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IBHK ISHARES TR

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ETF (fund)

34 managers (34 13F filers) reported a position in IBHK shares at 2026-03-31, 989,699 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
34
13F filers
34
New
7
Added
13
Reduced
7
Sold out
0
Shares held by filers
989,699

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC485,609$12.4M0.75%+62,47313F-HRTimeline
Straight Path Wealth Management64,751$1.65M0.44%+2,94213F-HRTimeline
LPL Financial LLC58,456$1.49M<0.01%+48,88613F-HRTimeline
Integrated Wealth Concepts LLC53,965$1.37M0.01%+7,72313F-HRTimeline
Keeler Thomas Management LLC38,303$975K0.41%-59,15213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,339$950K<0.01%-1,02013F-HRTimelineGroup
WRAPMANAGER INC31,862$811K0.28%-11913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,734$731K<0.01%-39,57513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,321$568K<0.01%+11,49213F-HRTimelineGroup
Bullock Wealth Management Group20,900$530K0.27%+5,03313F-HRTimeline
First Western Trust Bank19,143$487K0.02%new13F-HRTimeline
FOCUSED ALPHA, LLC17,474$445K0.14%+3,98713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,761$325K<0.01%+75513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,030$306K<0.01%+10513F-HRTimeline
Aspen Wealth Management LLC11,586$295K0.06%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,390$264K0.01%-8,35113F-HRTimelineGroup
Reliant Wealth Planning10,067$256K0.08%013F-HRTimeline
Ellis Investment Partners, LLC9,693$247K0.04%+1,10613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,410$239K<0.01%+43213F-HRTimelineGroup
Segment Wealth Management, LLC9,150$233K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,307$135K<0.01%-18113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,349$85.2K<0.01%+1,75713F-HRTimelineGroup
CNB Bank3,240$82.5K0.03%-1513F-HRTimeline
Orion Capital Management LLC3,000$76.3K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,638$67.1K<0.01%new13F-HR/ATimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,550$64.9K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.2,474$63K0.02%013F-HRTimeline
IFP Advisors, Inc1,599$40.7K<0.01%new13F-HRTimeline
Bogart Wealth, LLC578$14.7K<0.01%013F-HRTimeline
AE Wealth Management LLC428$10.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC270$6.85K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.157$4K<0.01%+213F-HRTimeline
UBS Group AGin group UBS Group AG103$2.62K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.62$1.58K<0.01%013F-HRTimeline