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Disclosery

IBHF ISHARES TR

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ETF (fund)

180 managers (182 13F filers) reported a position in IBHF shares at 2026-03-31, 27,925,012 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
180
13F filers
182
New
16
Added
83
Reduced
61
Sold out
9
Shares held by filers
27,925,012

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC2,045,407$46.9M0.01%+168,19313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,664,369$38.2M<0.01%+16,44813F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp1,349,454$31M3.12%+133,49413F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC1,123,830$25.8M1.57%+17,63413F-HRTimeline
COWA, LLC1,109,389$25.5M6.87%+137,53913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,067,255$24.5M0.02%-1,46213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,020,333$23.4M<0.01%-96,37213F-HR/ATimelineGroup
Mid-American Wealth Advisory Group, Inc.938,450$21.7M9.15%013F-HRTimeline
STRAIGHTLINE GROUP LLC911,742$20.9M10.4%+93,42313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/840,565$19.3M<0.01%-1,094,78313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…820,788$18.8M0.07%-27,84413F-HRTimeline
Private Advisor Group, LLC685,559$15.7M0.07%-630,97313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC664,523$15.3M<0.01%-64,84513F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.597,952$13.7M10.31%-6,52613F-HRTimeline
Hurley Capital, LLC571,769$13.1M7.04%+47,28213F-HRTimeline
Ruggaard & Associates LLC528,264$12.1M4.8%+3,99813F-HRTimeline
Baltimore-Washington Financial Advisors…476,466$10.9M0.47%-1,22813F-HRTimeline
Cornerstone Planning, LLC428,911$9.86M2.23%-12,23713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC418,276$9.6M2.87%+149,55513F-HRTimeline
Cetera Investment Advisers418,238$9.6M0.01%-2,23913F-HRTimeline
BIP Wealth, LLC398,864$9.15M0.37%+29,39413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.389,445$8.94M0.1%+9,08713F-HRTimelineGroup
Sequoia Financial Advisors, LLC337,972$7.76M0.04%-624,76713F-HRTimeline
Mutual Advisors, LLC330,591$7.59M0.16%+26,71113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding319,333$7.33M+21,725Timeline
Integrated Wealth Concepts LLC318,533$7.31M0.06%-8,03913F-HRTimeline
Cambridge Investment Research Advisors,…301,530$6.92M0.02%-1,104,30313F-HRTimeline
Delta Wealth Advisors LLC283,464$6.51M4.95%+153,54913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC259,363$5.95M0.13%-1,30813F-HRTimeline
TABR Capital Management, LLC243,961$5.6M5.15%+9,66713F-HRTimeline
NewEdge Advisors, LLC238,162$5.47M0.02%+12,85313F-HR/ATimeline
Tempus Wealth Planning, LLC226,276$5.19M1.19%-35,65013F-HRTimeline
Marathon Mission, Inc.223,377$5.13M2.98%+6,47613F-HRTimeline
UBS Group AGin group UBS Group AG196,823$4.52M<0.01%-18,39013F-HRTimelineGroup
Csenge Advisory Group192,313$4.41M0.2%+92,40213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA191,064$4.38M<0.01%-177,68913F-HRTimelineGroup
High Note Wealth, LLC186,431$4.28M0.84%+5,52713F-HRTimeline
EP Wealth Advisors, LLC184,658$4.24M0.02%-43,52613F-HRTimeline
Scissortail Wealth Management, LLC172,807$3.97M0.8%+24,58513F-HRTimeline
EVEXIA WEALTH LLC163,565$3.74M1.03%+23,25313F-HRTimeline
Krilogy Financial LLC155,375$3.56M0.11%-67113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC150,197$3.45M0.01%-24,47513F-HRTimelineGroup
FF Advisors,LLC137,023$3.13M1.27%-88,17513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC132,908$3.05M<0.01%+7,60113F-HRTimelineGroup
Keeler Thomas Management LLC131,464$3.02M1.28%-293,24013F-HRTimeline
Ironwood Financial, llc130,962$3.01M0.52%+5,69613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…126,633$2.91M0.22%+72,30813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC120,645$2.77M<0.01%-101,64313F-HRTimelineGroup
Straight Path Wealth Management118,181$2.71M0.72%+64913F-HRTimeline
Parallel Advisors, LLC117,141$2.69M0.05%+65,54113F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC111,089$2.55M<0.01%-43,21013F-HRTimeline
World Investment Advisors108,595$2.49M0.04%-51,76913F-HRTimeline
