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Disclosery

IBHH ISHARES TR

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SHS (fund)

73 managers (73 13F filers) reported a position in IBHH shares at 2025-09-30, 9,055,216 shares in all. 16 filers opened a position and 5 filers sold out during the quarter.

Managers
73
13F filers
73
New
16
Added
40
Reduced
8
Sold out
5
Shares held by filers
9,055,216

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,515,968$36.2M2.31%+342,05613F-HRTimeline
Baltimore-Washington Financial Advisors…1,126,660$26.9M1.15%+63,85413F-HRTimeline
NewEdge Advisors, LLC762,495$18.2M0.08%+241,22413F-HRTimeline
LPL Financial LLC670,620$16M<0.01%+442,05113F-HRTimeline
Keeler Thomas Management LLC411,517$9.82M4.01%+5,47013F-HRTimeline
HighTower Advisors, LLC334,224$7.97M0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC331,891$7.92M0.14%+5,16413F-HRTimelineGroup
Commonwealth Financial Services, LLC325,254$7.76M1.33%+6,06613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…324,415$7.74M0.01%+74,11613F-HRTimelineGroup
Mutual Advisors, LLC307,576$7.32M0.16%new13F-HRTimeline
Ironwood Financial, llc306,231$7.31M1.29%+291,26213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA245,304$5.85M<0.01%+45,33813F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.206,971$4.94M3.6%+6,22113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY199,688$4.76M<0.01%+34,07513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC196,787$4.7M0.01%-1,46513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC160,975$3.84M<0.01%+149,91513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/152,700$3.64M<0.01%+25,73713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN140,680$3.36M<0.01%+77,45213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC137,640$3.28M<0.01%+4,17013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…133,008$3.17M0.1%+15,02113F-HRTimeline
Straight Path Wealth Management110,514$2.64M0.74%+19,06613F-HRTimeline
Cambridge Investment Research Advisors,…82,770$1.98M0.01%+23,98613F-HRTimeline
Cetera Investment Advisers62,459$1.49M<0.01%+1,39113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC51,765$1.24M0.01%-1,17313F-HRTimelineGroup
Sightline Wealth Advisors, LLC50,331$1.2M0.54%-4,75113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC49,290$1.18M0.02%+13,09513F-HRTimelineGroup
Integrated Wealth Concepts LLC48,107$1.15M0.01%+1,73913F-HRTimeline
UBS Group AGin group UBS Group AG46,386$1.11M<0.01%+63813F-HRTimelineGroup
IFP Advisors, Inc43,660$1.04M0.03%-2,01413F-HR/ATimeline
WRAPMANAGER INC42,325$1.01M0.31%-6,32813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.33,721$805K<0.01%013F-HRTimelineGroup
HEADINVEST, LLC28,325$676K0.14%013F-HRTimeline
Federation des caisses Desjardins du Qu…28,115$671K<0.01%new13F-HRTimeline
Heartland Bank & Trust Co25,510$609K0.25%+4,54913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,323$604K<0.01%+13,76213F-HRTimeline
Austin Private Wealth, LLC22,985$548K0.04%+6,19713F-HRTimeline
Simplicity Wealth,LLC20,664$493K0.03%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,063$455K0.01%new13F-HRTimelineGroup
Rothschild Wealth LLC18,792$448K0.1%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…18,792$448K0.2%new13F-HRTimeline
Beacon Pointe Advisors, LLC18,111$432K<0.01%-2,31213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,021$358K<0.01%+4,97313F-HRTimelineGroup
Aspen Wealth Management LLC14,559$347K0.08%new13F-HRTimeline
Orion Capital Management LLC14,000$334K0.12%+3,00013F-HRTimeline
Cyr Financial Inc.13,243$316K0.22%+3,56813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,157$290K<0.01%new13F-HRTimelineGroup
Boreal Capital Management LLC0$289K0.23%013F-HRTimelineAmount filed as zero, left out of ratios.
Guidance Point Advisors, LLC11,934$285K0.07%+2,43313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,732$280K<0.01%+29613F-HRTimeline
Reliant Wealth Planning11,366$271K0.09%013F-HRTimeline
M3 Advisory Group, LLC11,138$266K0.17%013F-HRTimeline
Bullock Wealth Management Group10,901$259K0.13%+1,07113F-HRTimeline
Evanson Asset Management, LLC10,732$256K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,498$250K<0.01%+1,28613F-HRTimelineGroup
Private Advisor Group, LLC10,476$250K<0.01%+43213F-HRTimeline
TABLEAUX LLC10,038$240K0.1%+1,15113F-HRTimeline
OLD MISSION CAPITAL LLC8,778$209K0.01%-3,90513F-HRTimeline
Global Retirement Partners, LLC8,344$199K<0.01%+7013F-HRTimeline
AE Wealth Management LLC7,309$174K<0.01%+6,50913F-HRTimeline
GAMMA Investing LLC6,852$163K0.01%-45,49013F-HRTimeline
Cherry Tree Wealth Management, LLC5,928$141K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,074$121K<0.01%+9513F-HRTimelineGroup
BARRETT & COMPANY, INC.1,925$45.9K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,004$24K<0.01%+33413F-HRTimelineGroup
Blue Trust, Inc.810$19.3K<0.01%+1313F-HRTimeline
High Note Wealth, LLC759$18.1K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.737$18K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC696$16.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.542$12.9K<0.01%013F-HRTimeline
HM PAYSON & CO420$10K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC300$7.16K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC184$4.4K<0.01%new13F-HRTimeline
Advisory Services Network, LLC147$3.51K<0.01%new13F-HRTimeline