ISHARES TR (IBHG)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
130
Reporting holders
$312.9M
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| UBS Group AG | $39.9M | 1,807,096 | 0.01% | 9q | +439.6%+$32.5M |
| LBMC INVESTMENT ADVISORS, LLC | $39.1M | 1,772,416 | 2.12% | 10q | +9.6%+$3.4M |
| Arrow Financial Corp | $32.9M | 1,491,682 | 2.95% | new | NEW |
| LPL Financial LLC | $27.6M | 1,250,152 | 0.01% | 12q | +9.4%+$2.4M |
| WELLS FARGO & COMPANY/MN | $17.9M | 810,422 | 0.00% | 19q | -49.3%-$17.4M |
| Federation des caisses Desjardins du Quebec | $17.3M | 782,170 | 0.05% | 4q | -12.4%-$2.4M |
| RAYMOND JAMES FINANCIAL INC | $8.9M | 401,755 | 0.00% | 7q | +23.5%+$1.7M |
| MORGAN STANLEY | $6.2M | 281,072 | 0.00% | 16q | +29.4%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $5.7M | 259,328 | 0.00% | 15q | +4.2%+$230.5K |
| Cetera Investment Advisers | $5.6M | 254,777 | 0.01% | 10q | -3.2%-$188.2K |
| J.W. COLE ADVISORS, INC. | $4.7M | 213,562 | 0.08% | 5q | -4.1%-$199.8K |
| Concurrent Investment Advisors, LLC | $4.5M | 203,427 | 0.04% | new | NEW |
| Ironwood Financial, llc | $4.4M | 199,317 | 0.69% | 15q | +20.4%+$741.8K |
| BlackRock, Inc. | $4.3M | 196,434 | 0.00% | 7q | +176.7%+$2.8M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.3M | 196,004 | 0.05% | 9q | +44.1%+$1.3M |
| Mid-American Wealth Advisory Group, Inc. | $4.3M | 195,817 | 1.56% | 3q | -6.2%-$288.2K |
| NewEdge Advisors, LLC | $4.1M | 185,840 | 0.01% | new | NEW |
| Carr Financial Group Corp | $3.3M | 150,853 | 0.77% | 4q | +25.9%+$684.6K |
| Straight Path Wealth Management | $3.0M | 135,333 | 0.70% | 14q | +6.1%+$171.3K |
| JANE STREET GROUP, LLC | $3.0M | 133,778 | 0.00% | 2q | +309.5%+$2.2M |
| Commonwealth Financial Services, LLC | $2.7M | 120,403 | 0.36% | 12q | -69.0%-$5.9M |
| Penobscot Investment Management Company, Inc. | $2.5M | 113,275 | 0.17% | 5q | +26.7%+$526.6K |
| EIGHT 31 FINANCIAL, LLC | $2.4M | 107,168 | 1.41% | 4q | +2.7%+$62.4K |
| Private Advisor Group, LLC | $2.2M | 99,809 | 0.01% | 7q | +189.4%+$1.4M |
| Integrated Wealth Concepts LLC | $2.0M | 91,465 | 0.01% | 13q | +25.1%+$404.7K |
| ROYAL BANK OF CANADA | $2.0M | 90,363 | 0.00% | 12q | -1.9%-$37.6K |
| OLD MISSION CAPITAL LLC | $1.9M | 86,920 | 0.03% | 6q | -36.2%-$1.1M |
| Foundations Investment Advisors, LLC | $1.8M | 80,213 | 0.02% | 3q | +47.3%+$568.8K |
| EVEXIA WEALTH LLC | $1.8M | 80,369 | 0.48% | 3q | -31.2%-$800.0K |
| Advisory Services Network, LLC | $1.7M | 78,400 | 0.02% | 7q | +0.6%+$10.8K |
| Walser Wealth Management Company, A Ltd Liability Co | $1.7M | 75,618 | 0.69% | 3q | +51.7%+$569.2K |
| Parallel Advisors, LLC | $1.6M | 70,375 | 0.02% | 6q | +64.7%+$610.5K |
| Keeler Thomas Management LLC | $1.5M | 67,454 | 0.53% | 6q | -49.5%-$1.5M |
