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Disclosery

IBHI ISHARES TR

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SHS (fund)

93 managers (93 13F filers) reported a position in IBHI shares at 2026-03-31, 11,062,936 shares in all. 24 filers opened a position and 5 filers sold out during the quarter.

Managers
93
13F filers
93
New
24
Added
42
Reduced
13
Sold out
5
Shares held by filers
11,062,936

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,467,776$34.2M2.08%+116,19513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,402,120$32.6M<0.01%+95,90813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,092,828$25.4M0.02%+21,89013F-HRTimelineGroup
NewEdge Advisors, LLC855,270$19.9M0.07%-28,50513F-HR/ATimeline
Baltimore-Washington Financial Advisors…652,314$15.2M0.66%+149,65813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC534,862$12.5M0.02%-42,34213F-HRTimeline
THREADGILL FINANCIAL, LLC486,139$11.3M3.29%+477,10913F-HRTimeline
Scissortail Wealth Management, LLC485,371$11.3M2.27%+425,78213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/414,007$9.64M<0.01%-22,08313F-HRTimelineGroup
LPL Financial LLC369,594$8.61M<0.01%+96,46813F-HRTimeline
Commonwealth Financial Services, LLC351,976$8.2M1.3%+23,16313F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.251,958$5.87M4.41%+6,39913F-HRTimeline
Delta Wealth Advisors LLC218,408$5.09M3.87%+60,25613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.210,396$4.9M0.06%+21,16313F-HRTimelineGroup
Bradley & Co. Private Wealth Management…144,942$3.37M1.78%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC144,293$3.36M<0.01%+52,49313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN126,548$2.95M<0.01%+35,87413F-HR/ATimelineGroup
Keeler Thomas Management LLC118,244$2.75M1.17%-281,23213F-HRTimeline
Straight Path Wealth Management116,548$2.71M0.72%+6,55013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV108,461$2.53M<0.01%+81,76313F-HRTimeline
Ironwood Financial, llc103,945$2.42M0.42%+15,31713F-HRTimeline
Integrated Wealth Concepts LLC100,777$2.35M0.02%+13,48013F-HRTimeline
Sigma Planning Corp77,357$1.8M0.05%+20,53513F-HRTimeline
Penobscot Investment Management Company…72,335$1.68M0.13%+58,88513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC67,870$1.58M0.01%-7,02413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.67,554$1.57M<0.01%+16,88813F-HRTimelineGroup
Cambridge Investment Research Advisors,…66,494$1.55M<0.01%+18,96513F-HRTimeline
Beacon Pointe Advisors, LLC57,105$1.33M0.01%+8,48913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,272$1.01M<0.01%+14,33313F-HRTimelineGroup
UBS Group AGin group UBS Group AG39,156$912K<0.01%-40,79513F-HRTimelineGroup
Cetera Investment Advisers39,016$908K<0.01%+3,19713F-HRTimeline
FOCUSED ALPHA, LLC38,915$906K0.28%+1,44013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,493$873K<0.01%+17113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…36,513$850K0.02%new13F-HRTimeline
Cyr Financial Inc.35,168$819K0.48%-1,71513F-HRTimeline
WRAPMANAGER INC35,047$816K0.28%+4913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC31,369$730K0.05%+2,12213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,519$687K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group28,984$672K0.34%+4,70113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC26,555$618K0.01%+2,55013F-HRTimelineGroup
Heartland Bank & Trust Co24,981$582K0.13%new13F-HRTimeline
First Western Trust Bank20,938$487K0.02%new13F-HRTimeline
High Note Wealth, LLC18,185$423K0.08%+15,45013F-HRTimeline
Snowden Capital Advisors LLC18,116$422K0.01%+8,60713F-HRTimeline
Private Advisor Group, LLC17,598$410K<0.01%new13F-HRTimeline
Aspen Wealth Management LLC17,353$404K0.08%013F-HRTimeline
McIlrath & Eck, LLC17,311$403K0.03%+8,71213F-HRTimeline
Mutual Advisors, LLC17,193$400K0.01%-1,85413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,097$398K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,539$385K<0.01%+31013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,461$383K<0.01%+2,53813F-HRTimelineGroup
RIVER'S EDGE WEALTH MANAGEMENT, LLC15,702$369K0.35%+6513F-HRTimeline
IFP Advisors, Inc15,667$365K0.01%-4,85213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,987$349K0.01%-5,53213F-HRTimelineGroup
Segment Wealth Management, LLC14,490$337K0.02%new13F-HRTimeline
HEADINVEST, LLC14,028$327K0.07%-12,95013F-HRTimeline
Ruggaard & Associates LLC13,694$319K0.13%new13F-HRTimeline
Occidental Asset Management, LLC13,321$310K0.04%013F-HRTimeline
Legacy Trust11,339$264K0.05%013F-HRTimeline
Waverly Advisors, LLC10,777$251K<0.01%-1,50413F-HRTimeline
Madden Advisory Services, Inc.10,662$248K0.1%new13F-HRTimeline
Ellis Investment Partners, LLC10,615$247K0.04%+1,21513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,341$241K<0.01%new13F-HRTimelineGroup
TABLEAUX LLC10,249$239K0.12%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,817$229K0.01%new13F-HRTimeline
Ameraudi Asset Management, Inc.9,609$224K0.12%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,477$221K<0.01%+5,42813F-HRTimelineGroup
SUMMITRY LLC9,415$219K0.01%new13F-HR/ATimeline
Daviman Financial, LLC9,087$212K0.13%new13F-HRTimeline
MCF Advisors LLC7,217$168K0.01%new13F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…6,844$159K0.01%+7613F-HRTimelineGroup
Activest Wealth Management6,510$152K0.03%new13F-HRTimeline
Advisory Services Network, LLC5,382$125K<0.01%new13F-HRTimeline
GAMMA Investing LLC5,253$122K0.01%+2,50013F-HRTimeline
Orion Capital Management LLC5,000$116K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,514$105K<0.01%new13F-HRTimeline
CNB Bank3,550$82.7K0.03%-1613F-HRTimeline
Napier Financial, LLC2,222$51.7K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,086$48.6K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC2,018$47K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,944$45.3K0.02%013F-HRTimeline
Golden State Wealth Management, LLC1,508$35.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC941$21.9K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC902$21K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.835$19.4K<0.01%+913F-HRTimeline
HAZLETT, BURT & WATSON, INC.765$18K0.01%+913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…750$17.5K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC750$17.3K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC699$16.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC634$14.8K<0.01%013F-HRTimeline
10Elms LLP551$12.8K0.01%013F-HRTimeline
HM PAYSON & CO446$10.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.67$1.56K<0.01%013F-HRTimeline