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Disclosery

IBHH ISHARES TR

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SHS (fund)

53 managers (53 13F filers) reported a position in IBHH shares at 2025-03-31, 6,052,873 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
53
13F filers
53
New
5
Added
30
Reduced
10
Sold out
5
Shares held by filers
6,052,873

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Baltimore-Washington Financial Advisors…1,065,811$24.9M1.32%+143,14513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC836,135$19.5M1.53%+407,95013F-HRTimeline
NewEdge Advisors, LLC507,774$11.9M0.07%-49,86213F-HRTimeline
Keeler Thomas Management LLC351,718$8.22M4.03%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC322,588$7.54M0.17%+6,73013F-HRTimelineGroup
Commonwealth Financial Services, LLC318,926$7.45M1.53%+301,14713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…230,518$5.38M<0.01%+36,95113F-HRTimelineGroup
GAMMA Investing LLC200,146$4.68M0.35%+36,68313F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC192,425$4.5M<0.01%+54,39713F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.192,140$4.49M3.55%+181,44513F-HRTimeline
LPL Financial LLC190,194$4.44M<0.01%+15,98213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC189,803$4.43M0.01%+5,57813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/137,530$3.21M<0.01%+32,06313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC126,028$2.94M0.01%+13,76813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY98,222$2.29M<0.01%+17,40913F-HRTimelineGroup
SUMMIT INVESTMENT ADVISORS, INC.93,541$2.17M1.93%new13F-HRTimeline
Robertson Stephens Wealth Management, L…81,295$1.9M0.07%-6,93013F-HRTimeline
Straight Path Wealth Management81,170$1.9M0.77%+17,93513F-HRTimeline
UBS Group AGin group UBS Group AG76,744$1.79M<0.01%+55,50913F-HRTimelineGroup
IFP Advisors, Inc60,264$1.41M0.04%-3,32913F-HRTimeline
Cetera Investment Advisers59,503$1.39M<0.01%+18,06113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,614$1.37M<0.01%+2,53413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC53,583$1.25M0.01%-3,05913F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,589$1.18M<0.01%+8,92313F-HRTimeline
Sightline Wealth Advisors, LLC50,422$1.18M0.62%+35,33913F-HRTimeline
Integrated Wealth Concepts LLC49,701$1.16M0.01%+4,17413F-HRTimeline
WRAPMANAGER INC47,647$1.11M0.29%+1,75713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.34,015$795K<0.01%+17,00813F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC32,770$766K0.19%new13F-HR/ATimeline
HEADINVEST, LLC29,075$679K0.13%+4,75013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,550$668K<0.01%+4,57513F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC28,032$655K0.01%+33713F-HRTimeline
Rothschild Wealth LLC20,926$489K0.14%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC20,303$474K0.01%+7,74413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,528$386K<0.01%-7,12613F-HRTimelineGroup
Ironwood Financial, llc14,969$350K0.07%new13F-HRTimeline
Marble Harbor Investment Counsel, LLC14,332$335K0.04%-12,66813F-HRTimeline
Austin Private Wealth, LLC13,551$317K0.03%-1,74413F-HRTimeline
Heartland Bank & Trust Co12,989$303K0.16%new13F-HRTimeline
Reliant Wealth Planning11,501$269K0.12%-12813F-HRTimeline
M3 Advisory Group, LLC11,138$260K0.21%013F-HRTimeline
BridgePort Financial Solutions, LLC10,490$245K0.11%013F-HRTimeline
Bullock Wealth Management Group7,911$184K0.1%+4,46013F-HRTimeline
Orion Capital Management LLC7,200$168K0.07%+2,02913F-HRTimeline
Cherry Tree Wealth Management, LLC5,928$138K0.03%013F-HRTimeline
EP Wealth Advisors, LLC4,300$100K<0.01%-4813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,800$42K<0.01%-1,55013F-HRTimelineGroup
CWM, LLCin group CWM, LLC900$21K<0.01%+23013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC871$20.4K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.784$18.3K<0.01%+913F-HRTimeline
HARBOUR INVESTMENTS, INC.529$12.4K<0.01%013F-HRTimeline
AE Wealth Management LLC450$10.5K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.