Skip to content

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
MORGAN STANLEYin group MORGAN STANLEY3,228,296$172M0.01%-211,72713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,952,872$104M0.07%+1,749,84013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,777,796$94.8M0.01%+1,547,31513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,344,915$71.8M0.01%-388,17213F-HRTimelineGroup
LPL Financial LLC1,289,684$68.8M0.02%-226,96313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,169,495$62.4M0.01%+178,56213F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,117,000$59.6M0.05%+949,80013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding950,422$50.7M-73,549Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC901,608$48.1M0.01%+247,27813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA729,683$38.9M0.01%-32,72213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC654,651$34.9M0.01%+23,09913F-HRTimelineGroup
RiverFront Investment Group, LLC437,370$23.3M0.36%+18,74813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC329,602$17.6M<0.01%+1,00913F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.329,189$17.6M0.01%+292,08813F-HRTimelineGroup
Foundations Investment Advisors, LLC314,604$16.8M0.21%+28,82013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC313,680$16.7M0.02%+1,57213F-HRTimeline
Wharton Business Group, LLC292,975$15.6M0.59%-6,55513F-HRTimeline
Kingsview Wealth Management, LLC286,729$15.3M0.21%+34,25013F-HRTimeline
Cetera Investment Advisers249,409$13.3M0.01%-75,74213F-HRTimeline
Baker Avenue Asset Management, LP226,743$12.1M0.28%+11,54713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.211,861$11.5M1.61%+9,11713F-HRTimeline
HighTower Advisors, LLC196,921$10.5M0.01%+7,50213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP188,900$10M<0.01%+1,64713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…188,193$10M0.02%-104,53813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.182,931$9.76M0.02%+72,32613F-HRTimelineGroup
SAVA PENZISKO DRUSHTVO A.D. SKOPJE182,281$9.72M2.97%+37,13313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…174,783$9.32M0.3%+1,51013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.141,094$8.77M0.06%+27613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.157,351$8.4M0.01%-47,59313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS147,719$7.88M0.01%-104,81013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO143,710$7.56M<0.01%+25,86613F-HR/ATimelineGroup
REDSTONE WEALTH MANAGEMENT, LLC141,001$7.52M5.99%-1,34813F-HRTimeline
Certified Advisory Corp131,669$7.02M0.63%-5,21413F-HRTimeline
CUMBERLAND ADVISORS INC130,230$6.95M2.72%-24513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV128,644$6.86M0.01%-8,93113F-HRTimeline
Anchor Investment Management, LLC111,615$5.95M0.5%+92513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.111,264$5.94M0.01%+10,23213F-HRTimelineGroup
Cambridge Investment Research Advisors,…110,088$5.87M0.02%-30,09913F-HRTimeline
Federation des caisses Desjardins du Qu…109,862$5.86M0.02%+21813F-HRTimeline
BLAIR WILLIAM & CO/IL109,202$5.83M0.02%-64813F-HRTimeline
MML INVESTORS SERVICES, LLC103,148$5.5M0.02%-22,74413F-HRTimeline
ALTFEST L J & CO INC102,280$5.46M0.58%+95,95013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC101,945$5.44M<0.01%+100,79313F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV101,934$5.44M2.53%-58913F-HRTimeline
Safeguard Investment Advisory Group, LLC101,117$5.39M1.49%-6,22813F-HRTimeline
Moors & Cabot, Inc.99,803$5.32M0.23%-1,20413F-HRTimeline
VALICENTI ADVISORY SERVICES INC94,555$5.04M1.1%+3013F-HRTimeline
EP Wealth Advisors, LLC90,906$4.85M0.02%-5,08313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP89,493$4.77M0.01%new13F-HRTimelineGroup
MEANS INVESTMENT CO., INC.88,900$4.74M0.41%-4,26513F-HRTimeline
Hamilton Wealth, LLC87,920$4.69M0.91%+6,18013F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP87,719$4.68M0.06%-3,18813F-HRTimeline
J. Goldman & Co LP83,942$4.48M0.21%013F-HRTimeline
Qube Research & Technologies Ltd83,467$4.45M0.01%-161,61913F-HRTimeline
CENTAURUS FINANCIAL, INC.77,494$4.13M0.2%-13913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.74,648$3.98M0.02%-2,486,80213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC74,455$3.97M<0.01%-10,23213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.72,178$3.8M0.25%-19,22813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC70,611$3.77M0.1%-11,24813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding69,918$3.73M+4,631Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV67,033$3.58M0.22%+1,19713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…66,939$3.57M<0.01%-32013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,746$3.56M<0.01%-24,59913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC66,566$3.55M0.05%-2,27613F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding64,860$3.46M-8,183Timeline
