IBHL ISHARES TR
FollowETF (fund)
13 managers (13 13F filers) reported a position in IBHL shares at 2026-06-30, 415,271 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 2
- Added
- 5
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 415,271
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 164,572 | $4.18M | 0.23% | +23,221 | 13F-HRTimeline |
| First Western Trust Bank | 66,035 | $1.68M | 0.08% | +46,696 | 13F-HRTimeline |
| Straight Path Wealth Management | 49,163 | $1.25M | 0.29% | +1,224 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 39,462 | $1M | <0.01% | new | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 35,490 | $902K | <0.01% | new | 13F-HRTimeline |
| MCF Advisors LLC | 20,934 | $532K | 0.02% | 0 | 13F-HRTimeline |
| Bullock Wealth Management Group | 19,265 | $487K | 0.21% | 13F-HRTimeline | |
| MORGAN STANLEYin group MORGAN STANLEY | 12,211 | $310K | <0.01% | +981 | 13F-HRTimelineGroup |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN… | 3,900 | $99.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| CNB Bank | 2,563 | $65.1K | 0.03% | +121 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 664 | $16.9K | <0.01% | -13 | 13F-HRTimelineGroup |
| Bogart Wealth, LLC | 581 | $14.8K | <0.01% | 0 | 13F-HRTimeline |
| AE Wealth Management LLC | 431 | $11K | <0.01% | 0 | 13F-HRTimeline |