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Disclosery

IBHH ISHARES TR

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SHS (fund)

103 managers (103 13F filers) reported a position in IBHH shares at 2026-03-31, 13,327,961 shares in all. 21 filers opened a position and 6 filers sold out during the quarter.

Managers
103
13F filers
103
New
21
Added
49
Reduced
22
Sold out
6
Shares held by filers
13,327,961

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LBMC INVESTMENT ADVISORS, LLC1,741,128$40.9M2.49%+28,13113F-HRTimeline
Baltimore-Washington Financial Advisors…1,250,806$29.4M1.27%+49,18713F-HRTimeline
LPL Financial LLC1,099,230$25.8M0.01%+180,65013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…887,329$20.8M0.01%+13,11013F-HRTimelineGroup
THREADGILL FINANCIAL, LLC868,688$20.4M5.92%+853,84713F-HRTimeline
Federation des caisses Desjardins du Qu…849,341$19.9M0.07%-24,76613F-HRTimeline
NewEdge Advisors, LLC759,103$17.8M0.06%-37,27713F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY497,631$11.7M<0.01%-82,92113F-HRTimelineGroup
Ironwood Financial, llc365,319$8.57M1.5%+19,21213F-HRTimeline
Commonwealth Financial Services, LLC360,859$8.47M1.34%+22,00413F-HRTimeline
HighTower Advisors, LLC360,449$8.46M0.01%+12,60113F-HRTimeline
Mutual Advisors, LLC333,037$7.82M0.17%+21,81113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA258,005$6.05M<0.01%+9,05713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC247,148$5.8M<0.01%+61,75813F-HRTimelineGroup
Chicago Partners Investment Group LLC212,985$5.03M0.11%new13F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.212,662$4.99M3.75%-4,39713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN210,424$4.94M<0.01%+65,71513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/209,554$4.92M<0.01%+4,08413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.167,594$3.93M0.04%+155,01913F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.157,003$3.72M1.57%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,511$3.63M0.01%-45,03713F-HRTimeline
Cetera Investment Advisers151,669$3.56M<0.01%+20413F-HRTimeline
Straight Path Wealth Management128,120$3.01M0.8%+7,72613F-HRTimeline
Keeler Thomas Management LLC125,767$2.95M1.25%-288,97413F-HRTimeline
Robertson Stephens Wealth Management, L…123,680$2.9M0.08%-31,04713F-HRTimeline
Rialto Wealth Management, LLC106,936$2.51M0.56%+55,59413F-HRTimeline
Cambridge Investment Research Advisors,…105,558$2.48M0.01%+16,11313F-HRTimeline
Penobscot Investment Management Company…71,760$1.68M0.13%+50,46013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC70,450$1.65M0.02%+14,43413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,579$1.61M<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.67,441$1.58M<0.01%+16,86013F-HRTimelineGroup
UBS Group AGin group UBS Group AG59,356$1.39M<0.01%+67913F-HRTimelineGroup
Integrated Wealth Concepts LLC57,328$1.35M0.01%-2,03713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC47,104$1.11M<0.01%-4,66113F-HRTimelineGroup
FOCUSED ALPHA, LLC41,498$974K0.3%+1,33913F-HRTimeline
WRAPMANAGER INC34,901$819K0.28%+113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,049$799K<0.01%+5,80513F-HRTimelineGroup
REBALANCE, LLC33,983$798K0.05%-12,67813F-HRTimeline
Heartland Bank & Trust Co30,711$721K0.16%+3,89013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,015$704K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,486$622K<0.01%-1,59413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC24,367$572K<0.01%new13F-HRTimelineGroup
Guidance Point Advisors, LLC24,183$568K0.13%+6,42713F-HRTimeline
Rothschild Wealth LLC24,061$565K0.05%+5,26913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,913$561K<0.01%+11,29213F-HRTimelineGroup
Kastel Capital Advisors, LLC23,556$558K0.34%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,021$540K0.01%+2,82513F-HRTimelineGroup
Aspen Wealth Management LLC21,543$506K0.1%+2,14113F-HRTimeline
Klaas Financial Asset Advisors, LLC21,329$501K0.07%+67013F-HRTimeline
High Note Wealth, LLC21,325$500K0.1%+15,28313F-HRTimeline
Bullock Wealth Management Group21,169$495K0.25%+5,43813F-HRTimeline
Beacon Pointe Advisors, LLC20,771$487K<0.01%+1,72713F-HRTimeline
First Western Trust Bank20,734$487K0.02%new13F-HRTimeline
IFP Advisors, Inc20,561$483K0.01%+3,82713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.20,296$476K0.03%new13F-HRTimeline
HEADINVEST, LLC20,025$470K0.1%-8,30013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,619$460K<0.01%+10,20713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV19,193$450K<0.01%-12,64613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,907$420K<0.01%+2,42513F-HRTimeline
Madden Advisory Services, Inc.17,499$411K0.16%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC17,294$408K0.38%+27013F-HRTimeline
Foundations Investment Advisors, LLC15,572$365K<0.01%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,923$350K0.01%-5,50513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,834$348K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC14,000$329K0.11%013F-HRTimeline
OLD MISSION CAPITAL LLC13,909$326K0.01%-2,86313F-HRTimeline
TABLEAUX LLC13,211$310K0.15%+4,04713F-HRTimeline
Reliant Wealth Planning11,366$267K0.08%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,250$264K<0.01%new13F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…11,162$262K0.12%new13F-HRTimeline
M3 Advisory Group, LLC11,138$261K0.16%013F-HRTimeline
Ellis Investment Partners, LLC10,887$256K0.04%+1,51213F-HRTimeline
Private Advisor Group, LLC10,434$245K<0.01%-16813F-HRTimeline
Windsor Capital Management, LLC10,161$238K0.07%+2413F-HRTimeline
Segment Wealth Management, LLC9,980$234K0.01%new13F-HRTimeline
Cyr Financial Inc.9,923$233K0.14%-1,62513F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,711$228K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC9,506$223K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC9,390$220K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,804$207K0.01%+713F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …8,611$202K0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,020$188K0.01%new13F-HRTimelineGroup
AE Wealth Management LLC7,689$180K<0.01%-1,71113F-HRTimeline
Parallel Advisors, LLC6,076$143K<0.01%+3,15113F-HR/ATimeline
Cherry Tree Wealth Management, LLC5,714$134K0.03%-21413F-HRTimeline
GAMMA Investing LLC5,503$129K0.01%-1,46813F-HRTimeline
Farther Finance Advisors, LLC4,937$115K<0.01%+4,24113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,860$67.1K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,580$60.6K<0.01%-8,21813F-HRTimelineGroup
Napier Financial, LLC2,202$51.7K0.01%new13F-HRTimeline
CNB Bank2,154$50.6K0.02%-2013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,083$48.7K<0.01%+53313F-HRTimeline
BARRETT & COMPANY, INC.1,925$45.2K0.02%013F-HRTimeline
Hurley Capital, LLC1,642$38.5K0.02%+41713F-HRTimeline
FMR LLCin group FMR LLC912$21.4K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.835$19.6K<0.01%+813F-HRTimeline
HAZLETT, BURT & WATSON, INC.760$18K0.01%+813F-HRTimeline
Atomic Invest LLC745$17.4K0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC731$17.2K0.02%13F-HRTimeline
CWM, LLCin group CWM, LLC670$15.7K<0.01%013F-HRTimelineGroup
HM PAYSON & CO420$9.86K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$2.35K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.68$1.6K<0.01%013F-HRTimeline