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Disclosery

IHI ISHARES TR

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SHS (fund)

557 managers (563 13F filers) reported a position in IHI shares at 2025-03-31, 32,366,766 shares in all. 44 filers opened a position and 47 filers sold out during the quarter.

Managers
557
13F filers
563
New
44
Added
156
Reduced
217
Sold out
47
Shares held by filers
32,366,766

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Sowell Financial Services LLC14,525$874K0.04%+2,14813F-HRTimeline
Sanctuary Advisors, LLC14,306$861K0.01%-55713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV14,301$860K0.28%-96313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,184$854K0.01%+1,44713F-HRTimelineGroup
Cornerstone Wealth Management, LLC14,104$849K0.06%+4,06213F-HRTimeline
Mutual Advisors, LLC14,139$841K0.02%-1,59113F-HRTimeline
Nicholas Investment Partners, LP13,629$820K0.08%013F-HRTimeline
Venture Visionary Partners LLC13,625$820K0.03%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,557$816K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC13,115$789K0.03%+1,92313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,960$780K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.12,749$767K0.07%+12,73413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,684$763K0.07%-1,73213F-HRTimelineGroup
Arax Advisory Partners12,620$760K0.05%+10,71413F-HRTimeline
WEALTHGARDEN F.S. LLC12,606$759K0.73%+14413F-HRTimeline
SPINNAKER TRUST12,604$759K0.05%013F-HRTimeline
Carnegie Investment Counsel13,655$756K0.02%-2513F-HRTimeline
HARBOUR INVESTMENTS, INC.12,542$755K0.02%-1,81913F-HRTimeline
RFG Advisory, LLC12,521$754K0.02%+8113F-HRTimeline
Belpointe Asset Management LLC12,469$751K0.04%-20813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,418$747K0.01%-14,03413F-HRTimelineGroup
Prosperity Consulting Group, LLC12,323$742K0.06%+32713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,162$732K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,106$729K0.02%+1,39913F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC11,962$720K0.56%-25513F-HRTimeline
WESPAC Advisors, LLC11,930$718K0.59%-4,06413F-HRTimeline
FineMark National Bank & Trust11,888$716K0.03%+8,06513F-HRTimeline
Kovack Advisors, Inc.11,876$715K0.08%+113F-HRTimeline
Wealthfront Advisers LLC11,866$714K<0.01%+2,00213F-HRTimeline
Sovran Advisors, LLC12,453$709K0.09%-1,70813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,639$701K0.06%-1,07913F-HRTimeline
Cornerstone Advisory, LLC11,613$695K0.08%+113F-HRTimeline
Watchman Group, Inc.11,530$694K0.19%013F-HRTimeline
Tradewinds, LLC.11,516$693K0.2%-11,15113F-HRTimeline
LRI Investments, LLC11,391$686K0.07%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,331$682K0.48%-3313F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,300$680K0.2%-1,00013F-HRTimeline
D.A. DAVIDSON & CO.11,207$675K0.01%+30113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,115$669K0.02%-88613F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC11,029$664K0.02%-6613F-HRTimeline
Aspen Wealth Strategies, LLC10,863$654K0.43%new13F-HRTimeline
Capital Investment Advisory Services, L…10,507$632K0.06%+4,82613F-HRTimeline
Balance Wealth Partners LLC10,155$611K0.4%13F-HRTimeline
COMERICA BANK10,077$607K<0.01%+1,73213F-HRTimeline
Phraction Management LLC10,016$603K0.2%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…10,014$603K0.14%013F-HRTimeline
Bramshill Investments, LLC10,000$602K0.06%new13F-HRTimeline
Paragon Private Wealth Management, LLC9,919$597K0.28%-2,29013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,516$573K<0.01%-2,50413F-HRTimelineGroup
Integrated Wealth Concepts LLC9,345$562K0.01%+1,71013F-HRTimeline
WEDBUSH SECURITIES INC9,311$560K0.02%+16113F-HRTimeline
Sage Capital Management, LLC9,295$559K0.3%+513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,290$559K0.02%013F-HRTimelineGroup
Main Street Financial Solutions, LLC9,279$559K0.05%+4713F-HRTimeline
Gallacher Capital Management LLC9,219$555K0.27%+213F-HRTimeline
Finivi Inc.9,108$548K0.44%+32913F-HRTimeline
Westshore Wealth, LLC9,092$547K0.23%013F-HRTimeline
Merit Financial Group, LLC9,073$546K0.01%-23713F-HRTimeline
Summit Financial, LLC9,045$544K0.02%+18513F-HRTimeline
EQ LLC8,938$538K0.25%-2,54113F-HRTimeline
Advisory Services Network, LLC8,925$537K0.01%+31513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,908$536K0.01%-1,20813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…8,811$524K0.08%-88313F-HRTimeline
