IBHL ISHARES TR
FollowETF (fund)
12 managers (12 13F filers) reported a position in IBHL shares at 2026-03-31, 281,832 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 4
- Added
- 5
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 281,832
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 141,351 | $3.57M | 0.22% | +21,431 | 13F-HRTimeline |
| Straight Path Wealth Management | 47,939 | $1.21M | 0.32% | +5,276 | 13F-HRTimeline |
| MCF Advisors LLC | 20,934 | $529K | 0.02% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 19,784 | $500K | <0.01% | +9,072 | 13F-HRTimelineGroup |
| First Western Trust Bank | 19,339 | $488K | 0.02% | new | 13F-HRTimeline |
| Bullock Wealth Management Group | 13,224 | $333K | 0.17% | +5,143 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 11,230 | $284K | <0.01% | +1,331 | 13F-HRTimelineGroup |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN… | 3,900 | $98.5K | <0.01% | 0 | 13F-HRTimelineGroup |
| CNB Bank | 2,442 | $61.7K | 0.03% | -11 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 677 | $17.1K | <0.01% | new | 13F-HR/ATimelineGroup |
| Bogart Wealth, LLC | 581 | $14.7K | <0.01% | 0 | 13F-HRTimeline |
| AE Wealth Management LLC | 431 | $10.9K | <0.01% | new | 13F-HRTimeline |