCIAL PLANNING, INC

9.17K

Mar 31, 26

+9.17K

0.04%

Mutual Advisors, LLC

9.15K

Mar 31, 26

-316.57K

0.04%

FIFTH THIRD BANCORP

6.06K

Mar 31, 26

+6.06K

0.03%

10Elms LLP

5.26K

Mar 31, 26

0.02%

NATIONAL BANK OF CANADA /FI/

3.01K

Mar 31, 26

-2.22K

0.01%

Golden State Equity Partners

2.75K

Mar 31, 26

+2.75K

0.01%

CNB Bank

2.27K

Mar 31, 26

-20

0.01%

Hurley Capital, LLC

2.12K

Mar 31, 26

-185.53K

0.01%

CWM, LLC

1.84K

Mar 31, 26

0.01%

Newbridge Financial Services Group, Inc.

1.58K

Mar 31, 26

0.01%

FMR LLC

1.03K

Mar 31, 26

+956

0.00%

Steward Partners Investment Advisory, LLC

888

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

801

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

225

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

0.00%

Boreal Capital Management LLC

Mar 31, 26

0.00%

Avion Wealth

Mar 31, 26

-1.61K

Hobbs Group Advisors, LLC

Mar 31, 26

-17.17K

Creative Planning

Mar 31, 26

-23.17K

Austin Private Wealth, LLC

30.40K

Dec 31, 25

+128

0.13%

Global Retirement Partners, LLC

25.23K

Dec 31, 25

+162

0.11%

High Falls Advisors, Inc

10.25K

Dec 31, 25

+10.25K

0.04%

COMERICA BANK

6.06K

Dec 31, 25

+1.80K

0.03%

AVANTAX ADVISORY SERVICES, INC.

104.28K

Jun 30, 25

+13.10K

0.46%

SUMMIT INVESTMENT ADVISORS, INC.

97.61K

Jun 30, 25

+7.27K

0.43%

Orion Portfolio Solutions, LLC

51.25K

Mar 31, 25

+51.25K

0.22%

RAYMOND JAMES & ASSOCIATES

49.98K

Sep 30, 24

+10.20K

0.22%

Raymond James Financial Services Advisors, Inc.

14.92K

Sep 30, 24

+14.92K

0.07%

BBJS FINANCIAL ADVISORS, LLC

9.84K

Sep 30, 24

0.04%

Cetera Advisors LLC

21.70K

Mar 31, 24

+4.58K

0.09%