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Disclosery

IBHH ISHARES TR

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SHS (fund)

106 managers (106 13F filers) reported a position in IBHH shares at 2026-06-30, 12,782,976 shares in all. 16 filers opened a position and 12 filers sold out during the quarter.

Managers
106
13F filers
106
New
16
Added
53
Reduced
25
Sold out
12
Shares held by filers
12,782,976

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LBMC INVESTMENT ADVISORS, LLC1,937,560$45.5M2.47%+196,43213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,393,316$32.7M0.02%+505,98713F-HRTimelineGroup
Baltimore-Washington Financial Advisors…1,303,117$30.6M1.14%+52,31113F-HRTimeline
LPL Financial LLC1,134,511$26.7M0.01%+35,28113F-HRTimeline
NewEdge Advisors, LLC795,441$18.7M0.06%+36,33813F-HRTimeline
Federation des caisses Desjardins du Qu…744,080$17.5M0.05%-105,26113F-HRTimeline
Ironwood Financial, llc417,145$9.74M1.52%+51,82613F-HRTimeline
Mutual Advisors, LLC368,107$8.65M0.16%+35,07013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY343,199$8.07M<0.01%-154,43213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC301,611$7.09M<0.01%+54,46313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA273,256$6.42M<0.01%+15,25113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/235,126$5.53M<0.01%+25,57213F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.215,473$5.06M3.68%+2,81113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN197,388$4.64M<0.01%-13,03613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.184,269$4.33M<0.01%+116,82813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.169,117$3.97M0.04%+1,52313F-HRTimelineGroup
Cetera Investment Advisers144,101$3.39M<0.01%-7,56813F-HRTimeline
Straight Path Wealth Management136,499$3.21M0.75%+8,37913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC132,524$3.11M<0.01%-21,98713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC127,342$2.99M0.03%+56,89213F-HRTimelineGroup
OLD MISSION CAPITAL LLC114,177$2.68M0.07%+100,26813F-HRTimeline
Robertson Stephens Wealth Management, L…107,460$2.53M0.06%-16,22013F-HRTimeline
Rialto Wealth Management, LLC106,761$2.51M0.5%-17513F-HRTimeline
Commonwealth Financial Services, LLC106,081$2.49M0.33%-254,77813F-HRTimeline
Cambridge Investment Research Advisors,…104,568$2.46M0.01%-99013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC99,582$2.34M<0.01%+31,00313F-HRTimelineGroup
Penobscot Investment Management Company…98,060$2.3M0.16%+26,30013F-HRTimeline
First Western Trust Bank70,959$1.67M0.08%+50,22513F-HRTimeline
Integrated Wealth Concepts LLC65,182$1.53M0.01%+7,85413F-HRTimeline
UBS Group AGin group UBS Group AG64,822$1.52M<0.01%+5,46613F-HRTimelineGroup
Talisman Wealth Advisors LLC21,786$1.48M1.1%new13F-HRTimeline
Keeler Thomas Management LLC62,811$1.48M0.52%-62,95613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS56,671$1.33M0.14%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,608$1.12M<0.01%+21,12213F-HRTimelineGroup
FOCUSED ALPHA, LLC46,879$1.1M0.28%+5,38113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…42,261$993K<0.01%+8,21213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC40,725$957K<0.01%-6,37913F-HRTimelineGroup
High Note Wealth, LLC39,163$920K0.16%+17,83813F-HRTimeline
Parallel Advisors, LLC38,842$913K0.01%+32,76613F-HRTimeline
Aspen Wealth Management LLC37,415$879K0.15%+15,87213F-HRTimeline
Guidance Point Advisors, LLC35,701$839K0.18%+11,51813F-HRTimeline
Heartland Bank & Trust Co35,146$826K0.17%+4,43513F-HRTimeline
REBALANCE, LLC34,497$811K0.04%+51413F-HRTimeline
Foundations Investment Advisors, LLC31,599$743K0.01%+16,02713F-HRTimeline
WRAPMANAGER INC31,220$734K0.23%-3,68113F-HRTimeline
Bullock Wealth Management Group28,221$660K0.29%13F-HRTimeline
