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Disclosery

IBHF ISHARES TR

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ETF (fund)

119 managers (120 13F filers) reported a position in IBHF shares at 2024-12-31, 18,303,133 shares in all. 28 filers opened a position and 3 filers sold out during the quarter.

Managers
119
13F filers
120
New
28
Added
59
Reduced
15
Sold out
3
Shares held by filers
18,303,133

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,016,302$69.8M0.01%+680,99913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,740,919$40.3M<0.01%+1,214,44213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,040,393$24.1M0.08%-151,40913F-HRTimeline
Private Advisor Group, LLC904,850$20.9M0.12%+638,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN809,844$18.7M<0.01%+283,73113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…756,812$17.5M0.01%+132,18613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC694,033$16.1M0.63%+61,59613F-HRTimeline
Ruggaard & Associates LLC580,641$13.4M5.89%+5,15313F-HRTimeline
Baltimore-Washington Financial Advisors…431,778$10M0.51%+12,73313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC429,875$9.95M0.78%+217,76413F-HRTimeline
Commonwealth Financial Services, LLC424,270$9.82M1.93%-2,69213F-HRTimeline
LPL Financial LLC411,915$9.54M<0.01%-52,85013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.351,899$8.15M4.79%+127,83113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC343,387$7.95M<0.01%13F-HR/ATimelineGroup
COWA, LLC341,398$7.9M3.64%+74,59713F-HRTimeline
HighTower Advisors, LLC336,487$7.79M0.01%+16,05113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.314,946$7.29M6.53%13F-HRTimeline
PFG Private Wealth Management, LLC288,633$6.68M3.8%+11,13613F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.279,844$6.53M5.81%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA241,466$5.59M<0.01%-8,14313F-HRTimelineGroup
Mutual Advisors, LLC224,776$5.24M0.15%+23,95413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC226,324$5.24M0.03%+34,71713F-HRTimelineGroup
GAMMA Investing LLC207,354$4.8M0.41%+69,13813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,840$4.21M0.01%+55,90413F-HR/ATimelineGroup
FF Advisors,LLC158,159$3.68M2.52%-23,62313F-HRTimeline
World Investment Advisors147,569$3.42M0.09%+17,02413F-HRTimeline
Hurley Capital, LLC143,535$3.33M2.68%13F-HRTimeline
Atria Wealth Solutions, Inc.138,902$3.22M0.04%-2,05713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC137,254$3.18M1.71%+5,70013F-HRTimeline
Scissortail Wealth Management, LLC134,620$3.12M0.8%+134,48513F-HRTimeline
Tempus Wealth Planning, LLC131,127$3.04M0.93%+87,58313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC129,323$2.99M<0.01%+18,29713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC125,900$2.91M0.09%+51,62513F-HRTimeline
EP Wealth Advisors, LLC121,129$2.8M0.02%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding101,480$2.35M+47,724Timeline
UBS Group AGin group UBS Group AG100,692$2.33M<0.01%+88,25313F-HRTimelineGroup
Straight Path Wealth Management82,988$1.92M0.76%+9,57513F-HRTimeline
Cetera Investment Advisers78,474$1.82M<0.01%+6,38913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp74,460$1.72M0.16%new13F-HRTimelineGroup
Krilogy Financial LLC72,160$1.67M0.11%new13F-HRTimeline
IFP Advisors, Inc71,682$1.66M0.05%-1,82613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC70,829$1.64M0.91%-35,34513F-HRTimeline
Integrated Wealth Concepts LLC70,813$1.64M0.02%+19,28813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.70,772$1.64M0.01%+47,01013F-HRTimeline
NewEdge Advisors, LLC60,800$1.41M0.01%+9,10913F-HRTimeline
Ironwood Financial, llc60,122$1.39M0.29%+8,16613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC57,651$1.33M0.08%-3,37413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,461$1.31M<0.01%new13F-HRTimelineGroup
Sightline Wealth Advisors, LLC49,730$1.15M0.62%+1,35413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding49,519$1.15M+7,319Timeline
Rialto Wealth Management, LLC48,995$1.13M0.37%13F-HRTimeline
Beacon Pointe Advisors, LLC47,910$1.11M0.01%+7,02313F-HRTimeline
WRAPMANAGER INC46,676$1.08M0.28%+2,40013F-HRTimeline
