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

38 institutions reported holding $35.9M of ISHARES IBONDS (IBHK) in SEC 13F filings for 2026-06-30. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($17.2M), BlackRock, Inc. ($4.3M), Integrated Wealth Concepts LLC ($2.1M), LPL Financial LLC ($1.9M), First Western Trust Bank ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LBMC INVESTMENT ADVISORS, LLC$17.2M665,633Added
2BlackRock, Inc.$4.3M168,374New
3Integrated Wealth Concepts LLC$2.1M80,270Added
4LPL Financial LLC$1.9M75,368Added
5First Western Trust Bank$1.7M65,429Added
6Straight Path Wealth Management$1.7M65,230Added
7BANK OF AMERICA CORP /DE/$1.1M40,799Added
8WRAPMANAGER INC$734,70328,510Trimmed
9Bullock Wealth Management Group$685,39126,773Added
10MORGAN STANLEY$547,87021,260Trimmed
11FOCUSED ALPHA, LLC$458,20317,780Added
12Lido Advisors, LLC$432,44016,780New
13KESTRA PRIVATE WEALTH SERVICES, LLC$432,35916,778Added
14Keeler Thomas Management LLC$343,65413,335Trimmed
15CAPTRUST FINANCIAL ADVISORS$310,01312,030Hold
16RAYMOND JAMES FINANCIAL INC$304,34411,810Added
17Helen Stephens Group, LLC$298,57111,586Hold
18Segment Wealth Management, LLC$266,46210,340Added
19Ellis Investment Partners, LLC$263,23010,214Added
20Reliant Wealth Planning$259,42610,067Hold
21Royal Bank of Canada$136,0005,307Hold
22OSAIC HOLDINGS, INC.$94,6773,674Added
23CNB Bank$87,6183,400Added
24Orion Capital Management LLC$77,3103,000Hold
25WELLS FARGO & COMPANY/MN$67,9812,638Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30