iShares iBonds 2029 Term High Yield and Income ETF(IBHI)

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iShares iBonds 2029 Term High Yield and Income ETF(IBHI)

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$23.26—

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IBHI(IBHI)

IBHI

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 97 Institutional Holders

Holder	Shares	Date	Change	% Held
Ironwood Financial, llc	222.82K	Jun 30, 26	+118.88K	1.07%
Michael S. Ryan, Inc.	220.06K	Jun 30, 26	+220.06K	1.06%
Commonwealth Financial Services, LLC	99.39K	Jun 30, 26	-252.58K	0.48%
Cyr Financial Inc.	35.66K	Jun 30, 26	+489	0.17%
Quad-Cities Investment Group, LLC	23.07K	Jun 30, 26	+23.07K	0.11%
Segment Wealth Management, LLC	16.21K	Jun 30, 26	+1.73K	0.08%
IFP Advisors, Inc	15.05K	Jun 30, 26	-621	0.07%
GAMMA Investing LLC	12.72K	Jun 30, 26	+7.47K	0.06%
Windsor Capital Management, LLC	11.33K	Jun 30, 26	+11.33K	0.05%
SUMMITRY LLC	8.87K	Jun 30, 26	-550	0.04%
Activest Wealth Management	6.51K	Jun 30, 26	--	0.03%
Golden State Wealth Management, LLC	1.53K	Jun 30, 26	+24	0.01%
Ronald Blue Trust, Inc.	849	Jun 30, 26	+14	0.00%
Farther Finance Advisors, LLC	699	Jun 30, 26	--	0.00%
HM PAYSON & CO	446	Jun 30, 26	--	0.00%
THREADGILL FINANCIAL, LLC	--	Jun 30, 26	-486.14K	--
LBMC INVESTMENT ADVISORS, LLC	1.47M	Mar 31, 26	+116.19K	7.05%
MORGAN STANLEY	1.40M	Mar 31, 26	+95.91K	6.73%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.09M	Mar 31, 26	+21.89K	5.25%
NewEdge Advisors, LLC	855.27K	Mar 31, 26	-28.50K	4.11%
Baltimore-Washington Financial Advisors, Inc.	652.31K	Mar 31, 26	+149.66K	3.13%
COMMONWEALTH EQUITY SERVICES, LLC	534.86K	Mar 31, 26	-42.34K	2.57%
Scissortail Wealth Management, LLC	485.37K	Mar 31, 26	+425.78K	2.33%
BANK OF AMERICA CORP /DE/	414.01K	Mar 31, 26	-22.08K	1.99%
LPL Financial LLC	369.59K	Mar 31, 26	+96.47K	1.77%
LITTLEJOHN FINANCIAL SERVICES, INC.	251.96K	Mar 31, 26	+6.40K	1.21%
Stratos Wealth Partners, LTD.	210.40K	Mar 31, 26	+21.16K	1.01%
Bradley & Co. Private Wealth Management, LLC	144.94K	Mar 31, 26	--	0.70%
RAYMOND JAMES FINANCIAL INC	144.29K	Mar 31, 26	+52.49K	0.69%
WELLS FARGO & COMPANY/MN	126.55K	Mar 31, 26	+35.87K	0.61%
Keeler THomas Management LLC	118.24K	Mar 31, 26	-281.23K	0.57%
Straight Path Wealth Management	116.55K	Mar 31, 26	+6.55K	0.56%
MERCER GLOBAL ADVISORS INC /ADV	108.46K	Mar 31, 26	+81.76K	0.52%
Integrated Wealth Concepts LLC	100.78K	Mar 31, 26	+13.48K	0.48%
Sigma Planning Corp	77.36K	Mar 31, 26	+20.54K	0.37%
Penobscot Investment Management Company, Inc.	72.33K	Mar 31, 26	+58.88K	0.35%
Lido Advisors, LLC	67.87K	Mar 31, 26	-7.02K	0.33%
BlackRock, Inc.	67.55K	Mar 31, 26	+16.89K	0.32%
Cambridge Investment Research Advisors, Inc.	66.49K	Mar 31, 26	+18.96K	0.32%
Beacon Pointe Advisors, LLC	57.10K	Mar 31, 26	+8.49K	0.27%
ENVESTNET ASSET MANAGEMENT INC	43.27K	Mar 31, 26	+14.33K	0.21%
UBS Group AG	39.16K	Mar 31, 26	-40.80K	0.19%
Cetera Investment Advisers	39.02K	Mar 31, 26	+3.20K	0.19%
ROYAL BANK OF CANADA	37.49K	Mar 31, 26	+171	0.18%
