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Disclosery

IBHI ISHARES TR

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SHS (fund)

60 managers (60 13F filers) reported a position in IBHI shares at 2025-06-30, 3,865,036 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
30
Reduced
14
Sold out
2
Shares held by filers
3,865,036

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC511,879$12.1M0.86%+48,63113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY431,319$10.2M<0.01%+101,83513F-HRTimelineGroup
Keeler Thomas Management LLC392,029$9.29M4%+36,10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC323,834$7.67M0.01%+13,38813F-HRTimeline
Commonwealth Financial Services, LLC306,234$7.25M1.4%+60113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/296,464$7.02M<0.01%+7,95013F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.208,841$4.95M3.82%+8,02613F-HRTimeline
Bradley & Co. Private Wealth Management…145,374$3.44M2.11%+25,33313F-HRTimeline
Baltimore-Washington Financial Advisors…88,737$2.1M0.1%+73,87413F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.81,772$1.92M1.58%+7,56213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,370$1.81M<0.01%-32,33113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC75,084$1.78M0.01%-2,98513F-HRTimelineGroup
Integrated Wealth Concepts LLC69,142$1.64M0.02%+17,16713F-HRTimeline
Straight Path Wealth Management61,063$1.45M0.49%+9,23613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,623$1.41M<0.01%+23,37613F-HRTimelineGroup
Cambridge Investment Research Advisors,…54,782$1.3M<0.01%+29,67213F-HRTimeline
Scissortail Wealth Management, LLC54,584$1.29M0.31%+45213F-HRTimeline
LPL Financial LLC50,551$1.2M<0.01%+7,75313F-HRTimeline
WRAPMANAGER INC49,053$1.16M0.28%+1,32413F-HRTimeline
IFP Advisors, Inc43,189$1.02M0.03%-11,52113F-HRTimeline
Beacon Pointe Advisors, LLC37,894$898K0.01%-38013F-HRTimeline
Sigma Planning Corp35,740$847K0.03%+5,91113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.33,778$800K<0.01%-21513F-HRTimelineGroup
Cyr Financial Inc.32,712$775K0.6%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,199$739K<0.01%-8,56513F-HR/ATimelineGroup
HEADINVEST, LLC26,978$639K0.14%-75013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC26,701$633K0.05%new13F-HRTimeline
Cetera Investment Advisers22,788$540K<0.01%+3,05813F-HRTimeline
Bullock Wealth Management Group18,669$439K0.23%+1,68113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC18,124$429K0.01%+8,55713F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,090$405K<0.01%-34,87513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,285$338K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,556$321K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC12,391$293K0.01%+2,10013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,065$286K<0.01%-2,67913F-HRTimeline
Waverly Advisors, LLC11,954$283K<0.01%+3813F-HRTimeline
Austin Private Wealth, LLC11,587$274K0.02%-7513F-HRTimeline
Marble Harbor Investment Counsel, LLC11,540$273K0.03%-1,28413F-HRTimeline
BridgePort Financial Solutions, LLC10,640$252K0.08%-16613F-HRTimeline
Legacy Trust10,589$251K0.06%+50013F-HRTimeline
Occidental Asset Management, LLC10,481$248K0.03%013F-HRTimeline
Snowden Capital Advisors LLC9,509$225K0.01%013F-HRTimeline
Global Retirement Partners, LLC9,176$217K0.01%13F-HRTimeline
TABLEAUX LLC8,898$211K0.12%new13F-HR/ATimeline
M3 Advisory Group, LLC8,558$203K0.14%new13F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…6,510$153K0.01%+4,03713F-HRTimelineGroup
NewEdge Advisors, LLC3,595$85.2K<0.01%013F-HRTimeline
GAMMA Investing LLC3,182$75.4K<0.01%-5,53413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,621$62.1K<0.01%+32213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,426$57.5K<0.01%+2,36013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC2,228$52.8K0.01%013F-HRTimeline
Orion Capital Management LLC2,000$47.4K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.1,944$46.1K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC895$21.2K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC902$21K<0.01%-23013F-HRTimelineGroup
Blue Trust, Inc.794$18.8K<0.01%+1413F-HRTimeline
HARBOUR INVESTMENTS, INC.541$12.8K<0.01%+1313F-HRTimeline
Costello Asset Management, INC421$9.98K<0.01%+713F-HRTimeline
10Elms LLP151$3.58K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.