Who Owns ISHARES IBOND 2026 HY & INC (IBHF)? -- Institutional Holders (2026-06-30)

198 institutions reported holding $521.4M of ISHARES IBOND 2026 HY & INC (IBHF) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($50.5M), MORGAN STANLEY ($30.6M), COWA, LLC ($26.9M), LBMC INVESTMENT ADVISORS, LLC ($26.3M), STRAIGHTLINE GROUP LLC ($21.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$50.5M2.2MAdded
2MORGAN STANLEY$30.6M1.3MTrimmed
3COWA, LLC$26.9M1.2MAdded
4LBMC INVESTMENT ADVISORS, LLC$26.3M1.2MAdded
5STRAIGHTLINE GROUP LLC$21.2M936,881Added
6WELLS FARGO & COMPANY/MN$18.1M799,082Trimmed
7Federation des caisses Desjardins du Quebec$16.2M714,107Trimmed
8BANK OF AMERICA CORP /DE/$16.0M706,652Trimmed
9RAYMOND JAMES FINANCIAL INC$14.9M658,086Trimmed
10Ruggaard & Associates LLC$11.9M525,863Trimmed
11CITADEL ADVISORS LLC$11.5M508,904Added
12Baltimore-Washington Financial Advisors, Inc.$10.7M471,122Trimmed
13Mid-American Wealth Advisory Group, Inc.$10.5M463,778Trimmed
14Cornerstone Planning, LLC$9.7M429,198Added
15Cetera Investment Advisers$9.6M424,308Added
16Stratos Wealth Partners, LTD.$8.8M389,167Trimmed
17LITTLEJOHN FINANCIAL SERVICES, INC.$7.4M327,252Trimmed
18Integrated Wealth Concepts LLC$7.0M307,033Trimmed
19Delta Wealth Advisors LLC$6.8M301,742Added
20BIP Wealth, LLC$6.1M268,420Trimmed
21EVERGREEN CAPITAL MANAGEMENT LLC$5.9M259,315Trimmed
22TABR Capital Management, LLC$5.7M249,858Added
23NewEdge Advisors, LLC$5.6M248,808Added
24EVEXIA WEALTH LLC$5.5M243,261Added
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.0M220,129Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30