Skip to content
Disclosery

IHI ISHARES TR

Follow

SHS (fund)

509 managers (516 13F filers) reported a position in IHI shares at 2026-03-31, 27,736,561 shares in all. 45 filers opened a position and 83 filers sold out during the quarter.

Managers
509
13F filers
516
New
45
Added
131
Reduced
202
Sold out
83
Shares held by filers
27,736,561

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NorthRock Partners, LLC11,499$613K0.01%-22813F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,487$613K0.02%new13F-HRTimeline
Watchman Group, Inc.11,380$607K0.15%013F-HRTimeline
Carnegie Investment Counsel11,319$604K0.01%-2,27213F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,300$603K0.14%013F-HRTimeline
LRI Investments, LLC11,241$600K0.05%013F-HRTimeline
Main Street Financial Solutions, LLC11,208$598K0.04%+1,92813F-HRTimeline
Phraction Management LLC11,091$592K0.15%013F-HRTimeline
HB Wealth Management, LLC11,064$590K<0.01%013F-HRTimeline
AAFMAA Wealth Management & Trust LLC11,024$588K0.23%+1,99513F-HRTimeline
Joseph P. Lucia & Associates, LLC10,974$585K0.21%-1,09613F-HRTimeline
Sowell Financial Services LLC10,948$584K0.02%+4713F-HRTimeline
Resurgent Financial Advisors LLC10,931$583K0.21%+1,60813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC10,873$580K0.33%-19913F-HRTimeline
Sovran Advisors, LLC11,319$578K0.05%-57013F-HRTimeline
Summit Trail Advisors, LLC10,821$577K0.01%013F-HRTimeline
Sanctuary Advisors, LLC10,716$572K<0.01%-76913F-HRTimeline
Wealthfront Advisers LLC10,585$565K<0.01%-56713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,435$557K0.05%013F-HRTimeline
Blue Chip Partners, LLC10,301$550K0.04%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,234$546K0.01%-25513F-HRTimelineGroup
Sigma Planning Corp10,088$538K0.01%-2,21313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,912$529K0.01%-44013F-HRTimelineGroup
PW Nova Financial Services LLC9,788$522K0.13%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,574$511K0.01%013F-HRTimeline
Sage Capital Management, LLC9,364$500K0.23%+16813F-HRTimeline
FinDec Wealth Services, Inc.9,312$497K0.61%-80813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,290$496K0.02%013F-HRTimelineGroup
Clear Creek Financial Management, LLC9,160$489K0.04%-1,21613F-HRTimeline
Fortis Capital Advisors, LLC9,134$487K0.06%+2,38113F-HRTimeline
Quantinno Capital Management LP9,027$482K<0.01%+1,00813F-HRTimeline
Breachway Investments LLC8,716$466K0.45%+28813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd8,568$456K0.02%-1,56013F-HRTimelineGroup
MAI Capital Management8,527$455K<0.01%-1,10613F-HRTimeline
Riverpoint Wealth Management Holdings, …8,511$454K0.1%+713F-HRTimeline
One Capital Management, LLC8,496$453K0.01%new13F-HRTimeline
Merit Financial Group, LLC8,308$443K<0.01%-9,11513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,302$443K0.03%-18213F-HRTimeline
D.A. DAVIDSON & CO.8,279$442K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.8,265$441K0.06%+59713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,263$441K<0.01%+24313F-HR/ATimelineGroup
Houlihan Financial Resource Group, Ltd.8,220$439K0.17%013F-HRTimeline
Tranquilli Financial Advisor LLC8,217$438K0.26%+40413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise8,172$436K0.02%013F-HRTimelineGroup
Opes Wealth Management LLC8,160$435K0.07%013F-HRTimeline
Manchester Capital Management LLC8,110$433K0.06%+61013F-HRTimeline
Koshinski Asset Management, Inc.8,081$431K0.03%+9113F-HRTimeline
WealthSpring Partners, LLC8,039$429K0.39%013F-HRTimeline
Western Wealth Management, LLC8,019$428K0.02%-1,72413F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\8,000$427K<0.01%-20,71413F-HRTimelineGroup
Caldwell Trust Co7,942$424K0.04%-16213F-HRTimeline
Wedmont Private Capital7,681$417K0.01%-6013F-HRTimeline
Finivi Inc.7,737$413K0.23%-1,74913F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,566$404K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,535$402K0.06%013F-HRTimeline
Financial Management, Inc.7,456$398K0.37%-613F-HRTimeline
Z3 Capital Partners, LLC7,432$396K0.1%-1,34913F-HRTimeline
LANARK FINANCIAL, INC.7,412$395K0.03%-1,99713F-HRTimeline
Circle Wealth Management, LLC7,406$395K0.01%013F-HRTimeline
Balance Wealth Partners LLC7,401$395K0.12%-74013F-HRTimeline
Hyposwiss Advisors SA7,362$393K0.39%013F-HRTimeline
Prosperity Consulting Group, LLC7,357$392K0.02%-3,54713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,309$390K0.03%013F-HRTimeline
