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Disclosery

IBHI ISHARES TR

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SHS (fund)

66 managers (66 13F filers) reported a position in IBHI shares at 2025-09-30, 7,298,889 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
66
13F filers
66
New
11
Added
39
Reduced
8
Sold out
3
Shares held by filers
7,298,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MORGAN STANLEYin group MORGAN STANLEY1,246,156$29.7M<0.01%+814,83713F-HR/ATimelineGroup
LBMC INVESTMENT ADVISORS, LLC943,906$22.5M1.43%+432,02713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…822,673$19.6M0.01%+763,05013F-HRTimelineGroup
NewEdge Advisors, LLC748,453$17.9M0.08%+744,85813F-HRTimeline
Keeler Thomas Management LLC398,161$9.5M3.88%+6,13213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/331,335$7.9M<0.01%+34,87113F-HR/ATimelineGroup
Commonwealth Financial Services, LLC314,048$7.49M1.28%+7,81413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC307,101$7.32M0.01%-16,73313F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.234,884$5.6M4.08%+26,04313F-HRTimeline
Baltimore-Washington Financial Advisors…218,677$5.22M0.22%+129,94013F-HRTimeline
LPL Financial LLC213,281$5.09M<0.01%+162,73013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.182,827$4.36M0.05%new13F-HRTimelineGroup
Bradley & Co. Private Wealth Management…145,374$3.47M1.92%013F-HRTimeline
Straight Path Wealth Management77,371$1.85M0.51%+16,30813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC74,894$1.79M0.01%-19013F-HRTimelineGroup
Integrated Wealth Concepts LLC74,342$1.77M0.02%+5,20013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,286$1.77M<0.01%-2,08413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN62,837$1.5M<0.01%+60,41113F-HRTimelineGroup
Cambridge Investment Research Advisors,…57,921$1.38M<0.01%+3,13913F-HRTimeline
Ironwood Financial, llc55,700$1.33M0.24%new13F-HRTimeline
Scissortail Wealth Management, LLC55,068$1.31M0.29%+48413F-HRTimeline
Sigma Planning Corp44,317$1.06M0.03%+8,57713F-HRTimeline
WRAPMANAGER INC42,519$1.01M0.31%-6,53413F-HRTimeline
IFP Advisors, Inc41,209$983K0.03%-1,98013F-HR/ATimeline
Beacon Pointe Advisors, LLC41,202$983K0.01%+3,30813F-HRTimeline
Cyr Financial Inc.38,707$923K0.63%+5,99513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.33,778$806K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,993$763K<0.01%+79413F-HRTimelineGroup
Cetera Investment Advisers30,912$737K<0.01%+8,12413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC29,247$698K0.05%+2,54613F-HRTimeline
HEADINVEST, LLC26,978$643K0.13%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,372$557K<0.01%+9,08713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC21,500$513K0.01%+3,37613F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,036$502K<0.01%+3,94613F-HRTimelineGroup
Bullock Wealth Management Group19,880$472K0.23%+1,21113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,148$457K0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC19,047$452K0.01%+6,65613F-HRTimeline
BridgePort Financial Solutions, LLC16,570$395K0.11%+5,93013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,227$315K<0.01%new13F-HRTimelineGroup
Aspen Wealth Management LLC12,492$298K0.07%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,479$298K<0.01%+41413F-HRTimeline
Waverly Advisors, LLC12,084$288K<0.01%+13013F-HRTimeline
Legacy Trust11,339$270K0.05%+75013F-HRTimeline
Occidental Asset Management, LLC11,171$266K0.03%+69013F-HRTimeline
Austin Private Wealth, LLC10,508$251K0.02%-1,07913F-HRTimeline
TABLEAUX LLC9,850$235K0.09%+95213F-HRTimeline
Snowden Capital Advisors LLC9,509$227K0.01%013F-HRTimeline
Global Retirement Partners, LLC9,211$220K<0.01%+3513F-HRTimeline
M3 Advisory Group, LLC8,558$204K0.13%013F-HRTimeline
Reliant Wealth Planning8,431$201K0.07%new13F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…6,622$157K0.01%+11213F-HRTimelineGroup
Orion Capital Management LLC5,000$119K0.04%+3,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,780$66.1K<0.01%+15913F-HRTimelineGroup
GAMMA Investing LLC2,726$65K<0.01%-45613F-HRTimeline
Advisory Services Network, LLC2,148$51.2K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,018$48.1K0.01%-21013F-HRTimeline
BARRETT & COMPANY, INC.1,944$46.4K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,236$29K<0.01%+33413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC895$21.3K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.808$19.3K<0.01%+1413F-HRTimeline
HAZLETT, BURT & WATSON, INC.739$18K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC699$16.7K<0.01%new13F-HRTimeline
10Elms LLP551$13.1K0.01%+40013F-HRTimeline
HARBOUR INVESTMENTS, INC.541$12.9K<0.01%013F-HRTimeline
HM PAYSON & CO446$10.6K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC167$3.98K<0.01%new13F-HRTimeline