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Disclosery

IHI ISHARES TR

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SHS (fund)

524 managers (529 13F filers) reported a position in IHI shares at 2025-09-30, 28,491,512 shares in all. 32 filers opened a position and 51 filers sold out during the quarter.

Managers
524
13F filers
529
New
32
Added
117
Reduced
230
Sold out
51
Shares held by filers
28,491,512

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Watchman Group, Inc.11,380$684K0.17%-15013F-HRTimeline
Connecticut Wealth Management, LLC11,319$680K0.03%new13F-HRTimeline
FinDec Wealth Services, Inc.11,304$679K0.7%-1,19713F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,300$679K0.18%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,287$678K0.01%-81313F-HRTimelineGroup
Clear Creek Financial Management, LLC11,238$675K0.06%-2,08913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,071$665K0.33%-19313F-HRTimeline
HB Wealth Management, LLC11,064$665K<0.01%+16213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,008$661K<0.01%-1,00813F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC10,891$654K0.02%013F-HRTimeline
Summit Trail Advisors, LLC10,821$650K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,762$647K0.02%-53013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,259$641K0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,662$641K0.02%+4,26013F-HRTimelineGroup
LANARK FINANCIAL, INC.10,631$639K0.05%-66213F-HRTimeline
Sowell Financial Services LLC10,593$636K0.02%-32313F-HRTimeline
Paragon Private Wealth Management, LLC10,577$635K0.21%+42413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC10,495$631K0.18%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,435$627K0.06%-4,34013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,302$619K0.01%-65113F-HRTimeline
Wealthfront Advisers LLC10,100$607K<0.01%-84113F-HRTimeline
Phraction Management LLC10,016$602K0.17%013F-HRTimeline
Bramshill Investments, LLC10,000$601K0.04%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd9,854$592K0.03%-40013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC9,624$578K0.01%-83013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,563$575K<0.01%-145,97213F-HRTimelineGroup
Finivi Inc.9,389$564K0.36%+18413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,290$558K0.02%013F-HRTimelineGroup
Sage Capital Management, LLC9,195$552K0.25%+813F-HRTimeline
Westshore Wealth, LLC9,092$546K0.19%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,900$535K<0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC8,859$532K0.03%-42013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,861$532K<0.01%-20713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC8,836$531K0.03%+76913F-HRTimeline
Kovack Advisors, Inc.8,598$517K0.05%-2,27913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,550$514K<0.01%-81013F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …8,496$510K0.11%+913F-HRTimeline
Caldwell Trust Co8,434$507K0.05%-15013F-HRTimeline
Koshinski Asset Management, Inc.8,427$506K0.03%-18013F-HRTimeline
Willow Creek Wealth Management Inc.8,407$505K0.04%new13F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP8,322$500K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
D.A. DAVIDSON & CO.8,320$500K<0.01%-2,70313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise8,172$491K0.02%-24,00013F-HRTimelineGroup
Opes Wealth Management LLC8,160$490K0.09%013F-HRTimeline
Modern Wealth Management, LLC8,059$484K0.01%-34,85413F-HRTimeline
NWAM LLC7,968$483K0.03%-3,18413F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp8,020$482K<0.01%013F-HRTimelineGroup
Balance Wealth Partners LLC7,917$476K0.12%-2,01113F-HRTimeline
Avior Wealth Management, LLC7,900$475K0.02%+79813F-HRTimeline
MAI Capital Management7,817$470K<0.01%-28213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,806$469K0.01%-3,81913F-HRTimelineGroup
Prospera Financial Services Inc7,777$467K0.01%-413F-HRTimeline
FineMark National Bank & Trust7,755$466K0.02%-3,96713F-HRTimeline
Wedmont Private Capital7,741$464K0.02%013F-HRTimeline
Fox Hill Wealth Management7,575$455K0.21%-51313F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,566$455K0.01%013F-HRTimeline
GC Wealth Management RIA, LLC7,555$454K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC7,533$453K0.01%-2,04813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,535$453K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,530$452K0.02%-2,49313F-HRTimelineGroup