Fox Hill Wealth Management7,303$390K0.19%-20613F-HRTimeline
Orion Porfolio Solutions, LLC7,219$385K<0.01%-1,15413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN7,200$384K0.04%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,154$382K<0.01%-4,00213F-HRTimelineGroup
BCV Asset Management Inc.7,223$380K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC7,080$378K0.01%+113F-HRTimeline
IEQ CAPITAL, LLC7,063$377K<0.01%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,020$375K0.01%-33413F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC6,946$371K0.05%+113F-HRTimeline
TD Waterhouse Canada Inc.6,924$370K<0.01%-31,81213F-HRTimeline
Jacobi Capital Management LLC6,823$364K0.02%-43913F-HRTimeline
Sun Group Wealth Partners6,818$364K0.29%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,765$361K0.09%-6113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,740$360K<0.01%-6813F-HRTimelineGroup
ARWA LLC6,625$356K0.18%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,650$355K0.19%+113F-HR/ATimeline
Welch Group, LLC6,630$354K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC6,563$350K0.01%-1,31813F-HRTimeline
Traynor Capital Management, Inc.6,582$346K0.02%-7913F-HRTimeline
Avior Wealth Management, LLC6,393$341K0.01%-1,51513F-HRTimeline
Creekside Partners6,360$339K0.14%013F-HRTimeline
Mascoma Wealth Management LLC6,299$336K0.07%-6613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,277$335K<0.01%-2,91813F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A6,255$334K<0.01%+1,43413F-HRTimelineGroup
Prospera Financial Services Inc6,224$332K0.01%-2,05513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,187$330K0.23%+113F-HRTimeline
Montis Financial, LLC6,182$330K0.07%-3,95613F-HRTimeline
Kraft, Davis & Associates, LLC6,466$330K0.07%013F-HRTimeline
Comprehensive Money Management Services…6,172$329K0.22%-1013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,149$328K<0.01%-9413F-HRTimelineGroup
Larson Financial Group LLC6,132$327K0.01%+58313F-HRTimeline
NWAM LLC6,122$327K0.02%-59513F-HRTimeline
Cresset Asset Management, LLC6,105$326K<0.01%+1,37513F-HRTimeline
SHUFRO ROSE & CO LLC5,900$315K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,872$313K0.01%-1,13113F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC5,848$312K0.05%013F-HRTimeline
PCG Wealth Advisors, LLC5,840$312K0.08%+213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,835$311K0.01%013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,772$308K<0.01%+14813F-HRTimeline
Sound View Wealth Advisors Group, LLC5,726$305K0.02%+4713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC5,673$303K0.03%-12013F-HRTimeline
Capital Developers, LLC5,604$299K0.27%+20413F-HRTimeline
Financial Partners Group, Inc5,577$298K0.04%-33913F-HRTimeline
ALM First Financial Advisors, LLC5,568$297K0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,556$296K<0.01%-1,39913F-HRTimelineGroup
BRIGHTON JONES LLC5,544$296K0.01%new13F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,484$293K0.03%-713F-HRTimeline
Arkadios Wealth Advisors5,478$292K<0.01%-12413F-HRTimeline
Gladstone Institutional Advisory LLC5,475$292K0.01%+30713F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,468$292K0.01%+1,34113F-HRTimeline
Mason & Associates Inc5,477$288K0.06%+53313F-HRTimeline
Aureus Asset Management, LLC5,400$288K0.02%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,302$283K0.03%+213F-HRTimeline
Caliber Wealth Management, LLC / KS5,226$279K0.03%-8413F-HRTimeline
LaFleur & Godfrey LLC5,189$277K0.03%+16913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,178$276K0Timeline
StoneX Group Inc.in group StoneX Group Inc.5,147$274K0.01%-72813F-HRTimelineGroup
IMC-Chicago, LLC5,066$270K<0.01%-8,62713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,968$267K0.02%-15013F-HR/ATimeline
Wealthspire Advisors, LLC5,007$267K<0.01%+36113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,958$265K<0.01%013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC4,950$264K0.08%-59413F-HRTimeline
Carrera Capital Advisors4,948$264K0.04%+113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,908$262K<0.01%-36013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.4,889$261K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,889$261K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.4,845$258K0.02%013F-HRTimeline