Robertson Stephens Wealth Management, LLC	36.51K	Mar 31, 26	+36.51K	0.18%
WRAPMANAGER INC	35.05K	Mar 31, 26	+49	0.17%
INSIGNEO ADVISORY SERVICES, LLC	31.37K	Mar 31, 26	+2.12K	0.15%
CITADEL ADVISORS LLC	29.52K	Mar 31, 26	+29.52K	0.14%
KESTRA PRIVATE WEALTH SERVICES, LLC	26.55K	Mar 31, 26	+2.55K	0.13%
Heartland Bank & Trust Co	24.98K	Mar 31, 26	+24.98K	0.12%
First Western Trust Bank	20.94K	Mar 31, 26	+20.94K	0.10%
High Note Wealth, LLC	18.18K	Mar 31, 26	+15.45K	0.09%
Snowden Capital Advisors LLC	18.12K	Mar 31, 26	+8.61K	0.09%
Private Advisor Group, LLC	17.60K	Mar 31, 26	+17.60K	0.08%
Helen Stephens Group, LLC	17.35K	Mar 31, 26	--	0.08%
McIlrath & Eck, LLC	17.31K	Mar 31, 26	+8.71K	0.08%
Mutual Advisors, LLC	17.19K	Mar 31, 26	-1.85K	0.08%
STIFEL FINANCIAL CORP	17.10K	Mar 31, 26	+17.10K	0.08%
CAPTRUST FINANCIAL ADVISORS	16.54K	Mar 31, 26	+310	0.08%
THRIVENT FINANCIAL FOR LUTHERANS	16.46K	Mar 31, 26	+2.54K	0.08%
Freestone Capital Holdings, LLC	14.99K	Mar 31, 26	-5.53K	0.07%
HEADINVEST, LLC	14.03K	Mar 31, 26	-12.95K	0.07%
Ruggaard & Associates LLC	13.69K	Mar 31, 26	+13.69K	0.07%
Occidental Asset Management, LLC	13.32K	Mar 31, 26	--	0.06%
Legacy Trust	11.34K	Mar 31, 26	--	0.05%
Waverly Advisors, LLC	10.78K	Mar 31, 26	-1.50K	0.05%
Madden Advisory Services, Inc.	10.66K	Mar 31, 26	+10.66K	0.05%
Ellis Investment Partners, LLC	10.62K	Mar 31, 26	+1.22K	0.05%
Cerity Partners LLC	10.34K	Mar 31, 26	+10.34K	0.05%
TABLEAUX LLC	10.25K	Mar 31, 26	+10.25K	0.05%
1900 WEALTH MANAGEMENT LLC	9.82K	Mar 31, 26	+9.82K	0.05%
Ameraudi Asset Management, Inc.	9.61K	Mar 31, 26	--	0.05%
ADVISOR GROUP HOLDINGS, INC.	9.48K	Mar 31, 26	+5.43K	0.05%
MCF Advisors LLC	7.22K	Mar 31, 26	+7.22K	0.03%
Alaska Permanent Capital Management	6.84K	Mar 31, 26	+76	0.03%
Advisory Services Network, LLC	5.38K	Mar 31, 26	+5.38K	0.03%
Orion Capital Management LLC	5.00K	Mar 31, 26	--	0.02%
Ashton Thomas Private Wealth, LLC	4.51K	Mar 31, 26	+4.51K	0.02%
CNB Bank	3.55K	Mar 31, 26	-16	0.02%
BANK OF MONTREAL /CAN/	2.09K	Mar 31, 26	+2.09K	0.01%
Cherry Tree Wealth Management, LLC	2.02K	Mar 31, 26	--	0.01%
BARRETT & COMPANY, INC.	1.94K	Mar 31, 26	--	0.01%
FMR LLC	941	Mar 31, 26	+941	0.00%
CWM, LLC	902	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	765	Mar 31, 26	+9	0.00%
Golden State Equity Partners	750	Mar 31, 26	+750	0.00%
Bogart Wealth, LLC	634	Mar 31, 26	--	0.00%
10Elms LLP	551	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	67	Mar 31, 26	--	0.00%
BridgePort Financial Solutions, LLC	--	Mar 31, 26	-16.44K	--
Hobbs Group Advisors, LLC	--	Mar 31, 26	-16.20K	--
M3 Advisory Group, LLC	--	Mar 31, 26	-8.56K	--
Reliant Wealth Planning	--	Mar 31, 26	-8.43K	--
Austin Private Wealth, LLC	10.33K	Dec 31, 25	-182	0.05%
Global Retirement Partners, LLC	9.26K	Dec 31, 25	+46	0.04%
SUMMIT INVESTMENT ADVISORS, INC.	81.77K	Jun 30, 25	+7.56K	0.39%
Raymond James Financial Services Advisors, Inc.	32.27K	Sep 30, 24	-359	0.15%

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Holder

Date

Change

% Held

Ironwood Financial, llc

222.82K

Jun 30, 26

+118.88K

1.07%

Michael S. Ryan, Inc.

