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Disclosery

IHI ISHARES TR

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SHS (fund)

554 managers (560 13F filers) reported a position in IHI shares at 2025-12-31, 27,579,173 shares in all. 42 filers opened a position and 31 filers sold out during the quarter.

Managers
554
13F filers
560
New
42
Added
147
Reduced
196
Sold out
31
Shares held by filers
27,579,173

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SUMMIT WEALTH GROUP LLC / CO3,388$211K0.03%new13F-HRTimeline
FLC Capital Advisors3,342$208K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,312$206K0.01%new13F-HRTimelineGroup
Activest Wealth Management3,300$205K0.04%+113F-HRTimeline
Brookwood Investment Group LLC3,288$204K0.02%new13F-HRTimeline
Rockwood Wealth Management, LLC3,276$204K0.02%new13F-HRTimeline
Apella Capital, LLC3,268$203K<0.01%new13F-HRTimeline
Clear Harbor Asset Management, LLC3,235$201K0.01%new13F-HRTimeline
Ring Mountain Capital, LLC3,241$200K0.1%-31313F-HRTimeline
MGB Wealth Management, LLC3,024$188K0.05%013F-HRTimeline
Peterson Wealth Services2,894$180K0.05%-11,30313F-HRTimeline
Strategic Wealth Partners, Ltd.2,875$179K0.01%-1,72113F-HRTimeline
Sankala Group LLC2,931$176K0.14%13F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,742$170K0.02%+13213F-HRTimeline
Biltmore Family Office, LLC2,700$168K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,473$154K<0.01%013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC2,400$149K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,177$135K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC2,148$133K0.01%+113F-HRTimeline
Blue Trust, Inc.2,084$130K<0.01%-3113F-HRTimeline
Aptus Capital Advisors, LLC2,063$128K<0.01%+1,05813F-HRTimeline
Harbor Asset Planning, Inc.2,062$128K0.11%-11813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,936$120K0.02%+213F-HRTimelineGroup
FAS Wealth Partners, Inc.1,894$118K0.01%013F-HRTimeline
WHITTIER TRUST CO1,806$116K<0.01%013F-HRTimeline
Aspect Partners, LLC1,758$109K0.05%013F-HRTimeline
Sava Infond d.o.o.1,730$108K0.01%-10,00013F-HRTimeline
Avalon Trust Co1,580$98.2K0.01%-10013F-HRTimeline
EFG International AGin group EFG International AG1,510$93.8K<0.01%13F-HRTimelineGroup
Financial Perspectives, Inc1,447$89.9K0.02%+113F-HRTimeline
Register Financial Advisors LLC1,442$89.6K0.03%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,383$86K0.02%13F-HRTimelineGroup
HOWE & RUSLING INC1,380$85.8K0.01%013F-HRTimeline
HM PAYSON & CO1,380$85.8K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,373$85K<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$85K0.01%013F-HRTimelineGroup
Estate Planners Group, LLC1,302$80.9K0.04%13F-HRTimeline
Millstone Evans Group, LLC1,228$76.3K0.04%+56213F-HRTimeline
SageView Advisory Group, LLC1,220$75.8K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,220$75.8K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,152$71.6K<0.01%-2,05813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,150$71.5K<0.01%+2413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,138$70.7K<0.01%+34413F-HRTimelineGroup
Catherine Avery Investment Management L…1,112$69.1K0.04%013F-HRTimeline
Brentview Investment Management LLC1,000$62.1K0.03%013F-HRTimeline
LM Advisors LLC3,707$59.6K1.14%-59,26713F-HRTimeline
Sound Income Strategies, LLC957$59.2K<0.01%+10513F-HRTimeline
GHP Investment Advisors, Inc.933$58K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC918$57.1K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton911$56.6K0.01%013F-HRTimeline
Trust Co906$56.3K0.01%new13F-HRTimeline
TSFG, LLC900$56K0.01%013F-HRTimeline
Truvestments Capital LLC900$55.9K0.01%013F-HRTimeline
Clean Yield Group840$52.2K0.01%013F-HRTimeline
Canton Hathaway, LLC834$51.8K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc793$49.3K0.02%+17113F-HRTimeline
WealthShield Partners, LLC792$49.2K0.01%013F-HRTimeline
Founders Financial Alliance, LLC784$48.7K0.01%-52113F-HRTimeline
FIRST UNITED BANK & TRUST730$45.4K0.01%-5013F-HRTimeline
Key Financial Inc714$44.3K0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC696$43.3K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC684$42.5K<0.01%-813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…666$41.4K0.01%013F-HRTimeline
Balentine LLC654$40.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.650$40.4K0.01%-5413F-HRTimeline
Golden State Wealth Management, LLC640$39.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC633$39.3K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC630$39.2K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC628$39K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC626$38.9K0.01%+17013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…610$37.9K0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC600$37.3K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.600$37.3K0.1%013F-HRTimeline