MAI Capital Management8,592$517K<0.01%-10513F-HRTimeline
Caldwell Trust Co8,584$517K0.06%-1,13513F-HRTimeline
Houlihan Financial Resource Group, Ltd.8,520$513K0.23%013F-HRTimeline
Koshinski Asset Management, Inc.8,484$511K0.04%-10713F-HRTimeline
Riverpoint Wealth Management Holdings, …8,479$510K0.13%+413F-HRTimeline
Mascoma Wealth Management LLC8,442$508K0.13%-49013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,398$506K0.01%+18213F-HRTimelineGroup
Fox Hill Wealth Management8,380$504K0.3%+2213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,265$497K0.03%-1,51113F-HR/ATimelineGroup
Opes Wealth Management LLC8,160$491K0.1%013F-HRTimeline
PFG Advisors7,979$480K0.03%-31013F-HRTimeline
Sunbelt Securities, Inc.7,860$473K0.04%+21013F-HRTimeline
Physician Wealth Advisors, Inc.7,834$472K0.08%-6613F-HRTimeline
Prospera Financial Services Inc7,728$465K0.01%+3,05713F-HRTimeline
Kraft, Davis & Associates, LLC8,093$461K0.15%-1,42613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,649$460K<0.01%-1,24513F-HRTimelineGroup
Traynor Capital Management, Inc.7,623$459K0.04%-31613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,620$459K<0.01%-2513F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC7,566$455K0.02%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,560$455K0.09%-12513F-HRTimeline
Manchester Capital Management LLC7,500$451K0.06%013F-HRTimeline
Meridian Wealth Management, LLC7,497$451K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,458$449K0.01%+68413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC7,443$448K0.06%-8713F-HRTimeline
SAX WEALTH ADVISORS, LLC7,417$446K0.03%+1,17713F-HRTimeline
Beacon Pointe Advisors, LLC7,408$446K0.01%+313F-HRTimeline
Circle Wealth Management, LLC7,406$446K0.01%013F-HRTimeline
Jacobi Capital Management LLC7,343$442K0.03%-55313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,308$440K0.04%-4913F-HRTimeline
PRIVATE TRUST CO NA7,283$438K0.05%+9313F-HRTimeline
Wedmont Private Capital7,741$437K0.02%-8713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN7,200$433K0.04%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,153$431K0.29%-12513F-HRTimeline
Avior Wealth Management, LLC7,105$428K0.02%-5,00913F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,056$425K0.03%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,020$423K0.01%013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC7,078$421K0.04%-1,24813F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,986$420K0.33%013F-HRTimeline
PCG Wealth Advisors, LLC6,767$407K0.14%-7013F-HRTimeline
KWB Wealth6,772$395K0.05%new13F-HRTimeline
Welch Group, LLC6,630$394K0.02%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,523$393K0.05%-20813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD6,463$389K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL6,436$387K0.11%-83013F-HRTimeline
Gladstone Institutional Advisory LLC6,376$384K0.02%+10813F-HRTimeline
TD Waterhouse Canada Inc.6,415$383K<0.01%-1,08013F-HRTimeline
Creekside Partners6,360$383K0.2%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,346$381K0.02%+1,16513F-HRTimeline
Comprehensive Money Management Services…6,318$380K0.31%-33013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,178$372K0.02%-6613F-HR/ATimeline
LaSalle St. Investment Advisors, LLC6,068$365K0.09%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,060$365K0.01%-21713F-HRTimeline
Biondo Investment Advisors, LLC6,018$362K0.05%-29413F-HRTimeline
HFR Wealth Management, LLC6,000$361K0.09%013F-HRTimeline
Sound View Wealth Advisors Group, LLC5,974$360K0.03%-1,54213F-HRTimeline
Financial Partners Group, Inc5,967$359K0.06%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,964$358K0.03%-1,33913F-HRTimeline
Foundations Investment Advisors, LLC5,915$356K0.01%-5713F-HRTimeline
SHUFRO ROSE & CO LLC5,900$355K0.03%013F-HRTimeline
Valued Retirements, Inc.5,867$353K0.46%-8,54413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,855$352K0.03%-1,15113F-HR/ATimeline
Castleview Partners, LLC5,801$349K0.24%-19013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,800$349K<0.01%-3,02213F-HRTimelineGroup
Holistic Financial Partners5,793$349K0.17%-36713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,676$342K0.13%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC5,630$339K0.04%-1,74213F-HRTimeline
ALM First Financial Advisors, LLC5,568$335K0.08%013F-HRTimeline
