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IBHK ISHARES TR

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ETF (fund)

13 managers (13 13F filers) reported a position in IBHK shares at 2025-06-30, 310,929 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
13
13F filers
13
New
3
Added
7
Reduced
0
Sold out
4
Shares held by filers
310,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Keeler Thomas Management LLC91,559$2.38M1.02%+11,08813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC67,940$1.76M0.13%013F-HRTimeline
WRAPMANAGER INC44,242$1.15M0.28%+1,45113F-HRTimeline
Straight Path Wealth Management42,112$1.09M0.37%+10,69113F-HRTimeline
Integrated Wealth Concepts LLC31,762$824K0.01%+13,63613F-HRTimeline
Bullock Wealth Management Group8,924$230K0.12%+1,72013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,355$217K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,336$216K<0.01%+88513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,939$128K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.1,774$46K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA486$13K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.500$13K<0.01%+1113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.