ISHARES TR (IBHF)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
170
Reporting holders
$514.6M
Reported value
0.0%
Held as options
-6
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $50.5M | 2,228,248 | 0.01% | 17q | +8.9%+$4.1M |
| MORGAN STANLEY | $30.6M | 1,349,023 | 0.00% | 17q | -18.9%-$7.1M |
| COWA, LLC | $26.9M | 1,186,840 | 6.74% | 9q | +7.0%+$1.8M |
| LBMC INVESTMENT ADVISORS, LLC | $26.3M | 1,161,706 | 1.43% | 10q | +3.4%+$857.9K |
| STRAIGHTLINE GROUP LLC | $21.2M | 936,881 | 10.01% | 6q | +2.8%+$569.4K |
| WELLS FARGO & COMPANY/MN | $18.1M | 799,082 | 0.00% | 19q | -60.8%-$28.1M |
| Federation des caisses Desjardins du Quebec | $16.2M | 714,107 | 0.05% | 3q | -13.0%-$2.4M |
| BANK OF AMERICA CORP /DE/ | $16.0M | 706,652 | 0.00% | 17q | -15.9%-$3.0M |
| RAYMOND JAMES FINANCIAL INC | $14.9M | 658,086 | 0.00% | 7q | -1.0%-$145.8K |
| Ruggaard & Associates LLC | $11.9M | 525,863 | 4.27% | 11q | HELD |
| CITADEL ADVISORS LLC | $11.5M | 508,904 | 0.00% | 4q | +1701.4%+$10.9M |
| Baltimore-Washington Financial Advisors, Inc. | $10.7M | 471,122 | 0.40% | 12q | -1.1%-$121.0K |
| Integrated Wealth Concepts LLC | $10.6M | 468,228 | 0.05% | 14q | +47.0%+$3.4M |
| Mid-American Wealth Advisory Group, Inc. | $10.5M | 463,778 | 3.80% | 11q | -50.6%-$10.8M |
| Cornerstone Planning, LLC | $9.7M | 429,198 | 2.25% | 3q | HELD |
| Cetera Investment Advisers | $9.6M | 424,308 | 0.01% | 11q | +1.5%+$137.5K |
| Stratos Wealth Partners, LTD. | $8.8M | 389,167 | 0.09% | 7q | HELD |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $7.4M | 327,252 | 5.39% | 7q | -45.3%-$6.1M |
| Delta Wealth Advisors LLC | $6.8M | 301,742 | 4.88% | 7q | +6.4%+$414.0K |
| BIP Wealth, LLC | $6.1M | 268,420 | 0.17% | 3q | -32.7%-$3.0M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $5.9M | 259,315 | 0.10% | 9q | HELD |
| TABR Capital Management, LLC | $5.7M | 249,858 | 4.82% | 3q | +2.4%+$133.6K |
| NewEdge Advisors, LLC | $5.6M | 248,808 | 0.02% | new | NEW |
| EVEXIA WEALTH LLC | $5.5M | 243,261 | 1.48% | 3q | +48.7%+$1.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 220,129 | 0.00% | 16q | -79.4%-$19.2M |
| Csenge Advisory Group | $4.7M | 209,398 | 0.19% | 4q | +8.9%+$387.0K |
| JANE STREET GROUP, LLC | $4.7M | 206,325 | 0.00% | 4q | +71.0%+$1.9M |
| Parallel Advisors, LLC | $4.7M | 205,340 | 0.07% | 7q | +75.3%+$2.0M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.6M | 204,781 | 0.05% | 11q | -28.1%-$1.8M |
| FIDUCIARY FINANCIAL ADVISORS | $4.6M | 203,118 | 0.47% | new | NEW |
| Concurrent Investment Advisors, LLC | $4.5M | 200,777 | 0.04% | new | NEW |
| High Note Wealth, LLC | $4.4M | 193,824 | 0.75% | 5q | +4.0%+$167.5K |
| Scissortail Wealth Management, LLC | $4.1M | 182,741 | 0.80% | 12q | +5.7%+$225.0K |
| UBS Group AG | $4.1M | 179,441 | 0.00% | 14q | -8.8%-$393.7K |
| EP Wealth Advisors, LLC | $4.1M | 178,831 | 0.02% | 6q | -3.2%-$132.0K |
| Krilogy Financial LLC | $3.7M | 164,498 | 0.11% | 7q | +5.9%+$206.6K |
| Sequoia Financial Advisors, LLC | $3.6M | 159,854 | 0.02% | 3q | -52.7%-$4.0M |
| ROYAL BANK OF CANADA | $3.4M | 151,962 | 0.00% | 18q | -20.5%-$885.7K |
