# ISHARES TR (IBHF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBHF/

- Reporting holders: 4
- Reported value: $8.0M
- 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 |
|---|---|---|---|---|
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $6.7M | 299,397 | 4.6% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $710.8K | 31,550 | 0.0% | 5 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $292.4K | 13,019 | 0.1% | 11 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $219.9K | 9,761 | 0.1% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $8.0M |
| Q2 2026 | 175 | $546.8M |
| Q1 2026 | 183 | $659.2M |
| Q4 2025 | 176 | $714.8M |
| Q3 2025 | 160 | $625.8M |
| Q2 2025 | 140 | $564.6M |
| Q1 2025 | 135 | $496.2M |
| Q4 2024 | 119 | $423.0M |
| Q3 2024 | 88 | $299.3M |
| Q2 2024 | 85 | $254.2M |
| Q1 2024 | 75 | $275.7M |
| Q4 2023 | 63 | $191.3M |