ISHARES TR (IBHE)
Institutional ownership reported to the SEC as of Q4 2025, across 27 quarters.
1
Reporting holders
$1.0M
Reported value
0.0%
Held as options
-132
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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $1.0M | 44,461 | 0.02% | 16q | -5.0%-$54.6K |
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 |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 1 | $1.0M | 44,461 | 0 | 0 | 1 | 0.0% |
| Q3 2025 | 133 | $247.6M | 10,652,760 | 11 | 38 | 45 | 0.0% |
| Q2 2025 | 140 | $301.8M | 12,965,855 | 15 | 49 | 44 | 0.0% |
| Q1 2025 | 137 | $329.8M | 14,190,898 | 16 | 40 | 53 | 0.0% |
| Q4 2024 | 132 | $356.8M | 15,380,807 | 25 | 54 | 25 | 0.0% |
| Q3 2024 | 102 | $307.2M | 13,187,846 | 11 | 51 | 18 | 0.0% |
| Q2 2024 | 104 | $330.3M | 14,191,785 | 15 | 60 | 15 | 0.0% |
| Q1 2024 | 91 | $284.7M | 12,184,430 | 20 | 40 | 17 | 0.0% |
| Q4 2023 | 79 | $223.6M | 9,669,174 | 20 | 30 | 10 | 0.0% |
| Q3 2023 | 60 | $173.2M | 7,562,589 | 11 | 26 | 8 | 0.0% |
| Q2 2023 | 52 | $105.3M | 4,577,374 | 5 | 25 | 9 | 0.0% |
| Q1 2023 | 49 | $110.6M | 4,822,629 | 13 | 24 | 6 | 0.0% |
| Q4 2022 | 32 | $53.0M | 2,353,491 | 11 | 11 | 4 | 0.0% |
| Q3 2022 | 25 | $33.1M | 1,487,851 | 5 | 12 | 3 | 0.0% |
| Q2 2022 | 21 | $23.3M | 1,037,589 | 4 | 11 | 2 | 0.0% |
| Q1 2022 | 22 | $23.7M | 982,998 | 2 | 7 | 4 | 0.0% |
| Q4 2021 | 21 | $24.5M | 988,693 | 2 | 9 | 1 | 0.0% |
| Q3 2021 | 20 | $21.1M | 844,807 | 6 | 5 | 4 | 0.0% |
| Q2 2021 | 14 | $17.0M | 674,988 | 2 | 10 | 2 | 0.0% |
| Q1 2021 | 13 | $12.0M | 475,918 | 4 | 5 | 1 | 0.0% |
| Q4 2020 | 8 | $9.2M | 370,613 | 1 | 4 | 1 | 0.0% |
| Q3 2020 | 8 | $8.9M | 370,342 | 4 | 2 | 2 | 0.0% |
| Q2 2020 | 4 | $5.3M | 225,361 | 0 | 0 | 3 | 0.0% |
| Q1 2020 | 5 | $21.4M | 974,014 | 0 | 2 | 0 | 0.0% |
| Q4 2019 | 5 | $11.4M | 447,035 | 2 | 1 | 1 | 0.0% |
| Q3 2019 | 3 | $12.3M | 484,437 | 0 | 1 | 2 | 0.0% |
| Q2 2019 | 3 | $15.1M | 597,830 | 3 | 0 | 0 | 0.0% |