iShares iBonds 2032 Term High Yield and Income ETF - Common Stock (IBHL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
IBHL
Shares outstanding
500,000
Price per share
$25.86
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
218,878
Total reported value
$5,631,543
% of total 13F portfolios
0%
Share change
-81,108
Value change
-$2,087,279
Number of holders
10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares iBonds 2032 Term High Yield and Income ETF - Common Stock (IBHL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 4% -78% $514,400 -$1,671,800 20,000 -76% BlackRock Portfolio Management LLC 31 Dec 2025

As of 31 Dec 2025, 10 institutional investors reported holding 218,878 shares of iShares iBonds 2032 Term High Yield and Income ETF - Common Stock (IBHL). This represents 44% of the company’s total 500,000 outstanding shares.

Top 11 Institutional Shareholders

The largest institutional shareholders of iShares iBonds 2032 Term High Yield and Income ETF - Common Stock (IBHL) together control 44% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LBMC INVESTMENT ADVISORS, LLC 24% 119,920 +273% 0.19% $3,085,447
Straight Path Wealth Management 8.5% 42,663 +280% 0.3% $1,097,678
BlackRock, Inc. 4% 20,000 -91% 0% $514,582
JANE STREET GROUP, LLC 2.1% 10,712 +28% 0% $275,610
MORGAN STANLEY 2% 9,899 +398% 0% $254,692
BANK OF AMERICA CORP /DE/ 1.3% 6,597 0% $169,734
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.78% 3,900 0% $100,343
CNB Bank 0.49% 2,453 0.03% $63,113
Kestra Advisory Services, LLC 0.43% 2,153 0% $55,395
Bogart Wealth, LLC 0.12% 581 0% $14,949
FLOW TRADERS U.S. LLC 0% 0 -100% $0

Institutional Holders of iShares iBonds 2032 Term High Yield and Income ETF - Common Stock (IBHL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 218,878 $5,631,543 -$2,087,279 $25.73 10
2025 Q3 299,986 $7,742,170 +$14,278 $25.81 6
2025 Q2 299,433 $7,674,239 -$3,847,481 $25.63 4
2025 Q1 449,635 $11,192,878 +$11,192,878 $24.89 3