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Disclosery

IHI ISHARES TR

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SHS (fund)

562 managers (568 13F filers) reported a position in IHI shares at 2024-12-31, 28,399,215 shares in all. 45 filers opened a position and 57 filers sold out during the quarter.

Managers
562
13F filers
568
New
45
Added
140
Reduced
220
Sold out
57
Shares held by filers
28,399,215

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,852,174$166M0.01%-81,84013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,666,806$156M0.01%+598,97413F-HRTimelineGroup
LPL Financial LLC2,237,467$131M0.05%+442,60313F-HRTimeline
UBS Group AGin group UBS Group AG1,249,712$72.9M0.02%+104,43213F-HRTimelineGroup
Fisher Asset Management, LLC1,148,732$67M0.03%-66,85213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,087,471$63.5M0.02%+21,66813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding754,863$44M-135,048Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA710,671$41.5M0.01%-60,09013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC666,604$38.9M0.01%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO494,843$28.9M<0.01%-707,55113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS348,312$20.3M0.02%+191,92113F-HRTimelineGroup
RiverFront Investment Group, LLC342,017$20M0.45%+24,06813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC327,688$19.1M<0.01%-18,19613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC322,483$18.8M0.03%-22,10713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC291,225$17M<0.01%+30,41313F-HRTimelineGroup
Wharton Business Group, LLC257,900$15M0.68%-18,95013F-HRTimeline
Cetera Investment Advisers248,992$14.5M0.03%-1,17713F-HRTimeline
HighTower Advisors, LLC236,462$13.8M0.02%+31,73213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.255,403$13.8M0.03%-6,13513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…221,943$13M0.02%+6,78113F-HR/ATimeline
Kingsview Wealth Management, LLC206,678$12.1M0.23%+86,31513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200,465$11.7M4.26%+6,81613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…193,499$11.3M0.49%-3,09813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC185,868$10.8M0.01%-5,445,80013F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.183,268$10.7M1.73%+5,17213F-HRTimeline
Cambridge Investment Research Advisors,…173,268$10.1M0.03%-13,48913F-HRTimeline
Baker Avenue Asset Management, LP164,253$9.58M0.29%+2,90113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV163,241$9.53M0.02%-17,90213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC151,512$8.84M0.01%+115,74713F-HRTimelineGroup
MEANS INVESTMENT CO., INC.151,385$8.83M0.92%-1,31413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.151,318$8.83M0.08%-7,34413F-HRTimelineGroup
EP Wealth Advisors, LLC139,562$8.14M0.07%-12,37913F-HRTimeline
Certified Advisory Corp136,372$7.96M0.86%-2,28513F-HRTimeline
Trivium Point Advisory, LLC136,212$7.95M1%+4,75313F-HRTimeline
Federation des caisses Desjardins du Qu…131,733$7.69M0.04%-1,22913F-HRTimeline
MML INVESTORS SERVICES, LLC127,478$7.44M0.03%-3,18813F-HRTimeline
Safeguard Investment Advisory Group, LLC126,793$7.4M2.03%+2,66013F-HRTimeline
Dakota Wealth Management120,923$7.06M0.16%-2,32113F-HRTimeline
B. Riley Wealth Advisors, Inc.113,666$6.63M0.22%-1,49313F-HRTimeline
Janney Montgomery Scott LLC110,053$6.42M0.02%-9,26213F-HRTimeline
Segment Wealth Management, LLC106,872$6.24M0.43%+7,35513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding106,544$6.22M-4,656Timeline
