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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
Acorn Wealth Advisors, LLC3,473$203K0.08%-27413F-HRTimeline
Octavia Wealth Advisors, LLC3,472$203K0.02%013F-HRTimeline
Global View Capital Management LLC3,458$202K0.07%13F-HRTimeline
WR Wealth Planners, LLC3,440$201K0.06%-1,65713F-HRTimeline
Clearstead Trust, LLC3,400$198K0.04%013F-HRTimeline
Union Bancaire Privee, UBP SA3,480$196K<0.01%13F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,349$195K<0.01%+113F-HRTimeline
Activest Wealth Management3,296$192K0.05%+213F-HRTimeline
Rosenberg Matthew Hamilton3,090$180K0.05%+25713F-HRTimeline
Future Financial Wealth Managment LLC3,060$179K0.13%-2013F-HRTimeline
MGB Wealth Management, LLC3,024$176K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.2,720$174K0.08%13F-HRTimeline
AE Wealth Management LLC2,941$172K<0.01%new13F-HRTimeline
Peterson Wealth Services2,910$170K0.05%013F-HRTimeline
Biltmore Family Office, LLC2,700$158K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,585$151K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.2,494$146K0.01%+2413F-HRTimeline
Qube Research & Technologies Ltd2,361$138K<0.01%-45,01213F-HRTimeline
Transcendent Capital Group LLC2,202$128K0.07%013F-HRTimeline
Bogart Wealth, LLC2,146$125K0.01%+113F-HRTimeline
MONTAG A & ASSOCIATES INC2,070$121K0.01%+25013F-HRTimeline
Blue Trust, Inc.1,981$116K<0.01%+91913F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,961$114K<0.01%-88213F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,929$113K0.02%-22713F-HRTimelineGroup
Arax Advisory Partners1,906$111K0.01%+1,04813F-HRTimeline
WHITTIER TRUST CO1,806$105K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,700$99.2K0.03%013F-HRTimeline
Founders Capital Management1,690$98.6K0.06%+313F-HRTimeline
Register Financial Advisors LLC1,585$92.5K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC1,496$87.3K<0.01%+1,20513F-HRTimeline
Sandy Spring Bank1,453$84.8K<0.01%-7113F-HRTimeline
Global Trust Asset Management, LLC1,450$84.6K0.03%-1,60013F-HRTimeline
Financial Perspectives, Inc1,446$84.3K0.03%+113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,404$81.9K0.03%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,373$80K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mainstream Capital Management LLC1,330$77.6K0.05%new13F-HRTimeline
HOWE & RUSLING INC1,297$75.7K0.01%+9713F-HRTimeline
FIRST UNITED BANK & TRUST1,290$75.3K0.03%-84013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,220$71.2K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC1,141$66.6K0.02%+113F-HRTimeline
Catherine Avery Investment Management L…1,112$64.9K0.06%13F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,081$63.1K<0.01%+4913F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.1,072$62.6K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,068$62.3K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,021$59.6K<0.01%-59413F-HRTimelineGroup
Paladin Advisory Group, LLC1,020$59.5K0.05%013F-HRTimeline
Avalon Trust Co1,000$58.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC940$54.9K0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC936$54.6K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.933$54.4K<0.01%013F-HRTimeline
TSFG, LLC900$53K0.01%013F-HRTimeline
Truvestments Capital LLC900$52.5K0.01%013F-HRTimeline
Clean Yield Group840$49K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …840$49K<0.01%-8013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC824$48.8K<0.01%new13F-HRTimelineGroup
Canton Hathaway, LLC828$48K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST750$43.8K<0.01%013F-HRTimeline
Key Financial Inc711$41.5K0.01%+113F-HRTimeline
AllSquare Wealth Management LLC696$40.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC688$40.1K<0.01%+1013F-HRTimeline
Legend Financial Advisors, Inc.685$40K0.03%+8513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…666$38.9K0.02%013F-HRTimeline
Millstone Evans Group, LLC666$38.9K0.03%13F-HRTimeline
Hemington Wealth Management659$38K0.01%013F-HRTimeline
MATHER GROUP, LLC.646$37.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC633$36.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC633$36.9K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC630$36.8K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC628$36.6K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC600$35K0.01%013F-HRTimeline
Aspect Partners, LLC600$35K0.02%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…566$33K0.03%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.566$33K0.02%13F-HRTimeline
Copia Wealth Management564$32.9K0.03%13F-HRTimeline
WealthShield Partners, LLC518$30.2K<0.01%-1,21613F-HRTimeline
GAMMA Investing LLC516$30.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC507$29K0.01%-4813F-HRTimeline
Modus Advisors, LLC480$28K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC450$26.3K0.01%013F-HRTimeline
