IBHK · iShares iBonds 2031 Term High Yield and Income ETF ETF

Alerts for IBHK

$25.34 +0.00 (+0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $29,893

Total Shares: 1,160

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+49.9 pts

Top 5

100.0%

+27.6 pts

Top 10

100.0%

+13.2 pts

HHI

10,000

Highly concentrated+7,302

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

33

Unchanged

0

Holder count: -32

Institutional value: -99.9%

Shares held: -99.9%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Small BROWN, LISLE/CUMMINGS, INC.	1,160	$29,893

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Small LBMC INVESTMENT ADVISORS, LLC	485,609	$12,358,749
Micro Straight Path Wealth Management	64,751	$1,647,912
Mega LPL Financial LLC	58,456	$1,487,705
Mid Integrated Wealth Concepts LLC	53,965	$1,373,409
Small Keeler Thomas Management LLC	38,303	$974,811

Filter: New 1 Increased 0 Reduced 0 Sold out 33 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

BROWN, LISLE/CUMMINGS, INC. IBHK

$29,893

100.00%

1,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	37,339	$950,277	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	28,734	$731,280	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	22,321	$568,069	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FREESTONE CAPITAL MANAGEMENT LLC	10,390	$264,425	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	7,887	$200,724	83.8%	Defined
Raymond James Financial Services Advisors, Inc.	1,523	$38,760	16.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	166	$4,224	3.1%	Defined
RBC Trust Co (Delaware) Ltd	5,141	$130,838	96.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,349	$85,232	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	2,638	$67,137	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	103	$2,621	100.0%	Defined