Anchor Investment Management, LLC106,522$6.22M0.58%+2,09113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,256$6.2M0.01%+33913F-HRTimelineGroup
Northeast Financial Consultants Inc105,447$6.15M0.26%-24,33913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105,340$6.15M0.01%+29,44513F-HRTimelineGroup
Yarbrough Capital, LLC104,660$6.11M0.23%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,703$5.99M0.01%-14,35613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL101,944$5.95M0.02%-2,01913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,788$5.88M0.01%-1,34213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP100,493$5.86M0.09%-5,25013F-HRTimeline
CUMBERLAND ADVISORS INC99,450$5.8M2.32%-75013F-HRTimeline
Moors & Cabot, Inc.98,475$5.75M0.27%-15813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC95,409$5.57M0.22%-50513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC92,037$5.37M0.12%-2,58813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding87,885$5.13M+20,945Timeline
Millington Financial Advisors, LLC76,952$4.93M2.86%+10,36913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding83,785$4.89M-26,241Timeline
LYNX CAPITAL GROUP LTD /ADV81,684$4.77M2.74%+13,89113F-HRTimeline
NewEdge Advisors, LLC79,692$4.65M0.03%-6,81413F-HRTimeline
Capital Asset Advisory Services LLC78,350$4.63M0.23%-36913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…78,430$4.58M<0.01%+47913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC78,292$4.57M0.11%-5713F-HRTimeline
Lake Hills Wealth Management, LLC75,997$4.43M3.03%+5,26613F-HRTimeline
CENTAURUS FINANCIAL, INC.75,584$4.41M0.27%-3,56413F-HRTimeline
Mariner, LLCin group Mariner, LLC75,526$4.41M0.01%-10,77813F-HRTimelineGroup
LM Advisors LLC74,285$4.33M0.78%+3,14013F-HR/ATimeline
Riggs Asset Managment Co. Inc.73,916$4.32M1.15%+2,36313F-HRTimeline
J. Goldman & Co LP73,338$4.28M0.15%-6,28513F-HRTimeline
Dale Q Rice Investment Management Ltd72,784$4.25M1.87%13F-HRTimeline
Hamilton Wealth, LLC71,584$4.18M1.01%-69413F-HRTimeline
Snider Financial Group71,092$4.15M1.29%+21213F-HRTimeline
ALLIANCEBERNSTEIN L.P.69,860$4.08M<0.01%-5,02813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC69,102$4.03M0.29%-2,37813F-HRTimeline
Independent Advisor Alliance68,940$4.02M0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,065$3.97M<0.01%-9,36513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC67,755$3.95M0.21%+23,25913F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.65,600$3.83M0.04%+8,80013F-HRTimeline
CMH Wealth Management LLC62,754$3.66M0.84%-28,16313F-HRTimeline
Charter Oak Capital Management, LLC61,687$3.6M0.34%-4,82613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co61,625$3.6M0.82%-1,89513F-HRTimeline
Private Advisor Group, LLC61,192$3.57M0.02%-5,07113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,300$3.52M0.01%+42,56613F-HRTimelineGroup
VALICENTI ADVISORY SERVICES INC60,280$3.52M0.88%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding59,861$3.49M-1,345Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV56,867$3.32M0.27%-1,04313F-HRTimeline
Continuum Advisory, LLC55,979$3.27M0.42%+29113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…65,829$3.26M0.05%+47,70013F-HRTimelineGroup
Geneos Wealth Management Inc.55,506$3.24M0.11%-1213F-HRTimeline
CIBC WORLD MARKET INC.55,147$3.22M0.01%+4,89813F-HRTimeline
ALTFEST L J & CO INC53,896$3.14M0.4%+18,65113F-HRTimeline
J.W. COLE ADVISORS, INC.52,786$3.08M0.12%+9,72413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA47,755$3.06M1.71%-47013F-HRTimeline
Somerset Group LLC51,931$3.03M2.77%-69513F-HRTimeline