Foundations Investment Advisors, LLC102,226$2.35M0.03%+69,69013F-HRTimeline
Walser Wealth Management Company, A Ltd…101,324$2.33M1.04%+70,14213F-HRTimeline
EIGHT 31 FINANCIAL, LLC100,477$2.31M1.39%-1,71713F-HRTimeline
Commonwealth Financial Services, LLC96,274$2.21M0.35%-6,59513F-HRTimeline
Cornerstone Wealth Management, LLC93,505$2.15M0.11%+4,12613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,463$2.05M<0.01%-40,77413F-HRTimelineGroup
SkyView Investment Advisors, LLC88,771$2.04M0.27%-4,94613F-HRTimeline
AE Wealth Management LLC88,431$2.03M0.01%-6,70913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC85,436$1.96M0.14%+20,00013F-HRTimeline
Brucke Financial, Inc.84,447$1.94M0.98%+24,44213F-HRTimeline
Endowment Wealth Management, Inc.80,538$1.85M0.82%+15,90313F-HRTimeline
Bedel Financial Consulting, Inc.77,234$1.77M0.2%+24113F-HRTimeline
IFP Advisors, Inc77,130$1.77M0.04%+25,72713F-HRTimeline
Sowell Financial Services LLC76,544$1.76M0.06%+23,64713F-HRTimeline
Centennial Advisors, LLC74,404$1.71M2.17%-7,05113F-HRTimeline
Landing Point Financial Group, LLC73,667$1.69M0.82%-3,35613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …70,840$1.62M0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.68,881$1.58M<0.01%+17,22013F-HRTimelineGroup
Cottage Street Advisors LLC68,411$1.57M0.68%-1,02613F-HRTimeline
OLD MISSION CAPITAL LLC54,502$1.25M0.03%+4613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…53,827$1.23M0.09%-16013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,707$1.21M<0.01%+4,30413F-HRTimelineGroup
Sanctuary Advisors, LLC52,064$1.19M0.01%-31,15513F-HRTimeline
Werba Rubin Papier Wealth Management46,638$1.07M0.15%013F-HRTimeline
TFR Capital, LLC.45,416$1.04M0.32%+36,18913F-HRTimeline
NWAM LLC42,814$983K0.06%-16,54813F-HRTimeline
Madden Advisory Services, Inc.41,203$946K0.37%+12,77813F-HRTimeline
Timber Creek Capital Management LLC40,983$941K0.23%+35713F-HRTimeline
FOCUSED ALPHA, LLC39,438$905K0.28%+3,04513F-HRTimeline
Quad-Cities Investment Group, LLC39,084$897K0.36%-8,13813F-HRTimeline
BEACON FINANCIAL PLANNING, INC38,272$878K0.34%new13F-HRTimeline
Carr Financial Group Corp37,943$871K0.23%-24,92313F-HRTimeline
Belpointe Asset Management LLC36,473$837K0.03%-813F-HRTimeline
WRAPMANAGER INC35,842$823K0.29%+29513F-HRTimeline
REBALANCE, LLC35,178$807K0.05%-13,07613F-HRTimeline
Heartland Bank & Trust Co34,659$795K0.18%+4,72013F-HRTimeline
Rothschild Wealth LLC31,463$722K0.07%+4,76413F-HRTimeline
10Elms LLP30,946$710K0.45%+19,93113F-HRTimeline
Koshinski Asset Management, Inc.30,223$694K0.04%+25813F-HRTimeline
HM PAYSON & CO30,202$693K0.01%-42613F-HRTimeline
Klaas Financial Asset Advisors, LLC29,036$666K0.09%+98013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,927$664K0.01%+1,72413F-HRTimelineGroup
Golden Reserve Retirement LLC28,472$653K0.13%+16,28313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,250$648K<0.01%+2,28413F-HRTimelineGroup
HighTower Advisors, LLC27,640$634K<0.01%+2413F-HRTimeline
Snowden Capital Advisors LLC26,916$618K0.02%-86713F-HRTimeline
Aspen Wealth Management LLC25,852$593K0.12%+6,08313F-HRTimeline
Livet Wealth, LLC25,135$577K0.37%+7,80013F-HRTimeline
Summit Wealth Partners, LLC24,722$567K0.09%-1,56613F-HRTimeline
Montis Financial, LLC24,705$567K0.12%-7,14813F-HRTimeline
Magnus Financial Group LLC23,644$543K0.04%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,252$534K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,801$523K<0.01%-10913F-HRTimeline
Robertson Stephens Wealth Management, L…21,629$496K0.01%-1,86113F-HRTimeline
MCF Advisors LLC21,387$491K0.02%+5213F-HRTimeline
Occidental Asset Management, LLC21,039$483K0.06%+2,60513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,951$481K<0.01%+4,52813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,641$474K<0.01%+4,25613F-HRTimelineGroup
Farther Finance Advisors, LLC20,293$463K<0.01%+5,48613F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC20,063$459K0.43%+4513F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding19,624$450K+194Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,953$435K<0.01%+1,10813F-HRTimelineGroup
Aprio Wealth Management, LLC18,678$429K0.02%-4,33913F-HRTimeline
