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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
SPC Financial, Inc.3,402$205K0.02%-60013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.3,400$205K0.08%new13F-HRTimeline
Clearstead Trust, LLC3,400$205K0.05%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,371$203K0.01%-20013F-HRTimeline
Acorn Wealth Advisors, LLC3,353$202K0.08%-12013F-HRTimeline
FLC Capital Advisors3,342$201K0.05%new13F-HRTimeline
Activest Wealth Management3,297$198K0.05%+113F-HRTimeline
GeoWealth Management, LLC3,257$196K0.01%-28313F-HRTimeline
IFP Advisors, Inc3,229$194K0.01%-1,73613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,196$192K0.01%-1,49013F-HRTimeline
Union Bancaire Privee, UBP SA3,480$191K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC3,060$184K0.14%013F-HRTimeline
MGB Wealth Management, LLC3,024$182K0.07%013F-HRTimeline
Peterson Wealth Services2,910$175K0.05%013F-HRTimeline
AE Wealth Management LLC2,866$173K<0.01%-7513F-HRTimeline
Global Trust Asset Management, LLC2,850$172K0.1%+1,40013F-HRTimeline
Biltmore Family Office, LLC2,700$163K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.2,696$162K0.07%-2413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,585$156K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.2,494$150K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST2,475$149K0.06%+1,18513F-HRTimeline
Rosenberg Matthew Hamilton2,411$145K0.04%-67913F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,400$144K0.04%+70013F-HRTimeline
Bogart Wealth, LLC2,146$129K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,070$125K0.01%013F-HRTimeline
Blue Trust, Inc.1,981$119K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,931$116K0.02%+213F-HRTimelineGroup
WHITTIER TRUST CO1,806$109K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,734$104K0.01%+1,21613F-HRTimeline
Founders Capital Management1,691$102K0.07%+113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,602$96.4K<0.01%-12,69413F-HR/ATimelineGroup
Register Financial Advisors LLC1,585$95.4K0.05%013F-HRTimeline
Sandy Spring Bank1,453$87.4K<0.01%013F-HRTimeline
Financial Perspectives, Inc1,446$87K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,428$86K<0.01%+5513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOWE & RUSLING INC1,380$83.1K0.01%+8313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,333$80K<0.01%-62813F-HRTimelineGroup
Founders Financial Alliance, LLC1,304$78.5K0.02%+16313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,220$73.4K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,126$67.8K<0.01%+4513F-HRTimelineGroup
Catherine Avery Investment Management L…1,112$66.9K0.06%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,068$64.3K0.03%013F-HRTimeline
Paladin Advisory Group, LLC1,020$61.4K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC1,005$60.5K<0.01%-49113F-HRTimeline
Brentview Investment Management LLC1,000$60.2K0.03%new13F-HRTimeline
ORG Partners LLC989$59.3K0.01%new13F-HRTimeline
Key Financial Inc968$58.2K0.01%+25713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC964$58K<0.01%-5713F-HRTimelineGroup
Golden State Wealth Management, LLC940$56.6K0.01%013F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC936$56.3K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.933$56.2K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC918$55.3K0.04%13F-HRTimeline
Truvestments Capital LLC900$54.2K0.01%013F-HRTimeline
Avalon Trust Co900$54.2K<0.01%-10013F-HRTimeline
TSFG, LLC900$54K0.01%013F-HRTimeline
Sound Income Strategies, LLC851$51.2K<0.01%+21813F-HRTimeline
Clean Yield Group840$50.6K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …840$50.6K<0.01%013F-HRTimelineGroup
Canton Hathaway, LLC828$50K0.01%013F-HRTimeline
AllSquare Wealth Management LLC696$41.9K0.02%013F-HRTimeline
CoreCap Advisors, LLC692$41.7K<0.01%+413F-HRTimeline
Millstone Evans Group, LLC666$40.1K0.03%013F-HRTimeline
Westside Investment Management, Inc.650$39.1K0.01%+32013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…666$39K0.02%013F-HRTimeline
Hemington Wealth Management659$39K0.01%013F-HRTimeline
MATHER GROUP, LLC.646$38.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC633$38.1K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC630$37.9K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…610$36.6K0.01%-79413F-HRTimelineGroup
Princeton Global Asset Management LLC600$36.1K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.600$36.1K0.12%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC574$34.6K0.02%-39,65013F-HRTimeline
Comprehensive Financial Planning, Inc./…566$34.1K0.03%013F-HRTimeline
Columbia River Financial Group, LLC570$34K0.02%new13F-HRTimeline
Copia Wealth Management564$33.9K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.560$33.7K0.02%-613F-HRTimeline
