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Disclosery

IBHH ISHARES TR

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SHS (fund)

89 managers (89 13F filers) reported a position in IBHH shares at 2025-12-31, 12,105,382 shares in all. 20 filers opened a position and 6 filers sold out during the quarter.

Managers
89
13F filers
89
New
20
Added
48
Reduced
7
Sold out
6
Shares held by filers
12,105,382

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LBMC INVESTMENT ADVISORS, LLC1,712,997$40.6M2.5%+197,02913F-HRTimeline
Baltimore-Washington Financial Advisors…1,201,619$28.4M1.18%+74,95913F-HRTimeline
LPL Financial LLC918,580$21.7M0.01%+247,96013F-HRTimeline
Federation des caisses Desjardins du Qu…874,107$20.7M0.08%+845,99213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…874,219$20.7M0.01%+549,80413F-HR/ATimelineGroup
NewEdge Advisors, LLC796,380$18.9M0.07%+33,88513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY580,552$13.7M<0.01%+380,86413F-HR/ATimelineGroup
Keeler Thomas Management LLC414,741$9.82M4.68%+3,22413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC352,924$8.36M0.14%+21,03313F-HRTimelineGroup
HighTower Advisors, LLC347,848$8.24M0.01%+13,62413F-HRTimeline
Ironwood Financial, llc346,107$8.22M1.39%+39,87613F-HRTimeline
Commonwealth Financial Services, LLC338,855$8.02M1.32%+13,60113F-HRTimeline
Mutual Advisors, LLC311,226$7.37M0.16%+3,65013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA248,948$5.89M<0.01%+3,64413F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.217,059$5.14M3.79%+10,08813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/205,470$4.86M<0.01%+52,77013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC199,548$4.72M0.01%+2,76113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC185,390$4.39M<0.01%+47,75013F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.157,003$3.72M1.57%new13F-HRTimeline
Robertson Stephens Wealth Management, L…154,727$3.66M0.1%+21,71913F-HRTimeline
Cetera Investment Advisers151,465$3.59M<0.01%+89,00613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN144,709$3.43M<0.01%+4,02913F-HRTimelineGroup
Straight Path Wealth Management120,394$2.85M0.77%+9,88013F-HRTimeline
Cambridge Investment Research Advisors,…89,445$2.12M0.01%+6,67513F-HRTimeline
Integrated Wealth Concepts LLC59,365$1.41M0.02%+11,25813F-HRTimeline
UBS Group AGin group UBS Group AG58,677$1.39M<0.01%+12,29113F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC56,016$1.33M0.02%+6,72613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC51,765$1.23M<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC51,342$1.22M0.29%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50,581$1.2M<0.01%+16,86013F-HRTimelineGroup
REBALANCE, LLC46,661$1.1M0.06%new13F-HRTimeline
FOCUSED ALPHA, LLC40,159$951K0.28%13F-HRTimeline
WRAPMANAGER INC34,900$826K0.28%-7,42513F-HRTimeline
THREADGILL FINANCIAL, LLC14,841$789K0.33%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,839$754K<0.01%+6,51613F-HRTimeline
Sightline Wealth Advisors, LLC30,881$731K0.31%-19,45013F-HRTimeline
HEADINVEST, LLC28,325$671K0.13%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,244$668K<0.01%+16,08713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,080$665K<0.01%+13,05913F-HRTimelineGroup
Heartland Bank & Trust Co26,821$635K0.27%+1,31113F-HRTimeline
Kastel Capital Advisors, LLC23,556$558K0.34%13F-HRTimeline
Austin Private Wealth, LLC23,045$546K0.04%+6013F-HRTimeline
Penobscot Investment Management Company…21,300$504K0.04%new13F-HRTimeline
Klaas Financial Asset Advisors, LLC20,659$489K0.07%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…20,428$484K0.01%+1,36513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,196$478K0.01%new13F-HRTimelineGroup
Aspen Wealth Management LLC19,402$459K0.1%+4,84313F-HRTimeline
Beacon Pointe Advisors, LLC19,044$451K<0.01%+93313F-HRTimeline
Rothschild Wealth LLC18,792$445K0.04%013F-HR/ATimeline
Guidance Point Advisors, LLC17,756$420K0.1%+5,82213F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC17,024$403K0.39%13F-HRTimeline
OLD MISSION CAPITAL LLC16,772$397K0.02%+7,99413F-HRTimeline
IFP Advisors, Inc16,734$396K0.01%-26,92613F-HRTimeline
Hobbs Group Advisors, LLC16,192$383K0.12%new13F-HRTimeline
Bullock Wealth Management Group15,731$372K0.18%+4,83013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,482$367K<0.01%+3,75013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,834$351K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC14,000$331K0.11%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,621$299K<0.01%+2,12313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,575$298K<0.01%new13F-HRTimelineGroup
Boreal Capital Management LLC0$286K0.22%013F-HRTimelineAmount filed as zero, left out of ratios.
Evanson Asset Management, LLC11,556$274K0.01%+82413F-HRTimeline
Cyr Financial Inc.11,548$273K0.17%-1,69513F-HRTimeline
Reliant Wealth Planning11,366$269K0.08%013F-HRTimeline
M3 Advisory Group, LLC11,138$264K0.16%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,798$256K0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC10,602$251K<0.01%+12613F-HRTimeline
Windsor Capital Management, LLC10,137$240K0.07%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,412$223K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC9,400$223K<0.01%+2,09113F-HRTimeline
Ellis Investment Partners, LLC9,375$222K0.04%new13F-HRTimeline
TABLEAUX LLC9,164$217K0.15%-87413F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,797$208K0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC8,431$200K<0.01%+8713F-HRTimeline
GAMMA Investing LLC6,971$165K0.01%+11913F-HRTimeline
High Note Wealth, LLC6,042$143K0.03%+5,28313F-HRTimeline
Cherry Tree Wealth Management, LLC5,928$140K0.03%013F-HRTimeline
Parallel Advisors, LLC2,925$69.2K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC2,532$59.9K<0.01%new13F-HRTimeline
CNB Bank2,174$51.5K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.1,925$45.6K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,550$36.7K<0.01%new13F-HRTimeline
Hurley Capital, LLC1,225$29K0.02%new13F-HRTimeline
Blue Trust, Inc.827$19.6K<0.01%+1713F-HRTimeline
HAZLETT, BURT & WATSON, INC.752$18K0.01%+1513F-HRTimeline
Farther Finance Advisors, LLC696$16.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC670$16K<0.01%-33413F-HRTimelineGroup
HM PAYSON & CO420$9.94K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.68$1.61K<0.01%-47413F-HRTimeline