Acropolis Investment Management, LLC4,800$256K0.01%013F-HRTimeline
Carroll Advisory Group, LLC4,769$254K0.1%013F-HRTimeline
SCOTIA CAPITAL INC.4,605$246K<0.01%-77813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,592$245K0.02%-98513F-HRTimeline
Great Lakes Retirement, Inc.4,424$236K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,426$236K0.01%-18013F-HRTimeline
Valeo Financial Advisors, LLC4,394$234K0.01%+213F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,327$231K<0.01%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding4,322$231K-9,480Timeline
Bernardo Wealth Planning LLC4,212$225K0.04%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,191$224K0.03%-2,84513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,190$224K0.02%+513F-HRTimeline
McElhenny Sheffield Capital Management,…4,158$222K0.05%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,100$219K<0.01%-62213F-HRTimelineGroup
AE Wealth Management LLC4,036$215K<0.01%-51513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…4,032$215K<0.01%-1,90413F-HRTimelineGroup
Blue Water Asset Management4,019$214K0.07%-1113F-HRTimeline
LeClair Wealth Partners LLC4,019$214K0.07%new13F-HRTimeline
Coquina Private Wealth LLC4,014$214K0.17%-1,84813F-HRTimeline
Valmark Advisers, Inc.3,989$213K<0.01%+713F-HRTimeline
Gallacher Capital Management LLC3,979$212K0.08%013F-HRTimeline
Hudock, Inc.3,891$208K0.03%013F-HRTimeline
Strategic Advisors LLC3,876$207K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.3,835$205K0.06%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,808$203K0.01%-36113F-HRTimeline
Advisory Alpha, LLC3,795$203K0.01%-33313F-HRTimeline
Global View Capital Management LLC3,781$202K0.05%-96813F-HRTimeline
IFP Advisors, Inc3,732$199K<0.01%+20313F-HRTimeline
MONTAG A & ASSOCIATES INC3,680$196K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC3,572$191K0.03%-23913F-HRTimeline
Hilltop National Bank3,555$190K0.05%013F-HRTimeline
Clearstead Trust, LLC3,400$181K0.03%013F-HRTimeline
PRIVATE TRUST CO NA3,383$180K0.02%-2,73213F-HRTimeline
Cassaday & Co Wealth Management LLC3,311$177K<0.01%new13F-HRTimeline
Activest Wealth Management3,301$176K0.03%+113F-HRTimeline
AlphaCore Capital LLC3,043$162K<0.01%-42013F-HRTimeline
Strategic Wealth Partners, Ltd.2,966$158K0.01%+9113F-HRTimeline
Sankala Group LLC2,931$157K0.13%013F-HRTimeline
Peterson Wealth Services2,894$154K0.04%013F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP61,974$151K0.07%-12,38013F-HRTimeline
Biltmore Family Office, LLC2,700$144K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,610$139K0.01%-13213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,599$139K<0.01%new13F-HR/ATimeline
Wall Street Financial Group, Inc.2,517$134K0.08%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,473$132K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,177$116K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC2,148$115K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,100$112K0.03%-30013F-HRTimeline
Blue Trust, Inc.2,084$111K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,894$101K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,873$99.9K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.1,868$99.7K0.08%-19413F-HRTimeline
Aspect Partners, LLC1,758$93.8K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC1,636$87.3K<0.01%-42713F-HRTimeline
Register Financial Advisors LLC1,585$84.6K0.03%+14313F-HRTimeline
Brentview Investment Management LLC1,500$80K0.03%+50013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,383$73.8K0.02%013F-HRTimelineGroup
HOWE & RUSLING INC1,380$73.6K<0.01%013F-HRTimeline
HM PAYSON & CO1,380$73.6K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,373$73K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,367$72.9K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,310$69.9K<0.01%-58,54813F-HRTimelineGroup
Founders Financial Alliance, LLC1,307$69.7K0.01%+52313F-HRTimeline
Millstone Evans Group, LLC1,228$65.5K0.04%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,220$65.1K<0.01%013F-HRTimelineGroup
EFG International AGin group EFG International AG1,200$64K<0.01%-31013F-HRTimelineGroup
Financial Perspectives, Inc1,146$61.1K0.02%-30113F-HRTimeline
Catherine Avery Investment Management L…1,112$59.3K0.03%013F-HRTimeline
LM Advisors LLC3,091$58K0.96%-61613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,058$56.4K<0.01%-8013F-HRTimelineGroup