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Disclosery

IBHI ISHARES TR

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SHS (fund)

47 managers (47 13F filers) reported a position in IBHI shares at 2024-12-31, 1,999,593 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
15
Added
21
Reduced
2
Sold out
3
Shares held by filers
1,999,593

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC298,704$7M0.01%+2,62313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC287,115$6.73M0.53%+168,30513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/226,635$5.31M<0.01%+3,81913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY202,195$4.74M<0.01%+160,67513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…201,185$4.72M0.02%+192,72713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC104,305$2.45M0.02%+41,47113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,589$1.96M<0.01%13F-HR/ATimelineGroup
IFP Advisors, Inc57,483$1.35M0.04%+56,23513F-HRTimeline
Straight Path Wealth Management46,688$1.09M0.43%+6,85813F-HRTimeline
WRAPMANAGER INC45,871$1.08M0.28%+2,11913F-HRTimeline
Integrated Wealth Concepts LLC42,532$997K0.01%+6,07113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,087$941K<0.01%+7,18213F-HRTimelineGroup
LPL Financial LLC38,359$900K<0.01%+4,17813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,247$850K<0.01%+17,60213F-HRTimelineGroup
Beacon Pointe Advisors, LLC27,609$647K0.01%+5,07713F-HRTimeline
Sigma Planning Corp26,281$616K0.02%+14,73713F-HRTimeline
Marble Harbor Investment Counsel, LLC25,500$598K0.07%new13F-HRTimeline
HEADINVEST, LLC23,978$562K0.11%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,997$399K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers16,400$385K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,744$346K<0.01%new13F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.12,558$294K0.26%13F-HRTimeline
Bullock Wealth Management Group12,057$283K0.17%new13F-HRTimeline
BridgePort Financial Solutions, LLC10,806$256K0.12%13F-HRTimeline
UBS Group AGin group UBS Group AG10,600$249K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC10,291$243K0.01%+1,06813F-HRTimeline
Commonwealth Financial Services, LLC9,849$231K0.05%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,309$218K<0.01%+713F-HRTimelineGroup
Austin Private Wealth, LLC8,995$211K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC8,665$203K0.01%013F-HRTimeline
GAMMA Investing LLC8,568$201K0.02%-18613F-HRTimeline
M3 Advisory Group, LLC8,558$201K0.14%013F-HRTimeline
Global Retirement Partners, LLC7,116$167K<0.01%+1,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,318$101K<0.01%+16613F-HR/ATimelineGroup
NewEdge Advisors, LLC3,595$84.3K<0.01%+94313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,375$55.7K<0.01%-67,50313F-HRTimelineGroup
Bradley & Co. Private Wealth Management…2,200$51.6K0.03%13F-HRTimeline
Orion Capital Management LLC2,000$46.9K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC942$22.1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC902$21K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC895$21K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.771$18.1K<0.01%new13F-HR/ATimeline
Cherry Tree Wealth Management, LLC631$14.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.528$12.4K<0.01%new13F-HRTimeline
Costello Asset Management, INC409$9.59K0.01%+913F-HRTimeline
10Elms LLP151$3.54K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.