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Disclosery

IBHF ISHARES TR

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ETF (fund)

174 managers (176 13F filers) reported a position in IBHF shares at 2025-12-31, 30,987,248 shares in all. 20 filers opened a position and 11 filers sold out during the quarter.

Managers
174
13F filers
176
New
20
Added
95
Reduced
31
Sold out
11
Shares held by filers
30,987,248

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/1,935,348$44.7M<0.01%-325,00313F-HRTimelineGroup
LPL Financial LLC1,877,214$43.3M0.01%+424,90313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,647,921$38M<0.01%+314,61713F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,405,833$32.4M0.09%+156,16513F-HRTimeline
Private Advisor Group, LLC1,316,532$30.4M0.14%+120,22513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,215,960$28.1M2.8%+314,39913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,116,705$25.8M0.01%-4,27513F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC1,106,196$25.5M1.57%+67,55313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,068,717$24.7M0.02%+86,03013F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC962,739$22.2M0.12%new13F-HRTimeline
COWA, LLC971,850$21.8M6.62%+188,99513F-HRTimeline
Mid-American Wealth Advisory Group, Inc.938,450$21.7M9.15%+283,43513F-HRTimeline
Federation des caisses Desjardins du Qu…848,632$19.6M0.07%new13F-HRTimeline
STRAIGHTLINE GROUP LLC818,319$18.9M10.34%+11,82613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC729,368$16.8M0.01%+87,15113F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.604,478$14M10.28%+14,49213F-HRTimeline
Hurley Capital, LLC524,487$12.1M6.78%+77,97513F-HRTimeline
Ruggaard & Associates LLC524,266$12.1M4.76%-59,64013F-HRTimeline
Baltimore-Washington Financial Advisors…477,694$11M0.46%+22,00213F-HRTimeline
Cornerstone Planning, LLC441,148$10.2M2.37%13F-HRTimeline
Keeler Thomas Management LLC424,704$9.8M4.67%+2,78013F-HRTimeline
Cetera Investment Advisers420,477$9.7M0.01%+59,28413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.380,358$8.78M0.1%+12,83013F-HRTimelineGroup
BIP Wealth, LLC369,470$8.53M0.3%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA368,753$8.51M<0.01%-48,22413F-HRTimelineGroup
Integrated Wealth Concepts LLC326,572$7.54M0.09%+4,50913F-HRTimeline
Mutual Advisors, LLC303,880$7.01M0.15%+1,26013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding297,608$6.87M+53,125Timeline
PRIVATE CLIENT SERVICES, LLC268,721$6.2M1.94%+7,38013F-HRTimeline
Tempus Wealth Planning, LLC261,926$6.05M1.39%+73,02013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC260,671$6.02M0.13%+8,00013F-HRTimeline
TABR Capital Management, LLC234,294$5.41M3.61%new13F-HR/ATimeline
EP Wealth Advisors, LLC228,184$5.27M0.03%13F-HRTimeline
NewEdge Advisors, LLC225,309$5.2M0.02%+5,02613F-HRTimeline
FF Advisors,LLC225,198$5.2M2.32%+31,73613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC222,288$5.13M0.01%+38,39013F-HRTimelineGroup
Marathon Mission, Inc.216,901$5.01M2.9%+5,87213F-HRTimeline
UBS Group AGin group UBS Group AG215,213$4.97M<0.01%-52,52413F-HRTimelineGroup
High Note Wealth, LLC180,904$4.18M0.82%+5,97613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC174,672$4.08M0.02%+25113F-HRTimelineGroup
World Investment Advisors160,364$3.7M0.06%+8,89113F-HR/ATimeline
Krilogy Financial LLC156,046$3.61M0.12%+81,07413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,299$3.56M<0.01%+10,11913F-HRTimeline
Scissortail Wealth Management, LLC148,222$3.42M0.78%+9,18913F-HRTimeline
EVEXIA WEALTH LLC140,312$3.24M0.9%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,237$3.01M<0.01%-33,70213F-HRTimelineGroup
Delta Wealth Advisors LLC129,915$3M2.51%+112,75713F-HRTimeline
Ironwood Financial, llc125,266$2.89M0.49%+14,72413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,307$2.89M<0.01%-1,90213F-HRTimelineGroup
Straight Path Wealth Management117,532$2.71M0.73%+2,80013F-HRTimeline
Commonwealth Financial Services, LLC102,869$2.37M0.39%-4,96713F-HRTimeline
