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Public ownership evidence

iShares iBonds 2029 Term High Yield and Income ETF (IBHI) Ownership Disclosures

Read IBHI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Bullock Wealth Management Group2026-06-302026-08-2035,995$838,685None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20120,176$2,810,916None
Beacon Pointe Advisors, LLC2026-06-302026-08-1969,368$1,622,512None
Orion Capital Management LLC2026-06-302026-08-195,000$116,950None
Ruggaard & Associates LLC2026-06-302026-08-1817,947$419,772None
10Elms LLP2026-06-302026-08-151,251$29,261None
Mutual Advisors, LLC2026-06-302026-08-15292,785$6,848,241None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1531,369$733,721None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,161$237,675None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,962$256,458None
JANE STREET GROUP, LLC2026-06-302026-08-1559,886$1,400,734None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1573$1,707None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1596$2,245None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15102$2,386None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15860$20,115None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15125$2,924None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15700$16,373None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15172$4,027None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15205$4,795None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15170$3,976None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1578$1,824None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15170$3,976None
Waverly Advisors, LLC2026-06-302026-08-1511,505$269,094None
Thrivent Financial for Lutherans2026-06-302026-08-1522,550$527,000None
Cerity Partners LLC2026-06-302026-08-1510,364$242,403None
HEADINVEST, LLC2026-06-302026-08-159,303$217,597None
ROYAL BANK OF CANADA2026-06-302026-08-151,417$33,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,729$134,000None
ROYAL BANK OF CANADA2026-06-302026-08-1524,178$566,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,630$132,000None
CITADEL ADVISORS LLC2026-06-302026-08-1511,086$259,302None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15116,573$2,726,646None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1536,021$842,531None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1585,501$1,999,868None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1547,203$1,104,078None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1535,070$820,287None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15407,821$9,538,943None
UBS Group AG2026-06-302026-08-1443,551$1,018,658None
Snowden Capital Advisors LLC2026-06-302026-08-1418,116$423,733None
Baltimore-Washington Financial Advisors, Inc.2026-06-302026-08-14710,128$16,609,911None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1416,539$386,847None
MORGAN STANLEY2026-06-302026-08-142$47None
MORGAN STANLEY2026-06-302026-08-141,556,883$36,415,498None
Heartland Bank & Trust Co2026-06-302026-08-1330,962$724,201None
Integrated Wealth Concepts LLC2026-06-302026-08-13126,840$2,966,772None
Cetera Investment Advisers2026-06-302026-08-1331,776$743,246None
MCF Advisors LLC2026-06-302026-08-137,217$168,806None
NewEdge Advisors, LLC2026-06-302026-08-13907,747$21,232,213None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,687,300$39,465,937None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1367$1,567None

90-day public filing window, up to 50 source positions.

Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Ruggaard & Associates LLC ↗10Elms LLP ↗Mutual Advisors, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.