ISHARES TR (IBHD)
Institutional ownership reported to the SEC as of Q1 2026, across 25 quarters.
1
Reporting holders
$201.4K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Forthright Family Wealth Advisory LLC | $201.4K | 8,640 | 0.14% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 1 | $201.4K | 8,640 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $859 | 37 | 1 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $1.6M | 69,675 | 0 | 0 | 1 | 0.0% |
| Q3 2024 | 99 | $176.4M | 7,576,186 | 5 | 32 | 35 | 0.0% |
| Q2 2024 | 114 | $237.9M | 10,239,191 | 10 | 37 | 44 | 0.0% |
| Q1 2024 | 112 | $277.0M | 11,882,990 | 11 | 41 | 37 | 0.0% |
| Q4 2023 | 119 | $352.9M | 15,185,854 | 26 | 49 | 20 | 0.0% |
| Q3 2023 | 92 | $283.3M | 12,218,112 | 16 | 41 | 13 | 0.0% |
| Q2 2023 | 84 | $203.9M | 8,663,956 | 13 | 39 | 14 | 0.0% |
| Q1 2023 | 77 | $152.8M | 6,602,903 | 19 | 31 | 14 | 0.0% |
| Q4 2022 | 56 | $124.9M | 5,527,317 | 23 | 18 | 5 | 0.0% |
| Q3 2022 | 41 | $52.1M | 2,336,540 | 14 | 10 | 8 | 0.0% |
| Q2 2022 | 33 | $49.7M | 2,237,315 | 9 | 12 | 7 | 0.0% |
| Q1 2022 | 25 | $42.3M | 1,779,152 | 3 | 15 | 2 | 0.0% |
| Q4 2021 | 25 | $37.1M | 1,516,231 | 7 | 13 | 2 | 0.0% |
| Q3 2021 | 18 | $23.5M | 949,198 | 5 | 10 | 1 | 0.0% |
| Q2 2021 | 13 | $19.9M | 801,295 | 1 | 10 | 2 | 0.0% |
| Q1 2021 | 14 | $17.3M | 703,465 | 5 | 7 | 1 | 0.0% |
| Q4 2020 | 8 | $6.8M | 278,453 | 1 | 4 | 1 | 0.0% |
| Q3 2020 | 10 | $6.2M | 262,787 | 5 | 4 | 1 | 0.0% |
| Q2 2020 | 5 | $6.6M | 287,569 | 2 | 0 | 1 | 0.0% |
| Q1 2020 | 5 | $11.5M | 522,862 | 0 | 1 | 1 | 0.0% |
| Q4 2019 | 5 | $12.1M | 476,898 | 2 | 1 | 2 | 0.0% |
| Q3 2019 | 3 | $12.4M | 488,941 | 0 | 1 | 2 | 0.0% |
| Q2 2019 | 3 | $15.2M | 597,433 | 3 | 0 | 0 | 0.0% |