Walser Wealth Management Company, A Ltd…27,204$639K0.27%+16,04213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,069$636K<0.01%+3,15613F-HRTimelineGroup
Beacon Pointe Advisors, LLC25,401$597K<0.01%+4,63013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.24,071$566K0.03%+3,77513F-HRTimeline
Kastel Capital Advisors, LLC23,669$556K0.35%+11313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.23,381$549K0.01%+36013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,264$523K<0.01%-2,10313F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC21,714$510K0.06%+38513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,350$502K<0.01%new13F-HRTimelineGroup
Rothschild Wealth LLC20,073$472K0.04%-3,98813F-HRTimeline
IFP Advisors, Inc19,375$455K0.01%-1,18613F-HRTimeline
J.W. COLE ADVISORS, INC.19,300$454K0.01%new13F-HRTimeline
Madden Advisory Services, Inc.18,444$433K0.16%+94513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,029$424K<0.01%+12213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,450$410K<0.01%+6,20013F-HRTimelineGroup
RIVER'S EDGE WEALTH MANAGEMENT, LLC17,410$408K0.36%+11613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,199$381K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,066$354K<0.01%-4,12713F-HR/ATimeline
Windsor Capital Management, LLC14,561$342K0.09%+4,40013F-HRTimeline
Orion Capital Management LLC14,000$329K0.1%013F-HRTimeline
Belpointe Asset Management LLC13,552$318K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,478$317K<0.01%-16,53713F-HRTimelineGroup
TFR Capital, LLC.13,176$310K0.09%new13F-HRTimeline
GAMMA Investing LLC12,929$304K0.01%+7,42613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,059$283K<0.01%-2,77513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,965$281K<0.01%-7,65413F-HRTimelineGroup
TABLEAUX LLC11,807$277K0.12%-1,40413F-HRTimeline
Segment Wealth Management, LLC11,700$275K0.01%+1,72013F-HRTimeline
Ellis Investment Partners, LLC11,458$269K0.04%+57113F-HRTimeline
Reliant Wealth Planning11,366$267K0.07%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,200$263K0.01%-3,72313F-HRTimelineGroup
Cyr Financial Inc.10,393$244K0.13%+47013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,739$229K0.01%+93513F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC9,711$228K0.01%013F-HRTimeline
Sanctuary Advisors, LLC9,536$224K<0.01%+3013F-HRTimeline
KPP Advisory Services LLC9,525$224K0.03%new13F-HRTimeline
Boreal Capital Management LLC0$221K0.16%new13F-HRTimelineAmount filed as zero, left out of ratios.
Cornerstone Wealth Management, LLC8,983$211K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC8,752$206K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,613$202K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC7,320$172K<0.01%13F-HRTimeline
AE Wealth Management LLC7,304$172K<0.01%-38513F-HRTimeline
Farther Finance Advisors, LLC6,003$141K<0.01%+1,06613F-HRTimeline
WORMSER FRERES GESTION5,721$134K0.08%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,345$55.1K<0.01%new13F-HRTimelineGroup
CNB Bank2,247$52.8K0.02%+9313F-HRTimeline
Napier Financial, LLC2,202$51.7K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,083$48.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,925$45.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,898$44.6K<0.01%-68213F-HRTimelineGroup
Hurley Capital, LLC1,668$39.2K0.02%+2613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,263$29.7K0.08%-6,75713F-HR/ATimelineGroup
Blue Trust, Inc.848$19.9K<0.01%+1313F-HRTimeline
Atomic Invest LLC745$17.5K<0.01%013F-HRTimeline
10Elms LLP700$16.4K0.01%new13F-HRTimeline
HM PAYSON & CO420$9.87K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/418$9.81K<0.01%-2,44213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC347$8.15K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$2.35K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.68$1.6K<0.01%013F-HRTimeline