EIGHT 31 FINANCIAL, LLC102,194$2.36M1.29%+5,28113F-HRTimeline
Csenge Advisory Group99,911$2.31M0.1%+65,21413F-HRTimeline
AE Wealth Management LLC95,140$2.2M0.01%-2,23813F-HRTimeline
SkyView Investment Advisors, LLC93,717$2.16M0.27%-69,84113F-HRTimeline
Cornerstone Wealth Management, LLC89,379$2.06M0.11%+17,51913F-HRTimeline
Sanctuary Advisors, LLC83,219$1.92M0.01%+43,56513F-HRTimeline
Centennial Advisors, LLC81,455$1.88M2.44%13F-HRTimeline
Landing Point Financial Group, LLC77,023$1.78M0.89%+13,49713F-HRTimeline
Bedel Financial Consulting, Inc.76,993$1.78M0.19%+39,53313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …70,840$1.63M0.01%-19,00013F-HRTimelineGroup
Cottage Street Advisors LLC69,437$1.6M0.68%+73613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC65,436$1.51M0.1%+20,00013F-HRTimeline
Endowment Wealth Management, Inc.64,635$1.49M0.69%new13F-HRTimeline
Carr Financial Group Corp62,866$1.45M0.39%-7,78013F-HRTimeline
Brucke Financial, Inc.60,005$1.38M0.76%+37,00613F-HRTimeline
NWAM LLC59,362$1.37M0.08%+39713F-HRTimeline
OLD MISSION CAPITAL LLC54,456$1.26M0.05%+23,10813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…54,325$1.25M0.2%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…53,987$1.25M0.09%-1,72313F-HRTimeline
Sowell Financial Services LLC52,897$1.22M0.04%+38,19513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.51,661$1.19M<0.01%+17,22013F-HRTimelineGroup
Parallel Advisors, LLC51,600$1.19M0.02%+9,12513F-HRTimeline
IFP Advisors, Inc51,403$1.19M0.03%-26513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,403$1.12M<0.01%+14,44813F-HRTimelineGroup
REBALANCE, LLC48,254$1.11M0.07%+1,53913F-HRTimeline
Quad-Cities Investment Group, LLC47,222$1.09M0.45%+4,94313F-HRTimeline
Werba Rubin Papier Wealth Management46,638$1.08M0.29%013F-HRTimeline
Timber Creek Capital Management LLC40,626$938K0.22%+1,82113F-HRTimeline
Windsor Advisory Group, LLC39,761$918K0.82%new13F-HRTimeline
Sightline Wealth Advisors, LLC38,824$896K0.38%-22,00913F-HRTimeline
Belpointe Asset Management LLC36,481$842K0.03%+11,20313F-HRTimeline
FOCUSED ALPHA, LLC36,393$840K0.25%13F-HRTimeline
WRAPMANAGER INC35,547$820K0.28%-7,63113F-HRTimeline
Foundations Investment Advisors, LLC32,536$751K0.01%new13F-HRTimeline
HEADINVEST, LLC31,975$738K0.15%-1,20013F-HRTimeline
Montis Financial, LLC31,853$735K0.15%-66413F-HRTimeline
Walser Wealth Management Company, A Ltd…31,182$720K0.38%13F-HRTimeline
Creative Planningin group Creative Planning30,982$715K<0.01%+20,47613F-HRTimelineGroup
HM PAYSON & CO30,628$707K0.01%+8,58713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,230$698K<0.01%-19913F-HRTimeline
Koshinski Asset Management, Inc.29,965$692K0.04%+3,50313F-HRTimeline
Heartland Bank & Trust Co29,939$691K0.29%+2,64713F-HRTimeline
Madden Advisory Services, Inc.28,425$656K0.26%+47613F-HRTimeline
Klaas Financial Asset Advisors, LLC28,056$648K0.09%+4,14713F-HRTimeline
Snowden Capital Advisors LLC27,783$641K0.02%013F-HRTimeline
HighTower Advisors, LLC27,616$637K<0.01%+8,93913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…27,203$628K0.01%new13F-HRTimelineGroup
Rothschild Wealth LLC26,699$616K0.06%+64313F-HR/ATimeline
Summit Wealth Partners, LLC26,288$607K0.11%-2,97713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,966$599K<0.01%+8,86013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management25,937$599K0.02%+21,97113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…23,490$542K0.02%013F-HRTimeline
Aprio Wealth Management, LLC23,017$531K0.03%+39413F-HRTimeline
Steward Partners Investment Advisory, L…22,910$529K<0.01%+2,56013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…22,849$527K0.02%+1,39213F-HRTimelineGroup
Austin Private Wealth, LLC21,911$506K0.04%+2,03213F-HRTimeline
MCF Advisors LLC21,335$492K0.03%-12,91313F-HRTimeline
Beacon Pointe Advisors, LLC20,076$463K<0.01%-9,61113F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC20,018$461K0.45%13F-HRTimeline
Aspen Wealth Management LLC19,769$456K0.1%+4,94913F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding19,430$448K+432Timeline