UNION SAVINGS BANK450$26.3K0.01%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd420$24.5K<0.01%13F-HRTimelineGroup
Ethos Financial Group, LLC413$24.1K<0.01%new13F-HRTimeline
High Note Wealth, LLC408$23.8K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…390$22.8K<0.01%013F-HR/ATimeline
Park Square Financial Group, LLC375$21.9K0.02%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC373$21.8K<0.01%-38913F-HRTimelineGroup
North Star Investment Management Corp.360$21K<0.01%-40013F-HRTimeline
ROTHSCHILD INVESTMENT LLC356$20.8K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA333$19.9K<0.01%013F-HRTimelineGroup
Archer Investment Corp336$19.6K0.01%013F-HRTimeline
Westside Investment Management, Inc.330$19.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.318$18.6K<0.01%013F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…317$18K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC294$17.2K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc277$16.2K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC261$15.3K<0.01%013F-HRTimeline
CENTRAL TRUST Co261$15.2K<0.01%013F-HRTimeline
MCF Advisors LLC261$15.2K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV254$14.8K0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT240$14K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC237$13.8K<0.01%new13F-HRTimeline
Horizon Investments, LLC219$12.8K<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.213$12.4K0.01%13F-HRTimeline
TruNorth Capital Management, LLC208$12.1K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC200$11.7K<0.01%013F-HRTimeline
Cardinal Strategic Wealth Guidance193$11.3K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC192$11.2K<0.01%-22213F-HRTimeline
DiNuzzo Private Wealth, Inc.189$11K<0.01%013F-HRTimeline
Financial Freedom, LLC166$9.69K0.01%013F-HRTimeline
Rise Advisors, LLC153$8.95K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC150$8.78K<0.01%-30113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.139$8.11K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management138$8K<0.01%013F-HRTimeline
EASTERN BANK126$7.35K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC126$7.35K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.125$7.27K<0.01%-13913F-HRTimeline
WOLFF WIESE MAGANA LLC120$7K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc120$7K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division120$7K<0.01%013F-HRTimeline
NFSG Corp107$6.23K<0.01%new13F-HRTimeline
City State Bank105$6.13K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC104$6.07K<0.01%+1213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC102$5.95K<0.01%new13F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC102$5.95K<0.01%013F-HRTimeline
Transce3nd, LLC102$5.95K<0.01%13F-HRTimeline
Accredited Wealth Management, LLC102$5.95K0.01%13F-HRTimeline
Realta Investment Advisors100$5.92K<0.01%+6013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC100$5.83K<0.01%013F-HRTimeline
Costello Asset Management, INC100$5.83K<0.01%013F-HRTimeline
New Republic Capital, LLC93$5.43K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC90$5.26K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.84$4.9K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC81$4.75K<0.01%013F-HRTimeline
SIGNATUREFD, LLC77$4.5K<0.01%-613F-HRTimeline
PSI Advisors, LLC77$4.48K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC71$4.15K<0.01%13F-HRTimeline
Roxbury Financial LLC58$3.56K<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC58$3.38K<0.01%013F-HRTimeline
Bangor Savings Bank57$3.33K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.55$3.24K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$3.21K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…54$3.15K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI51$2.98K<0.01%+813F-HRTimeline
Smartleaf Asset Management LLC50$2.92K<0.01%013F-HRTimeline
LEE DANNER & BASS INC48$2.8K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC36$2.1K<0.01%013F-HRTimeline
Avion Wealth38$2K<0.01%-2713F-HRTimeline
UMB Bank, n.a.33$1.93K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centricity Wealth Management, LLC31$1.81K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.30$1.75K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$1.4K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB23$1.34K<0.01%013F-HRTimeline
WFA Asset Management Corp18$1.07K<0.01%013F-HRTimeline
Signature Resources Capital Management,…18$1.05K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$1K<0.01%-313F-HRTimelineGroup
LANARK FINANCIAL, INC.15$8750.08%-19,77113F-HRTimeline
Bernard Wealth Management Corp.12$701<0.01%13F-HR/ATimeline
Caitlin John, LLC7$408<0.01%013F-HRTimeline
First Pacific Financial6$357<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC0$20<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
New Millennium Group LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Clark Wealth Partners0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.