Capital Investment Advisory Services, L…64,057$3.42M0.25%-1,36813F-HRTimeline
NewEdge Advisors, LLC62,314$3.32M0.01%-5,36313F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,310$3.32M<0.01%-6,45713F-HRTimelineGroup
Fisher Asset Management, LLC59,364$3.17M<0.01%-31,16213F-HRTimeline
Segment Wealth Management, LLC57,676$3.08M0.18%-5,71013F-HRTimeline
Somerset Group LLC54,101$2.93M2.18%+16413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…54,231$2.89M0.8%+4,67413F-HRTimelineGroup
CIBC WORLD MARKET INC.53,864$2.87M0.01%+3,71913F-HRTimeline
Capital Asset Advisory Services LLC51,859$2.79M0.11%+2,00713F-HRTimeline
Diversified Enterprises, LLC51,134$2.73M0.15%+28813F-HRTimeline
First Interstate Bank50,890$2.71M0.15%+19,32813F-HRTimeline
&PARTNERS48,857$2.61M0.01%+1,34113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,531$2.59M<0.01%-11,25613F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co48,460$2.59M0.58%-51013F-HRTimeline
Chicago Partners Investment Group LLC48,476$2.58M0.06%-1,63713F-HRTimeline
Charter Oak Capital Management, LLC48,284$2.58M0.2%-57913F-HRTimeline
FMR LLCin group FMR LLC44,651$2.38M<0.01%+3,67013F-HRTimelineGroup
Private Advisor Group, LLC42,941$2.29M0.01%-3,33213F-HRTimeline
Concord Investment Counsel Inc.42,437$2.26M0.76%-41213F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding41,220$2.16M-4,146Timeline
Creative Planningin group Creative Planning40,325$2.15M<0.01%+3213F-HRTimelineGroup
FLOW TRADERS U.S. LLC39,978$2.13M0.07%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,494$1.95M<0.01%-9,40913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding35,327$1.88M-27,266Timeline
Destination Wealth Management35,247$1.88M0.05%+1,44613F-HRTimeline
Madden Advisory Services, Inc.34,982$1.87M0.74%-5,27013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…34,768$1.85M0.03%-1013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,651$1.85M<0.01%+1,48113F-HRTimelineGroup
TCP Asset Management, LLC34,295$1.83M0.24%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…34,295$1.83M0.04%-61813F-HRTimelineGroup
Integrated Advisors Network LLC33,596$1.79M0.09%-17,90413F-HRTimeline
Steward Partners Investment Advisory, L…33,510$1.79M0.01%+11,52013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,226$1.77M<0.01%+4,86113F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC32,388$1.73M0.79%-10013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,372$1.67M<0.01%-3,48813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.30,991$1.65M0.03%+20,65513F-HRTimeline
Geneos Wealth Management Inc.30,612$1.63M0.04%-40,63213F-HRTimeline
Institute for Wealth Management, LLC.29,782$1.59M0.17%+50413F-HRTimeline
High Point Wealth Management, LLC29,278$1.56M1.51%-2,10513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…29,005$1.55M0.03%+7,69013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD28,805$1.54M0.02%-57013F-HRTimeline
Ayalon Insurance Comp Ltd.28,799$1.54M0.31%013F-HRTimeline
Independent Advisor Alliance28,291$1.51M0.02%new13F-HRTimeline
Robertson Stephens Wealth Management, L…28,047$1.5M0.04%+1,33713F-HRTimeline
MGO ONE SEVEN LLC27,952$1.49M0.03%-15813F-HRTimeline
Dakota Wealth Management27,829$1.48M0.03%+31413F-HR/ATimeline
Dale Q Rice Investment Management Ltd27,324$1.46M1.1%-66313F-HRTimeline
Waverly Advisors, LLC27,270$1.45M0.01%+17213F-HRTimeline
HAZLETT, BURT & WATSON, INC.27,133$1.45M0.45%+47713F-HRTimeline
Live Oak Private Wealth LLC26,981$1.44M0.2%-1,69913F-HRTimeline
Evergreen Wealth Partners LLC26,914$1.44M1.1%-16,38913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA26,900$1.44M0.97%-2,26013F-HRTimeline
Dynamic Advisor Solutions LLC26,590$1.42M0.04%-19313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,485$1.41M<0.01%+1,32913F-HRTimeline
Stonebridge Financial Planning Group, L…26,422$1.41M0.52%-2,65513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26,370$1.41M0.04%-32,64613F-HRTimelineGroup
Allworth Financial LP26,027$1.39M0.01%-84213F-HRTimeline
Vision Retirement, LLC25,273$1.35M0.38%-8,54513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,804$1.32M0.05%+48913F-HRTimelineGroup
Belpointe Asset Management LLC24,637$1.31M0.05%+2,04413F-HRTimeline
PFG Investments, LLC24,330$1.3M0.06%-51513F-HRTimeline
S&A Financial Services, Inc.24,106$1.29M0.88%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP24,099$1.29M0.01%-45013F-HRTimelineGroup
