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Disclosery

IHI ISHARES TR

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SHS (fund)

562 managers (568 13F filers) reported a position in IHI shares at 2024-12-31, 28,399,215 shares in all. 45 filers opened a position and 57 filers sold out during the quarter.

Managers
562
13F filers
568
New
45
Added
140
Reduced
220
Sold out
57
Shares held by filers
28,399,215

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
BARCLAYS PLCin group BARCLAYS PLC14,296$834K<0.01%+4,87513F-HR/ATimelineGroup
Carnegie Investment Counsel13,680$798K0.02%-90013F-HRTimeline
Nicholas Investment Partners, LP13,629$795K0.07%new13F-HRTimeline
Venture Visionary Partners LLC13,625$795K0.03%013F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,578$792K<0.01%+9813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC13,557$791K<0.01%-24413F-HRTimelineGroup
Farther Finance Advisors, LLC13,034$761K0.03%+14913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,960$756K<0.01%013F-HRTimelineGroup
Cornerstone Advisory, LLC11,612$747K0.08%+113F-HRTimeline
Belpointe Asset Management LLC12,677$746K0.04%-10513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,737$743K0.01%-1,80413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,718$742K0.06%-746,09613F-HRTimeline
SPINNAKER TRUST12,604$735K0.05%013F-HRTimeline
WEALTHGARDEN F.S. LLC12,462$727K0.68%-84013F-HRTimeline
RFG Advisory, LLC12,440$726K0.02%-9413F-HRTimeline
Sowell Financial Services LLC12,377$722K0.04%-5,99113F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC12,300$718K0.2%013F-HRTimeline
GUERRA PAN ADVISORS, LLC12,217$713K0.52%-1,17913F-HRTimeline
IFG Advisory, LLC12,214$713K0.04%new13F-HRTimeline
Paragon Private Wealth Management, LLC12,209$712K0.33%+82613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,162$710K0.02%13F-HRTimeline
Strategic Wealth Partners, Ltd.10,998$709K0.06%-127,76913F-HRTimeline
Avior Wealth Management, LLC12,114$707K0.03%+2213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.12,020$701K<0.01%-2,08013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management12,001$700K0.02%+3813F-HRTimelineGroup
Prosperity Consulting Group, LLC11,996$700K0.05%+1,12313F-HRTimeline
Kovack Advisors, Inc.11,875$693K0.07%+1,25113F-HRTimeline
Watchman Group, Inc.11,530$673K0.18%013F-HRTimeline
EQ LLC11,479$670K0.31%-1,10313F-HRTimeline
LRI Investments, LLC11,391$665K0.06%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,364$663K0.41%-23313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,202$654K0.03%new13F-HRTimelineGroup
NorthRock Partners, LLC11,192$653K0.02%-3813F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC11,095$647K0.02%+1613F-HRTimeline
D.A. DAVIDSON & CO.10,906$636K0.01%-2,37713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,707$625K0.02%+2,13013F-HRTimelineGroup
Kraft, Davis & Associates, LLC9,519$608K0.17%+3,05313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,116$590K0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC10,042$586K0.04%+45413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,039$586K<0.01%+5,00513F-HR/ATimelineGroup
Phraction Management LLC10,016$584K0.2%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…10,014$584K0.14%new13F-HRTimeline
Wealthfront Advisers LLC9,864$576K<0.01%-26513F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.9,776$570K0.03%+4,21813F-HR/ATimelineGroup
Caldwell Trust Co9,719$567K0.06%-2113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,694$566K0.08%-38213F-HRTimeline
Merit Financial Group, LLC9,310$543K0.01%-2,99813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,290$542K0.02%013F-HRTimelineGroup
Sage Capital Management, LLC9,290$542K0.27%-1,07413F-HRTimeline
Main Street Financial Solutions, LLC9,232$539K0.05%-16413F-HRTimeline
Gallacher Capital Management LLC9,217$538K0.27%+813F-HRTimeline
WEDBUSH SECURITIES INC9,150$534K0.02%-1,37013F-HRTimeline
Westshore Wealth, LLC9,092$531K0.21%013F-HRTimeline
Mascoma Wealth Management LLC8,932$521K0.13%-69013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,894$519K<0.01%+7,43513F-HRTimelineGroup
Summit Financial, LLC8,860$517K0.02%-21613F-HRTimeline
Finivi Inc.8,779$512K0.41%-31313F-HRTimeline
MAI Capital Management8,697$507K<0.01%-32013F-HRTimeline
TOWNSQUARE CAPITAL LLC8,679$506K0.01%+3313F-HRTimeline
Advisory Services Network, LLC8,610$502K0.01%-26,20413F-HRTimeline
Koshinski Asset Management, Inc.8,591$501K0.05%-41513F-HRTimeline
