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Disclosery

IBHI ISHARES TR

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SHS (fund)

54 managers (54 13F filers) reported a position in IBHI shares at 2025-03-31, 3,468,384 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
54
13F filers
54
New
10
Added
28
Reduced
6
Sold out
2
Shares held by filers
3,468,384

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC463,248$10.8M0.84%+176,13313F-HRTimeline
Keeler Thomas Management LLC355,929$8.26M4.05%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY329,484$7.65M<0.01%+127,28913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC310,446$7.21M0.01%+11,74213F-HRTimeline
Commonwealth Financial Services, LLC305,633$7.1M1.45%+295,78413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,514$6.7M<0.01%+61,87913F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.200,815$4.66M3.68%+188,25713F-HRTimeline
Bradley & Co. Private Wealth Management…120,041$2.79M1.9%+117,84113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,701$2.52M<0.01%+25,11213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC78,069$1.81M0.01%-26,23613F-HRTimelineGroup
SUMMIT INVESTMENT ADVISORS, INC.74,210$1.71M1.52%new13F-HRTimeline
OLD MISSION CAPITAL LLC55,666$1.29M0.02%new13F-HRTimeline
IFP Advisors, Inc54,710$1.27M0.04%-2,77313F-HRTimeline
Scissortail Wealth Management, LLC54,132$1.26M0.32%new13F-HRTimeline
Integrated Wealth Concepts LLC51,975$1.21M0.01%+9,44313F-HRTimeline
UBS Group AGin group UBS Group AG51,965$1.21M<0.01%+41,36513F-HRTimelineGroup
Straight Path Wealth Management51,827$1.2M0.49%+5,13913F-HRTimeline
WRAPMANAGER INC47,729$1.11M0.29%+1,85813F-HRTimeline
LPL Financial LLC42,798$994K<0.01%+4,43913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,764$923K<0.01%-32313F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC38,274$889K0.01%+10,66513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,247$842K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.33,993$789K<0.01%+16,99613F-HRTimelineGroup
Sigma Planning Corp29,829$693K0.02%+3,54813F-HRTimeline
HEADINVEST, LLC27,728$644K0.13%+3,75013F-HRTimeline
Cambridge Investment Research Advisors,…25,110$583K<0.01%-176,07513F-HRTimeline
Cetera Investment Advisers19,730$458K<0.01%+3,33013F-HRTimeline
Bullock Wealth Management Group16,988$393K0.22%+4,93113F-HRTimeline
Baltimore-Washington Financial Advisors…14,863$345K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,744$342K<0.01%013F-HRTimeline
Marble Harbor Investment Counsel, LLC12,824$298K0.03%-12,67613F-HRTimeline
Waverly Advisors, LLC11,916$277K<0.01%new13F-HRTimeline
Austin Private Wealth, LLC11,662$271K0.02%+2,66713F-HRTimeline
BridgePort Financial Solutions, LLC10,806$251K0.11%013F-HRTimeline
Occidental Asset Management, LLC10,481$243K0.04%new13F-HRTimeline
Mutual Advisors, LLC10,291$238K0.01%013F-HRTimeline
Legacy Trust10,089$234K0.06%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,567$222K<0.01%+25813F-HRTimelineGroup
Snowden Capital Advisors LLC9,509$221K0.01%+84413F-HRTimeline
GAMMA Investing LLC8,716$202K0.02%+14813F-HR/ATimeline
NewEdge Advisors, LLC3,595$83.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,800$65K<0.01%+42513F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…2,473$57.3K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,299$53.4K<0.01%-2,01913F-HRTimelineGroup
Cherry Tree Wealth Management, LLC2,228$51.7K0.01%+1,59713F-HRTimeline
Orion Capital Management LLC2,000$46.4K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,132$26K<0.01%+23013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC895$21K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.780$18.1K<0.01%+913F-HRTimeline
HARBOUR INVESTMENTS, INC.528$12.3K<0.01%013F-HRTimeline
Costello Asset Management, INC414$9.61K<0.01%+513F-HRTimeline
10Elms LLP151$3.51K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN66$1.53K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.