| Foundations Investment Advisors, LLC | $3.0M | 133,328 | 0.03% | 3q | +30.4%+$704.5K |
| Walser Wealth Management Company, A Ltd Liability Co | $3.0M | 132,422 | 1.25% | 3q | +30.7%+$704.4K |
| Private Advisor Group, LLC | $2.9M | 129,436 | 0.01% | 9q | -81.1%-$12.6M |
| Straight Path Wealth Management | $2.8M | 124,858 | 0.66% | 14q | +5.6%+$151.2K |
| Arrow Financial Corp | $2.8M | 124,293 | 0.25% | 7q | -90.8%-$27.7M |
| OSAIC HOLDINGS, INC. | $2.5M | 111,989 | 0.00% | 20q | +25.2%+$510.3K |
| World Investment Advisors | $2.5M | 107,450 | 0.04% | 8q | -1.1%-$26.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 106,778 | 0.00% | 13q | -3.9%-$97.6K |
| Lido Advisors, LLC | $2.3M | 103,708 | 0.01% | 12q | -31.0%-$1.1M |
| EIGHT 31 FINANCIAL, LLC | $2.3M | 103,272 | 1.39% | 6q | +2.8%+$63.3K |
| PRIVATE CLIENT SERVICES, LLC | $2.3M | 102,734 | 0.61% | 11q | -75.4%-$7.1M |
| Cornerstone Wealth Management, LLC | $2.2M | 95,165 | 0.09% | 8q | +1.8%+$37.6K |
| Commonwealth Financial Services, LLC | $2.1M | 91,649 | 0.28% | 12q | -4.8%-$104.8K |
| Collaborative Fund Advisors, LLC | $2.0M | 90,358 | 1.19% | new | NEW |
| Sowell Financial Services LLC | $2.0M | 86,111 | 0.06% | 4q | +12.5%+$216.7K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.9M | 85,436 | 0.14% | 14q | HELD |
| AE Wealth Management LLC | $1.9M | 84,817 | 0.01% | 11q | -4.1%-$81.9K |
| Brucke Financial, Inc. | $1.9M | 83,621 | 0.84% | 4q | -1.0%-$18.7K |
| Centennial Advisors, LLC | $1.9M | 82,910 | 2.24% | 3q | +11.4%+$192.7K |
| Endowment Wealth Management, Inc. | $1.9M | 82,690 | 0.72% | 3q | +2.7%+$48.7K |
| 10Elms LLP | $1.8M | 81,664 | 0.78% | 7q | +163.9%+$1.1M |
| Bedel Financial Consulting, Inc. | $1.8M | 77,356 | 0.16% | 6q | HELD |
| Ironwood Financial, llc | $1.7M | 77,247 | 0.27% | 15q | -41.0%-$1.2M |
| Keeler Thomas Management LLC | $1.7M | 74,115 | 0.60% | 6q | -43.6%-$1.3M |
| IFP Advisors, Inc | $1.6M | 70,677 | 0.03% | 16q | -8.4%-$146.2K |
| OLD MISSION CAPITAL LLC | $1.6M | 69,075 | 0.02% | 6q | +26.7%+$330.1K |
| Mutual Advisors, LLC | $1.6M | 69,045 | 0.03% | 10q | -79.1%-$5.9M |
| Landing Point Financial Group, LLC | $1.6M | 68,567 | 0.53% | 7q | -6.9%-$115.5K |
| Tempus Wealth Planning, LLC | $1.5M | 64,689 | 0.29% | 8q | -71.4%-$3.7M |
| Cottage Street Advisors LLC | $1.4M | 62,874 | 0.55% | 7q | -8.1%-$125.4K |
| Migdal Insurance & Financial Holdings Ltd. | $1.2M | 53,016 | 0.01% | 4q | -25.2%-$403.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.2M | 51,813 | 0.07% | 7q | -3.7%-$45.4K |
| Farther Finance Advisors, LLC | $1.2M | 51,594 | 0.01% | 4q | +154.2%+$709.0K |
| Belpointe Asset Management LLC | $1.1M | 48,790 | 0.04% | 4q | +33.8%+$279.0K |
| Kestra Advisory Services, LLC | $1.1M | 47,327 | 0.00% | 7q | +37.4%+$291.6K |
| TFR Capital, LLC. | $1.1M | 47,303 | 0.30% | 3q | +4.2%+$42.7K |
| Werba Rubin Papier Wealth Management | $1.1M | 46,860 | 0.13% | 10q | HELD |
| FOCUSED ALPHA, LLC | $1.0M | 44,945 | 0.26% | 3q | +14.0%+$124.7K |
| Timber Creek Capital Management LLC | $1.0M | 44,250 | 0.20% | 6q | +8.0%+$74.0K |