Manchester Capital Management LLC7,500$451K0.06%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,470$449K0.02%-31113F-HRTimelineGroup
Circle Wealth Management, LLC7,406$445K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.7,352$442K0.06%+54813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,309$439K0.04%+113F-HRTimeline
TD Waterhouse Canada Inc.7,344$438K<0.01%+1,01913F-HRTimeline
Jacobi Capital Management LLC7,256$436K0.03%-7613F-HRTimeline
Advisory Services Network, LLC7,233$435K0.01%+94613F-HRTimeline
Traynor Capital Management, Inc.7,228$434K0.02%-18413F-HRTimeline
GPS Wealth Strategies Group, LLC7,224$434K0.05%-13813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN7,200$433K0.04%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,166$431K0.05%-38113F-HRTimeline
Advantage Trust Co7,140$429K0.19%013F-HRTimeline
PRIVATE TRUST CO NA7,085$426K0.04%-47713F-HRTimeline
Meridian Wealth Management, LLC7,078$425K0.02%-42013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,020$422K0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,953$418K0.01%-2,21413F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL6,829$410K0.11%+32613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,819$410K0.23%-29513F-HRTimeline
Intelligence Driven Advisers, LLC6,660$400K0.06%013F-HRTimeline
Welch Group, LLC6,630$398K0.02%013F-HRTimeline
Resurgent Financial Advisors LLC6,617$398K0.2%new13F-HRTimeline
Kraft, Davis & Associates, LLC6,466$390K0.09%013F-HRTimeline
SCOTIA CAPITAL INC.6,431$386K<0.01%+1,30213F-HRTimeline
DRW Securities, LLC6,402$384K0.02%new13F-HRTimeline
Mascoma Wealth Management LLC6,365$382K0.08%-1,89713F-HRTimeline
Creekside Partners6,360$382K0.17%013F-HRTimeline
COMERICA BANK6,303$379K<0.01%-38613F-HRTimeline
Comprehensive Money Management Services…6,282$377K0.27%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,229$374K<0.01%-10,84513F-HRTimelineGroup
COURIER CAPITAL LLC6,198$372K0.02%-8313F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,186$372K0.24%-50013F-HRTimeline
Biondo Investment Advisors, LLC6,173$371K0.05%+26013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,161$370K0.01%013F-HRTimeline
Financial Partners Group, Inc6,130$368K0.05%-19513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,106$367K0.02%-14813F-HRTimeline
PFG Advisors6,092$366K0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC6,044$363K0.07%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,997$360K<0.01%13F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC5,976$359K0.04%-75813F-HRTimeline
PCG Wealth Advisors, LLC5,917$355K0.1%-72613F-HRTimeline
SHUFRO ROSE & CO LLC5,900$355K0.03%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC5,846$351K0.04%-42013F-HRTimeline
Sound View Wealth Advisors Group, LLC5,803$349K0.02%-15213F-HRTimeline
Holistic Financial Partners5,793$348K0.14%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,720$344K0.01%-5013F-HRTimeline
SYNOVUS FINANCIAL CORP5,676$341K<0.01%+513F-HRTimeline
Gallacher Capital Management LLC5,632$338K0.13%-22713F-HRTimeline
Arkadios Wealth Advisors5,631$338K0.01%+36113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,624$338K<0.01%+32913F-HRTimeline
ALM First Financial Advisors, LLC5,568$334K0.07%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,544$333K0.11%-12013F-HRTimeline
Larson Financial Group LLC5,470$329K0.01%+69413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,468$329K0.02%-26213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,428$326K<0.01%-34413F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC5,378$323K0.01%-1,51013F-HRTimeline
Caliber Wealth Management, LLC / KS5,310$319K0.04%-15013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,299$318K0.04%+213F-HRTimeline
Global Retirement Partners, LLC5,236$315K0.01%-1,94613F-HRTimeline
ALTFEST L J & CO INC5,193$312K0.03%-80,19913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,179$311K0.02%-21413F-HRTimeline
Sunbelt Securities, Inc.5,086$306K0.02%-2,56413F-HRTimeline
Acropolis Investment Management, LLC4,800$301K0.02%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,000$300K0.01%+5113F-HRTimelineGroup
Global View Capital Management LLC4,999$300K0.06%new13F-HRTimeline
Carrera Capital Advisors4,945$297K0.05%-6213F-HRTimeline
Mason & Associates Inc4,944$297K0.06%013F-HRTimeline
American Institute for Advanced Investm…4,890$294K0.19%-10013F-HRTimeline
SteelPeak Wealth, LLC4,737$285K0.01%-13013F-HRTimeline
