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IBHK ISHARES TR

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ETF (fund)

23 managers (23 13F filers) reported a position in IBHK shares at 2025-09-30, 701,102 shares in all. 11 filers opened a position and 0 filers sold out during the quarter.

Managers
23
13F filers
23
New
11
Added
7
Reduced
2
Sold out
0
Shares held by filers
701,102

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
LBMC INVESTMENT ADVISORS, LLC316,062$8.25M0.53%+248,12213F-HRTimeline
Keeler Thomas Management LLC93,645$2.44M1%+2,08613F-HRTimeline
Straight Path Wealth Management52,427$1.37M0.38%+10,31513F-HRTimeline
WRAPMANAGER INC38,823$1.01M0.31%-5,41913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,347$975K<0.01%+29,01113F-HR/ATimelineGroup
Integrated Wealth Concepts LLC32,796$856K0.01%+1,03413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,721$828K<0.01%new13F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,489$457K0.01%new13F-HRTimelineGroup
Aspen Wealth Management LLC11,394$297K0.07%new13F-HRTimeline
Bullock Wealth Management Group10,007$260K0.13%+1,08313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,764$255K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,625$225K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,513$222K<0.01%+3,57413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS8,175$213K<0.01%-18013F-HRTimeline
LPL Financial LLC7,745$202K<0.01%new13F-HRTimeline
Reliant Wealth Planning7,704$201K0.07%new13F-HRTimeline
Orion Capital Management LLC3,000$78.3K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,949$77K<0.01%new13F-HR/ATimelineGroup
BARRETT & COMPANY, INC.1,774$46.3K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$13.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA486$13K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.152$4K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG4$104<0.01%new13F-HRTimelineGroup