Diversified Enterprises, LLC51,588$3.01M0.29%-1,70713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC50,652$2.96M0.01%+29913F-HRTimelineGroup
Prestige Wealth Management Group LLC50,381$2.94M0.61%+36013F-HR/ATimeline
Gray Wealth Management Inc.49,011$2.86M1.08%+6,14413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…48,672$2.84M0.06%+11,72313F-HRTimelineGroup
Allworth Financial LP44,754$2.83M0.02%-50713F-HRTimeline
Money Design Co.,Ltd.47,785$2.79M0.14%-7,58713F-HRTimeline
Mason & Associates Inc47,537$2.77M0.65%-55613F-HRTimeline
Balefire, LLC46,311$2.7M0.92%-28713F-HRTimeline
Madden Advisory Services, Inc.46,045$2.69M1.25%-2,70713F-HRTimeline
WCG Wealth Advisors LLC45,349$2.65M0.17%+46013F-HRTimeline
Atria Wealth Solutions, Inc.42,832$2.5M0.03%-16,88313F-HRTimeline
FinDec Wealth Services, Inc.40,829$2.38M1.65%-10,25013F-HRTimeline
Modern Wealth Management, LLC40,400$2.36M0.09%+25,57513F-HR/ATimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …40,305$2.35M0.04%new13F-HRTimelineGroup
Koa Wealth Management, LLC40,230$2.35M1.92%-3,12713F-HRTimeline
1 NORTH WEALTH SERVICES LLC40,224$2.35M0.99%13F-HRTimeline
Dynamic Advisor Solutions LLC40,016$2.33M0.1%-6,23813F-HRTimeline
Armor Investment Advisors, LLC39,845$2.32M0.96%+63113F-HRTimeline
Sequoia Financial Advisors, LLC37,529$2.19M0.02%-1,69713F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,342$2.18M0.04%+8513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\36,454$2.13M<0.01%-2,02413F-HRTimelineGroup
&PARTNERS35,269$2.07M0.02%+17,24813F-HRTimeline
Stonebridge Financial Planning Group, L…34,884$2.04M0.91%-1,18013F-HRTimeline
GARRISON POINT ADVISORS, LLC34,001$1.98M0.94%+36013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…33,840$1.97M0.07%-8,13013F-HRTimelineGroup
Destination Wealth Management33,652$1.96M0.06%-24413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,171$1.94M0.01%-1,69213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…31,312$1.83M0.05%-1,95013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.30,746$1.8M0.79%-32113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM30,538$1.78M0.29%-8,16513F-HRTimelineGroup
Eaton Financial Holdings Company, LLC29,619$1.73M0.67%-5,18113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/29,540$1.72M<0.01%+96613F-HRTimelineGroup
NWAM LLC29,303$1.71M0.11%+16,68813F-HRTimeline
Institute for Wealth Management, LLC.29,281$1.71M0.21%-27813F-HRTimeline
Live Oak Private Wealth LLC29,075$1.7M0.29%+3,44013F-HRTimeline
Econ Financial Services Corp29,040$1.69M0.97%+4,40013F-HRTimeline
Creative Planningin group Creative Planning28,812$1.68M<0.01%+8,43913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.28,769$1.68M0.01%-2,80213F-HRTimeline
PFG Investments, LLC28,293$1.65M0.1%-17213F-HRTimeline
FMR LLCin group FMR LLC28,119$1.64M<0.01%-86913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD28,026$1.64M0.02%-3,04013F-HRTimeline
Composition Wealth, LLC27,877$1.63M0.03%-7,25813F-HRTimeline
IHT Wealth Management, LLC27,748$1.62M0.05%-4,25013F-HRTimeline
Integrated Advisors Network LLC27,034$1.58M0.08%+1,05613F-HRTimeline
Waverly Advisors, LLC26,773$1.56M0.02%+68513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,452$1.54M0.02%-18013F-HRTimelineGroup
Montis Financial, LLC26,082$1.52M0.47%new13F-HRTimeline
MGO ONE SEVEN LLC25,609$1.49M0.06%-49213F-HRTimeline
CWM, LLCin group CWM, LLC25,074$1.46M0.01%+7,63513F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.24,875$1.45M0.11%+16013F-HRTimelineGroup
TPG Advisors LLC24,701$1.44M1.13%-39713F-HRTimeline
