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Disclosery

IBHF ISHARES TR

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ETF (fund)

171 managers (173 13F filers) reported a position in IBHF shares at 2026-06-30, 23,091,359 shares in all. 17 filers opened a position and 23 filers sold out during the quarter.

Managers
171
13F filers
173
New
17
Added
75
Reduced
58
Sold out
23
Shares held by filers
23,091,359

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC2,228,248$50.5M0.01%+182,84113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,349,023$30.6M<0.01%-315,34613F-HRTimelineGroup
COWA, LLC1,186,840$26.9M6.74%+77,45113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,161,706$26.3M1.43%+37,87613F-HRTimeline
STRAIGHTLINE GROUP LLC936,881$21.2M10.01%+25,13913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN799,082$18.1M<0.01%-221,25113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…714,107$16.2M0.05%-106,68113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/706,652$16M<0.01%-133,91313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC658,086$14.9M<0.01%-6,43713F-HRTimelineGroup
Ruggaard & Associates LLC525,863$11.9M4.27%-2,40113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC508,904$11.5M0.01%+480,65413F-HRTimelineGroup
Baltimore-Washington Financial Advisors…471,122$10.7M0.4%-5,34413F-HRTimeline
Integrated Wealth Concepts LLC468,228$10.6M0.05%+149,69513F-HRTimeline
Mid-American Wealth Advisory Group, Inc.463,778$10.5M3.8%-474,67213F-HRTimeline
Cornerstone Planning, LLC429,198$9.72M2.25%+28713F-HRTimeline
Cetera Investment Advisers424,308$9.61M0.01%+6,07013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.389,167$8.81M0.09%-27813F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.327,252$7.41M5.39%-270,70013F-HRTimeline
Delta Wealth Advisors LLC301,742$6.83M4.88%+18,27813F-HRTimeline
BIP Wealth, LLC268,420$6.08M0.17%-130,44413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC259,315$5.87M0.1%-4813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding252,108$5.71M-67,225Timeline
TABR Capital Management, LLC249,858$5.66M4.82%+5,89713F-HRTimeline
NewEdge Advisors, LLC248,808$5.64M0.02%+10,64613F-HRTimeline
EVEXIA WEALTH LLC243,261$5.46M1.48%+79,69613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…220,129$4.99M<0.01%-847,12613F-HRTimelineGroup
Csenge Advisory Group209,398$4.74M0.19%+17,08513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC206,325$4.67M<0.01%+85,68013F-HRTimelineGroup
Parallel Advisors, LLC205,340$4.65M0.07%+88,19913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS203,118$4.6M0.47%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…200,777$4.55M0.04%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…197,183$4.47M0.01%-104,34713F-HR/ATimeline
High Note Wealth, LLC193,824$4.39M0.75%+7,39313F-HRTimeline
Scissortail Wealth Management, LLC182,741$4.14M0.8%+9,93413F-HRTimeline
UBS Group AGin group UBS Group AG179,441$4.06M<0.01%-17,38213F-HRTimelineGroup
EP Wealth Advisors, LLC178,831$4.05M0.02%-5,82713F-HRTimeline
Krilogy Financial LLC164,498$3.73M0.11%+9,12313F-HRTimeline
Sequoia Financial Advisors, LLC159,854$3.62M0.02%-178,11813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,962$3.44M<0.01%-39,10213F-HRTimelineGroup
Foundations Investment Advisors, LLC133,328$3.02M0.03%+31,10213F-HRTimeline
Walser Wealth Management Company, A Ltd…132,422$3M1.25%+31,09813F-HRTimeline
FLOW TRADERS U.S. LLC131,641$2.98M0.12%+115,92713F-HRTimeline
Private Advisor Group, LLC129,436$2.93M0.01%-556,12313F-HRTimeline
Straight Path Wealth Management124,858$2.83M0.66%+6,67713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp124,293$2.82M0.25%-1,225,16113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,989$2.54M<0.01%+22,52613F-HRTimelineGroup
