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

101 institutions reported holding $320.7M of ISHARES IBONDS (IBHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($40.0M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($39.5M), MORGAN STANLEY ($36.4M), HighTower Advisors, LLC ($22.6M), NewEdge Advisors, LLC ($21.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LBMC INVESTMENT ADVISORS, LLC$40.0M1.7MAdded
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$39.5M1.7MAdded
3MORGAN STANLEY$36.4M1.6MAdded
4HighTower Advisors, LLC$22.6M964,286New
5NewEdge Advisors, LLC$21.2M907,747Added
6Baltimore-Washington Financial Advisors, Inc.$16.6M710,128Added
7COMMONWEALTH EQUITY SERVICES, LLC$12.1M515,401Trimmed
8Scissortail Wealth Management, LLC$11.6M494,248Added
9LPL Financial LLC$11.4M488,748Added
10BANK OF AMERICA CORP /DE/$10.4M442,891Added
11Mutual Advisors, LLC$6.8M292,785Added
12LITTLEJOHN FINANCIAL SERVICES, INC.$6.7M285,227Added
13Delta Wealth Advisors LLC$5.4M232,059Added
14Ironwood Financial, llc$5.2M222,822Added
15Stratos Wealth Partners, LTD.$5.2M220,854Added
16Marathon Mission, Inc.$5.1M220,063New
17BlackRock, Inc.$4.3M185,493Added
18RAYMOND JAMES FINANCIAL INC$3.6M152,594Added
19ENVESTNET ASSET MANAGEMENT INC$3.4M146,393Added
20Bradley & Co. Private Wealth Management, LLC$3.4M144,942Hold
21Cambridge Investment Research Advisors, Inc.$3.3M140,866Added
22WELLS FARGO & COMPANY/MN$3.1M132,704Added
23Straight Path Wealth Management$3.0M128,362Added
24Integrated Wealth Concepts LLC$2.9M123,525Added
25MERCER GLOBAL ADVISORS INC /ADV$2.8M120,176Added

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