220.06K

Jun 30, 26

+220.06K

1.06%

Commonwealth Financial Services, LLC

99.39K

Jun 30, 26

-252.58K

0.48%

Cyr Financial Inc.

35.66K

Jun 30, 26

+489

0.17%

Quad-Cities Investment Group, LLC

23.07K

Jun 30, 26

+23.07K

0.11%

Segment Wealth Management, LLC

16.21K

Jun 30, 26

+1.73K

0.08%

IFP Advisors, Inc

15.05K

Jun 30, 26

-621

0.07%

GAMMA Investing LLC

12.72K

Jun 30, 26

+7.47K

0.06%

Windsor Capital Management, LLC

11.33K

Jun 30, 26

+11.33K

0.05%

SUMMITRY LLC

8.87K

Jun 30, 26

-550

0.04%

Activest Wealth Management

6.51K

Jun 30, 26

0.03%

Golden State Wealth Management, LLC

1.53K

Jun 30, 26

+24

0.01%

Ronald Blue Trust, Inc.

849

Jun 30, 26

+14

0.00%

Farther Finance Advisors, LLC

699

Jun 30, 26

0.00%

HM PAYSON & CO

446

Jun 30, 26

0.00%

THREADGILL FINANCIAL, LLC

Jun 30, 26

-486.14K

LBMC INVESTMENT ADVISORS, LLC

1.47M

Mar 31, 26

+116.19K

7.05%

MORGAN STANLEY

1.40M

Mar 31, 26

+95.91K

6.73%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.09M

Mar 31, 26

+21.89K

5.25%

NewEdge Advisors, LLC

855.27K

Mar 31, 26

-28.50K

4.11%

Baltimore-Washington Financial Advisors, Inc.

652.31K

Mar 31, 26

+149.66K

3.13%

COMMONWEALTH EQUITY SERVICES, LLC

534.86K

Mar 31, 26

-42.34K

2.57%

Scissortail Wealth Management, LLC

485.37K

Mar 31, 26

+425.78K

2.33%

BANK OF AMERICA CORP /DE/

414.01K

Mar 31, 26

-22.08K

1.99%

LPL Financial LLC

369.59K

Mar 31, 26

+96.47K

1.77%

LITTLEJOHN FINANCIAL SERVICES, INC.

251.96K

Mar 31, 26

+6.40K

1.21%

Stratos Wealth Partners, LTD.

210.40K

Mar 31, 26

+21.16K

1.01%

Bradley & Co. Private Wealth Management, LLC

144.94K

Mar 31, 26

0.70%

RAYMOND JAMES FINANCIAL INC

144.29K

Mar 31, 26

+52.49K

0.69%

WELLS FARGO & COMPANY/MN

126.55K

Mar 31, 26

+35.87K

0.61%

Keeler THomas Management LLC

118.24K

Mar 31, 26

-281.23K

0.57%

Straight Path Wealth Management

116.55K

Mar 31, 26

+6.55K

0.56%

MERCER GLOBAL ADVISORS INC /ADV

108.46K

Mar 31, 26

+81.76K

0.52%

Integrated Wealth Concepts LLC

100.78K

Mar 31, 26

+13.48K

0.48%

Sigma Planning Corp

77.36K

Mar 31, 26

+20.54K

0.37%

Penobscot Investment Management Company, Inc.

72.33K

Mar 31, 26

+58.88K

0.35%

Lido Advisors, LLC

67.87K

Mar 31, 26

-7.02K

0.33%

BlackRock, Inc.

67.55K

Mar 31, 26

+16.89K

0.32%

Cambridge Investment Research Advisors, Inc.

