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IBHK ISHARES TR

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ETF (fund)

27 managers (27 13F filers) reported a position in IBHK shares at 2025-12-31, 915,808 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
27
13F filers
27
New
5
Added
18
Reduced
2
Sold out
2
Shares held by filers
915,808

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC423,136$10.9M0.67%+107,07413F-HRTimeline
Keeler Thomas Management LLC97,455$2.52M1.2%+3,81013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,309$1.77M<0.01%+36,58813F-HRTimelineGroup
Straight Path Wealth Management61,809$1.6M0.43%+9,38213F-HRTimeline
Integrated Wealth Concepts LLC46,242$1.2M0.01%+13,44613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,359$992K<0.01%+1,01213F-HRTimelineGroup
WRAPMANAGER INC31,981$827K0.28%-6,84213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…18,741$484K0.01%+1,25213F-HRTimelineGroup
Bullock Wealth Management Group15,867$410K0.2%+5,86013F-HRTimeline
FOCUSED ALPHA, LLC13,487$349K0.1%13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,006$310K<0.01%+2,24213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,925$308K<0.01%+3,75013F-HRTimeline
Aspen Wealth Management LLC11,586$299K0.06%+19213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,829$280K<0.01%+7,88013F-HR/ATimelineGroup
Reliant Wealth Planning10,067$260K0.08%+2,36313F-HRTimeline
LPL Financial LLC9,570$247K<0.01%+1,82513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,978$232K<0.01%+46513F-HRTimelineGroup
Ellis Investment Partners, LLC8,587$222K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,488$142K<0.01%+5,00213F-HRTimelineGroup
CNB Bank3,255$84.1K0.03%new13F-HRTimeline
Orion Capital Management LLC3,000$77.5K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.2,474$64K0.02%+70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,592$41.2K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC578$14.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC270$7.02K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.155$4K<0.01%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.62$1.6K<0.01%-43813F-HRTimeline