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Disclosery

IBHI ISHARES TR

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SHS (fund)

76 managers (76 13F filers) reported a position in IBHI shares at 2025-12-31, 9,432,110 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
76
13F filers
76
New
13
Added
38
Reduced
9
Sold out
5
Shares held by filers
9,432,110

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LBMC INVESTMENT ADVISORS, LLC1,351,581$31.9M1.97%+407,67513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,306,212$30.9M<0.01%+60,05613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,070,938$25.3M0.02%+248,26513F-HR/ATimelineGroup
NewEdge Advisors, LLC883,775$20.9M0.08%+135,32213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC577,204$13.6M0.02%+270,10313F-HRTimeline
Baltimore-Washington Financial Advisors…502,656$11.9M0.49%+283,97913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/436,090$10.3M<0.01%+104,75513F-HRTimelineGroup
Keeler Thomas Management LLC399,476$9.44M4.5%+1,31513F-HRTimeline
Commonwealth Financial Services, LLC328,813$7.77M1.28%+14,76513F-HRTimeline
LPL Financial LLC273,126$6.45M<0.01%+59,84513F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.245,559$5.8M4.28%+10,67513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.189,233$4.47M0.05%+6,40613F-HRTimelineGroup
Delta Wealth Advisors LLC158,152$3.74M3.13%new13F-HRTimeline
Bradley & Co. Private Wealth Management…144,942$3.42M1.84%-43213F-HRTimeline
Straight Path Wealth Management109,998$2.6M0.7%+32,62713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,800$2.17M<0.01%+17,51413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90,674$2.14M<0.01%+27,83713F-HRTimelineGroup
Ironwood Financial, llc88,628$2.1M0.36%+32,92813F-HRTimeline
Integrated Wealth Concepts LLC87,297$2.06M0.02%+12,95513F-HRTimeline
UBS Group AGin group UBS Group AG79,951$1.89M<0.01%+58,91513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC74,894$1.79M0.01%013F-HRTimelineGroup
Scissortail Wealth Management, LLC59,589$1.41M0.32%+4,52113F-HRTimeline
Sigma Planning Corp56,822$1.34M0.04%+12,50513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50,666$1.2M<0.01%+16,88813F-HRTimelineGroup
Beacon Pointe Advisors, LLC48,616$1.15M0.01%+7,41413F-HRTimeline
Cambridge Investment Research Advisors,…47,529$1.12M<0.01%-10,39213F-HRTimeline
FOCUSED ALPHA, LLC37,475$886K0.26%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,322$882K<0.01%+5,32913F-HRTimelineGroup
Cyr Financial Inc.36,883$872K0.54%-1,82413F-HRTimeline
Cetera Investment Advisers35,819$846K<0.01%+4,90713F-HRTimeline
WRAPMANAGER INC34,998$827K0.28%-7,52113F-HRTimeline
THREADGILL FINANCIAL, LLC9,030$705K0.29%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC29,247$691K0.05%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,939$684K<0.01%new13F-HRTimelineGroup
HEADINVEST, LLC26,978$637K0.13%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,698$631K<0.01%+3,32613F-HRTimeline
Bullock Wealth Management Group24,283$574K0.28%+4,40313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC24,005$567K0.01%+2,50513F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…20,519$485K0.01%+1,37113F-HRTimelineGroup
IFP Advisors, Inc20,519$485K0.01%-20,69013F-HRTimeline
Mutual Advisors, LLC19,047$450K0.01%013F-HRTimeline
Aspen Wealth Management LLC17,353$410K0.09%+4,86113F-HRTimeline
BridgePort Financial Solutions, LLC16,441$389K0.1%-12913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,229$383K<0.01%+3,75013F-HRTimeline
Hobbs Group Advisors, LLC16,202$383K0.12%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC15,637$369K0.36%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,923$330K<0.01%new13F-HRTimelineGroup
Penobscot Investment Management Company…13,450$318K0.02%new13F-HRTimeline
Occidental Asset Management, LLC13,321$315K0.04%+2,15013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,548$297K0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC12,281$290K<0.01%+19713F-HRTimeline
Legacy Trust11,339$268K0.05%013F-HRTimeline
Austin Private Wealth, LLC10,326$244K0.02%-18213F-HRTimeline
Ameraudi Asset Management, Inc.9,609$227K0.12%new13F-HRTimeline
Snowden Capital Advisors LLC9,509$225K0.01%013F-HRTimeline
Ellis Investment Partners, LLC9,400$222K0.04%new13F-HRTimeline
Global Retirement Partners, LLC9,257$219K<0.01%+4613F-HRTimeline
McIlrath & Eck, LLC8,599$203K0.02%new13F-HRTimeline
M3 Advisory Group, LLC8,558$202K0.12%013F-HRTimeline
Reliant Wealth Planning8,431$199K0.06%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…6,768$159K0.01%+14613F-HRTimelineGroup
Orion Capital Management LLC5,000$118K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,049$95.7K<0.01%+1,26913F-HRTimelineGroup
CNB Bank3,566$84.3K0.03%new13F-HRTimeline
GAMMA Investing LLC2,753$65.1K<0.01%+2713F-HRTimeline
High Note Wealth, LLC2,735$64.6K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,018$47.7K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,944$45.9K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC902$21K<0.01%-33413F-HRTimelineGroup
Blue Trust, Inc.826$19.5K<0.01%+1813F-HRTimeline
HAZLETT, BURT & WATSON, INC.756$18K0.01%+1713F-HRTimeline
Farther Finance Advisors, LLC699$16.5K<0.01%013F-HRTimeline
Bogart Wealth, LLC634$15K<0.01%new13F-HRTimeline
10Elms LLP551$13K0.01%013F-HRTimeline
HM PAYSON & CO446$10.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.67$1.58K<0.01%-47413F-HRTimeline