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Disclosery

IHI ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 37 13F filers report a position in IHI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…176,814$9.04M0.01%-7,73613F-HRTimeline
Cannon Advisors, Inc.124,575$6.56M3.81%+10,49513F-HRTimeline
B. Riley Wealth Advisors, Inc.40,098$2.05M0.08%-4,16413F-HRTimeline
TCP Asset Management, LLC31,043$1.57M0.18%-1,64913F-HRTimeline
Dynamic Advisor Solutions LLC23,243$1.19M0.03%-1,08313F-HRTimeline
Dale Q Rice Investment Management Ltd22,679$1.16M0.63%-1,82313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,818$1.06M0.02%-9,62713F-HRTimelineGroup
Farther Finance Advisors, LLC20,409$1.04M0.01%-2,11913F-HRTimeline
Montecito Bank & Trust20,314$1.04M0.16%-26813F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX16,042$821K0.16%-1,66813F-HRTimeline
Wisconsin Wealth Advisors, LLC15,642$800K0.67%-1413F-HRTimeline
Venture Visionary Partners LLC15,316$783K0.02%+25213F-HRTimeline
AAFMAA Wealth Management & Trust LLC12,328$631K0.22%+14213F-HRTimeline
Nautilus Advisors LLC11,035$564K0.34%+4,48513F-HRTimeline
Phraction Management LLC10,401$532K0.12%-69013F-HRTimeline
Connecticut Wealth Management, LLC9,964$510K0.02%-2,71413F-HRTimeline
Wedmont Private Capital7,681$392K0.01%-15013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,309$374K0.03%013F-HRTimeline
Avior Wealth Management, LLC6,413$328K0.01%+1013F-HRTimeline
ALM First Financial Advisors, LLC5,568$285K0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,323$272K<0.01%-15913F-HRTimeline
CONGRESS ASSET MANAGEMENT CO263,557$264K<0.01%new13F-HRTimeline
Acropolis Investment Management, LLC4,800$246K0.01%013F-HRTimeline
Focus Financial Network, Inc.4,045$207K0.01%new13F-HRTimeline
Catherine Avery Investment Management L…1,112$56.9K0.05%013F-HRTimeline
Rosenberg Matthew Hamilton889$45.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC546$28K<0.01%+4213F-HRTimeline
GAMMA Investing LLC516$26.4K<0.01%013F-HRTimeline
Pacifica Partners Inc.348$17.6K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST205$10.5K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division120$6.14K<0.01%013F-HRTimeline
Realta Investment Advisors100$5.12K<0.01%013F-HRTimeline
Downshift Financial, LLC95$4.86K<0.01%013F-HRTimeline
GK Wealth Management LLC67$3.43K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.32$1.64K<0.01%+213F-HRTimeline
Go Invest LLC24$1.2K<0.01%-113F-HRTimeline
Retirement Wealth Solutions LLC0$17<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.