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Disclosery

IBHF ISHARES TR

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ETF (fund)

136 managers (137 13F filers) reported a position in IBHF shares at 2025-03-31, 21,406,955 shares in all. 27 filers opened a position and 9 filers sold out during the quarter.

Managers
136
13F filers
137
New
27
Added
72
Reduced
24
Sold out
9
Shares held by filers
21,406,955

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/2,095,146$48.6M<0.01%-921,15613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,034,138$47.2M<0.01%+293,21913F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,091,700$25.3M0.09%+51,30713F-HRTimeline
Private Advisor Group, LLC1,020,167$23.7M0.14%+115,31713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN858,657$19.9M<0.01%+48,81313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…791,466$18.4M0.02%+34,65413F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC755,309$17.5M1.37%+325,43413F-HRTimeline
STRAIGHTLINE GROUP LLC734,830$17.1M11.03%new13F-HRTimeline
Ruggaard & Associates LLC587,231$13.6M5.97%+6,59013F-HRTimeline
COWA, LLC544,219$12.6M5.4%+202,82113F-HRTimeline
LPL Financial LLC542,299$12.6M<0.01%+130,38413F-HRTimeline
Baltimore-Washington Financial Advisors…489,863$11.4M0.6%+58,08513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC453,395$10.5M<0.01%+110,00813F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.438,187$10.2M5.46%+86,28813F-HRTimeline
Keeler Thomas Management LLC359,756$8.35M4.09%new13F-HRTimeline
HighTower Advisors, LLC341,208$7.92M0.01%+4,72113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp334,879$7.78M0.87%+260,41913F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.311,308$7.23M5.71%-3,63813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC298,348$6.93M<0.01%new13F-HR/ATimelineGroup
Integrated Wealth Concepts LLC292,168$6.78M0.08%+221,35513F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.291,465$6.72M5.98%+11,62113F-HRTimeline
Mutual Advisors, LLC263,675$6.11M0.17%+38,89913F-HRTimeline
UBS Group AGin group UBS Group AG258,017$5.99M<0.01%+157,32513F-HRTimelineGroup
GAMMA Investing LLC249,292$5.79M0.43%+41,93813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA247,049$5.74M<0.01%+5,58313F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC245,461$5.7M0.01%new13F-HR/ATimelineGroup
Hurley Capital, LLC215,803$5.01M3.8%+72,26813F-HRTimeline
SkyView Investment Advisors, LLC212,767$4.94M0.74%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,377$4.79M0.01%+24,53713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC206,423$4.79M0.16%+80,52313F-HRTimeline
NewEdge Advisors, LLC201,444$4.68M0.03%+140,64413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC191,751$4.45M0.03%-34,57313F-HRTimelineGroup
Tempus Wealth Planning, LLC188,092$4.37M1.3%+56,96513F-HRTimeline
FF Advisors,LLC171,759$3.96M2.27%+13,60013F-HRTimeline
EP Wealth Advisors, LLC160,570$3.73M0.03%+39,44113F-HRTimeline
World Investment Advisors146,851$3.41M0.09%-71813F-HRTimeline
Scissortail Wealth Management, LLC145,810$3.39M0.87%+11,19013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding141,835$3.29M+40,355Timeline
AVANTAX ADVISORY SERVICES, INC.140,527$3.26M0.02%+69,75513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC135,774$3.15M<0.01%+6,45113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC135,774$3.15M1.56%-1,48013F-HRTimeline
Atria Wealth Solutions, Inc.134,472$3.12M0.04%-4,43013F-HRTimeline
Commonwealth Financial Services, LLC121,652$2.82M0.58%-302,61813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,577$2.34M<0.01%+51,05813F-HRTimelineGroup
Cetera Investment Advisers91,645$2.13M<0.01%+13,17113F-HRTimeline
Straight Path Wealth Management89,015$2.07M0.84%+6,02713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.83,152$1.93M0.03%+68,91413F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC78,655$1.83M1.17%new13F-HRTimeline
Orion Porfolio Solutions, LLC78,255$1.82M0.02%new13F-HRTimeline
Orion Portfolio Solutions, LLC78,255$1.82M0.02%new13F-HR/ATimeline
Krilogy Financial LLC74,625$1.73M0.11%+2,46513F-HRTimeline
Carr Financial Group Corp70,819$1.64M0.54%new13F-HRTimeline
Sightline Wealth Advisors, LLC69,478$1.61M0.85%+19,74813F-HRTimeline
IFP Advisors, Inc69,103$1.6M0.05%-2,57913F-HRTimeline
Ironwood Financial, llc66,160$1.54M0.33%+6,03813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC64,134$1.49M0.86%-6,69513F-HRTimeline
Cottage Street Advisors LLC63,722$1.48M0.74%+23,80213F-HRTimeline
Rialto Wealth Management, LLC59,820$1.39M0.44%+10,82513F-HRTimeline
Cornerstone Wealth Management, LLC55,819$1.3M0.09%+18,48613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC55,538$1.29M0.08%-2,11313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,477$1.29M<0.01%-98413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48,655$1.13M0.1%+16,28013F-HRTimeline
