Who Owns ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG)? -- Institutional Holders (2026-03-31)
133 institutions reported holding $263.7M of ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG) in SEC 13F filings for 2026-03-31. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($35.8M), LPL Financial LLC ($25.3M), THREADGILL FINANCIAL, LLC ($21.3M), Federation des caisses Desjardins du Quebec ($19.8M), WELLS FARGO & COMPANY/MN ($17.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | $35.8M | 1.6M | Added |
| 2 | LPL Financial LLC | $25.3M | 1.1M | Added |
| 3 | THREADGILL FINANCIAL, LLC | $21.3M | 962,629 | Added |
| 4 | Federation des caisses Desjardins du Quebec | $19.8M | 893,063 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $17.7M | 799,691 | Trimmed |
| 6 | Bank of New York Mellon Corp | $8.9M | 400,710 | New |
| 7 | HighTower Advisors, LLC | $8.8M | 397,414 | Added |
| 8 | Commonwealth Financial Services, LLC | $8.6M | 388,086 | Added |
| 9 | UBS Group AG | $7.4M | 334,890 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $7.2M | 325,363 | Added |
| 11 | Cetera Investment Advisers | $5.8M | 263,300 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $5.5M | 248,889 | Trimmed |
| 13 | J.W. COLE ADVISORS, INC. | $4.9M | 222,613 | Added |
| 14 | MORGAN STANLEY | $4.8M | 217,172 | Added |
| 15 | Mid-American Wealth Advisory Group, Inc. | $4.7M | 208,868 | Hold |
| 16 | Ironwood Financial, llc | $3.7M | 165,529 | Added |
| 17 | OLD MISSION CAPITAL LLC | $3.0M | 136,304 | Trimmed |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.0M | 135,973 | Added |
| 19 | Keeler Thomas Management LLC | $3.0M | 133,662 | Trimmed |
| 20 | Straight Path Wealth Management | $2.8M | 127,576 | Added |
| 21 | Carr Financial Group Corp | $2.7M | 119,847 | Added |
| 22 | EVEXIA WEALTH LLC | $2.6M | 116,882 | Added |
| 23 | EIGHT 31 FINANCIAL, LLC | $2.3M | 104,342 | Trimmed |
| 24 | Royal Bank of Canada | $2.0M | 92,068 | Trimmed |
| 25 | Penobscot Investment Management Company, Inc. | $2.0M | 89,425 | Added |
Source: SEC Form 13F filings · as of 2026-03-31