# ISHARES TR (IBHA)

> Institutional ownership reported to the SEC as of Q3 2021, from Form 13F filings. Source: https://holderbook.com/stocks/IBHA/

- Reporting holders: 25
- Reported value: $19.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $3.2M | 131,077 | 0.0% | 4 |
| [Asset Dedication, LLC](https://holderbook.com/funds/1475896-asset-dedication-llc/) | $3.0M | 125,838 | 0.4% | 3 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $2.8M | 114,204 | 0.0% | 6 |
| [Raymond James Financial Services Advisors, Inc.](https://holderbook.com/funds/1462284-raymond-james-financial-services-advisors-inc/) | $2.0M | 81,416 | 0.0% | 6 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.4M | 58,470 | 0.0% | 10 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.0M | 43,270 | 0.0% | 5 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $814.0K | 33,667 | 0.0% | 1 |
| [VALLEY NATIONAL ADVISERS INC](https://holderbook.com/funds/773411-valley-national-advisers-inc/) | $612.0K | 25,319 | 0.1% | 5 |
| [Cetera Advisors LLC](https://holderbook.com/funds/1534400-cetera-advisors-llc/) | $569.0K | 23,540 | 0.0% | 7 |
| [Peloton Wealth Strategists](https://holderbook.com/funds/1080132-peloton-wealth-strategists/) | $532.0K | 22,000 | 0.2% | 2 |
| [Timber Creek Capital Management LLC](https://holderbook.com/funds/1510848-timber-creek-capital-management-llc/) | $517.0K | 21,406 | 0.2% | 4 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $451.0K | 18,650 | 0.0% | 7 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $383.0K | 15,854 | 0.0% | 4 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $379.0K | 15,700 | 0.2% | 3 |
| [Northstar Group, Inc.](https://holderbook.com/funds/1631408-northstar-group-inc/) | $340.0K | 14,070 | 0.1% | 2 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $277.0K | 11,489 | 0.0% | 6 |
| [McLean Asset Management Corp](https://holderbook.com/funds/1833140-mclean-asset-management-corp/) | $222.0K | 9,200 | 0.1% | 1 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $147.0K | 6,103 | 0.0% | 7 |
| [NEXT Financial Group, Inc](https://holderbook.com/funds/1616654-next-financial-group-inc/) | $101.0K | 4,177 | 0.0% | 5 |
| [Ironwood Financial, llc](https://holderbook.com/funds/1630360-ironwood-financial-llc/) | $97.0K | 4,000 | 0.0% | 6 |
| [Guidance Point Advisors, LLC](https://holderbook.com/funds/1767710-guidance-point-advisors-llc/) | $96.0K | 4,009 | 0.0% | 1 |
| [Bradley & Co. Private Wealth Management, LLC](https://holderbook.com/funds/1861678-bradley-co-private-wealth-management-llc/) | $56.0K | 2,337 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $40.0K | 1,672 | 0.0% | 2 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $31.0K | 1,293 | 0.0% | 6 |
| [Capital Asset Advisory Services LLC](https://holderbook.com/funds/1666024-capital-asset-advisory-services-llc/) | $10.0K | 414 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2021 | 25 | $19.1M |
| Q2 2021 | 25 | $22.9M |
| Q1 2021 | 22 | $18.7M |
| Q4 2020 | 22 | $12.8M |
| Q3 2020 | 16 | $10.9M |
| Q2 2020 | 12 | $6.1M |
| Q1 2020 | 10 | $9.6M |
| Q4 2019 | 8 | $5.6M |
| Q3 2019 | 5 | $9.7M |
| Q2 2019 | 3 | $12.4M |