AssuredPartners Investment Advisors, LLC18,070$413K0.04%new13F-HRTimeline
Ellis Investment Partners, LLC17,425$400K0.07%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,232$395K0.01%-5,61713F-HRTimelineGroup
Focus Financial Network, Inc.17,075$392K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC17,037$391K<0.01%-3,03913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,663$382K0.01%-88413F-HRTimelineGroup
Kastel Capital Advisors, LLC16,355$377K0.23%013F-HRTimeline
Summit Asset Management, LLC15,896$365K0.05%new13F-HRTimeline
FLOW TRADERS U.S. LLC15,714$361K0.01%+5,70313F-HRTimeline
Stockman Wealth Management, Inc.15,340$352K0.04%013F-HRTimeline
Johnson Bixby & Associates, LLC15,027$345K0.04%+6413F-HRTimeline
MONECO ADVISORS, LLC14,099$324K0.03%013F-HRTimeline
Orion Capital Management LLC14,000$321K0.11%013F-HRTimeline
Mayflower Financial Advisors, LLC13,993$321K0.04%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,740$315K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC13,373$307K0.01%-2,96113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,248$304K0.01%-12,68913F-HRTimelineGroup
Bullock Wealth Management Group13,294$304K0.15%-1,54413F-HRTimeline
Waverly Advisors, LLC13,155$302K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,832$294K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning12,526$287K<0.01%-18,45613F-HRTimelineGroup
TABLEAUX LLC12,139$279K0.13%+3,00613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…11,586$266K0.04%013F-HRTimeline
Sunbelt Securities, Inc.11,400$262K0.02%-97513F-HRTimeline
Eldridge Investment Advisors, Inc.11,345$260K0.06%+2,04513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,231$257K<0.01%+38113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,930$251K0.02%+3613F-HRTimeline
TWO SIGMA SECURITIES, LLC10,849$249K0.03%new13F-HRTimeline
Prospera Financial Services Inc10,377$238K<0.01%+1,62513F-HRTimeline
Aegis Wealth Management, Inc.10,081$231K0.18%-13513F-HRTimeline
Spartan Wealth Advisory Services LLC9,952$228K0.02%13F-HRTimeline
New England Private Wealth Advisors LLC9,918$228K0.03%+9813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,853$226K0.01%+1513F-HRTimelineGroup
Pure Financial Advisors, LLC9,592$220K<0.01%013F-HRTimeline
M3 Advisory Group, LLC9,374$215K0.13%+1313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,981$206K0.01%new13F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC8,748$201K0.03%+6813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,717$200K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,684$199K<0.01%+23113F-HRTimelineGroup
Intentional Wealth Strategies, LLC8,414$193K0.18%13F-HRTimeline
Cherry Tree Wealth Management, LLC7,403$170K0.04%-21813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,767$109K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.4,665$107K0.01%+40013F-HRTimeline
Advisory Services Network, LLC4,049$92.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,639$83.5K<0.01%+10613F-HRTimelineGroup
PRIVATE TRUST CO NA2,955$67.8K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,906$66.7K<0.01%-2,14213F-HRTimelineGroup
Blue Trust, Inc.2,852$65.5K<0.01%+913F-HRTimeline
Clearstead Advisors, LLC2,440$56K<0.01%013F-HRTimeline
CNB Bank2,233$51.2K0.02%-1813F-HRTimeline
Napier Financial, LLC1,474$33.8K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,127$25.9K<0.01%-19613F-HRTimeline
CX Institutional929$21K<0.01%+913F-HRTimeline
FMR LLCin group FMR LLC914$21K<0.01%new13F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC683$15.7K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.418$9.61K<0.01%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$9.18K<0.01%013F-HRTimelineGroup
3 FACTOR INDEXING, LLC398$9.13K0.01%13F-HRTimeline
VSM Wealth Advisory, LLC384$8.81K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.366$8.39K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.366$8.39K<0.01%+413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO341$7.82K<0.01%-1,44013F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.175$4K<0.01%+213F-HRTimeline
Ashton Thomas Private Wealth, LLC87$2K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1$23<0.01%013F-HRTimeline