Skip to content
Disclosery

IBHF ISHARES TR

Follow

ETF (fund)

140 managers (141 13F filers) reported a position in IBHF shares at 2025-06-30, 23,968,307 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
140
13F filers
141
New
16
Added
79
Reduced
27
Sold out
13
Shares held by filers
23,968,307

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,146,582$49.9M<0.01%+51,43613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,525,335$35.4M<0.01%-508,80313F-HRTimelineGroup
Sterling Financial Group, Inc.1,210,761$28.1M9.44%new13F-HRTimeline
Cambridge Investment Research Advisors,…1,167,957$27.1M0.08%+76,25713F-HRTimeline
Private Advisor Group, LLC1,117,099$26M0.14%+96,93213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,064,628$24.7M0.01%+205,97113F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC854,318$19.8M1.42%+99,00913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…798,372$18.5M0.01%+6,90613F-HRTimelineGroup
STRAIGHTLINE GROUP LLC766,062$17.8M11.1%+31,23213F-HRTimeline
LPL Financial LLC733,946$17M0.01%+191,64713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp724,261$16.8M1.77%+389,38213F-HRTimelineGroup
COWA, LLC685,592$15.9M6.06%+141,37313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.598,347$13.9M6.61%+160,16013F-HRTimeline
Ruggaard & Associates LLC574,522$13.3M5.36%-12,70913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC568,962$13.2M<0.01%+115,56713F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.517,294$12M9.29%+205,98613F-HRTimeline
Baltimore-Washington Financial Advisors…445,589$10.4M0.48%-44,27413F-HRTimeline
Keeler Thomas Management LLC415,775$9.66M4.16%+56,01913F-HRTimeline
OLD MISSION CAPITAL LLC373,758$8.68M0.23%+356,34413F-HRTimeline
HighTower Advisors, LLC349,866$8.13M0.01%+8,65813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA328,597$7.63M<0.01%+81,54813F-HR/ATimelineGroup
Integrated Wealth Concepts LLC316,269$7.35M0.07%+24,10113F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.304,244$7.04M5.8%+12,77913F-HRTimeline
Mutual Advisors, LLC271,980$6.32M0.16%+8,30513F-HRTimeline
UBS Group AGin group UBS Group AG262,625$6.1M<0.01%+4,60813F-HRTimelineGroup
Hurley Capital, LLC249,860$5.8M4.07%+34,05713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC231,997$5.39M0.16%+25,57413F-HRTimeline
Tempus Wealth Planning, LLC209,534$4.87M1.21%+21,44213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.209,350$4.86M0.01%+2,97313F-HR/ATimelineGroup
NewEdge Advisors, LLC202,776$4.71M0.02%+1,33213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.202,734$4.71M0.03%+62,20713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC177,875$4.13M0.02%-13,87613F-HRTimelineGroup
FF Advisors,LLC177,871$4.13M2.14%+6,11213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding157,522$3.66M+15,687Timeline
High Note Wealth, LLC150,167$3.49M0.8%new13F-HRTimeline
SkyView Investment Advisors, LLC149,642$3.47M0.5%-63,12513F-HRTimeline
EP Wealth Advisors, LLC148,248$3.44M0.02%-12,32213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC143,670$3.34M<0.01%+7,89613F-HRTimeline
Scissortail Wealth Management, LLC140,803$3.27M0.79%-5,00713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.138,721$3.22M0.04%+55,56913F-HRTimelineGroup
World Investment Advisors138,410$3.22M0.07%-8,44113F-HRTimeline
Atria Wealth Solutions, Inc.136,632$3.17M0.07%+2,16013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC129,040$3M1.17%-6,73413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,076$2.93M<0.01%+25,49913F-HRTimelineGroup
Commonwealth Financial Services, LLC100,262$2.33M0.45%-21,39013F-HRTimeline
Straight Path Wealth Management99,793$2.32M0.79%+10,77813F-HRTimeline
Cetera Investment Advisers93,990$2.18M<0.01%+2,34513F-HRTimeline
Carr Financial Group Corp83,323$1.94M0.57%+12,50413F-HRTimeline
Orion Porfolio Solutions, LLC80,035$1.86M0.02%+1,78013F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC79,140$1.84M1.21%+48513F-HRTimeline
Krilogy Financial LLC72,641$1.69M0.1%-1,98413F-HRTimeline
Cottage Street Advisors LLC69,930$1.62M0.85%+6,20813F-HRTimeline
Sightline Wealth Advisors, LLC69,536$1.62M0.78%+5813F-HRTimeline
PFG Advisors69,235$1.61M0.07%new13F-HRTimeline
Rialto Wealth Management, LLC67,198$1.56M0.44%+7,37813F-HRTimeline
Ironwood Financial, llc66,160$1.54M0.33%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC61,035$1.42M0.71%-3,09913F-HRTimeline
Cornerstone Wealth Management, LLC60,020$1.39M0.08%+4,20113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…55,710$1.29M0.1%+7,05513F-HRTimeline
IFP Advisors, Inc54,911$1.28M0.04%-14,19213F-HRTimeline
Landing Point Financial Group, LLC53,070$1.23M0.78%+7,16213F-HRTimeline
GAMMA Investing LLC49,389$1.15M0.07%-199,90313F-HRTimeline
Strategic Blueprint, LLC49,319$1.15M0.06%+40,51913F-HRTimeline
WRAPMANAGER INC49,204$1.14M0.28%+81513F-HRTimeline
Werba Rubin Papier Wealth Management46,638$1.08M0.2%013F-HRTimeline
