Who Owns ISHARES IBONDS (IBHH)? -- Institutional Holders (2026-06-30)

118 institutions reported holding $301.5M of ISHARES IBONDS (IBHH) in SEC 13F filings for 2026-06-30. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($45.5M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($32.7M), Baltimore-Washington Financial Advisors, Inc. ($30.6M), LPL Financial LLC ($26.7M), NewEdge Advisors, LLC ($18.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LBMC INVESTMENT ADVISORS, LLC$45.5M1.9MAdded
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32.7M1.4MAdded
3Baltimore-Washington Financial Advisors, Inc.$30.6M1.3MAdded
4LPL Financial LLC$26.7M1.1MAdded
5NewEdge Advisors, LLC$18.7M795,441Added
6Federation des caisses Desjardins du Quebec$17.5M744,080Trimmed
7Ironwood Financial, llc$9.7M417,145Added
8Mutual Advisors, LLC$8.7M368,107Added
9MORGAN STANLEY$8.1M343,199Trimmed
10RAYMOND JAMES FINANCIAL INC$7.1M301,611Added
11Royal Bank of Canada$6.4M273,256Added
12BANK OF AMERICA CORP /DE/$5.5M235,126Added
13LITTLEJOHN FINANCIAL SERVICES, INC.$5.1M215,473Added
14WELLS FARGO & COMPANY/MN$4.6M197,388Trimmed
15BlackRock, Inc.$4.3M184,269Added
16Stratos Wealth Partners, LTD.$4.0M169,117Added
17Cetera Investment Advisers$3.4M144,101Trimmed
18Straight Path Wealth Management$3.2M136,499Added
19COMMONWEALTH EQUITY SERVICES, LLC$3.1M132,524Trimmed
20KESTRA PRIVATE WEALTH SERVICES, LLC$3.0M127,342Added
21OLD MISSION CAPITAL LLC$2.7M114,177Added
22Robertson Stephens Wealth Management, LLC$2.5M107,460Trimmed
23Rialto Wealth Management, LLC$2.5M106,761Trimmed
24Commonwealth Financial Services, LLC$2.5M106,081Trimmed
25Cambridge Investment Research Advisors, Inc.$2.5M104,568Trimmed

Source: SEC Form 13F filings · as of 2026-06-30