Skip to content
Disclosery

IHI ISHARES TR

Follow

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
Future Financial Wealth Managment LLC3,060$192K0.13%013F-HRTimeline
MGB Wealth Management, LLC3,024$189K0.06%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,014$189K<0.01%+1,41213F-HR/ATimelineGroup
Peterson Wealth Services2,910$182K0.05%013F-HRTimeline
AE Wealth Management LLC2,884$181K<0.01%+1813F-HRTimeline
Biltmore Family Office, LLC2,700$169K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.2,698$167K0.09%+213F-HRTimeline
Glenmede Investment Management, LP2,585$162K<0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,578$161K<0.01%-5,07113F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC2,400$150K0.04%013F-HRTimeline
FIRST UNITED BANK & TRUST2,200$138K0.05%-27513F-HRTimeline
Harbor Asset Planning, Inc.2,176$136K0.13%13F-HRTimeline
Bogart Wealth, LLC2,147$134K0.01%+113F-HRTimeline
Blue Trust, Inc.1,981$124K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,932$121K0.02%+113F-HRTimelineGroup
FAS Wealth Partners, Inc.1,894$119K0.01%-60013F-HRTimeline
WHITTIER TRUST CO1,806$113K<0.01%013F-HRTimeline
Aspect Partners, LLC1,758$110K0.05%-2,74213F-HRTimeline
WealthShield Partners, LLC1,734$109K0.01%013F-HRTimeline
Financial Perspectives, Inc1,446$90.6K0.03%013F-HRTimeline
Register Financial Advisors LLC1,442$90.3K0.04%-14313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,422$89.1K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC1,380$86.4K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,373$86K<0.01%-5513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,303$81.6K<0.01%+17713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,220$76.4K<0.01%013F-HRTimelineGroup
Catherine Avery Investment Management L…1,112$69.7K0.05%013F-HRTimeline
Founders Capital Management1,093$68.4K0.04%-59813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,068$66.9K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC1,063$66.6K<0.01%+5813F-HRTimeline
Paladin Advisory Group, LLC1,020$63.9K0.05%013F-HRTimeline
Brentview Investment Management LLC1,000$62.6K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.933$58.4K<0.01%013F-HRTimeline
RMG Wealth Management LLC960$57.9K0.01%13F-HRTimeline
Nalls Sherbakoff Group, LLC918$57.5K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton911$57.1K0.01%-1,50013F-HRTimeline
Truvestments Capital LLC900$56.4K0.01%013F-HRTimeline
Avalon Trust Co900$56.4K<0.01%013F-HRTimeline
TSFG, LLC900$56K0.01%013F-HRTimeline
Sound Income Strategies, LLC852$53.3K<0.01%+113F-HRTimeline
Global Trust Asset Management, LLC850$53.2K0.03%-2,00013F-HRTimeline
Clean Yield Group840$52.6K0.02%013F-HRTimeline
Canton Hathaway, LLC828$52K0.01%013F-HRTimeline
Founders Financial Alliance, LLC783$49K0.01%-52113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC740$46.4K<0.01%-22413F-HRTimelineGroup
Key Financial Inc712$44.6K0.01%-25613F-HRTimeline
AllSquare Wealth Management LLC696$43.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC692$43.4K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…666$41.7K0.02%013F-HRTimeline
Millstone Evans Group, LLC666$41.7K0.03%013F-HRTimeline
Hemington Wealth Management659$41K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.652$40.8K0.01%-77,65713F-HRTimeline
Westside Investment Management, Inc.650$40.7K0.01%013F-HRTimeline
Golden State Wealth Management, LLC640$40.1K<0.01%-30013F-HRTimeline
Clearstead Advisors, LLC633$39.7K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC630$39.5K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC623$39K<0.01%-31313F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…610$38.1K0.01%013F-HRTimelineGroup
Choate Investment Advisors600$37.6K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC600$37.6K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.600$37.6K0.12%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC574$36K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …570$35.7K<0.01%-27013F-HRTimelineGroup
Legend Financial Advisors, Inc.567$35.5K0.02%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…567$35.5K0.03%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…564$35.3K0.01%new13F-HRTimeline
Copia Wealth Management564$35.3K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.564$35.1K0.02%+413F-HRTimeline
GAMMA Investing LLC516$32.3K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC507$31K0.01%013F-HRTimeline
GROUP ONE TRADING LLC468$29.3K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK450$28.2K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST450$28.2K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC450$28.2K0.02%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd420$26.3K<0.01%013F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC403$25.3K<0.01%+3013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…390$24.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC375$23.5K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC362$22.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.360$22.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC356$22.3K<0.01%013F-HRTimeline
Archer Investment Corp336$21.1K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA333$20.9K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.318$19.9K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC300$18.8K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc298$18.7K0.01%new13F-HRTimeline
Creekmur Asset Management LLC294$18.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc277$17.4K0.01%013F-HRTimeline
MCF Advisors LLC261$16.4K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT240$15K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC237$14.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…232$14.6K<0.01%+5513F-HRTimeline
Crews Bank & Trust225$14.1K<0.01%new13F-HRTimeline
Horizon Investments, LLC219$13.7K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC207$13K0.01%+8113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC200$12.5K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC196$12.3K<0.01%013F-HRTimeline
ORG Partners LLC190$11.9K<0.01%-79913F-HRTimeline
DiNuzzo Private Wealth, Inc.189$11.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC186$11.6K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.180$11.3K<0.01%new13F-HRTimeline
Financial Freedom, LLC166$10.4K0.01%013F-HRTimeline
Rise Advisors, LLC154$9.63K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC151$9.44K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …150$9K<0.01%-1,18313F-HR/ATimelineGroup
EASTERN BANK126$7.89K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.125$7.82K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC120$7.52K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc120$7.52K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division120$7.52K<0.01%013F-HRTimeline
SIGNATUREFD, LLC109$6.83K<0.01%-3613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.109$6.83K<0.01%013F-HRTimeline
City State Bank105$6.58K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC104$6.51K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC102$6.39K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC102$6.39K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC102$6.39K0.01%013F-HRTimeline
Costello Asset Management, INC100$6.26K<0.01%013F-HRTimeline
Realta Investment Advisors100$6.26K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC70$4.38K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…70$4.38K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC61$3.82K<0.01%+2613F-HRTimeline
IMG Wealth Management, Inc.56$3.48K<0.01%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$3.44K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI51$3.19K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC50$3.1K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…42$2.63K<0.01%013F-HRTimeline
Avion Wealth38$2K<0.01%013F-HR/ATimeline
Bangor Savings Bank31$1.94K<0.01%-2613F-HRTimeline
Centricity Wealth Management, LLC31$1.94K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.30$1.88K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$1.51K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…18$1.13K<0.01%013F-HRTimeline
WFA Asset Management Corp18$1.02K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC15$940<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$940<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.12$752<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10$626<0.01%-17013F-HRTimelineGroup
First Pacific Financial6$383<0.01%-10913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$143<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
New Millennium Group LLC0$14<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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.