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

58 institutions reported holding $74.9M of ISHARES IBONDS (IBHJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($31.5M), Marathon Mission, Inc. ($5.3M), Chicago Partners Investment Group LLC ($5.2M), BlackRock, Inc. ($4.3M), LPL Financial LLC ($3.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LBMC INVESTMENT ADVISORS, LLC$31.5M1.2MAdded
2Marathon Mission, Inc.$5.3M201,259Trimmed
3Chicago Partners Investment Group LLC$5.2M200,057Added
4BlackRock, Inc.$4.3M163,931Added
5LPL Financial LLC$3.5M131,069Added
6BANK OF AMERICA CORP /DE/$2.6M98,247Added
7MERCER GLOBAL ADVISORS INC /ADV$2.4M91,670Added
8Straight Path Wealth Management$2.0M74,169Added
9Integrated Wealth Concepts LLC$2.0M73,955Added
10MORGAN STANLEY$1.9M73,573Added
11First Western Trust Bank$1.6M61,154Added
12Ironwood Financial, llc$1.3M49,044New
13COMMONWEALTH EQUITY SERVICES, LLC$995,48337,615Added
14WRAPMANAGER INC$735,09227,776Trimmed
15Bullock Wealth Management Group$679,69125,829Added
16FOCUSED ALPHA, LLC$644,07724,337Added
17CAPTRUST FINANCIAL ADVISORS$574,26421,699Hold
18JANE STREET GROUP, LLC$538,82720,360Added
19RAYMOND JAMES FINANCIAL INC$508,63119,219Added
20MTM FINANCIAL GROUP, LLC$486,69118,390New
21KESTRA PRIVATE WEALTH SERVICES, LLC$452,82017,110Added
22Cetera Investment Advisers$446,15316,858Trimmed
23Lido Advisors, LLC$426,43316,113New
24Royal Bank of Canada$422,00015,938Trimmed
25Segment Wealth Management, LLC$365,34913,805Added

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