NWAM LLC46,335$1.08M0.06%+9,81613F-HR/ATimeline
REBALANCE, LLC43,540$1.01M0.07%+59413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC41,798$970K0.07%-13,74013F-HRTimeline
Timber Creek Capital Management LLC38,802$899K0.23%+4,31713F-HRTimeline
Quad-Cities Investment Group, LLC37,902$880K0.4%+13,77413F-HRTimeline
Steele Capital Management, Inc.37,803$878K0.04%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…37,325$867K0.16%+17513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.34,441$800K<0.01%+11413F-HRTimelineGroup
Beacon Pointe Advisors, LLC34,274$796K0.01%-7,33813F-HRTimeline
HEADINVEST, LLC33,425$776K0.17%-1,00013F-HRTimeline
AE Wealth Management LLC33,020$767K0.01%+51913F-HRTimeline
Parallel Advisors, LLC32,650$758K0.02%+7,00013F-HRTimeline
Bedel Financial Consulting, Inc.31,575$733K0.1%+8,62013F-HRTimeline
MCF Advisors LLC29,845$693K0.05%+8,79313F-HRTimeline
Snowden Capital Advisors LLC29,377$682K0.02%013F-HRTimeline
Summit Wealth Partners, LLC29,265$680K0.13%-7,41413F-HRTimeline
Klaas Financial Asset Advisors, LLC26,578$617K0.1%-1,63713F-HRTimeline
Rothschild Wealth LLC26,056$605K0.15%+713F-HRTimeline
Madden Advisory Services, Inc.25,850$600K0.26%+2,90713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC25,436$591K0.04%013F-HRTimeline
Koshinski Asset Management, Inc.22,128$514K0.04%new13F-HRTimeline
Consolidated Portfolio Review Corp21,649$503K0.07%+1,67513F-HRTimeline
Robertson Stephens Wealth Management, L…21,610$502K0.02%+6,21313F-HRTimeline
BWM Planning, LLC20,566$478K0.16%+34313F-HRTimeline
Austin Private Wealth, LLC20,379$473K0.04%+3,89913F-HRTimeline
Heartland Bank & Trust Co20,321$472K0.22%+6,77913F-HRTimeline
Marble Harbor Investment Counsel, LLC18,600$432K0.05%-2,00213F-HRTimeline
Delta Wealth Advisors LLC15,560$361K0.3%-8313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,309$356K<0.01%+3,61313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,294$355K<0.01%-57813F-HRTimelineGroup
Johnson Bixby & Associates, LLC14,719$342K0.05%+29713F-HRTimeline
Steward Partners Investment Advisory, L…14,285$332K<0.01%+88413F-HRTimeline
MONECO ADVISORS, LLC14,099$328K0.03%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,740$319K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,832$298K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.12,750$295K0.03%013F-HRTimeline
Creative Planningin group Creative Planning12,580$292K<0.01%new13F-HRTimelineGroup
High Falls Advisors, Inc12,551$292K0.06%+1,77713F-HRTimeline
Avidian Wealth Enterprises, LLC12,435$289K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,006$279K<0.01%new13F-HRTimeline
Occidental Asset Management, LLC11,540$268K0.04%013F-HRTimeline
Orion Capital Management LLC11,000$256K0.1%+3,78013F-HRTimeline
TABLEAUX LLC10,994$255K0.15%new13F-HR/ATimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…10,944$254K0.04%-9,58713F-HRTimeline
Global Retirement Partners, LLC10,930$254K0.01%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,913$254K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,850$251K<0.01%013F-HRTimeline
10Elms LLP10,615$247K0.23%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,156$236K<0.01%013F-HR/ATimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…10,089$234K0.02%+5613F-HRTimelineGroup
Boreal Capital Management LLC0$228K0.19%13F-HRTimelineAmount filed as zero, left out of ratios.
New England Private Wealth Advisors LLC9,494$221K0.03%+21113F-HRTimeline
M3 Advisory Group, LLC9,313$216K0.15%+2013F-HRTimeline
Prospera Financial Services Inc9,067$211K<0.01%new13F-HRTimeline
Bullock Wealth Management Group8,885$205K0.11%+1,92313F-HRTimeline
Cherry Tree Wealth Management, LLC7,621$177K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.6,734$156K0.08%+1,09713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,822$135K<0.01%+1,65813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,574$129K0.01%new13F-HRTimeline
COMERICA BANK4,767$111K<0.01%-7813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,955$91.9K<0.01%-2,36313F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,533$82K<0.01%-23413F-HRTimelineGroup
Blue Trust, Inc.3,151$73.2K<0.01%+1413F-HRTimeline
PRIVATE TRUST CO NA2,345$54.5K0.01%+19513F-HRTimeline
North Star Investment Management Corp.2,000$46.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,959$45.5K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC1,309$30.4K<0.01%+613F-HRTimeline
HARBOUR INVESTMENTS, INC.869$20.2K<0.01%+33313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$9.29K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC384$8.92K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO142$3.3K<0.01%-15813F-HRTimelineGroup
Strategic Wealth Investment Group, LLC18$418<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC15$348<0.01%new13F-HRTimeline
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.