Skip to content
Disclosery

IHI ISHARES TR

Follow

SHS (fund)

509 managers (516 13F filers) reported a position in IHI shares at 2026-03-31, 27,736,561 shares in all. 45 filers opened a position and 83 filers sold out during the quarter.

Managers
509
13F filers
516
New
45
Added
131
Reduced
202
Sold out
83
Shares held by filers
27,736,561

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ameliora Wealth Management Ltd.1,000$53.4K0.02%new13F-HRTimeline
Merkkuri Wealth Advisors LLC992$52.9K0.04%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…985$52.5K<0.01%-16513F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding970$51.7K+360Timeline
GHP Investment Advisors, Inc.933$49.8K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC918$49K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton911$48.6K0.01%013F-HRTimeline
Truvestments Capital LLC900$48K0.01%013F-HRTimeline
TSFG, LLC900$48K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc894$47.7K0.02%+10113F-HRTimeline
Sound Income Strategies, LLC882$47.1K<0.01%-7513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC857$45.7K0.01%+23113F-HRTimeline
Clean Yield Group840$44.8K0.01%013F-HRTimeline
Canton Hathaway, LLC834$44.5K0.01%013F-HRTimeline
Avalon Trust Co800$42.7K<0.01%-78013F-HRTimeline
Key Financial Inc714$38.1K0.01%013F-HRTimeline
Balentine LLC654$34.9K<0.01%013F-HRTimeline
Westside Investment Management, Inc.650$34.7K0.01%013F-HRTimeline
MATHER GROUP, LLC.646$34.5K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC640$34.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC634$33.8K<0.01%-5013F-HRTimeline
Clearstead Advisors, LLC633$33.8K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC631$33.7K0.01%-59,17413F-HRTimeline
BALLAST ADVISORS LLC630$33.6K0.01%013F-HR/ATimeline
WHITTIER TRUST CO630$33.6K<0.01%-1,17613F-HRTimeline
Scarborough Advisors, LLC608$32.4K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC600$32K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.600$32K0.09%013F-HRTimeline
Merrithew & Thorsten Inc602$32K0.03%+113F-HRTimeline
Destiny Wealth Partners, LLC594$31.7K<0.01%new13F-HRTimeline
RMG Wealth Management LLC660$31.4K<0.01%new13F-HRTimeline
Copia Wealth Management564$30.1K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…559$29.8K<0.01%-513F-HRTimeline
GAMMA Investing LLC516$27.5K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC483$25.8K0.01%-5413F-HRTimeline
COUNTRY TRUST BANK450$24K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC450$24K<0.01%+5313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST450$24K<0.01%013F-HRTimeline
Atomic Invest LLC453$23.8K0.01%+313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC450$22.4K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…390$20.8K0.01%-12913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…390$20.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC386$20.6K<0.01%013F-HRTimeline
Monetary Solutions, Ltd370$19.7K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC362$19.3K<0.01%013F-HRTimeline
North Star Investment Management Corp.360$19.2K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …360$19.2K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC357$19K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC349$18.6K0.01%-7813F-HRTimeline
Pacifica Partners Inc.348$18.6K0.01%new13F-HRTimeline
Align Financial, LLC338$18K0.01%-20,66913F-HRTimeline
VALLEY NATIONAL ADVISERS INC343$18K<0.01%-7313F-HRTimeline
Archer Investment Corp336$17.9K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA334$17.8K<0.01%new13F-HRTimelineGroup
SHP Wealth Management327$17.5K<0.01%+12113F-HRTimeline
Owl Creek Wealth Partners LLC324$17.3K0.01%13F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd320$17.1K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.318$17K<0.01%+25613F-HRTimelineGroup
Legend Capital Advisors LLC300$16K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc277$14.8K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC276$14.7K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC250$13.3K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT240$12.8K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC222$12K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC210$11K<0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC200$10.7K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.189$10.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…153$8.16K<0.01%+8613F-HRTimeline
Cedar Mountain Advisors, LLC151$8.06K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC150$8K<0.01%013F-HRTimeline
Imprint Wealth LLC150$8K0.04%013F-HRTimeline
Innovative Asset Advisors Group, LLC150$8K<0.01%13F-HRTimeline
City State Bank130$6.94K<0.01%+2513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC127$6.79K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC126$6.72K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.125$6.68K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST120$6.4K<0.01%-61013F-HRTimeline
WOLFF WIESE MAGANA LLC120$6.4K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division120$6.4K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC102$5.44K<0.01%013F-HRTimeline
Costello Asset Management, INC100$5.33K<0.01%013F-HRTimeline
Realta Investment Advisors100$5.33K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC92$4.91K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.75$4K<0.01%-3,58813F-HRTimelineGroup
CDKV HOLDINGS LLC61$3.27K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.61$3.27K<0.01%013F-HRTimeline
Synergy Investment Management, LLC61$3.25K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.60$3.2K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.56$2.97K<0.01%-14113F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI51$2.72K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50$2.67K<0.01%-2013F-HRTimeline
Triumph Capital Management50$2.67K<0.01%-21013F-HRTimeline
Smartleaf Asset Management LLC50$2.63K<0.01%013F-HRTimeline
WealthShield Partners, LLC42$2.24K<0.01%-75013F-HRTimeline
Avion Wealth38$2K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC30$1.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$1.29K<0.01%013F-HR/ATimelineGroup
Go Invest LLC20$1.07K<0.01%+213F-HRTimeline
AMERIFLEX GROUP, INC.18$963<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$801<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.12$641<0.01%013F-HRTimeline
Bullseye Investment Management, LLC9$480<0.01%013F-HRTimeline
First Pacific Financial6$328<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1$64<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1$64<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…0$41<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
Retirement Wealth Solutions LLC0$18<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Clark Wealth Partners0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Financial Freedom, LLC0$00%-16613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.