# ISHARES TR (IBHB)

> Institutional ownership reported to the SEC as of Q3 2022, from Form 13F filings. Source: https://holderbook.com/stocks/IBHB/

- Reporting holders: 34
- Reported value: $61.1M
- 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 |
|---|---|---|---|---|
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $9.8M | 405,574 | 0.0% | 2 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $7.8M | 326,496 | 0.0% | 9 |
| [Asset Dedication, LLC](https://holderbook.com/funds/1475896-asset-dedication-llc/) | $7.7M | 318,820 | 0.8% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $6.8M | 280,811 | 0.0% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $4.1M | 169,504 | 0.0% | 8 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $3.9M | 163,514 | 0.0% | 10 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $2.3M | 96,564 | 0.0% | 11 |
| [Peloton Wealth Strategists](https://holderbook.com/funds/1080132-peloton-wealth-strategists/) | $2.2M | 91,000 | 1.1% | 6 |
| [Raymond James Financial Services Advisors, Inc.](https://holderbook.com/funds/1462284-raymond-james-financial-services-advisors-inc/) | $2.2M | 90,215 | 0.0% | 10 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $2.2M | 89,735 | 0.0% | 5 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $1.4M | 58,955 | 0.0% | 7 |
| [Northstar Group, Inc.](https://holderbook.com/funds/1631408-northstar-group-inc/) | $1.1M | 47,650 | 0.3% | 7 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $1.0M | 41,879 | 0.1% | 8 |
| [Klaas Financial Asset Advisors, LLC](https://holderbook.com/funds/1819279-klaas-financial-asset-advisors-llc/) | $975.0K | 40,565 | 0.2% | 8 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $905.0K | 37,634 | 0.0% | 5 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $843.0K | 35,080 | 0.0% | 2 |
| [Cetera Advisors LLC](https://holderbook.com/funds/1534400-cetera-advisors-llc/) | $640.0K | 26,640 | 0.0% | 10 |
| [LEAVELL INVESTMENT MANAGEMENT, INC.](https://holderbook.com/funds/924181-leavell-investment-management-inc/) | $623.0K | 25,925 | 0.0% | 4 |
| [KARLINSKI ANDREW C](https://holderbook.com/funds/1914235-karlinski-andrew-c/) | $581.0K | 24,157 | 0.9% | 2 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $491.0K | 20,414 | 0.0% | 5 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $466.0K | 19,375 | 0.0% | 1 |
| [Bellecapital International Ltd.](https://holderbook.com/funds/1600152-bellecapital-international-ltd/) | $393.0K | 16,365 | 0.1% | 8 |
| [M Holdings Securities, Inc.](https://holderbook.com/funds/1569638-m-holdings-securities-inc/) | $383.0K | 15,936 | 0.0% | 3 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $365.0K | 15,200 | 0.2% | 7 |
| [Cetera Advisor Networks LLC](https://holderbook.com/funds/1534468-cetera-advisor-networks-llc/) | $318.0K | 13,247 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2022 | 34 | $61.1M |
| Q2 2022 | 32 | $56.5M |
| Q1 2022 | 29 | $44.5M |
| Q4 2021 | 28 | $45.9M |
| Q3 2021 | 28 | $37.9M |
| Q2 2021 | 25 | $26.8M |
| Q1 2021 | 25 | $19.7M |
| Q4 2020 | 17 | $11.7M |
| Q3 2020 | 13 | $8.3M |
| Q2 2020 | 9 | $7.0M |
| Q1 2020 | 8 | $13.8M |
| Q4 2019 | 5 | $6.8M |