Skip to content

IHI ISHARES TR

Follow

SHS (fund)

503 managers (508 13F filers) reported a position in IHI shares at 2026-06-30, 30,911,258 shares in all. 67 filers opened a position and 69 filers sold out during the quarter.

Managers
503
13F filers
508
New
67
Added
120
Reduced
188
Sold out
69
Shares held by filers
30,911,258

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.

HolderSharesValue% of portfolioChangeSource
OGOREK ANTHONY JOSEPH /NY/ /ADV11,655$575K0.14%-10813F-HRTimeline
Resurgent Financial Advisors LLC11,533$570K0.16%+60213F-HRTimeline
Sigma Planning Corp11,442$565K0.01%+1,35413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,406$564K<0.01%-3,90113F-HRTimelineGroup
Watchman Group, Inc.11,380$562K0.13%013F-HRTimeline
Summit Trail Advisors, LLC11,315$559K0.01%+49413F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,300$558K0.11%013F-HRTimeline
Wealthfront Advisers LLC11,274$557K<0.01%+68913F-HRTimeline
LRI Investments, LLC11,241$555K0.04%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management11,100$548K<0.01%new13F-HRTimelineGroup
Phraction Management LLC11,091$548K0.13%013F-HRTimeline
Carnegie Investment Counsel11,072$547K0.01%-24713F-HRTimeline
Western Wealth Management, LLC10,970$542K0.02%+2,95113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,968$542K0.01%-1,19513F-HRTimeline
Mutual Advisors, LLC10,907$539K0.01%-3,20613F-HRTimeline
SAX WEALTH ADVISORS, LLC10,083$538K0.02%-5813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC10,874$537K0.36%+113F-HRTimeline
Orion Porfolio Solutions, LLC10,789$533K<0.01%+3,57013F-HRTimeline
PW Nova Financial Services LLC10,679$528K0.11%+89113F-HRTimeline
Armor Investment Advisors, LLC10,504$519K0.17%-5,24613F-HRTimeline
Kovack Advisors, Inc.10,355$516K0.02%-10,95513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,435$516K0.04%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM10,370$512K0.03%-2,89013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,234$506K0.01%013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC10,170$503K0.28%-1,93513F-HRTimeline
Bramshill Investments, LLC10,000$494K0.04%-4,00013F-HRTimeline
Main Street Financial Solutions, LLC9,776$483K0.03%-1,43213F-HRTimeline
NorthRock Partners, LLC9,753$482K0.01%-1,74613F-HRTimeline
Ashton Thomas Private Wealth, LLC9,574$473K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC9,411$465K<0.01%new13F-HR/ATimeline
TD Waterhouse Canada Inc.9,208$460K<0.01%+2,28413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,290$459K0.02%013F-HRTimelineGroup
Caption Management, LLC9,220$456K0.02%new13F-HRTimeline
One Capital Management, LLC8,496$453K0.01%013F-HRTimeline
Merit Financial Group, LLC9,148$452K<0.01%+84013F-HR/ATimeline
FinDec Wealth Services, Inc.9,109$450K0.53%-20313F-HRTimeline
Fortis Capital Advisors, LLC8,934$441K0.05%-20013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…18,929$441K<0.01%-4,10013F-HRTimelineGroup
Sage Capital Management, LLC8,868$438K0.17%-49613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,823$436K0.02%+52113F-HRTimeline
Sowell Financial Services LLC8,566$423K0.01%-2,38213F-HRTimeline
Riverpoint Wealth Management Holdings, …8,524$421K0.08%+1313F-HRTimeline
Physician Wealth Advisors, Inc.8,467$418K0.05%+20213F-HRTimeline
Joseph P. Lucia & Associates, LLC8,463$418K0.13%-2,51113F-HRTimeline
MAI Capital Management8,446$417K<0.01%-8113F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…8,392$415K0.05%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC8,234$407K0.03%-92613F-HRTimeline
Houlihan Financial Resource Group, Ltd.8,220$406K0.14%013F-HRTimeline
Paragon Private Wealth Management, LLC8,184$404K0.11%-3,62713F-HRTimeline
NWAM LLC8,153$403K0.02%+2,03113F-HRTimeline
Wedmont Private Capital7,831$402K0.01%+15013F-HRTimeline
Manchester Capital Management LLC8,110$401K0.05%013F-HRTimeline
Vision Retirement, LLC8,051$398K0.1%-17,22213F-HRTimeline
WealthSpring Partners, LLC8,039$397K0.34%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,957$393K0.02%-21513F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC7,890$390K0.03%new13F-HRTimeline
Summit Financial, LLC7,780$384K<0.01%-7,26513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,620$377K0.05%+8513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,584$375K0.01%-98413F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC7,566$374K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,521$372K<0.01%-6,41813F-HRTimelineGroup
