IBHL ISHARES TR
FollowETF (fund)
11 managers (11 13F filers) reported a position in IBHL shares at 2025-12-31, 226,959 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 5
- Added
- 5
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 226,959
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 119,920 | $3.09M | 0.19% | +87,753 | 13F-HRTimeline |
| Straight Path Wealth Management | 42,663 | $1.1M | 0.3% | +31,436 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 20,000 | $515K | <0.01% | -215,000 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 10,712 | $276K | <0.01% | +2,322 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 9,899 | $255K | <0.01% | +7,912 | 13F-HR/ATimelineGroup |
| Bullock Wealth Management Group | 8,081 | $208K | 0.1% | +6,580 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 6,597 | $170K | <0.01% | new | 13F-HRTimelineGroup |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN… | 3,900 | $100K | <0.01% | new | 13F-HR/ATimelineGroup |
| CNB Bank | 2,453 | $63.1K | 0.03% | new | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 2,153 | $55.4K | <0.01% | new | 13F-HRTimelineGroup |
| Bogart Wealth, LLC | 581 | $14.9K | <0.01% | new | 13F-HRTimeline |