Cresset Asset Management, LLC4,730$284K<0.01%+34213F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding4,724$284K-302Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,696$282K0.01%-69013F-HRTimelineGroup
Yarbrough Capital, LLC4,660$280K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,611$277K0.02%-77513F-HRTimeline
Strategic Wealth Partners, Ltd.4,596$276K0.02%-1,82713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,508$271K<0.01%+1,16513F-HRTimelineGroup
AE Wealth Management LLC4,485$269K<0.01%+1,60113F-HRTimeline
Valeo Financial Advisors, LLC4,430$266K0.01%-75713F-HRTimeline
Great Lakes Retirement, Inc.4,424$266K0.03%013F-HRTimeline
LaFleur & Godfrey LLC4,382$263K0.03%+33113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,365$262K<0.01%-6,24613F-HRTimelineGroup
AdvisorNet Financial, Inc4,357$262K0.01%-24513F-HRTimeline
Western Wealth Management, LLC4,340$261K0.01%-6313F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,298$258K0.01%-6013F-HRTimeline
Mach-1 Financial Group, LLC4,281$257K0.04%new13F-HRTimeline
Integrity Advisory Solutions, LLC4,281$257K0.04%13F-HRTimeline
EQ LLC4,264$256K0.09%-21313F-HRTimeline
Valmark Advisers, Inc.4,245$255K<0.01%-81013F-HRTimeline
Advisory Alpha, LLC4,225$253K0.01%013F-HRTimeline
Bernardo Wealth Planning LLC4,212$253K0.05%013F-HRTimeline
Moloney Securities Asset Management, LLC4,196$252K0.03%-9013F-HRTimeline
NorthCoast Asset Management LLC4,165$250K<0.01%-96013F-HRTimeline
McElhenny Sheffield Capital Management,…4,158$250K0.06%-15013F-HRTimeline
Glen Eagle Advisors, LLC4,157$250K0.03%-17913F-HRTimeline
Perigon Wealth Management, LLC3,946$237K<0.01%-1,43313F-HRTimeline
Retirement Planning Group, LLC3,925$236K0.01%new13F-HRTimeline
Hudock, Inc.3,902$234K0.04%+113F-HRTimeline
Strategic Advisors LLC3,876$233K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.3,835$230K0.07%-12513F-HRTimeline
Cadent Capital Advisors, LLC3,747$225K0.06%+413F-HRTimeline
Quantinno Capital Management LP3,699$222K<0.01%new13F-HRTimeline
PATTEN & PATTEN INC/TN3,695$222K0.01%-73013F-HRTimeline
Ausdal Financial Partners, Inc.3,693$222K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC3,680$221K0.01%+31013F-HRTimeline
Sterling Financial Planning, Inc.3,628$218K0.07%+213F-HRTimeline
Tyche Wealth Partners LLC3,576$215K0.04%-20813F-HRTimeline
Ring Mountain Capital, LLC3,554$214K0.12%-26213F-HRTimeline
SeaCrest Wealth Management, LLC3,536$214K0.02%-80613F-HRTimeline
Hilltop National Bank3,555$214K0.05%013F-HRTimeline
Bedel Financial Consulting, Inc.3,534$212K0.03%013F-HRTimeline
Keystone Wealth Services, LLC3,525$212K0.05%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,520$211K0.02%+413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,479$209K0.03%+113F-HRTimeline
Sonoma Private Wealth LLC3,468$208K0.25%-20413F-HRTimeline
Runnymede Capital Advisors, Inc.3,459$208K0.17%013F-HRTimeline
Patten Group, Inc.3,445$207K0.04%+14013F-HRTimeline
Octavia Wealth Advisors, LLC3,444$207K0.02%-2813F-HRTimeline
LexAurum Advisors, LLC3,427$206K0.03%+213F-HRTimeline
SPC Financial, Inc.3,402$204K0.02%013F-HRTimeline
Clearstead Trust, LLC3,400$204K0.03%013F-HRTimeline
Martin Capital Advisors, LLP3,353$201K0.12%-19213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,353$201K0.01%+17213F-HRTimeline
FLC Capital Advisors3,342$201K0.04%013F-HRTimeline
Activest Wealth Management3,299$198K0.04%+113F-HRTimeline
IFP Advisors, Inc3,277$197K0.01%-1013F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC3,210$193K<0.01%+19613F-HR/ATimelineGroup
Future Financial Wealth Managment LLC3,060$184K0.12%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MGB Wealth Management, LLC3,024$182K0.05%013F-HRTimeline
Peterson Wealth Services14,197$175K0.05%+11,28713F-HRTimeline
Wealthspire Advisors, LLC2,785$167K<0.01%-72013F-HRTimeline
Biltmore Family Office, LLC2,700$162K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,610$157K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,473$149K<0.01%+2,41813F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC2,400$144K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.2,180$131K0.12%+413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,177$131K<0.01%+75513F-HRTimelineGroup
Bogart Wealth, LLC2,147$129K0.01%013F-HRTimeline
Blue Trust, Inc.2,115$127K<0.01%+13413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,069$124K0.01%-28,47413F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,934$116K0.02%+213F-HRTimelineGroup