Verity Asset Management, Inc.5,492$331K0.13%new13F-HRTimeline
Caliber Wealth Management, LLC / KS5,460$329K0.04%13F-HRTimeline
Good Life Advisors, LLC5,428$327K0.02%-22513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,405$325K<0.01%-50213F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP5,349$322K0.02%-34613F-HRTimeline
Arkadios Wealth Advisors5,326$321K0.01%-37613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,296$319K0.04%+113F-HRTimeline
Perigon Wealth Management, LLC5,294$319K0.01%-50313F-HRTimeline
Valeo Financial Advisors, LLC5,184$312K0.01%-2813F-HRTimeline
Secure Asset Management, LLC5,184$312K0.06%-3513F-HRTimeline
SCOTIA CAPITAL INC.5,133$309K<0.01%+62813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,103$307K0.01%+89913F-HRTimelineGroup
JMAC ENTERPRISES LLC5,071$305K0.07%-2513F-HRTimeline
SteelPeak Wealth, LLC5,070$305K0.01%-39013F-HRTimeline
Black Swift Group, LLC5,030$303K0.07%-2,81513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,025$302K+355Timeline
Carrera Capital Advisors5,002$301K0.07%-2813F-HRTimeline
American Institute for Advanced Investm…4,990$300K0.23%+56013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,949$298K0.01%+913F-HRTimelineGroup
Runnymede Capital Advisors, Inc.4,949$298K0.29%013F-HRTimeline
Mason & Associates Inc4,944$298K0.07%-42,59313F-HRTimeline
NorthCoast Asset Management LLC4,879$294K<0.01%-48313F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC4,878$294K0.01%-18913F-HRTimeline
AdvisorNet Financial, Inc4,876$294K0.02%-4213F-HRTimeline
Cresset Asset Management, LLC4,874$293K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,866$292K0.04%+1,60513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,815$290K<0.01%new13F-HRTimeline
Wealth Group, Ltd.4,798$289K0.19%013F-HRTimeline
Acropolis Investment Management, LLC4,800$289K0.02%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,797$289K0.16%-65113F-HRTimeline
Strategic Advisors LLC4,716$284K0.05%-1,88813F-HRTimeline
PATTEN & PATTEN INC/TN4,635$279K0.02%-14013F-HRTimeline
Valmark Advisers, Inc.4,627$278K<0.01%+62213F-HRTimeline
Aspect Partners, LLC4,500$271K0.16%+3,90013F-HRTimeline
Great Lakes Retirement, Inc.4,424$266K0.03%013F-HRTimeline
Larson Financial Group LLC4,417$266K0.01%+6713F-HRTimeline
Bernardo Wealth Planning LLC4,368$263K0.06%013F-HR/ATimeline
SeaCrest Wealth Management, LLC4,342$261K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC4,321$260K0.04%-1,09213F-HRTimeline
McElhenny Sheffield Capital Management,…4,308$259K0.1%-81013F-HRTimeline
Moloney Securities Asset Management, LLC4,286$258K0.03%013F-HRTimeline
Advisory Alpha, LLC4,225$254K0.01%-7713F-HR/ATimeline
Forza Wealth Management, LLC4,200$253K0.11%-60013F-HRTimeline
Northwest Financial Advisors4,069$245K0.2%013F-HRTimeline
LaFleur & Godfrey LLC4,041$243K0.03%+23613F-HRTimeline
Western Wealth Management, LLC4,001$241K0.02%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,969$239K<0.01%-54213F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,960$238K0.08%013F-HRTimeline
Ring Mountain Capital, LLC3,945$237K0.18%-17913F-HRTimeline
Hudock, Inc.3,923$236K0.04%-1113F-HRTimeline
Fortis Capital Advisors, LLC3,861$232K0.05%+38613F-HRTimeline
Prime Capital Investment Advisors, LLC3,854$232K<0.01%new13F-HRTimeline
Sonoma Private Wealth LLC3,822$230K0.32%-6713F-HRTimeline
Tyche Wealth Partners LLC3,775$227K0.05%-42313F-HRTimeline
Cadent Capital Advisors, LLC3,740$225K0.09%+313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,694$222K0.11%013F-HRTimelineGroup
LexAurum Advisors, LLC3,654$220K0.04%-12113F-HRTimeline
Focus Financial Network, Inc.3,639$219K0.01%-26513F-HRTimeline
Sterling Financial Planning, Inc.3,624$218K0.08%+113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,608$217K0.01%-31313F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.3,556$214K0.03%+4313F-HRTimeline
Martin Capital Advisors, LLP3,545$213K0.15%013F-HRTimeline
Keystone Wealth Services, LLC3,525$212K0.06%-24613F-HRTimeline
Bedel Financial Consulting, Inc.3,534$212K0.03%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,513$211K0.02%+213F-HRTimeline
Birch Hill Investment Advisors LLC3,500$211K0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC3,472$209K0.03%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.3,457$208K0.07%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,446$207K<0.01%+9713F-HRTimeline
Marcum Wealth, LLC3,429$206K0.02%-14813F-HRTimeline