WRAPMANAGER INC48,389$1.12M0.3%+1,71313F-HRTimeline
Werba Rubin Papier Wealth Management46,638$1.08M0.24%013F-HRTimeline
Landing Point Financial Group, LLC45,908$1.07M0.81%+41313F-HRTimeline
REBALANCE, LLC42,946$997K0.07%+20,05413F-HRTimeline
Beacon Pointe Advisors, LLC41,612$966K0.01%-6,29813F-HRTimeline
Steele Capital Management, Inc.37,803$878K0.05%+7,50013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…37,150$863K0.17%+7,00013F-HRTimelineGroup
Summit Wealth Partners, LLC36,679$852K0.17%-4,20913F-HRTimeline
NWAM LLC36,519$848K0.07%-4,11713F-HRTimeline
MTM FINANCIAL GROUP, LLC34,922$811K0.47%+37513F-HRTimeline
Timber Creek Capital Management LLC34,485$801K0.21%new13F-HRTimeline
HEADINVEST, LLC34,425$799K0.16%+75013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.34,327$797K<0.01%+17,16413F-HRTimelineGroup
AE Wealth Management LLC32,501$755K0.01%+1,48013F-HRTimeline
Snowden Capital Advisors LLC29,377$682K0.02%-21513F-HRTimeline
Klaas Financial Asset Advisors, LLC28,215$655K0.11%+14,35213F-HRTimeline
Rothschild Wealth LLC26,049$605K0.17%+1,86313F-HRTimeline
Parallel Advisors, LLC25,650$596K0.01%+23,40013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC25,436$591K0.05%013F-HRTimeline
Quad-Cities Investment Group, LLC24,128$560K0.28%+7,66913F-HRTimeline
Ashton Thomas Private Wealth, LLC23,055$535K0.02%-670,97813F-HRTimeline
Madden Advisory Services, Inc.22,943$533K0.25%+1,28213F-HRTimeline
Bedel Financial Consulting, Inc.22,955$529K0.08%new13F-HRTimeline
MCF Advisors LLC21,052$489K0.04%+5213F-HRTimeline
Marble Harbor Investment Counsel, LLC20,602$478K0.05%-13,93413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…20,531$477K0.08%+10,33213F-HRTimeline
BWM Planning, LLC20,223$470K0.2%new13F-HRTimeline
Consolidated Portfolio Review Corp19,974$464K0.07%+1,47013F-HRTimeline
OLD MISSION CAPITAL LLC17,414$404K0.01%new13F-HRTimeline
Austin Private Wealth, LLC16,480$383K0.03%-1,45013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,872$369K<0.01%+58013F-HRTimelineGroup
Delta Wealth Advisors LLC15,643$363K0.33%+1,89913F-HRTimeline
Robertson Stephens Wealth Management, L…15,397$358K0.01%-7,52113F-HRTimeline
Johnson Bixby & Associates, LLC14,422$335K0.05%+2,10713F-HRTimeline
MONECO ADVISORS, LLC14,099$327K0.03%new13F-HR/ATimeline
HOWLAND CAPITAL MANAGEMENT LLC13,740$319K0.01%013F-HRTimeline
Heartland Bank & Trust Co13,542$314K0.16%+3,57313F-HRTimeline
Steward Partners Investment Advisory, L…13,401$311K<0.01%+8,84513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,969$302K<0.01%013F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth12,832$298K<0.01%new13F-HR/ATimelineGroup
Sunbelt Securities, Inc.12,750$296K0.03%013F-HRTimeline
HRT FINANCIAL LP12,640$293K<0.01%new13F-HRTimeline
Windsor Capital Management, LLC12,169$283K0.09%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,696$272K<0.01%+2,27113F-HRTimelineGroup
Occidental Asset Management, LLC11,540$268K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,939$254K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,850$252K<0.01%013F-HRTimeline
High Falls Advisors, Inc10,774$250K0.06%new13F-HRTimeline
10Elms LLP10,615$246K0.25%+1,60013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,156$236K<0.01%new13F-HR/ATimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…10,033$232K0.02%new13F-HRTimelineGroup
M3 Advisory Group, LLC9,293$216K0.17%-4,33113F-HRTimeline
New England Private Wealth Advisors LLC9,283$216K0.03%+10013F-HRTimeline
Strategic Blueprint, LLC8,800$204K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC7,621$177K0.04%+1,61313F-HRTimeline
Orion Capital Management LLC7,220$168K0.07%013F-HRTimeline
PFG Private Wealth Management, LLC7,146$166K0.09%-281,48713F-HRTimeline
Bullock Wealth Management Group6,962$161K0.09%+4,49313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,318$147K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,637$131K0.05%new13F-HRTimeline
COMERICA BANK4,845$113K<0.01%-92913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,164$96.4K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,767$87K<0.01%-2,10313F-HRTimelineGroup
Blue Trust, Inc.3,137$72.8K<0.01%+2,34813F-HRTimeline
PSI Advisors, LLC2,605$60.5K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,150$49.9K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,303$30.2K<0.01%+30413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,100$25.5K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.536$12.4K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC384$8.92K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO300$6.97K<0.01%-21,19213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP98$2.28K<0.01%new13F-HR/ATimelineGroup
Moisand Fitzgerald Tamayo, LLC1$24<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.