Houlihan Financial Resource Group, Ltd.8,520$497K0.21%013F-HRTimeline
Advisors Capital Management, LLC8,481$495K0.01%-35113F-HRTimeline
Riverpoint Wealth Management Holdings, …8,475$494K0.13%+1613F-HRTimeline
Fox Hill Wealth Management8,358$488K0.28%-24413F-HRTimeline
COMERICA BANK8,345$487K<0.01%+1,31213F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC8,326$486K0.04%-61213F-HRTimeline
PFG Advisors8,289$484K0.03%-11513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,216$479K0.01%-1,35513F-HRTimelineGroup
Opes Wealth Management LLC8,160$476K0.1%013F-HRTimeline
Wedmont Private Capital7,828$469K0.02%+8713F-HRTimeline
Traynor Capital Management, Inc.7,939$463K0.04%-2,36313F-HRTimeline
Physician Wealth Advisors, Inc.7,900$461K0.08%+1113F-HRTimeline
Jacobi Capital Management LLC7,896$461K0.03%-96713F-HRTimeline
Black Swift Group, LLC7,845$458K0.1%+1,78013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,685$448K0.08%-7513F-HRTimeline
Sunbelt Securities, Inc.7,650$447K0.04%-63913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,645$446K<0.01%+2513F-HRTimelineGroup
Integrated Wealth Concepts LLC7,635$446K0.01%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,566$441K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC7,530$439K0.06%-1,26213F-HRTimeline
Sound View Wealth Advisors Group, LLC7,516$439K0.04%+1,58013F-HRTimeline
Manchester Capital Management LLC7,500$438K0.05%013F-HRTimeline
Meridian Wealth Management, LLC7,497$437K0.02%-5213F-HRTimeline
TD Waterhouse Canada Inc.7,495$437K<0.01%-9813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,020$434K0.01%013F-HRTimelineGroup
Circle Wealth Management, LLC7,406$432K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC7,405$432K<0.01%-2,59613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC7,372$430K0.05%-75813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,357$429K0.04%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,303$426K0.03%-6,40513F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,278$425K0.28%-27913F-HRTimeline
Strategic Investment Solutions, Inc. /IL7,266$424K0.14%-1,02913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN7,200$420K0.04%013F-HRTimeline
PRIVATE TRUST CO NA7,190$420K0.04%+16913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,006$409K0.03%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,986$408K0.31%-25013F-HRTimeline
GK Wealth Management LLC6,963$406K0.51%13F-HRTimeline
Chicago Partners Investment Group LLC6,688$404K0.01%013F-HRTimeline
PCG Wealth Advisors, LLC6,837$399K0.15%-8313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,774$395K0.01%-10613F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC6,731$393K0.05%-8113F-HRTimeline
GTS SECURITIES LLC6,692$390K0.02%-7,97213F-HRTimeline
Comprehensive Money Management Services…6,648$388K0.32%13F-HRTimeline
Welch Group, LLC6,630$388K0.02%013F-HRTimeline
Strategic Advisors LLC6,604$385K0.07%-1,11613F-HRTimeline
Creekside Partners6,360$371K0.19%013F-HRTimeline
Biondo Investment Advisors, LLC6,312$368K0.05%+76013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,277$366K0.01%-1,26513F-HRTimeline
Gladstone Institutional Advisory LLC6,268$366K0.02%-16813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,244$364K0.02%+613F-HR/ATimeline
SAX WEALTH ADVISORS, LLC6,240$364K0.03%new13F-HRTimeline
Holistic Financial Partners6,160$359K0.18%-91013F-HRTimeline
Perigon Wealth Management, LLC5,797$357K0.01%+10113F-HRTimeline
HFR Wealth Management, LLC6,000$350K0.09%013F-HRTimeline
Castleview Partners, LLC5,991$349K0.19%+16213F-HR/ATimeline
Foundations Investment Advisors, LLC5,972$348K0.01%+1,62413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,907$345K<0.01%new13F-HRTimelineGroup
SHUFRO ROSE & CO LLC5,900$344K0.03%-2,10013F-HRTimeline
Global Retirement Partners, LLC5,843$341K0.01%+1,52713F-HRTimeline
United Asset Strategies, Inc.5,769$337K0.03%+69113F-HRTimeline
Arkadios Wealth Advisors5,702$333K0.02%+213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,695$332K0.02%+56513F-HRTimeline
Capital Investment Advisory Services, L…5,681$331K0.03%-54813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,676$331K0.13%-67213F-HRTimeline
Good Life Advisors, LLC5,653$330K0.02%-8,79113F-HRTimeline
Avitas Wealth Management LLC5,623$328K0.05%-30913F-HRTimeline
ALM First Financial Advisors, LLC5,568$325K0.08%013F-HRTimeline
SteelPeak Wealth, LLC5,460$319K0.01%+81813F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,448$318K0.14%13F-HRTimeline