United Financial Planning Group LLC600$37.3K0.02%+54913F-HRTimeline
Merrithew & Thorsten Inc601$37K0.04%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…564$35.1K0.01%new13F-HRTimeline
Copia Wealth Management564$35.1K0.03%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC537$33.4K0.01%-3613F-HRTimeline
Comprehensive Financial Planning, Inc./…519$32.3K0.02%013F-HRTimeline
GAMMA Investing LLC516$32.1K<0.01%013F-HRTimeline
Modus Advisors, LLC480$29.8K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC459$28.5K<0.01%new13F-HRTimeline
Atomic Invest LLC450$28.2K0.02%13F-HRTimeline
COUNTRY TRUST BANK450$28K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST450$28K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC450$28K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC427$26.5K0.01%-4213F-HRTimeline
VALLEY NATIONAL ADVISERS INC416$25K<0.01%+613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC386$24.9K<0.01%+20013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC397$24.7K<0.01%-813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…390$24.2K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.382$24K0.02%13F-HRTimeline
Monetary Solutions, Ltd370$23K0.02%13F-HRTimeline
N.E.W. Advisory Services LLC362$22.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.360$22.4K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …360$22.4K<0.01%013F-HRTimelineGroup
ORG Partners LLC360$22.4K<0.01%+17013F-HRTimeline
ROTHSCHILD INVESTMENT LLC357$22.2K<0.01%+113F-HRTimeline
Align Financial, LLC21,007$21K0.02%13F-HRTimeline
Archer Investment Corp336$20.9K<0.01%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd320$19.9K<0.01%-10013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.62$19.8K<0.01%+213F-HRTimelineGroup
Gen-Wealth Partners Inc277$17.2K0.01%013F-HRTimeline
Sunrise Financial Services, LLC276$17.2K0.01%13F-HRTimeline
Triumph Capital Management260$16.2K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT240$14.9K<0.01%013F-HRTimeline
SHP Wealth Management206$12.8K<0.01%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC200$12.4K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.197$12.2K0.01%+14113F-HRTimeline
DiNuzzo Private Wealth, Inc.189$11.7K<0.01%013F-HRTimeline
Financial Freedom, LLC166$10.3K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC151$9.38K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC150$9.32K<0.01%-60013F-HRTimeline
Imprint Wealth LLC150$9.32K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC127$7.91K<0.01%-22713F-HRTimelineGroup
Aventura Private Wealth, LLC126$7.83K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.125$7.77K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC120$7.46K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division120$7.46K<0.01%013F-HRTimeline
City State Bank105$6.53K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC102$6.34K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC102$6.34K<0.01%013F-HRTimeline
Costello Asset Management, INC100$6.21K<0.01%013F-HRTimeline
Realta Investment Advisors100$6.21K<0.01%013F-HRTimeline
Horizon Investments, LLC86$5.34K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.70$4.35K<0.01%-3013F-HRTimeline
Keating Financial Advisory Services, In…67$4.16K<0.01%13F-HRTimeline
Perkins Coie Trust Co63$3.92K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.61$3.81K<0.01%13F-HRTimeline
CDKV HOLDINGS LLC61$3.81K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC60$3.73K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.60$3.73K<0.01%-113F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI51$3.17K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC50$3.13K<0.01%-37013F-HRTimeline
Vermillion & White Wealth Management Gr…42$2.61K<0.01%013F-HRTimeline
Avion Wealth38$2K<0.01%013F-HRTimeline
Bangor Savings Bank31$1.93K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.30$1.86K<0.01%013F-HRTimeline
Fairway Wealth LLC30$1.86K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$1.5K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC20$1.24K<0.01%-7,20413F-HRTimeline
AMERIFLEX GROUP, INC.18$1.12K<0.01%-1813F-HRTimeline
Signature Resources Capital Management,…18$1.12K<0.01%013F-HRTimeline
Go Invest LLC18$1.1K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$933<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.12$746<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10$622<0.01%013F-HRTimelineGroup
Bullseye Investment Management, LLC9$559<0.01%new13F-HRTimeline
First Pacific Financial6$381<0.01%013F-HRTimeline
Kingdom Financial Group LLC.1$74<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$48<0.01%-213F-HRTimelineGroup
Retirement Wealth Solutions LLC0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
New Millennium Group LLC0$7<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.