Tradewinds, LLC.22,667$1.43M0.4%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP24,235$1.41M0.01%-8513F-HRTimelineGroup
WP Advisors, LLC24,004$1.4M0.47%-52413F-HRTimeline
Montecito Bank & Trust23,636$1.38M0.24%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…23,587$1.38M0.02%-3013F-HRTimelineGroup
Variant Private Wealth, LLC22,795$1.33M1.27%13F-HRTimeline
Steward Partners Investment Advisory, L…22,699$1.32M0.01%-1,03613F-HRTimeline
Brick & Kyle, Associates22,381$1.31M0.56%-103,54513F-HRTimeline
Pacific Sun Financial Corp22,362$1.3M0.71%-20813F-HRTimeline
AAFMAA Wealth Management & Trust LLC21,896$1.28M0.56%+49213F-HRTimeline
Pacific Center for Financial Services21,571$1.26M0.32%+4013F-HRTimeline
SMITH, MOORE & CO.21,495$1.25M0.11%+3713F-HRTimeline
Parallel Advisors, LLC21,354$1.25M0.03%-1,23213F-HRTimeline
Snowden Capital Advisors LLC21,241$1.24M0.04%+1,05213F-HRTimeline
Jaffetilchin Investment Partners, LLC21,179$1.24M0.09%-46013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX20,320$1.19M0.29%-2,51513F-HRTimeline
Robertson Stephens Wealth Management, L…19,846$1.16M0.04%+1,28413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,552$1.14M<0.01%-54613F-HRTimelineGroup
Orion Porfolio Solutions, LLC19,484$1.14M0.01%+49613F-HRTimeline
Orion Portfolio Solutions, LLC19,484$1.14M0.01%+49613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.19,438$1.13M0.34%+15,18813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,360$1.13M<0.01%-39713F-HRTimeline
Sigma Planning Corp18,942$1.11M0.03%-1,22013F-HRTimeline
Glenview Trust Co18,905$1.1M0.02%+1,00013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.18,641$1.09M0.82%+1,65713F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC18,598$1.09M0.02%new13F-HRTimelineGroup
World Investment Advisors18,564$1.08M0.03%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL18,407$1.07M0.01%+5,54713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,100$1.06M0.25%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,562$1.02M0.01%-67713F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC17,329$1.01M1.49%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,125$999K0.07%-65013F-HRTimeline
Clear Creek Financial Management, LLC16,855$984K0.11%-8313F-HRTimeline
Joseph P. Lucia & Associates, LLC16,728$976K0.43%-47513F-HRTimeline
Mutual Advisors, LLC15,730$969K0.03%-3,24713F-HRTimeline
Mathes Company, Inc.16,500$963K0.35%-34,20013F-HRTimeline
Retirement Planning Co of New England, …16,501$963K0.47%-20613F-HRTimeline
Ashton Thomas Private Wealth, LLC16,489$962K0.04%013F-HRTimeline
Sanctuary Advisors, LLC14,863$959K0.01%-12613F-HRTimeline
CHOREO, LLC16,418$958K0.01%-2,18013F-HRTimeline
Sava Infond d.o.o.16,250$948K0.17%13F-HRTimeline
TruWealth Advisors, LLC16,222$947K0.06%-1,99013F-HRTimeline
WESPAC Advisors, LLC15,994$933K0.69%+1,00113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC15,811$923K0.42%13F-HRTimeline
V2 Financial group LLC15,400$899K0.55%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC15,385$898K0.03%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV15,264$890K0.28%-1,42313F-HRTimeline
Solutions 4 Wealth, Ltd15,236$889K1.61%+2313F-HRTimeline
Triangle Securities Wealth Management14,922$871K0.22%-52513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MMBG INVESTMENT ADVISORS CO.14,775$862K0.09%013F-HRTimeline
Sovran Advisors, LLC14,161$846K0.12%13F-HRTimeline
Valued Retirements, Inc.14,411$841K1.13%-4,75213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd14,416$840K0.08%-82013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.14,361$838K0.02%-89113F-HRTimeline