D.A. DAVIDSON & CO.7,518$371K<0.01%-76113F-HRTimeline
Financial Management, Inc.7,468$369K0.3%+1213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC7,456$368K0.14%new13F-HRTimeline
Circle Wealth Management, LLC7,406$366K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,309$361K0.03%013F-HRTimeline
Balance Wealth Partners LLC7,304$361K0.1%-9713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,287$360K0.02%-5,87713F-HRTimeline
Fox Hill Wealth Management7,270$359K0.14%-3313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN7,200$356K0.03%013F-HRTimeline
Advantage Trust Co7,140$353K0.12%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,138$353K<0.01%-86213F-HRTimelineGroup
Meridian Wealth Management, LLC7,081$350K0.01%+113F-HRTimeline
Guilbault Capital LLC7,059$349K0.35%-5,14813F-HRTimeline
LaSalle St. Investment Advisors, LLC6,947$343K0.04%+113F-HRTimeline
Larson Financial Group LLC6,927$342K0.01%+79513F-HRTimeline
Caldwell Trust Co6,923$342K0.03%-1,01913F-HRTimeline
Cresset Asset Management, LLC6,893$341K<0.01%+78813F-HRTimeline
REYL & Cie S.A.6,365$340K0.39%13F-HRTimeline
Nautilus Advisors LLC6,550$336K0.2%new13F-HRTimeline
Welch Group, LLC6,757$334K0.01%+12713F-HRTimeline
Jacobi Capital Management LLC6,733$333K0.02%-9013F-HRTimeline
Kraft, Davis & Associates, LLC6,466$333K0.07%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,679$330K<0.01%-6113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK6,662$329K<0.01%-8,20213F-HRTimelineGroup
Advus Financial Partners, LLC6,652$329K0.09%new13F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL6,623$327K0.07%-14213F-HRTimeline
Quantinno Capital Management LP6,498$321K<0.01%-2,52913F-HRTimeline
Avior Wealth Management, LLC6,403$316K0.01%+1013F-HRTimeline
Creekside Partners6,360$314K0.11%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,350$314K0.15%-30013F-HRTimeline
Prosperity Consulting Group, LLC6,226$308K0.01%-1,13113F-HRTimeline
Comprehensive Money Management Services…6,172$305K0.19%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,141$303K0.01%-3,77113F-HRTimelineGroup
Koshinski Asset Management, Inc.6,120$302K0.02%-1,96113F-HRTimeline
LaFleur & Godfrey LLC6,112$302K0.04%+92313F-HRTimeline
TWO SIGMA SECURITIES, LLC6,099$301K0.03%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC5,955$294K0.13%-23213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC5,930$293K0.03%+25713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS5,928$293K0.03%new13F-HRTimeline
SHUFRO ROSE & CO LLC5,900$292K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,848$289K<0.01%+29213F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC5,675$280K0.02%-5113F-HRTimeline
WealthTrust Axiom LLC5,675$280K0.06%new13F-HRTimeline
Traynor Capital Management, Inc.5,573$275K0.01%-1,00913F-HRTimeline
ALM First Financial Advisors, LLC5,568$275K0.05%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,513$272K<0.01%-96,43213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,482$271K0.01%-35313F-HRTimeline
Montis Financial, LLC5,440$269K0.05%-74213F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…in group Kranot Hishtalmut Le Morim Ve…5,405$267K0.01%new13F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC5,304$262K0.03%+213F-HRTimeline
Arkadios Wealth Advisors5,285$261K<0.01%-19313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,263$260K<0.01%-3,00013F-HRTimelineGroup
PFG Advisors5,235$259K0.01%new13F-HRTimeline
Caliber Wealth Management, LLC / KS5,226$258K0.02%013F-HRTimeline
Global Retirement Partners, LLC5,218$258K<0.01%13F-HRTimeline
Wealthspire Advisors, LLC5,121$253K<0.01%+11413F-HRTimeline
WEDBUSH SECURITIES INC5,077$251K0.01%-1,48613F-HRTimeline
READYSTATE ASSET MANAGEMENT LP5,023$248K0.01%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,010$248K0.04%-83813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC4,996$247K<0.01%new13F-HRTimeline
Carrera Capital Advisors4,951$245K0.04%+313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,950$245K0.07%013F-HRTimeline
Flaharty Asset Management, LLC4,709$244K0.35%new13F-HRTimeline
Mason & Associates Inc4,944$244K0.04%-53313F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC4,900$242K0.01%new13F-HRTimelineGroup
Z3 Capital Partners, LLC4,873$241K0.05%-2,55913F-HRTimeline
Trivium Point Advisory, LLC4,836$239K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,801$237K0.01%-67413F-HRTimeline
