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Disclosery

IBHH ISHARES TR

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SHS (fund)

54 managers (54 13F filers) reported a position in IBHH shares at 2024-12-31, 4,236,008 shares in all. 13 filers opened a position and 2 filers sold out during the quarter.

Managers
54
13F filers
54
New
13
Added
30
Reduced
1
Sold out
2
Shares held by filers
4,236,008

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Baltimore-Washington Financial Advisors…922,666$21.6M1.11%+51,56213F-HRTimeline
NewEdge Advisors, LLC557,636$13M0.08%+9,48413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC428,185$10M0.79%+177,38313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC315,858$7.38M0.17%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…193,567$4.52M<0.01%+164,06913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC184,225$4.3M0.01%+14,33213F-HRTimeline
LPL Financial LLC174,212$4.07M<0.01%+81,18113F-HRTimeline
GAMMA Investing LLC163,463$3.82M0.33%+43,94113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC138,028$3.23M<0.01%13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC112,260$2.62M<0.01%+85,09713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,467$2.46M<0.01%+5,08413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…88,225$2.06M0.07%+36,08713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY80,813$1.89M<0.01%+62,19213F-HR/ATimelineGroup
IFP Advisors, Inc63,593$1.49M0.05%+40713F-HRTimeline
Straight Path Wealth Management63,235$1.48M0.58%+21,89113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,642$1.32M0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN56,080$1.31M<0.01%+53,98013F-HRTimelineGroup
WRAPMANAGER INC45,890$1.07M0.27%+2,26713F-HRTimeline
Integrated Wealth Concepts LLC45,527$1.06M0.01%+5,21513F-HRTimeline
Cambridge Investment Research Advisors,…41,666$974K<0.01%+11,32013F-HRTimeline
Cetera Investment Advisers41,442$968K<0.01%+15,90713F-HRTimeline
Beacon Pointe Advisors, LLC27,695$647K0.01%+5,09313F-HRTimeline
Marble Harbor Investment Counsel, LLC27,000$631K0.07%013F-HRTimeline
HEADINVEST, LLC24,325$568K0.11%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,975$560K<0.01%+6,64813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,654$553K<0.01%+9,63413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG21,235$496K<0.01%new13F-HRTimelineGroup
Rothschild Wealth LLC20,926$489K0.14%013F-HRTimeline
Commonwealth Financial Services, LLC17,779$415K0.08%+3,03313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,007$397K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC16,100$379K0.01%-1,81813F-HRTimeline
Austin Private Wealth, LLC15,295$357K0.03%+93013F-HRTimeline
Sightline Wealth Advisors, LLC15,083$352K0.19%new13F-HRTimeline
Strategic Blueprint, LLC14,520$339K0.02%+29413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,559$293K<0.01%+1,75713F-HRTimelineGroup
Reliant Wealth Planning11,629$272K0.13%013F-HRTimeline
M3 Advisory Group, LLC11,138$260K0.19%+2,58013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.10,695$250K0.22%13F-HRTimeline
BridgePort Financial Solutions, LLC10,490$248K0.11%13F-HRTimeline
Global Retirement Partners, LLC9,509$222K0.01%+2,81213F-HRTimeline
Cherry Tree Wealth Management, LLC5,928$139K0.03%+21213F-HRTimeline
Orion Capital Management LLC5,171$121K0.05%new13F-HRTimeline
EP Wealth Advisors, LLC4,348$102K<0.01%+4813F-HRTimeline
Bullock Wealth Management Group3,451$80.6K0.05%+2,07213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,350$78.3K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC943$22K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC871$20.4K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.775$18.1K<0.01%new13F-HR/ATimeline
CWM, LLCin group CWM, LLC670$16K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.529$12.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC450$10.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC141$3.29K<0.01%new13F-HRTimeline
WHITTIER TRUST CO87$2.03K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.