# ISHARES TR (IBHG)

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

- Reporting holders: 3
- Reported value: $1.4M
- 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 |
|---|---|---|---|---|
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $688.4K | 31,710 | 0.3% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $346.2K | 15,897 | 0.0% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $331.3K | 15,213 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $1.4M |
| Q2 2026 | 135 | $320.2M |
| Q1 2026 | 127 | $281.5M |
| Q4 2025 | 118 | $263.3M |
| Q3 2025 | 96 | $215.7M |
| Q2 2025 | 88 | $191.1M |
| Q1 2025 | 78 | $163.4M |
| Q4 2024 | 74 | $112.7M |
| Q3 2024 | 49 | $77.3M |
| Q2 2024 | 47 | $66.3M |
| Q1 2024 | 46 | $51.1M |
| Q4 2023 | 32 | $36.1M |