World Investment Advisors107,450$2.47M0.04%-1,14513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC106,778$2.42M<0.01%-4,31113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC103,708$2.35M0.01%-46,48913F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC103,272$2.34M1.39%+2,79513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC102,734$2.33M0.61%-315,54213F-HRTimeline
Cornerstone Wealth Management, LLC95,165$2.16M0.09%+1,66013F-HRTimeline
Commonwealth Financial Services, LLC91,649$2.08M0.28%-4,62513F-HRTimeline
Collaborative Fund Advisors, LLC90,358$2.05M1.19%new13F-HRTimeline
Sowell Financial Services LLC86,111$1.95M0.06%+9,56713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC85,436$1.94M0.14%013F-HRTimeline
AE Wealth Management LLC84,817$1.92M0.01%-3,61413F-HRTimeline
Brucke Financial, Inc.83,621$1.89M0.84%-82613F-HRTimeline
Centennial Advisors, LLC82,910$1.88M2.24%+8,50613F-HRTimeline
Endowment Wealth Management, Inc.82,690$1.87M0.72%+2,15213F-HRTimeline
10Elms LLP81,664$1.85M0.78%+50,71813F-HRTimeline
Bedel Financial Consulting, Inc.77,356$1.75M0.17%+12213F-HRTimeline
Ironwood Financial, llc77,247$1.74M0.27%-53,71513F-HRTimeline
Keeler Thomas Management LLC74,115$1.68M0.6%-57,34913F-HRTimeline
IFP Advisors, Inc70,677$1.6M0.03%-6,45313F-HRTimeline
OLD MISSION CAPITAL LLC69,075$1.56M0.04%+14,57313F-HRTimeline
Mutual Advisors, LLC69,045$1.56M0.03%-261,54613F-HRTimeline
Landing Point Financial Group, LLC68,567$1.55M0.53%-5,10013F-HRTimeline
Tempus Wealth Planning, LLC64,689$1.47M0.29%-161,58713F-HRTimeline
Cottage Street Advisors LLC62,874$1.42M0.55%-5,53713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …53,016$1.2M0.01%-17,82413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,908$1.2M<0.01%+20113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…51,813$1.17M0.07%-2,01413F-HRTimeline
Farther Finance Advisors, LLC51,594$1.17M0.01%+31,30113F-HRTimeline
Belpointe Asset Management LLC48,790$1.11M0.04%+12,31713F-HRTimeline
TFR Capital, LLC.47,303$1.07M0.3%+1,88713F-HRTimeline
Werba Rubin Papier Wealth Management46,860$1.06M0.13%+22213F-HRTimeline
FOCUSED ALPHA, LLC44,945$1.02M0.26%+5,50713F-HRTimeline
Timber Creek Capital Management LLC44,250$1M0.2%+3,26713F-HRTimeline
Aspen Wealth Management LLC42,241$957K0.16%+16,38913F-HRTimeline
Madden Advisory Services, Inc.42,174$955K0.34%+97113F-HRTimeline
FF Advisors,LLC39,502$895K0.34%-97,52113F-HRTimeline
BEACON FINANCIAL PLANNING, INC38,834$880K0.3%+56213F-HRTimeline
NWAM LLC38,638$875K0.04%-4,17613F-HRTimeline
Golden Reserve Retirement LLC38,477$872K0.14%+10,00513F-HRTimeline
Sanctuary Advisors, LLC37,711$854K<0.01%-14,35313F-HRTimeline
Heartland Bank & Trust Co36,983$838K0.17%+2,32413F-HRTimeline
REBALANCE, LLC35,790$811K0.04%+61213F-HRTimeline
Windsor Advisory Group, LLC33,669$763K0.55%new13F-HRTimeline
WRAPMANAGER INC32,228$730K0.23%-3,61413F-HRTimeline
Carr Financial Group Corp31,851$721K0.17%-6,09213F-HRTimeline
Koshinski Asset Management, Inc.30,443$690K0.04%+22013F-HRTimeline
HM PAYSON & CO30,202$684K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.30,141$683K0.01%+1,21413F-HRTimeline
Klaas Financial Asset Advisors, LLC29,937$678K0.08%+90113F-HRTimeline
HighTower Advisors, LLC29,680$672K<0.01%+2,04013F-HRTimeline
HUB Investment Partners, LLC29,628$671K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,450$667K<0.01%+8,80913F-HRTimelineGroup
Magnus Financial Group LLC25,515$578K0.04%+1,87113F-HRTimeline
Livet Wealth, LLC25,135$569K0.33%013F-HRTimeline
Summit Wealth Partners, LLC24,722$560K0.08%013F-HRTimeline
Quad-Cities Investment Group, LLC24,500$555K0.2%-14,58413F-HRTimeline
Steward Partners Investment Advisory, L…23,034$522K<0.01%+23313F-HRTimeline
Occidental Asset Management, LLC22,942$520K0.05%+1,90313F-HRTimeline
Montis Financial, LLC22,133$501K0.1%-2,57213F-HRTimeline
MCF Advisors LLC21,464$486K0.02%+7713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,951$475K<0.01%013F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding19,914$451K+290Timeline
Mariner, LLCin group Mariner, LLC19,850$450K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,561$443K<0.01%+60813F-HRTimelineGroup