Glen Eagle Advisors, LLC5,413$316K0.05%-48413F-HRTimeline
NorthCoast Asset Management LLC5,362$313K<0.01%-40113F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC5,295$309K0.04%-1,49313F-HRTimeline
Secure Asset Management, LLC5,219$305K0.05%-32713F-HRTimeline
Valeo Financial Advisors, LLC5,212$304K0.01%+1013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,181$302K0.02%-22513F-HRTimeline
McElhenny Sheffield Capital Management,…5,118$299K0.1%013F-HRTimeline
JMAC ENTERPRISES LLC5,096$297K0.05%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,067$296K0.01%013F-HRTimeline
Carrera Capital Advisors5,030$293K0.07%-1,17313F-HRTimeline
IFP Advisors, Inc4,965$290K0.01%-10213F-HRTimeline
Runnymede Capital Advisors, Inc.4,949$289K0.25%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,940$288K0.01%-2813F-HRTimelineGroup
AdvisorNet Financial, Inc4,918$287K0.02%-1,17613F-HRTimeline
EVOKE WEALTH, LLC4,878$285K0.01%new13F-HRTimeline
Cresset Asset Management, LLC4,874$284K<0.01%-68813F-HRTimeline
Acropolis Investment Management, LLC4,800$280K0.02%013F-HRTimeline
Forza Wealth Management, LLC4,800$280K0.13%013F-HRTimeline
Wealth Group, Ltd.4,798$280K0.18%013F-HRTimeline
PATTEN & PATTEN INC/TN4,775$279K0.02%-15513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,721$276K0.06%+36613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,686$273K0.01%+1,37513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospera Financial Services Inc4,671$273K0.01%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,670$272K+589Timeline
DHK Financial Advisors, Inc.4,620$270K0.16%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,822$266K<0.01%-60213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,560$266K<0.01%+98413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,511$263K<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.4,505$263K<0.01%013F-HRTimeline
WOLVERINE TRADING, LLC4,481$262K0.01%new13F-HRTimeline
Bernardo Wealth Planning LLC4,368$261K0.06%-12613F-HRTimeline
American Institute for Advanced Investm…4,430$258K0.19%-1,95513F-HRTimeline
Great Lakes Retirement, Inc.4,424$258K0.03%013F-HRTimeline
Larson Financial Group LLC4,350$254K0.01%-1,90613F-HRTimeline
SeaCrest Wealth Management, LLC4,342$253K0.03%013F-HRTimeline
Advisory Alpha, LLC4,302$251K0.01%+913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,955$250K0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC4,286$250K0.03%-55213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,279$250K0.1%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,204$245K0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC4,198$245K0.05%+19813F-HRTimeline
TWO SIGMA SECURITIES, LLC4,194$245K0.04%new13F-HRTimeline
Ring Mountain Capital, LLC4,124$241K0.16%13F-HRTimeline
Northwest Financial Advisors4,069$237K0.2%+1,65813F-HRTimeline
Valmark Advisers, Inc.4,005$234K<0.01%new13F-HRTimeline
SPC Financial, Inc.4,002$234K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.3,960$231K0.08%013F-HRTimeline
Bedel Financial Consulting, Inc.3,534$230K0.03%013F-HRTimeline
Hudock, Inc.3,934$230K0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,927$229K<0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,921$229K0.01%-39913F-HRTimelineGroup
Focus Financial Network, Inc.3,904$228K0.01%013F-HRTimeline
Sonoma Private Wealth LLC3,889$227K0.37%-11113F-HRTimeline
FineMark National Bank & Trust3,823$223K0.01%new13F-HRTimeline
LaFleur & Godfrey LLC3,805$222K0.03%+22813F-HR/ATimeline
Financial Advocates Investment Manageme…3,784$221K0.01%-1,88713F-HRTimeline
LexAurum Advisors, LLC3,775$220K0.04%-38913F-HRTimeline
Keystone Wealth Services, LLC3,771$220K0.06%013F-HRTimeline
Cadent Capital Advisors, LLC3,737$218K0.08%+613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,694$216K0.11%013F-HRTimelineGroup
Sterling Financial Planning, Inc.3,623$211K0.08%-1,32513F-HRTimeline
Marcum Wealth, LLC3,577$209K0.02%-2413F-HRTimeline
Avidian Wealth Enterprises, LLC3,571$208K0.01%+213F-HRTimeline
Hilltop National Bank3,555$207K0.06%013F-HRTimeline
One Capital Management, LLC3,554$207K0.01%-2913F-HRTimeline
Martin Capital Advisors, LLP3,545$207K0.13%013F-HRTimeline
GeoWealth Management, LLC3,540$207K0.01%+5313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,513$205K0.03%+413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,511$205K0.02%-62813F-HRTimeline
Fortis Capital Advisors, LLC3,475$204K0.07%-6413F-HRTimeline