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Disclosery

IHI ISHARES TR

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SHS (fund)

544 managers (551 13F filers) reported a position in IHI shares at 2025-06-30, 31,010,847 shares in all. 36 filers opened a position and 52 filers sold out during the quarter.

Managers
544
13F filers
551
New
36
Added
134
Reduced
219
Sold out
52
Shares held by filers
31,010,847

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Summit Financial, LLC11,866$743K0.02%+2,82113F-HRTimeline
Sava Infond d.o.o.11,730$735K0.11%-3,47013F-HRTimeline
FineMark National Bank & Trust11,722$734K0.02%-16613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,625$728K0.01%-79313F-HRTimelineGroup
Aspen Wealth Strategies, LLC11,623$728K0.44%+76013F-HRTimeline
Cornerstone Advisory, LLC11,613$727K0.08%013F-HRTimeline
Watchman Group, Inc.11,530$722K0.19%013F-HRTimeline
NorthRock Partners, LLC11,517$721K0.02%-1,59813F-HR/ATimeline
Prosperity Consulting Group, LLC11,497$720K0.05%-82613F-HRTimeline
LRI Investments, LLC11,391$714K0.06%013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,300$708K0.19%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,292$707K0.02%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.11,293$707K0.06%-1,45613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,264$706K0.39%-6713F-HRTimeline
D.A. DAVIDSON & CO.11,023$691K<0.01%-18413F-HRTimeline
HARBOUR INVESTMENTS, INC.10,953$686K0.02%-1,58913F-HRTimeline
Wealthfront Advisers LLC10,941$685K<0.01%-92513F-HRTimeline
Sowell Financial Services LLC10,916$684K0.03%-3,60913F-HRTimeline
HB Wealth Management, LLC10,902$683K0.01%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,891$682K0.02%-13813F-HRTimeline
Kovack Advisors, Inc.10,877$681K0.07%-99913F-HRTimeline
Summit Trail Advisors, LLC10,821$678K0.01%new13F-HRTimeline
NWAM LLC11,152$666K0.04%-22,35213F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,611$665K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,454$655K0.02%-6,02613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,259$643K0.05%-1,38013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd10,254$642K0.04%-2,43013F-HRTimelineGroup
Paragon Private Wealth Management, LLC10,153$636K0.25%+23413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,023$628K0.02%-1,09213F-HRTimelineGroup
Phraction Management LLC10,016$627K0.2%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…10,014$627K0.14%013F-HRTimeline
Bramshill Investments, LLC10,000$626K0.07%013F-HRTimeline
Integrated Wealth Concepts LLC9,978$625K0.01%+63313F-HRTimeline
Balance Wealth Partners LLC9,928$622K0.36%-22713F-HRTimeline
WEDBUSH SECURITIES INC9,581$600K0.02%+27013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,360$586K<0.01%-3,60013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,290$582K0.02%013F-HRTimelineGroup
Main Street Financial Solutions, LLC9,279$581K0.04%013F-HRTimeline
Finivi Inc.9,205$577K0.39%+9713F-HRTimeline
Sage Capital Management, LLC9,187$575K0.28%-10813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,167$574K0.01%+76913F-HRTimelineGroup
Westshore Wealth, LLC9,092$570K0.22%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,068$568K0.01%+16013F-HRTimelineGroup
Triangle Securities Wealth Management8,922$559K0.14%-6,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Belpointe Asset Management LLC8,800$551K0.02%-3,66913F-HRTimeline
Koshinski Asset Management, Inc.8,607$539K0.04%+12313F-HRTimeline
Caldwell Trust Co8,584$538K0.05%013F-HRTimeline
Merit Financial Group, LLC8,513$533K0.01%-56013F-HRTimeline
Riverpoint Wealth Management Holdings, …8,487$532K0.13%+813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,389$525K0.04%+2,53413F-HRTimeline
Houlihan Financial Resource Group, Ltd.8,520$524K0.22%013F-HRTimeline
Mascoma Wealth Management LLC8,262$518K0.12%-18013F-HRTimeline
Opes Wealth Management LLC8,160$511K0.09%013F-HRTimeline
MAI Capital Management8,099$507K<0.01%-49313F-HRTimeline
Fox Hill Wealth Management8,088$507K0.26%-29213F-HRTimeline
SAX WEALTH ADVISORS, LLC8,067$505K0.03%+65013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,020$502K<0.01%+40013F-HRTimelineGroup
Prospera Financial Services Inc7,781$488K0.01%+5313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,781$487K0.02%-48413F-HRTimelineGroup
Wedmont Private Capital7,741$478K0.02%013F-HRTimeline
