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

145 institutions reported holding $315.3M of ISHARES IBONDS (IBHG) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($39.9M), LBMC INVESTMENT ADVISORS, LLC ($39.1M), Arrow Financial Corp ($32.9M), LPL Financial LLC ($27.6M), WELLS FARGO & COMPANY/MN ($17.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$39.9M1.8MAdded
2LBMC INVESTMENT ADVISORS, LLC$39.1M1.8MAdded
3Arrow Financial Corp$32.9M1.5MNew
4LPL Financial LLC$27.6M1.3MAdded
5WELLS FARGO & COMPANY/MN$17.9M810,422Added
6Federation des caisses Desjardins du Quebec$17.3M782,170Trimmed
7RAYMOND JAMES FINANCIAL INC$8.9M401,755Added
8MORGAN STANLEY$6.2M281,072Added
9BANK OF AMERICA CORP /DE/$5.7M259,328Added
10Cetera Investment Advisers$5.6M254,777Trimmed
11J.W. COLE ADVISORS, INC.$4.7M213,562Trimmed
12Concurrent Investment Advisors, LLC$4.5M203,427New
13Ironwood Financial, llc$4.4M199,317Added
14BlackRock, Inc.$4.3M196,434Added
15KESTRA PRIVATE WEALTH SERVICES, LLC$4.3M196,004Added
16Mid-American Wealth Advisory Group, Inc.$4.3M195,817Trimmed
17NewEdge Advisors, LLC$4.1M185,840Added
18Carr Financial Group Corp$3.3M150,853Added
19Straight Path Wealth Management$3.0M135,333Added
20JANE STREET GROUP, LLC$3.0M133,778Added
21Commonwealth Financial Services, LLC$2.7M120,403Trimmed
22Penobscot Investment Management Company, Inc.$2.5M113,275Added
23EIGHT 31 FINANCIAL, LLC$2.4M107,168Added
24Private Advisor Group, LLC$2.2M99,809Added
25Royal Bank of Canada$2.0M90,363Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30