| Aspen Wealth Management LLC | $956.8K | 42,241 | 0.16% | 4q | +63.4%+$371.2K |
| Madden Advisory Services, Inc. | $955.2K | 42,174 | 0.34% | 7q | +2.4%+$22.0K |
| FF Advisors,LLC | $894.7K | 39,502 | 0.34% | 11q | -71.2%-$2.2M |
| BEACON FINANCIAL PLANNING, INC | $879.6K | 38,834 | 0.30% | 2q | +1.5%+$12.7K |
| NWAM LLC | $875.2K | 38,638 | 0.04% | 8q | -9.8%-$94.6K |
| Golden Reserve Retirement LLC | $871.5K | 38,477 | 0.14% | 3q | +35.1%+$226.6K |
| Sanctuary Advisors, LLC | $854.1K | 37,711 | 0.00% | 4q | -27.6%-$325.1K |
| Heartland Bank & Trust Co | $837.7K | 36,983 | 0.17% | 7q | +6.7%+$52.6K |
| REBALANCE, LLC | $810.6K | 35,790 | 0.04% | 7q | +1.7%+$13.9K |
| Windsor Advisory Group, LLC | $762.6K | 33,669 | 0.55% | new | NEW |
| WRAPMANAGER INC | $730.0K | 32,228 | 0.23% | 15q | -10.1%-$81.9K |
| Carr Financial Group Corp | $721.4K | 31,851 | 0.17% | 6q | -16.1%-$138.0K |
| Koshinski Asset Management, Inc. | $689.5K | 30,443 | 0.04% | 5q | +0.7%+$5.0K |
| HM PAYSON & CO | $684.1K | 30,202 | 0.01% | 4q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $682.9K | 30,141 | 0.01% | 3q | +4.2%+$27.5K |
| Klaas Financial Asset Advisors, LLC | $678.1K | 29,937 | 0.08% | 11q | +3.1%+$20.4K |
| HighTower Advisors, LLC | $672.3K | 29,680 | 0.00% | 22q | +7.4%+$46.2K |
| HUB Investment Partners, LLC | $671.1K | 29,628 | 0.01% | new | NEW |
| Baird Financial Group, Inc. | $667.0K | 29,450 | 0.00% | 9q | +42.7%+$199.5K |
| Magnus Financial Group LLC | $577.9K | 25,515 | 0.04% | 2q | +7.9%+$42.4K |
| Livet Wealth, LLC | $569.3K | 25,135 | 0.33% | 3q | HELD |
| Summit Wealth Partners, LLC | $559.9K | 24,722 | 0.08% | 15q | HELD |
| Quad-Cities Investment Group, LLC | $554.9K | 24,500 | 0.20% | 11q | -37.3%-$330.3K |
Showing the largest 100 of 174 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 170 | $514.6M | 22,712,601 | 16 | 62 | 56 | 0.0% |
| Q1 2026 | 176 | $648.3M | 28,244,890 | 18 | 69 | 51 | 0.0% |
| Q4 2025 | 166 | $676.5M | 29,327,222 | 21 | 87 | 26 | 0.0% |
| Q3 2025 | 149 | $585.4M | 25,021,496 | 26 | 73 | 26 | 0.0% |
| Q2 2025 | 134 | $529.4M | 22,781,419 | 16 | 70 | 24 | 0.0% |
| Q1 2025 | 126 | $460.3M | 19,828,977 | 24 | 67 | 21 | 0.0% |
| Q4 2024 | 113 | $394.1M | 17,019,979 | 28 | 54 | 11 | 0.0% |
| Q3 2024 | 82 | $266.9M | 11,406,876 | 10 | 43 | 13 | 0.0% |
| Q2 2024 | 78 | $223.6M | 9,758,433 | 16 | 41 | 11 | 0.0% |
| Q1 2024 | 68 | $243.1M | 10,546,836 | 16 | 31 | 9 | 0.0% |
| Q4 2023 | 57 | $164.3M | 7,166,808 | 14 | 28 | 4 | 0.0% |
| Q3 2023 | 45 | $64.4M | 2,859,692 | 12 | 17 | 6 | 0.0% |
| Q2 2023 | 34 | $46.0M | 2,021,599 | 3 | 14 | 9 | 0.0% |
| Q1 2023 | 32 | $46.0M | 2,014,008 | 9 | 13 | 2 | 0.0% |
| Q4 2022 | 20 | $31.9M | 1,425,272 | 9 | 7 | 2 | 0.0% |
| Q3 2022 | 17 | $16.6M | 758,133 | 4 | 7 | 3 | 0.0% |
| Q2 2022 | 14 | $16.3M | 736,946 | 6 | 5 | 1 | 0.0% |
| Q1 2022 | 10 | $14.6M | 596,887 | 2 | 1 | 2 | 0.0% |
| Q4 2021 | 8 | $18.4M | 725,886 | 3 | 3 | 1 | 0.0% |
| Q3 2021 | 5 | $16.2M | 634,494 | 1 | 3 | 0 | 0.0% |
| Q2 2021 | 5 | $13.5M | 522,501 | 1 | 2 | 1 | 0.0% |
| Q1 2021 | 4 | $13.2M | 514,997 | 2 | 0 | 1 | 0.0% |
| Q4 2020 | 3 | $9.9M | 389,228 | 3 | 0 | 0 | 0.0% |