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Disclosery

IBHI ISHARES TR

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SHS (fund)

94 managers (94 13F filers) reported a position in IBHI shares at 2026-06-30, 13,713,152 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
94
13F filers
94
New
10
Added
50
Reduced
15
Sold out
7
Shares held by filers
13,713,152

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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, LLC1,709,445$40M2.17%+241,66913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,687,300$39.5M0.02%+594,47213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,556,885$36.4M<0.01%+154,76513F-HRTimelineGroup
HighTower Advisors, LLC964,286$22.6M0.02%new13F-HRTimeline
NewEdge Advisors, LLC907,747$21.2M0.06%+52,47713F-HRTimeline
Baltimore-Washington Financial Advisors…710,128$16.6M0.62%+57,81413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC515,401$12.1M0.02%-19,46113F-HRTimeline
Scissortail Wealth Management, LLC494,248$11.6M2.22%+8,87713F-HRTimeline
LPL Financial LLC488,748$11.4M<0.01%+119,15413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/442,891$10.4M<0.01%+28,88413F-HRTimelineGroup
Mutual Advisors, LLC292,785$6.85M0.13%+275,59213F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.285,227$6.67M4.85%+33,26913F-HRTimeline
Delta Wealth Advisors LLC232,059$5.43M3.88%+13,65113F-HRTimeline
Ironwood Financial, llc222,822$5.18M0.81%+118,87713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.220,854$5.17M0.05%+10,45813F-HRTimelineGroup
Marathon Mission, Inc.220,063$5.15M2.57%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.185,493$4.34M<0.01%+117,93913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC152,594$3.57M<0.01%+8,30113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC146,393$3.42M<0.01%+103,12113F-HRTimelineGroup
Bradley & Co. Private Wealth Management…144,942$3.39M1.62%013F-HRTimeline
Cambridge Investment Research Advisors,…140,866$3.29M0.01%+74,37213F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN132,704$3.1M<0.01%+6,15613F-HRTimelineGroup
Straight Path Wealth Management128,362$3M0.7%+11,81413F-HRTimeline
Integrated Wealth Concepts LLC126,840$2.97M0.01%+26,06313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV120,176$2.81M<0.01%+11,71513F-HR/ATimeline
Commonwealth Financial Services, LLC99,393$2.32M0.31%-252,58313F-HRTimeline
Sigma Planning Corp82,373$1.93M0.05%+5,01613F-HRTimeline
Penobscot Investment Management Company…77,785$1.82M0.12%+5,45013F-HRTimeline
First Western Trust Bank71,612$1.68M0.08%+50,67413F-HRTimeline
Beacon Pointe Advisors, LLC69,368$1.62M0.01%+12,26313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,886$1.4M<0.01%new13F-HRTimelineGroup
Keeler Thomas Management LLC56,038$1.31M0.46%-62,20613F-HRTimeline
Robertson Stephens Wealth Management, L…54,010$1.26M0.03%+17,49713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC44,828$1.05M<0.01%-23,04213F-HRTimelineGroup
UBS Group AGin group UBS Group AG43,551$1.02M<0.01%+4,39513F-HRTimelineGroup
FOCUSED ALPHA, LLC39,247$918K0.24%+33213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,954$865K<0.01%-53913F-HRTimelineGroup
Bullock Wealth Management Group35,995$839K0.36%13F-HRTimeline
Cyr Financial Inc.35,657$834K0.43%+48913F-HRTimeline
High Note Wealth, LLC35,547$831K0.14%+17,36213F-HRTimeline
Aspen Wealth Management LLC33,329$780K0.13%+15,97613F-HRTimeline
Cetera Investment Advisers31,776$743K<0.01%-7,24013F-HRTimeline
WRAPMANAGER INC31,383$734K0.23%-3,66413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC31,369$734K0.03%013F-HRTimeline
Heartland Bank & Trust Co30,962$724K0.15%+5,98113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC29,718$695K0.01%+3,16313F-HRTimelineGroup
Quad-Cities Investment Group, LLC23,065$539K0.19%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…22,550$527K<0.01%+6,08913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,123$494K<0.01%+11,64613F-HRTimelineGroup
Guidance Point Advisors, LLC20,925$490K0.1%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,423$454K<0.01%+2,32613F-HRTimelineGroup
Snowden Capital Advisors LLC18,116$424K0.01%013F-HRTimeline
Ruggaard & Associates LLC17,947$420K0.15%+4,25313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,539$387K<0.01%013F-HRTimeline
Segment Wealth Management, LLC16,215$379K0.02%+1,72513F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC15,228$355K0.31%-47413F-HRTimeline
IFP Advisors, Inc15,046$352K0.01%-62113F-HRTimeline
Private Advisor Group, LLC14,913$349K<0.01%-2,68513F-HRTimeline
Occidental Asset Management, LLC14,871$348K0.03%+1,55013F-HRTimeline
Belpointe Asset Management LLC12,730$298K0.01%new13F-HRTimeline
GAMMA Investing LLC12,725$298K0.01%+7,47213F-HRTimeline
Madden Advisory Services, Inc.11,610$272K0.1%+94813F-HRTimeline
Waverly Advisors, LLC11,505$269K<0.01%+72813F-HRTimeline
Legacy Trust11,339$265K0.05%013F-HRTimeline
Windsor Capital Management, LLC11,330$265K0.07%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,245$263K0.01%-3,74213F-HRTimelineGroup
Ellis Investment Partners, LLC11,187$262K0.04%+57213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,086$259K<0.01%-18,43313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,364$242K<0.01%+2313F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC9,817$230K0.01%013F-HRTimeline
Daviman Financial, LLC9,769$228K0.13%+68213F-HRTimeline
HEADINVEST, LLC9,303$218K0.04%-4,72513F-HRTimeline
TABLEAUX LLC9,224$216K0.09%-1,02513F-HRTimeline
SUMMITRY LLC8,865$207K0.01%-55013F-HRTimeline
MCF Advisors LLC7,217$169K0.01%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…6,956$162K0.01%+11213F-HRTimelineGroup
Global Retirement Partners, LLC6,586$154K<0.01%13F-HRTimeline
Activest Wealth Management6,510$152K0.03%013F-HRTimeline
Orion Capital Management LLC5,000$117K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,514$106K<0.01%013F-HRTimeline
CNB Bank3,724$87.1K0.03%+17413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,751$64.3K0.01%new13F-HRTimeline
Napier Financial, LLC2,222$52K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,944$45.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,532$35.9K<0.01%+2413F-HRTimeline
Parallel Advisors, LLC1,350$31.6K<0.01%new13F-HRTimeline
10Elms LLP1,251$29.3K0.01%+70013F-HRTimeline
Blue Trust, Inc.849$19.8K<0.01%+1413F-HRTimeline
Atomic Invest LLC750$17.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC699$16.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC634$14.8K<0.01%013F-HRTimeline
HM PAYSON & CO446$10.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.67$1.57K<0.01%013F-HRTimeline
Basepoint Wealth LLC50$1.17K<0.01%new13F-HRTimeline