66.49K

Mar 31, 26

+18.96K

0.32%

Beacon Pointe Advisors, LLC

57.10K

Mar 31, 26

+8.49K

0.27%

ENVESTNET ASSET MANAGEMENT INC

43.27K

Mar 31, 26

+14.33K

0.21%

UBS Group AG

39.16K

Mar 31, 26

-40.80K

0.19%

Cetera Investment Advisers

39.02K

Mar 31, 26

+3.20K

0.19%

ROYAL BANK OF CANADA

37.49K

Mar 31, 26

+171

0.18%

Robertson Stephens Wealth Management, LLC

36.51K

Mar 31, 26

+36.51K

0.18%

WRAPMANAGER INC

35.05K

Mar 31, 26

+49

0.17%

INSIGNEO ADVISORY SERVICES, LLC

31.37K

Mar 31, 26

+2.12K

0.15%

CITADEL ADVISORS LLC

29.52K

Mar 31, 26

+29.52K

0.14%

KESTRA PRIVATE WEALTH SERVICES, LLC

26.55K

Mar 31, 26

+2.55K

0.13%

Heartland Bank & Trust Co

24.98K

Mar 31, 26

+24.98K

0.12%

First Western Trust Bank

20.94K

Mar 31, 26

+20.94K

0.10%

High Note Wealth, LLC

18.18K

Mar 31, 26

+15.45K

0.09%

Snowden Capital Advisors LLC

18.12K

Mar 31, 26

+8.61K

0.09%

Private Advisor Group, LLC

17.60K

Mar 31, 26

+17.60K

0.08%

Helen Stephens Group, LLC

17.35K

Mar 31, 26

0.08%

McIlrath & Eck, LLC

17.31K

Mar 31, 26

+8.71K

0.08%

Mutual Advisors, LLC

17.19K

Mar 31, 26

-1.85K

0.08%

STIFEL FINANCIAL CORP

17.10K

Mar 31, 26

+17.10K

0.08%

CAPTRUST FINANCIAL ADVISORS

16.54K

Mar 31, 26

+310

0.08%

THRIVENT FINANCIAL FOR LUTHERANS

16.46K

Mar 31, 26

+2.54K

0.08%

Freestone Capital Holdings, LLC

14.99K

Mar 31, 26

-5.53K

0.07%

HEADINVEST, LLC

14.03K

Mar 31, 26

-12.95K

0.07%

Ruggaard & Associates LLC

13.69K

Mar 31, 26

+13.69K

0.07%

Occidental Asset Management, LLC

13.32K

Mar 31, 26

0.06%

Legacy Trust

11.34K

Mar 31, 26

0.05%

Waverly Advisors, LLC

10.78K

Mar 31, 26

-1.50K

0.05%

Madden Advisory Services, Inc.

10.66K

Mar 31, 26

+10.66K

0.05%

Ellis Investment Partners, LLC

10.62K

Mar 31, 26

+1.22K

0.05%

Cerity Partners LLC

10.34K

Mar 31, 26

+10.34K

0.05%

TABLEAUX LLC

10.25K

Mar 31, 26

+10.25K

0.05%

1900 WEALTH MANAGEMENT LLC

9.82K

Mar 31, 26

+9.82K

0.05%

Ameraudi Asset Management, Inc.

9.61K

Mar 31, 26

0.05%

ADVISOR GROUP HOLDINGS, INC.

9.48K

Mar 31, 26

+5.43K

0.05%

MCF Advisors LLC

7.22K

Mar 31, 26

+7.22K

0.03%

Alaska Permanent Capital Management

6.84K

Mar 31, 26

+76

0.03%

Advisory Services Network, LLC

5.38K

Mar 31, 26

+5.38K

0.03%

Orion Capital Management LLC

5.00K

Mar 31, 26

0.02%

Ashton Thomas Private Wealth, LLC

4.51K

Mar 31, 26

+4.51K

0.02%

CNB Bank

3.55K

Mar 31, 26

-16

0.02%

BANK OF MONTREAL /CAN/

2.09K

Mar 31, 26

+2.09K

0.01%

Cherry Tree Wealth Management, LLC

2.02K

Mar 31, 26

0.01%

BARRETT & COMPANY, INC.

1.94K

Mar 31, 26

0.01%

FMR LLC

941

Mar 31, 26

+941

0.00%

CWM, LLC

902

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

765

Mar 31, 26

0.00%

Golden State Equity Partners

750

Mar 31, 26

+750

0.00%

Bogart Wealth, LLC

634

Mar 31, 26

0.00%

10Elms LLP

551

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

0.00%

BridgePort Financial Solutions, LLC

Mar 31, 26

-16.44K

Hobbs Group Advisors, LLC

Mar 31, 26

-16.20K

M3 Advisory Group, LLC

Mar 31, 26

-8.56K

Reliant Wealth Planning

Mar 31, 26

-8.43K

Austin Private Wealth, LLC

10.33K

Dec 31, 25

-182

0.05%

Global Retirement Partners, LLC

9.26K

Dec 31, 25

+46

0.04%

SUMMIT INVESTMENT ADVISORS, INC.

81.77K

Jun 30, 25

+7.56K

0.39%

Raymond James Financial Services Advisors, Inc.

32.27K

Sep 30, 24

-359

0.15%