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Disclosery

IBHF ISHARES TR

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ETF (fund)

158 managers (160 13F filers) reported a position in IBHF shares at 2025-09-30, 26,747,965 shares in all. 31 filers opened a position and 7 filers sold out during the quarter.

Managers
158
13F filers
160
New
31
Added
83
Reduced
26
Sold out
7
Shares held by filers
26,747,965

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/2,260,351$52.9M<0.01%+113,76913F-HR/ATimelineGroup
LPL Financial LLC1,452,311$34M0.01%+718,36513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,333,304$31.2M<0.01%-192,03113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,249,668$29.2M0.08%+81,71113F-HRTimeline
Private Advisor Group, LLC1,196,307$28M0.14%+79,20813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,120,980$26.2M0.01%+56,35213F-HRTimelineGroup
Sterling Financial Group, Inc.1,084,888$25.4M8.04%-125,87313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,038,643$24.3M1.55%+184,32513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…982,687$23M0.02%+184,31513F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp901,561$21.1M2.16%+177,30013F-HRTimelineGroup
STRAIGHTLINE GROUP LLC806,493$18.8M10.84%+40,43113F-HRTimeline
COWA, LLC782,855$18.3M6.08%+97,26313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.655,015$15.3M6.84%+56,66813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC642,217$15M<0.01%+73,25513F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.589,986$13.8M10.06%+72,69213F-HRTimeline
Ruggaard & Associates LLC583,906$13.7M5.11%+9,38413F-HRTimeline
Baltimore-Washington Financial Advisors…455,692$10.7M0.46%+10,10313F-HRTimeline
Hurley Capital, LLC446,512$10.4M5.88%+196,65213F-HRTimeline
Keeler Thomas Management LLC421,924$9.87M4.03%+6,14913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA416,977$9.75M<0.01%+88,38013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.367,528$8.6M0.1%+228,80713F-HRTimelineGroup
Cetera Investment Advisers361,193$8.45M0.01%+267,20313F-HRTimeline
Integrated Wealth Concepts LLC322,063$7.53M0.07%+5,79413F-HRTimeline
Strategic Blueprint, LLC304,051$7.11M0.31%+254,73213F-HRTimeline
Mutual Advisors, LLC302,620$7.06M0.16%+30,64013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC291,805$6.83M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG267,737$6.26M<0.01%+5,11213F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC261,341$6.11M2.05%+132,30113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC252,671$5.91M0.14%+20,67413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding244,483$5.72M+86,961Timeline
NewEdge Advisors, LLC220,283$5.15M0.02%+17,50713F-HRTimeline
Marathon Mission, Inc.211,029$4.94M2.95%new13F-HRTimeline
FF Advisors,LLC193,462$4.53M2.16%+15,59113F-HRTimeline
Tempus Wealth Planning, LLC188,906$4.42M1.01%-20,62813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC183,898$4.3M0.01%new13F-HRTimelineGroup
High Note Wealth, LLC174,928$4.09M0.82%+24,76113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC174,421$4.08M0.02%-3,45413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,939$3.84M0.01%-45,41113F-HRTimelineGroup
SkyView Investment Advisors, LLC163,558$3.83M0.48%+13,91613F-HRTimeline
World Investment Advisors151,473$3.54M0.07%+13,06313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC144,180$3.37M<0.01%+51013F-HRTimeline
Scissortail Wealth Management, LLC139,033$3.25M0.71%-1,77013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC127,209$2.98M<0.01%+1,13313F-HRTimelineGroup
Straight Path Wealth Management114,732$2.68M0.75%+14,93913F-HRTimeline
Ironwood Financial, llc110,542$2.59M0.46%+44,38213F-HRTimeline
Commonwealth Financial Services, LLC107,836$2.52M0.43%+7,57413F-HRTimeline
AE Wealth Management LLC97,378$2.28M0.01%+64,35813F-HRTimeline
EIGHT 31 FINANCIAL, LLC96,913$2.27M1.28%+17,77313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …89,840$2.1M0.02%new13F-HRTimelineGroup
Krilogy Financial LLC74,972$1.74M0.07%+2,33113F-HRTimeline
Cornerstone Wealth Management, LLC71,860$1.68M0.09%+11,84013F-HRTimeline
Carr Financial Group Corp70,646$1.65M0.45%-12,67713F-HRTimeline
Cottage Street Advisors LLC68,701$1.61M0.68%-1,22913F-HRTimeline
Rialto Wealth Management, LLC66,481$1.55M0.4%-71713F-HRTimeline
Landing Point Financial Group, LLC63,526$1.49M0.77%+10,45613F-HRTimeline
Copperleaf Capital, LLC61,803$1.45M0.69%new13F-HRTimeline
Sightline Wealth Advisors, LLC60,833$1.42M0.64%-8,70313F-HRTimeline
NWAM LLC58,965$1.38M0.07%+12,63013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…55,710$1.29M0.1%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…54,325$1.27M0.21%+17,00013F-HRTimelineGroup
IFP Advisors, Inc51,668$1.21M0.03%-3,24313F-HR/ATimeline
REBALANCE, LLC46,715$1.09M0.07%+3,17513F-HRTimeline
Werba Rubin Papier Wealth Management46,638$1.09M0.18%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC45,436$1.06M0.07%+20,00013F-HRTimeline
WRAPMANAGER INC43,178$1.01M0.31%-6,02613F-HRTimeline
Parallel Advisors, LLC42,475$993K0.02%+9,82513F-HRTimeline
Quad-Cities Investment Group, LLC42,279$989K0.42%+4,37713F-HRTimeline
Sanctuary Advisors, LLC39,654$927K0.01%new13F-HR/ATimeline
Timber Creek Capital Management LLC38,805$908K0.22%+313F-HRTimeline
Bedel Financial Consulting, Inc.37,460$876K0.11%+5,88513F-HRTimeline
Csenge Advisory Group34,697$812K0.04%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.34,441$806K<0.01%013F-HRTimelineGroup