Acropolis Investment Management, LLC4,800$237K0.01%013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,727$236K0.01%+13513F-HRTimeline
Carroll Advisory Group, LLC4,769$236K0.08%013F-HRTimeline
SCOTIA CAPITAL INC.4,743$234K<0.01%+13813F-HRTimeline
Buck Wealth Strategies, LLC4,578$226K0.02%new13F-HRTimeline
BCV Asset Management Inc.4,342$220K0.01%-2,88113F-HRTimeline
Eaton Financial Holdings Company, LLC4,429$219K0.06%-13,51613F-HRTimeline
Great Lakes Retirement, Inc.4,424$219K0.02%013F-HRTimeline
PCG Wealth Advisors, LLC4,419$218K0.05%-1,42113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,409$218K<0.01%-1,74013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.4,286$212K<0.01%-60313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,286$212K<0.01%-60313F-HRTimeline
Finivi Inc.4,240$210K0.11%-3,49713F-HRTimeline
Allied Private Wealth LLC4,072$209K0.13%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,195$207K<0.01%-76313F-HRTimelineGroup
Bernardo Wealth Planning LLC4,188$207K0.04%-2413F-HRTimeline
McElhenny Sheffield Capital Management,…4,158$205K0.05%013F-HRTimeline
SeaCrest Wealth Management, LLC4,111$203K0.02%new13F-HRTimeline
AE Wealth Management LLC4,046$200K<0.01%+1013F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,900$193K0.04%+1,80013F-HRTimeline
Pinnacle Bancorp, Inc.3,835$189K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,563$176K<0.01%-75913F-HRTimelineGroup
Hilltop National Bank3,555$176K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…3,472$172K0.01%-60,58513F-HRTimeline
Mascoma Wealth Management LLC3,471$171K0.03%-2,82813F-HRTimeline
Glen Eagle Advisors, LLC3,453$171K0.02%-11913F-HRTimeline
Clearstead Trust, LLC3,400$168K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,383$167K0.01%013F-HRTimeline
Sankala Group LLC2,931$164K0.11%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,311$164K<0.01%013F-HRTimeline
AlphaCore Capital LLC3,017$149K<0.01%-2613F-HRTimeline
IFP Advisors, Inc2,936$145K<0.01%-79613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,909$144K<0.01%-2,96313F-HRTimelineGroup
AdvisorNet Financial, Inc2,907$144K0.01%-17,94513F-HRTimeline
Peterson Wealth Services2,894$143K0.03%013F-HRTimeline
Security National Bank2,736$135K0.02%new13F-HRTimeline
Biltmore Family Office, LLC2,700$133K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,610$129K0.01%013F-HRTimeline
Blue Trust, Inc.2,532$125K<0.01%+44813F-HRTimeline
Continuum Advisory, LLC2,522$125K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.2,416$119K0.01%-55013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,399$119K<0.01%-20013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,360$117K<0.01%+1,97013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,177$108K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC2,149$106K<0.01%+113F-HRTimeline
MONTAG A & ASSOCIATES INC2,120$105K<0.01%-1,56013F-HRTimeline
FNY Investment Advisers, LLC2,000$98K0.04%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,941$95.9K0.01%new13F-HRTimelineGroup
Anchor Bay Capital, Inc.1,729$95.9K0.05%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,916$94.6K-3,262Timeline
FAS Wealth Partners, Inc.1,894$93.6K<0.01%013F-HRTimeline
Aspect Partners, LLC1,758$86.9K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.1,729$85.5K0.06%-13913F-HRTimeline
Aptus Capital Advisors, LLC1,637$80.9K<0.01%+113F-HRTimeline
Register Financial Advisors LLC1,585$78.3K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,574$77.8K<0.01%-4,19813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,558$77K0.01%+70113F-HRTimeline
Activest Wealth Management1,501$74.2K0.01%-1,80013F-HRTimeline
Brentview Investment Management LLC1,500$74.1K0.03%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,383$68.3K0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,381$68.2K<0.01%+16113F-HRTimelineGroup
HM PAYSON & CO1,380$68.2K<0.01%013F-HRTimeline
IFG Advisory, LLC1,372$67.8K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,310$64.7K<0.01%013F-HRTimelineGroup
Quarry LP1,280$63.2K0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,228$60.7K0.03%013F-HRTimeline
IMA Advisory Services, Inc.1,220$60.3K<0.01%new13F-HRTimeline
HOWE & RUSLING INC1,200$59.3K<0.01%-18013F-HRTimeline
EFG International AGin group EFG International AG1,200$59.3K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC1,158$57.2K0.01%-14913F-HRTimeline
Financial Perspectives, Inc1,146$56.6K0.01%013F-HRTimeline