Werba Rubin Papier Wealth Management46,638$1.08M0.25%013F-HRTimeline
Landing Point Financial Group, LLC45,495$1.06M0.81%13F-HRTimeline
Summit Wealth Partners, LLC40,888$947K0.19%-16813F-HRTimeline
NWAM LLC40,636$941K0.06%+3,02913F-HRTimeline
Cottage Street Advisors LLC39,920$924K0.48%new13F-HRTimeline
Cornerstone Wealth Management, LLC37,333$864K0.06%+14,20713F-HRTimeline
MTM FINANCIAL GROUP, LLC34,547$800K0.48%+78013F-HRTimeline
Marble Harbor Investment Counsel, LLC34,536$800K0.09%+7,53613F-HRTimeline
HEADINVEST, LLC33,675$780K0.15%+5,20013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…32,375$750K0.06%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC32,058$742K0.21%+10,20713F-HRTimeline
AE Wealth Management LLC31,021$718K0.01%+16713F-HRTimeline
Steele Capital Management, Inc.30,303$702K0.04%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…30,150$698K0.13%+10,35013F-HRTimelineGroup
Snowden Capital Advisors LLC29,592$685K0.02%-13613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC25,436$589K0.05%013F-HRTimeline
Rothschild Wealth LLC24,186$560K0.16%+2,01813F-HRTimeline
Sigma Planning Corp23,518$544K0.02%+4,70413F-HRTimeline
Robertson Stephens Wealth Management, L…22,918$531K0.02%-19,72713F-HRTimeline
REBALANCE, LLC22,892$530K0.04%new13F-HRTimeline
Madden Advisory Services, Inc.21,661$501K0.23%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,492$498K<0.01%-4,28413F-HRTimelineGroup
MCF Advisors LLC21,000$486K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,978$439K<0.01%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp18,504$428K0.07%+1,47713F-HRTimeline
Austin Private Wealth, LLC17,930$415K0.04%+99813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,163$397K<0.01%new13F-HRTimelineGroup
Quad-Cities Investment Group, LLC16,459$381K0.19%+1,94613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,292$354K<0.01%+2,86513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,238$330K<0.01%new13F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC13,863$321K0.06%+2,34413F-HRTimeline
Delta Wealth Advisors LLC13,744$318K0.3%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,740$318K0.01%013F-HRTimeline
M3 Advisory Group, LLC13,624$315K0.23%+4013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,969$302K<0.01%+4513F-HRTimelineGroup
Sunbelt Securities, Inc.12,750$295K0.03%-45213F-HRTimeline
Johnson Bixby & Associates, LLC12,315$285K0.04%new13F-HRTimeline
Windsor Capital Management, LLC12,169$282K0.08%+88513F-HRTimeline
Sugar Maple Asset Management, LLC11,055$256K0.19%+25013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,850$251K<0.01%+34813F-HR/ATimeline
Global Retirement Partners, LLC10,754$249K0.01%+1,61513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,320$239K0.01%013F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…10,199$236K0.04%new13F-HRTimeline
Heartland Bank & Trust Co9,969$231K0.13%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,425$218K<0.01%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC9,183$213K0.03%new13F-HRTimeline
10Elms LLP9,015$209K0.22%13F-HRTimeline
Orion Capital Management LLC7,220$167K0.07%new13F-HRTimeline
Cherry Tree Wealth Management, LLC6,008$139K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC5,870$136K<0.01%013F-HRTimelineGroup
COMERICA BANK5,774$134K<0.01%+1,70013F-HR/ATimeline
Steward Partners Investment Advisory, L…4,556$105K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,164$96.4K<0.01%013F-HRTimelineGroup
PSI Advisors, LLC2,605$60.3K0.02%013F-HRTimeline
Bullock Wealth Management Group2,469$57.2K0.03%+2,07513F-HRTimeline
Parallel Advisors, LLC2,250$52.1K<0.01%new13F-HRTimeline
Denver PWM, LLC1,260$29.2K0.01%-4,53913F-HRTimeline
Aptus Capital Advisors, LLC999$23.1K<0.01%+813F-HRTimeline
Van Hulzen Asset Management, LLC935$21.6K<0.01%new13F-HRTimeline
Blue Trust, Inc.789$18.3K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.536$12.4K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB523$12.1K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC384$8.89K<0.01%13F-HRTimeline
WHITTIER TRUST CO294$6.8K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1$24<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.