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IBHK ISHARES TR

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ETF (fund)

31 managers (31 13F filers) reported a position in IBHK shares at 2026-06-30, 1,392,612 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
31
13F filers
31
New
3
Added
14
Reduced
3
Sold out
6
Shares held by filers
1,392,612

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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, LLC665,633$17.2M0.93%+180,02413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.168,374$4.34M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC80,270$2.07M0.01%+26,30513F-HRTimeline
LPL Financial LLC75,368$1.94M<0.01%+16,91213F-HRTimeline
First Western Trust Bank65,429$1.69M0.08%+46,28613F-HRTimeline
Straight Path Wealth Management65,230$1.68M0.39%+47913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,799$1.05M<0.01%+3,46013F-HRTimelineGroup
WRAPMANAGER INC28,510$735K0.23%-3,35213F-HRTimeline
Bullock Wealth Management Group26,773$685K0.3%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,260$548K<0.01%-1,06113F-HRTimelineGroup
FOCUSED ALPHA, LLC17,780$458K0.12%+30613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,780$432K<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC16,778$432K<0.01%+4,01713F-HRTimelineGroup
Keeler Thomas Management LLC13,335$344K0.12%-24,96813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,030$310K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,810$304K<0.01%+2,40013F-HRTimelineGroup
Aspen Wealth Management LLC11,586$299K0.05%013F-HRTimeline
Segment Wealth Management, LLC10,340$266K0.01%+1,19013F-HRTimeline
Ellis Investment Partners, LLC10,214$263K0.04%+52113F-HRTimeline
Reliant Wealth Planning10,067$259K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,307$136K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,674$94.7K<0.01%+32513F-HRTimelineGroup
CNB Bank3,400$87.6K0.03%+16013F-HRTimeline
Orion Capital Management LLC3,000$77.3K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,638$68K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.2,474$63.8K0.02%013F-HRTimeline
IFP Advisors, Inc1,599$41.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC777$20K<0.01%new13F-HRTimeline
AE Wealth Management LLC737$19K<0.01%+30913F-HRTimeline
Bogart Wealth, LLC578$14.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.62$1.6K<0.01%013F-HRTimeline