Snider Financial Group7,575$475K0.14%-52,59713F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,566$474K0.02%013F-HRTimeline
PRIVATE TRUST CO NA7,562$474K0.05%+27913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,547$473K0.07%-1,26413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,535$472K0.08%-2513F-HRTimeline
Manchester Capital Management LLC7,500$470K0.06%013F-HRTimeline
Meridian Wealth Management, LLC7,498$470K0.02%+113F-HRTimeline
EWG Elevate Inc.7,412$464K0.14%new13F-HRTimeline
Circle Wealth Management, LLC7,406$464K0.01%013F-HRTimeline
Traynor Capital Management, Inc.7,412$463K0.03%-21113F-HRTimeline
GPS Wealth Strategies Group, LLC7,362$461K0.05%-8113F-HRTimeline
Jacobi Capital Management LLC7,332$459K0.03%-1113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,308$458K0.04%013F-HRTimeline
Foundations Investment Advisors, LLC7,204$451K0.01%+1,28913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN7,200$451K0.04%013F-HRTimeline
Global Retirement Partners, LLC7,182$450K0.01%13F-HRTimeline
Advantage Trust Co7,140$447K0.22%new13F-HRTimeline
Sunbelt Securities, Inc.7,650$446K0.04%-21013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,114$446K0.27%-3913F-HRTimeline
Avior Wealth Management, LLC7,102$445K0.02%-313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,020$435K0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC6,888$431K0.02%+51213F-HRTimeline
Beacon Pointe Advisors, LLC6,842$429K<0.01%-56613F-HRTimeline
Physician Wealth Advisors, Inc.6,804$426K0.07%-1,03013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,734$422K0.05%+21113F-HRTimeline
COMERICA BANK6,689$419K<0.01%-3,38813F-HRTimeline
Kesler, Norman & Wride, LLC6,689$419K0.07%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,686$419K0.29%-30013F-HRTimeline
Intelligence Driven Advisers, LLC6,660$417K0.06%new13F-HRTimeline
PCG Wealth Advisors, LLC6,643$416K0.21%-12413F-HRTimeline
Welch Group, LLC6,630$415K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,503$407K0.12%+6713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD6,463$405K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.6,423$402K0.03%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,402$401K0.01%-1,05613F-HRTimelineGroup
Creekside Partners6,360$398K0.19%013F-HRTimeline
Financial Partners Group, Inc6,325$396K0.05%+35813F-HRTimeline
Kraft, Davis & Associates, LLC6,466$396K0.11%-1,62713F-HRTimeline
TD Waterhouse Canada Inc.6,325$395K<0.01%-9013F-HRTimeline
Comprehensive Money Management Services…6,282$394K0.3%-3613F-HRTimeline
COURIER CAPITAL LLC6,281$393K0.02%new13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,266$393K0.04%+63613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,254$392K0.03%-82413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,161$386K0.01%+10113F-HRTimeline
Advisory Services Network, LLC6,287$375K0.01%-2,63813F-HRTimeline
Sound View Wealth Advisors Group, LLC5,955$373K0.03%-1913F-HRTimeline
Biondo Investment Advisors, LLC5,913$370K0.05%-10513F-HRTimeline
Gallacher Capital Management LLC5,859$367K0.17%-3,36013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,795$363K<0.01%-513F-HR/ATimelineGroup
Holistic Financial Partners5,793$363K0.16%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,772$362K<0.01%+36713F-HR/ATimelineGroup
DAYMARK WEALTH PARTNERS, LLC5,770$361K0.01%-40813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,730$359K0.02%-23413F-HR/ATimeline
SYNOVUS FINANCIAL CORP5,671$355K<0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC5,900$355K0.03%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,664$355K0.13%-1213F-HRTimeline
ALM First Financial Advisors, LLC5,568$349K0.08%013F-HRTimeline
Caliber Wealth Management, LLC / KS5,460$342K0.04%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,393$338K0.02%+4413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,386$337K0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,386$337K0.02%-96013F-HRTimeline
Perigon Wealth Management, LLC5,379$337K0.01%+8513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,297$332K0.04%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,295$332K<0.01%+1,84913F-HRTimeline
Black Swift Group, LLC5,280$331K0.07%+25013F-HRTimeline
Arkadios Wealth Advisors5,270$330K0.01%-5613F-HRTimeline
Valeo Financial Advisors, LLC5,187$325K0.01%+313F-HR/ATimeline
Good Life Advisors, LLC5,165$324K0.02%-26313F-HRTimeline