GAMMA Investing LLC516$31.1K<0.01%013F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC507$30K0.01%013F-HRTimeline
COUNTRY TRUST BANK450$27.1K<0.01%new13F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST450$27.1K<0.01%-30013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC450$27.1K0.01%013F-HRTimeline
UNION SAVINGS BANK450$27.1K0.01%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd420$25.3K<0.01%013F-HR/ATimelineGroup
Wayfinding Financial, LLC426$25K0.01%new13F-HRTimeline
High Note Wealth, LLC408$24.6K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…390$23.5K<0.01%013F-HRTimeline
Park Square Financial Group, LLC375$22.6K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC373$22.5K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC362$21.8K<0.01%new13F-HRTimeline
North Star Investment Management Corp.360$21.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC356$21.4K<0.01%013F-HRTimeline
Archer Investment Corp336$20.2K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA333$20K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.318$19.1K<0.01%013F-HRTimelineGroup
HWG Holdings LP315$19K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC295$17.8K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC294$17.7K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc277$16.7K0.01%013F-HRTimeline
CENTRAL TRUST Co261$15.7K<0.01%013F-HRTimeline
MCF Advisors LLC261$15.7K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT240$14.4K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC237$14.3K<0.01%013F-HRTimeline
Horizon Investments, LLC219$13.2K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC208$12.5K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC200$12K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC196$11.8K<0.01%+413F-HRTimeline
Cardinal Strategic Wealth Guidance193$11.6K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.189$11.4K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.185$11.1K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…177$10.7K<0.01%-4,54413F-HRTimeline
Flaharty Asset Management, LLC169$10.2K<0.01%new13F-HRTimeline
Financial Freedom, LLC166$9.99K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.180$9.77K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC154$9.24K<0.01%+113F-HRTimeline
Cedar Mountain Advisors, LLC151$9.06K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC145$8.73K<0.01%+6813F-HRTimeline
EASTERN BANK126$7.58K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC126$7.58K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.125$7.5K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC120$7.22K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division120$7.22K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc120$7.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC114$7K<0.01%new13F-HRTimelineGroup
First Pacific Financial115$6.9K<0.01%+10913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.109$6.56K<0.01%-3013F-HRTimeline
City State Bank105$6.32K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC104$6.26K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC102$6.14K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC102$6.14K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC102$6.14K0.01%013F-HRTimeline
Costello Asset Management, INC100$6.02K<0.01%013F-HRTimeline
Realta Investment Advisors100$6.02K<0.01%013F-HRTimeline
New Republic Capital, LLC93$5.6K<0.01%013F-HRTimeline
Citizens National Bank Trust Department90$5.42K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC70$4.21K<0.01%-11,13213F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC58$3.49K<0.01%013F-HRTimeline
Bangor Savings Bank57$3.43K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.55$3.34K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$3.31K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI51$3.07K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC50$2.97K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…42$2.53K<0.01%-1213F-HRTimeline
AlphaCore Capital LLC35$2.11K<0.01%new13F-HRTimeline
Avion Wealth38$2K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC31$1.87K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.30$1.81K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$1.45K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…18$1.08K<0.01%013F-HRTimeline
WFA Asset Management Corp18$1.07K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$1K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$903<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.12$723<0.01%013F-HRTimeline
Painted Porch Advisors LLC6$368<0.01%new13F-HRTimeline
Headlands Technologies LLC1$60<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC0$20<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,95513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Clark Wealth Partners0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.