Occidental Asset Management, LLC18,434$425K0.05%+6,89413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,845$412K<0.01%+2,25513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,547$405K0.01%+6,09013F-HRTimelineGroup
Livet Wealth, LLC17,335$400K0.25%13F-HRTimeline
Focus Financial Network, Inc.17,075$394K0.01%+20213F-HRTimeline
Hobbs Group Advisors, LLC16,618$384K0.12%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,423$379K<0.01%+5,23013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,385$378K<0.01%+3913F-HRTimelineGroup
Kastel Capital Advisors, LLC16,355$377K0.23%13F-HRTimeline
Avidian Wealth Enterprises, LLC16,334$377K0.01%-16413F-HRTimeline
Stockman Wealth Management, Inc.15,340$354K0.04%013F-HR/ATimeline
Johnson Bixby & Associates, LLC14,963$345K0.04%+14013F-HRTimeline
Bullock Wealth Management Group14,838$342K0.17%+4,87213F-HRTimeline
Farther Finance Advisors, LLC14,807$342K<0.01%-14113F-HRTimeline
Global Retirement Partners, LLC14,529$335K0.01%+14813F-HRTimeline
High Falls Advisors, Inc14,462$334K0.07%+1,82113F-HRTimeline
MONECO ADVISORS, LLC14,099$325K0.03%013F-HRTimeline
Orion Capital Management LLC14,000$323K0.11%013F-HRTimeline
Mayflower Financial Advisors, LLC13,993$323K0.04%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,740$317K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,832$296K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.12,375$286K0.02%013F-HRTimeline
Golden Reserve Retirement LLC12,189$281K0.05%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,758$271K0.02%-7,74313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…11,586$267K0.04%013F-HRTimeline
10Elms LLP11,015$254K0.23%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,894$251K0.02%+8013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,850$250K<0.01%013F-HRTimeline
GTS SECURITIES LLC10,747$248K0.01%-10,93613F-HRTimeline
Aegis Wealth Management, Inc.10,216$236K0.19%13F-HRTimeline
FLOW TRADERS U.S. LLC10,011$231K0.01%-1,52413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,838$227K0.01%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC9,820$227K0.03%+21813F-HR/ATimeline
Boreal Capital Management LLC0$226K0.17%013F-HRTimelineAmount filed as zero, left out of ratios.
Pure Financial Advisors, LLC9,592$221K<0.01%new13F-HRTimeline
M3 Advisory Group, LLC9,361$216K0.13%+2813F-HRTimeline
Eldridge Investment Advisors, Inc.9,300$215K0.05%new13F-HRTimeline
TFR Capital, LLC.9,227$213K0.07%new13F-HRTimeline
TABLEAUX LLC9,133$212K0.15%-2,79313F-HR/ATimeline
Prospera Financial Services Inc8,752$202K<0.01%-31513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,680$200K0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,453$195K<0.01%+3,35313F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC7,621$176K0.04%013F-HRTimeline
GAMMA Investing LLC6,845$158K0.01%+12313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,048$116K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,767$110K<0.01%013F-HRTimeline
North Star Investment Management Corp.4,265$98.4K0.01%+1,26513F-HRTimeline
CWM, LLCin group CWM, LLC3,533$82K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,955$68.2K0.01%+61013F-HRTimeline
Blue Trust, Inc.2,843$65.6K<0.01%-32213F-HRTimeline
Clearstead Advisors, LLC2,440$56.3K<0.01%+2,25713F-HRTimeline
CNB Bank2,251$52K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,781$41.1K<0.01%+1,44613F-HRTimelineGroup
Aptus Capital Advisors, LLC1,323$30.5K<0.01%+813F-HRTimeline
CX Institutional920$21K<0.01%+2113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC683$15.8K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.415$9.58K<0.01%-46013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$9.23K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC384$8.86K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.362$8.36K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.173$4K<0.01%+413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1$24<0.01%013F-HRTimeline