SCOTIA CAPITAL INC.5,129$321K<0.01%-413F-HRTimeline
NorthCoast Asset Management LLC5,125$321K<0.01%+24613F-HRTimeline
Valmark Advisers, Inc.5,055$317K<0.01%+42813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,026$315K+1Timeline
Carrera Capital Advisors5,007$314K0.06%+513F-HRTimeline
American Institute for Advanced Investm…4,990$313K0.22%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,949$310K0.01%013F-HRTimelineGroup
Mason & Associates Inc4,944$310K0.07%013F-HRTimeline
SteelPeak Wealth, LLC4,867$305K0.01%-20313F-HRTimeline
Quantitative Investment Management, LLC4,849$303K0.04%new13F-HRTimeline
Acropolis Investment Management, LLC4,800$301K0.02%013F-HRTimeline
Larson Financial Group LLC4,776$299K0.01%+35913F-HRTimeline
Yarbrough Capital, LLC4,660$292K0.01%-100,00013F-HRTimeline
AdvisorNet Financial, Inc4,602$288K0.02%-27413F-HRTimeline
EQ LLC4,477$280K0.11%-4,46113F-HRTimeline
PATTEN & PATTEN INC/TN4,425$277K0.02%-21013F-HRTimeline
Great Lakes Retirement, Inc.4,424$277K0.03%013F-HRTimeline
Western Wealth Management, LLC4,403$276K0.02%+40213F-HRTimeline
Cresset Asset Management, LLC4,388$275K<0.01%-48613F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC4,358$273K0.01%-52013F-HRTimeline
SeaCrest Wealth Management, LLC4,342$272K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC4,336$272K0.04%+1513F-HRTimeline
McElhenny Sheffield Capital Management,…4,308$270K0.07%013F-HR/ATimeline
BYRNE FINANCIAL FREEDOM, LLC4,291$269K0.13%-50613F-HRTimeline
Moloney Securities Asset Management, LLC4,286$268K0.03%013F-HRTimeline
Advisory Alpha, LLC4,225$265K0.01%013F-HRTimeline
Bernardo Wealth Planning LLC4,212$264K0.06%-15613F-HRTimeline
Forza Wealth Management, LLC4,200$263K0.11%013F-HRTimeline
KWB Wealth4,304$259K0.03%-2,46813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,071$255K<0.01%-1,03213F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC4,062$254K0.03%new13F-HRTimeline
YHB Investment Advisors, Inc.4,055$254K0.02%new13F-HRTimeline
LaFleur & Godfrey LLC4,051$254K0.03%+1013F-HRTimeline
Pinnacle Bancorp, Inc.3,960$248K0.08%013F-HRTimeline
Trivium Point Advisory, LLC3,934$246K0.03%-142,45613F-HRTimeline
Hudock, Inc.3,901$244K0.04%-2213F-HRTimeline
Strategic Advisors LLC3,876$243K0.05%-84013F-HRTimeline
Thrive Capital Management, LLC3,873$243K0.08%new13F-HRTimeline
Glenview Trust Co3,808$239K<0.01%new13F-HRTimeline
Tyche Wealth Partners LLC3,784$237K0.05%+913F-HRTimeline
Cadent Capital Advisors, LLC3,743$234K0.08%+313F-HRTimeline
Sonoma Private Wealth LLC3,672$230K0.28%-15013F-HRTimeline
Ring Mountain Capital, LLC3,816$229K0.14%-12913F-HRTimeline
Focus Financial Network, Inc.3,639$228K0.01%013F-HRTimeline
Sterling Financial Planning, Inc.3,626$227K0.08%+213F-HRTimeline
Hilltop National Bank3,555$223K0.06%13F-HRTimeline
Martin Capital Advisors, LLP3,545$222K0.14%013F-HRTimeline
Bedel Financial Consulting, Inc.3,534$221K0.03%013F-HRTimeline
Keystone Wealth Services, LLC3,525$221K0.05%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,516$220K0.02%+313F-HRTimeline
Wealthspire Advisors, LLC3,505$220K<0.01%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,478$218K0.03%-7813F-HRTimeline
Octavia Wealth Advisors, LLC3,472$217K0.02%013F-HRTimeline
Runnymede Capital Advisors, Inc.3,459$217K0.2%-1,49013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,451$216K0.05%13F-HRTimeline
LexAurum Advisors, LLC3,425$215K0.03%-22913F-HRTimeline
SPC Financial, Inc.3,402$213K0.02%013F-HRTimeline
Clearstead Trust, LLC3,400$213K0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,372$211K0.01%+113F-HRTimeline
MONTAG A & ASSOCIATES INC3,370$211K0.01%+1,30013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,343$209K<0.01%new13F-HRTimelineGroup
FLC Capital Advisors3,342$209K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,310$207K0.01%-29813F-HRTimelineGroup
Patten Group, Inc.3,305$207K0.04%new13F-HRTimeline
Activest Wealth Management3,298$207K0.05%+113F-HRTimeline
IFP Advisors, Inc3,287$206K0.01%+5813F-HRTimeline
Rockwood Wealth Management, LLC3,276$205K0.02%new13F-HRTimeline
Gibson Capital, LLC3,262$204K0.04%new13F-HRTimeline
Northwest Financial Advisors3,239$203K0.28%-83013F-HRTimeline
Clear Harbor Asset Management, LLC3,235$203K0.02%new13F-HRTimeline
GeoWealth Management, LLC3,183$199K0.01%-7413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,181$199K0.01%-1513F-HR/ATimeline