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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
FAS Wealth Partners, Inc.1,894$114K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,875$113K0.02%new13F-HRTimeline
WHITTIER TRUST CO1,806$109K<0.01%013F-HRTimeline
Aspect Partners, LLC1,758$106K0.05%013F-HRTimeline
Avalon Trust Co1,680$101K0.01%+78013F-HRTimeline
Financial Perspectives, Inc1,446$86.9K0.02%013F-HRTimeline
Register Financial Advisors LLC1,442$86.6K0.03%013F-HRTimeline
HOWE & RUSLING INC1,380$82.9K0.01%013F-HRTimeline
HM PAYSON & CO1,380$82.9K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,367$82.1K0.01%-36,19613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,373$82K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Financial Alliance, LLC1,305$78.4K0.01%+52213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,220$73.3K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,126$67.7K<0.01%-17713F-HRTimelineGroup
Catherine Avery Investment Management L…1,112$66.8K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,110$66.7K<0.01%-1,46813F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,068$64.2K0.03%013F-HRTimeline
Glenmede Investment Management, LP1,053$63.3K<0.01%-1,53213F-HRTimeline
Aptus Capital Advisors, LLC1,005$60.4K<0.01%-5813F-HRTimeline
RMG Wealth Management LLC960$60.3K0.01%013F-HRTimeline
Brentview Investment Management LLC1,000$60.1K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.933$56.1K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC918$55.2K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton911$54.7K0.01%013F-HRTimeline
Truvestments Capital LLC900$54.1K0.01%013F-HRTimeline
TSFG, LLC900$54K0.01%013F-HRTimeline
Sound Income Strategies, LLC852$51.1K<0.01%013F-HRTimeline
Clean Yield Group840$50.5K0.01%013F-HRTimeline
Canton Hathaway, LLC834$50K0.01%+613F-HRTimeline
Grey Fox Wealth Advisors, LLC810$48.7K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC794$47.7K<0.01%+5413F-HRTimelineGroup
WealthShield Partners, LLC792$47.6K0.01%-94213F-HRTimeline
FIRST UNITED BANK & TRUST780$46.9K0.02%-1,42013F-HRTimeline
Global Trust Asset Management, LLC750$45.1K0.02%-10013F-HRTimeline
Key Financial Inc713$42.4K0.01%+113F-HRTimeline
Westside Investment Management, Inc.704$42.3K0.01%+5413F-HRTimeline
AllSquare Wealth Management LLC696$41.8K0.02%013F-HRTimeline
CoreCap Advisors, LLC692$41.6K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…666$40K0.01%013F-HRTimeline
Millstone Evans Group, LLC666$40K0.03%013F-HRTimeline
Balentine LLC654$39.3K<0.01%new13F-HRTimeline
Hemington Wealth Management659$39K0.01%013F-HRTimeline
MATHER GROUP, LLC.646$38.8K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC640$38.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC633$38K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC630$37.9K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc622$37.4K0.01%+32413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…610$36.6K0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC600$36K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.600$36K0.1%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC573$34.4K0.01%-113F-HRTimeline
Copia Wealth Management564$33.9K0.03%013F-HRTimeline
Comprehensive Financial Planning, Inc./…519$31.2K0.02%-4813F-HRTimeline
GAMMA Investing LLC516$31K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC469$28.2K0.01%+27313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC456$27.4K0.01%new13F-HRTimeline
COUNTRY TRUST BANK450$27K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST450$27K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC450$27K0.01%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd420$25.2K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC420$25K<0.01%+37013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC405$24.3K<0.01%-21813F-HRTimeline
VALLEY NATIONAL ADVISERS INC410$24K<0.01%-9713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…390$23.4K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC362$21.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.360$21.6K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …360$21.6K<0.01%-21013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC356$21.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC354$21.3K<0.01%-4913F-HRTimelineGroup
Archer Investment Corp336$20.2K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.60$19.1K<0.01%-25813F-HRTimelineGroup
Creekmur Asset Management LLC294$17.7K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc277$16.7K0.01%013F-HRTimeline
MCF Advisors LLC261$15.7K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT240$14.4K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC238$14.3K<0.01%+113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC200$12K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.189$11.7K<0.01%013F-HRTimeline
ORG Partners LLC190$11.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC186$11.3K<0.01%013F-HRTimeline
United Financial Planning Group LLC51$10.7K0.01%13F-HRTimeline
Dunhill Financial, LLC174$10.5K<0.01%new13F-HRTimeline
Financial Freedom, LLC166$9.97K<0.01%013F-HRTimeline
Rise Advisors, LLC154$9.24K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC151$9.06K<0.01%013F-HRTimeline
Imprint Wealth LLC150$9.01K0.03%13F-HRTimeline
Tortoise Investment Management, LLC135$8.11K<0.01%-16513F-HRTimeline
EASTERN BANK126$7.57K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC126$7.57K<0.01%-8113F-HRTimeline
DHJJ Financial Advisors, Ltd.125$7.5K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC120$7.21K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division120$7.21K<0.01%013F-HRTimeline
City State Bank105$6.31K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC237$6.13K<0.01%+13513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC102$6.13K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC102$6.13K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.100$6.01K<0.01%-913F-HRTimeline
Costello Asset Management, INC100$6.01K<0.01%013F-HRTimeline
Realta Investment Advisors100$6.01K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…68$4.08K<0.01%-213F-HRTimelineGroup
Perkins Coie Trust Co63$3.79K<0.01%new13F-HRTimeline
AlphaCore Capital LLC61$3.67K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC60$3.6K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.61$3.6K<0.01%-50313F-HRTimeline
IMG Wealth Management, Inc.56$3.34K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI51$3.06K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…42$2.52K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.36$2.17K<0.01%-2,66213F-HRTimeline
Avion Wealth38$2K<0.01%013F-HRTimeline
Bangor Savings Bank31$1.86K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.30$1.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$1.45K<0.01%013F-HRTimelineGroup
WFA Asset Management Corp18$1.08K<0.01%013F-HRTimeline
Signature Resources Capital Management,…18$1.08K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$902<0.01%013F-HRTimelineGroup
Guerra Advisors Inc15$901<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.12$721<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10$601<0.01%013F-HRTimelineGroup
Caitlin John, LLC7$421<0.01%new13F-HRTimeline
First Pacific Financial6$368<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$136<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC0$20<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
New Millennium Group LLC0$6<0.01%013F-HRTimelineAmount 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.