Composition Wealth, LLC19,370$439K0.01%new13F-HRTimeline
Rothschild Wealth LLC18,966$430K0.03%-12,49713F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC18,749$423K0.37%-1,31413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,205$412K<0.01%-5,04713F-HRTimelineGroup
Snowden Capital Advisors LLC18,056$409K0.01%-8,86013F-HRTimeline
Ellis Investment Partners, LLC17,682$400K0.06%+25713F-HRTimeline
AssuredPartners Investment Advisors, LLC17,137$388K0.04%-93313F-HRTimeline
Focus Financial Network, Inc.17,075$387K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,924$383K<0.01%+26113F-HRTimelineGroup
Aprio Wealth Management, LLC16,788$380K0.02%-1,89013F-HRTimeline
Kastel Capital Advisors, LLC16,372$376K0.24%+1713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,514$374K<0.01%-116,39413F-HRTimelineGroup
Stockman Wealth Management, Inc.15,340$347K0.04%013F-HRTimeline
Johnson Bixby & Associates, LLC15,121$342K0.04%+9413F-HRTimeline
Summit Asset Management, LLC14,941$338K0.04%-95513F-HRTimeline
MONECO ADVISORS, LLC14,099$319K0.02%013F-HRTimeline
Orion Capital Management LLC14,000$317K0.1%013F-HRTimeline
Mayflower Financial Advisors, LLC13,993$317K0.03%013F-HRTimeline
Waverly Advisors, LLC13,915$315K<0.01%+76013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,740$311K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,725$311K0.01%+47713F-HRTimelineGroup
Robertson Stephens Wealth Management, L…13,501$306K0.01%-8,12813F-HRTimeline
Avidian Wealth Enterprises, LLC13,431$304K0.01%+5813F-HRTimeline
Bullock Wealth Management Group13,028$294K0.13%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,832$291K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,479$283K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,600$261K<0.01%+36913F-HRTimeline
Prospera Financial Services Inc11,401$258K<0.01%+1,02413F-HRTimeline
Eldridge Investment Advisors, Inc.11,127$252K0.05%-21813F-HRTimeline
Aegis Wealth Management, Inc.11,083$251K0.16%+1,00213F-HRTimeline
Global Retirement Partners, LLC11,067$251K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,984$249K0.01%+5413F-HRTimeline
PW Nova Financial Services LLC10,500$238K0.05%new13F-HRTimeline
TABLEAUX LLC10,073$228K0.1%-2,06613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,876$224K0.01%+2313F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,752$221K0.01%-7,48013F-HRTimelineGroup
Pure Financial Advisors, LLC9,157$207K<0.01%-43513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,046$206K0.01%new13F-HRTimelineGroup
Boreal Capital Management LLC0$204K0.15%new13F-HRTimelineAmount filed as zero, left out of ratios.
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,995$204K<0.01%new13F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC8,748$201K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,737$198K<0.01%+5313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,767$108K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.4,665$106K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,955$66.9K0.01%013F-HRTimeline
Blue Trust, Inc.2,864$64.9K<0.01%+1213F-HRTimeline
IFG Advisory, LLC2,564$58.1K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,376$53.8K<0.01%new13F-HRTimelineGroup
CNB Bank2,335$52.9K0.02%+10213F-HRTimeline
Napier Financial, LLC1,474$33.4K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,132$25.6K<0.01%+513F-HRTimeline
TSFG, LLC924$21K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC621$14.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.424$9.6K<0.01%+613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/420$9.51K<0.01%-2,48613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\400$9.06K<0.01%013F-HRTimelineGroup
3 FACTOR INDEXING, LLC398$9.02K0.01%013F-HRTimeline
Kingdom Financial Group LLC.371$8.41K<0.01%+513F-HRTimeline
JFS WEALTH ADVISORS, LLC320$7.25K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC87$1.97K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1$23<0.01%013F-HRTimeline