MCF Advisors LLC34,248$801K0.05%+4,40313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,955$794K<0.01%new13F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC33,870$792K0.34%-27,16513F-HRTimeline
HEADINVEST, LLC33,175$776K0.16%-25013F-HRTimeline
Montis Financial, LLC32,517$761K0.18%new13F-HRTimeline
OLD MISSION CAPITAL LLC31,348$733K0.03%-342,41013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,429$712K<0.01%+18,42313F-HRTimeline
Steele Capital Management, Inc.30,303$709K0.03%-7,50013F-HRTimeline
Beacon Pointe Advisors, LLC29,687$694K0.01%-4,58713F-HRTimeline
Summit Wealth Partners, LLC29,265$684K0.12%013F-HRTimeline
Madden Advisory Services, Inc.27,949$654K0.25%+2,09913F-HRTimeline
Snowden Capital Advisors LLC27,783$650K0.02%-1,59413F-HRTimeline
Heartland Bank & Trust Co27,292$638K0.26%+6,97113F-HRTimeline
Koshinski Asset Management, Inc.26,462$619K0.04%+4,33413F-HRTimeline
Rothschild Wealth LLC26,056$609K0.13%013F-HRTimeline
Belpointe Asset Management LLC25,278$591K0.02%new13F-HRTimeline
Klaas Financial Asset Advisors, LLC23,909$559K0.08%-2,66913F-HRTimeline
Robertson Stephens Wealth Management, L…23,490$549K0.02%+1,88013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…23,373$547K0.25%new13F-HRTimeline
Consolidated Portfolio Review Corp23,044$539K0.07%+1,39513F-HRTimeline
Brucke Financial, Inc.22,999$537K0.31%new13F-HRTimeline
Aprio Wealth Management, LLC22,623$529K0.05%new13F-HRTimeline
HM PAYSON & CO22,041$516K0.01%new13F-HRTimeline
GTS SECURITIES LLC21,683$507K0.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…21,457$502K0.02%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,350$476K<0.01%+6,06513F-HRTimeline
Austin Private Wealth, LLC19,879$465K0.04%-50013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,501$456K0.03%-22,29713F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding18,998$444K+8,909Timeline
HighTower Advisors, LLC18,677$437K<0.01%-331,18913F-HRTimeline
Delta Wealth Advisors LLC17,158$401K0.31%+1,59813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,106$400K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.16,873$395K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC16,498$386K0.01%+4,06313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,346$382K<0.01%+1,05213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,590$365K<0.01%+28113F-HRTimelineGroup
Stockman Wealth Management, Inc.15,340$359K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC14,948$350K0.01%new13F-HRTimeline
Johnson Bixby & Associates, LLC14,823$347K0.04%+10413F-HRTimeline
Aspen Wealth Management LLC14,820$347K0.08%new13F-HRTimeline
Sowell Financial Services LLC14,702$344K0.01%new13F-HRTimeline
Global Retirement Partners, LLC14,381$336K0.01%+3,45113F-HRTimeline
MONECO ADVISORS, LLC14,099$330K0.03%013F-HRTimeline
Orion Capital Management LLC14,000$327K0.11%+3,00013F-HRTimeline
BWM Planning, LLC13,867$324K0.1%-6,69913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,740$321K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,832$300K<0.01%013F-HRTimelineGroup
High Falls Advisors, Inc12,641$296K0.06%+9013F-HRTimeline
Sunbelt Securities, Inc.12,375$289K0.02%-37513F-HRTimeline
TABLEAUX LLC11,926$279K0.11%+93213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…11,586$271K0.04%+64213F-HRTimeline
FLOW TRADERS U.S. LLC11,535$270K0.01%new13F-HRTimeline
Occidental Asset Management, LLC11,540$270K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,457$268K<0.01%+5,63513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,193$262K<0.01%+28013F-HRTimeline
10Elms LLP11,015$258K0.23%+40013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,814$253K0.02%+5,24013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,850$253K<0.01%013F-HRTimeline
Sigma Planning Corp10,791$252K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning10,506$246K<0.01%-2,07413F-HRTimelineGroup
Bullock Wealth Management Group9,966$232K0.12%+1,08113F-HRTimeline
Cyr Financial Inc.9,858$231K0.16%new13F-HRTimeline
Boreal Capital Management LLC0$229K0.18%013F-HRTimelineAmount filed as zero, left out of ratios.
New England Private Wealth Advisors LLC9,602$225K0.03%+10813F-HRTimeline
M3 Advisory Group, LLC9,333$218K0.14%+2013F-HRTimeline
Prospera Financial Services Inc9,067$212K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC7,621$178K0.04%013F-HRTimeline
GAMMA Investing LLC6,722$157K0.01%-42,66713F-HRTimeline
Advisory Services Network, LLC5,754$135K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,100$119K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,767$112K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,966$92.8K<0.01%+1113F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,533$83K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.3,165$74K<0.01%+1413F-HRTimeline
North Star Investment Management Corp.3,000$70.2K<0.01%+1,00013F-HRTimeline
PRIVATE TRUST CO NA2,345$54.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,315$30.8K<0.01%+613F-HRTimeline
CX Institutional899$21K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.875$20.5K<0.01%+613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$9.36K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC384$8.98K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO335$7.84K<0.01%+19313F-HR/ATimelineGroup
Clearstead Advisors, LLC183$4.27K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.169$4K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC15$357<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1$24<0.01%013F-HRTimeline