IBHI ISHARES TR
FollowSHS (fund)
Filings received so far for Q3 2026: 6 13F filers report a position in IBHI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Marathon Mission, Inc. | 236,578 | $5.4M | 2.72% | +16,515 | 13F-HRTimeline |
| Delta Wealth Advisors LLC | 233,879 | $5.34M | 3.67% | +1,820 | 13F-HRTimeline |
| Whalen Wealth Management Inc. | 72,525 | $1.66M | 0.71% | new | 13F-HRTimeline |
| Bullock Wealth Management Group | 37,800 | $858K | 0.36% | +1,805 | 13F-HRTimeline |
| GAMMA Investing LLC | 14,129 | $323K | 0.01% | +1,404 | 13F-HRTimeline |
| 1900 WEALTH MANAGEMENT LLC | 10,937 | $250K | 0.01% | +1,120 | 13F-HRTimeline |