Titiun Yejiel23,063$1.23M1.25%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…23,029$1.23M0.01%+14,80013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.22,907$1.22M0.29%+17513F-HRTimeline
Pacific Sun Financial Corp22,901$1.22M0.59%-6613F-HRTimeline
Farther Finance Advisors, LLC22,747$1.22M0.01%+2,79213F-HRTimeline
Darwin Wealth Management, LLC22,041$1.18M0.37%new13F-HRTimeline
Montecito Bank & Trust21,806$1.16M0.19%-53713F-HRTimeline
Cornerstone Wealth Management, LLC21,444$1.14M0.06%-89913F-HRTimeline
Kovack Advisors, Inc.21,310$1.14M0.06%+10,29413F-HRTimeline
Pacific Center for Financial Services21,092$1.13M0.29%+213F-HRTimeline
AdvisorNet Financial, Inc20,852$1.11M0.06%-67513F-HRTimeline
IHT Wealth Management, LLC20,681$1.1M0.03%-34013F-HRTimeline
Jaffetilchin Investment Partners, LLC20,206$1.08M0.06%-1,42513F-HRTimeline
Brick & Kyle, Associates19,127$1.02M0.34%-1,15713F-HRTimeline
World Investment Advisors19,053$1.02M0.02%-23313F-HRTimeline
WP Advisors, LLC18,523$988K0.26%-24713F-HRTimeline
TPG Advisors LLC18,229$972K0.61%-5,27913F-HRTimeline
Sequoia Financial Advisors, LLC18,138$968K0.01%-10,50413F-HRTimeline
Eaton Financial Holdings Company, LLC17,945$957K0.31%-19113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO17,900$955K0.26%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX17,710$945K0.22%013F-HRTimeline
BIP Wealth, LLC17,417$929K0.04%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.16,911$919K0.52%-1,42613F-HRTimeline
MCF Advisors LLC16,985$906K0.04%-18313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC16,736$893K0.2%+3,03813F-HRTimeline
Mathes Company, Inc.16,570$884K0.32%013F-HRTimeline
Composition Wealth, LLC16,421$876K0.01%-4,80813F-HRTimeline
CWM, LLCin group CWM, LLC16,392$875K<0.01%-47613F-HRTimelineGroup
Retirement Planning Co of New England, …16,354$873K0.35%+5213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,070$857K<0.01%-3,86313F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC16,040$856K0.84%+2613F-HRTimeline
V2 Financial group LLC16,000$854K0.4%013F-HRTimeline
Armor Investment Advisors, LLC15,750$840K0.3%-1,49713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,307$817K<0.01%013F-HRTimelineGroup
Summit Financial, LLC15,045$803K0.01%+4,45213F-HRTimeline
LOM Asset Management Ltd14,940$797K0.23%+20013F-HRTimeline
Advisory Services Network, LLC14,898$795K0.01%+44913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,864$793K<0.01%+6,31413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management14,695$784K0.01%+58913F-HRTimelineGroup
CHOREO, LLC14,354$771K0.01%+1,43713F-HRTimeline
Snowden Capital Advisors LLC14,316$764K0.02%-3,68813F-HRTimeline
Parallel Advisors, LLC14,256$761K0.01%+4113F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC14,239$760K0.02%+3,35413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,193$757K<0.01%-12,72013F-HRTimelineGroup
Mutual Advisors, LLC14,113$753K0.02%+1,13313F-HRTimeline
Bramshill Investments, LLC14,000$747K0.06%-3,50013F-HRTimeline
TruWealth Advisors, LLC13,976$745K0.04%-1,59013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,939$744K0.01%+1,25613F-HRTimelineGroup
Connecticut Wealth Management, LLC13,802$736K0.03%-8113F-HRTimeline
Venture Visionary Partners LLC13,625$727K0.02%013F-HRTimeline
Aster Capital Management (DIFC) Ltd11,961$720K0.24%new13F-HRTimeline
Vectors Research Management, LLC13,450$718K0.21%-6,31613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM13,260$707K0.11%-2,25913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,164$702K0.04%-33313F-HRTimeline
Fairvoy Private Wealth, LLC13,011$694K0.17%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,004$694K0.03%+3,03513F-HRTimeline
Triangle Securities Wealth Management12,911$689K0.16%-2,73213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,815$684K0.01%-2,99613F-HRTimelineGroup
SPINNAKER TRUST12,604$672K0.04%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,406$662K<0.01%new13F-HRTimelineGroup
Variant Private Wealth, LLC12,213$652K0.79%+813F-HRTimeline
Guilbault Capital LLC12,207$651K0.71%+48713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,163$649K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC12,105$646K0.44%-27213F-HRTimeline
GUERRA PAN ADVISORS, LLC11,962$638K0.39%013F-HRTimeline
Arax Advisory Partners11,897$635K0.02%-2,33213F-HRTimeline
SAX WEALTH ADVISORS, LLC10,141$630K0.03%013F-HRTimeline
Paragon Private Wealth Management, LLC11,811$630K0.2%+54513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV11,763$627K0.17%+413F-HR/ATimeline
Cornerstone Advisory, LLC11,615$620K0.06%013F-HRTimeline
Quantitative Investment Management, LLC11,612$619K0.06%new13F-HRTimeline
Beacon Pointe Advisors, LLC11,519$615K<0.01%-1,90113F-HRTimeline