| Centennial Advisors, LLC | $1.4M | 61,291 | 1.61% | 3q | +11.6%+$140.5K |
| Lido Advisors, LLC | $1.3M | 57,324 | 0.00% | 11q | -30.9%-$567.1K |
| OSAIC HOLDINGS, INC. | $1.2M | 55,611 | 0.00% | 14q | +104.8%+$628.5K |
| Stratos Wealth Partners, LTD. | $1.2M | 54,604 | 0.01% | 6q | +21.5%+$213.6K |
| BridgePort Financial Solutions, LLC | $1.2M | 54,580 | 0.31% | 7q | HELD |
| Collaborative Fund Advisors, LLC | $1.2M | 53,208 | 0.68% | new | NEW |
| IFP Advisors, Inc | $1.2M | 52,874 | 0.02% | 16q | -2.3%-$27.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 48,285 | 0.00% | 16q | -2.9%-$32.3K |
| FOCUSED ALPHA, LLC | $1.1M | 47,815 | 0.27% | 3q | +14.9%+$136.9K |
| FIDUCIARY FINANCIAL ADVISORS | $1.1M | 47,732 | 0.11% | new | NEW |
| High Note Wealth, LLC | $975.3K | 44,173 | 0.17% | 5q | +67.9%+$394.3K |
| Aspen Wealth Management LLC | $964.4K | 43,678 | 0.16% | 4q | +63.0%+$372.6K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $947.2K | 42,898 | 0.69% | 7q | +130.3%+$535.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $921.8K | 41,747 | 0.00% | 12q | -1.6%-$15.1K |
| COWA, LLC | $909.6K | 41,195 | 0.23% | 3q | +5.1%+$44.2K |
| AE Wealth Management LLC | $880.1K | 39,860 | 0.00% | 9q | -3.0%-$26.9K |
| Heartland Bank & Trust Co | $864.9K | 39,171 | 0.18% | 7q | +9.9%+$78.2K |
| Bedel Financial Consulting, Inc. | $861.2K | 39,002 | 0.08% | 2q | +30.8%+$202.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $840.6K | 38,070 | 0.00% | 5q | +61.6%+$320.5K |
| BIP Wealth, LLC | $821.8K | 37,217 | 0.02% | 2q | +9.0%+$68.0K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $816.9K | 36,999 | 0.05% | new | NEW |
| EP Wealth Advisors, LLC | $815.6K | 36,938 | 0.00% | 6q | -18.6%-$186.6K |
| REBALANCE, LLC | $815.4K | 36,927 | 0.04% | 7q | +1.4%+$11.2K |
| Timber Creek Capital Management LLC | $794.2K | 35,969 | 0.16% | 3q | +15.7%+$108.0K |
| Baird Financial Group, Inc. | $751.1K | 34,015 | 0.00% | 7q | +35.6%+$197.0K |
| WRAPMANAGER INC | $733.3K | 33,213 | 0.23% | 15q | -10.6%-$87.1K |
| Guidance Point Advisors, LLC | $693.1K | 31,377 | 0.15% | 4q | +23.8%+$133.5K |
| Bullock Wealth Management Group | $672.4K | 30,606 | 0.29% | new | FIRST |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $662.4K | 30,000 | 0.05% | 3q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $597.1K | 27,043 | 0.01% | 3q | +4.6%+$26.3K |
| Cerity Partners LLC | $596.7K | 27,024 | 0.00% | 2q | -15.0%-$105.4K |
| Klaas Financial Asset Advisors, LLC | $593.9K | 26,899 | 0.07% | 7q | +2.4%+$13.9K |
| STIFEL FINANCIAL CORP | $586.9K | 26,580 | 0.00% | 6q | +11.3%+$59.8K |
| Belpointe Asset Management LLC | $560.1K | 25,365 | 0.02% | 4q | +82.3%+$252.8K |
| Madden Advisory Services, Inc. | $559.2K | 25,325 | 0.20% | 4q | +4.1%+$22.2K |
| Rialto Wealth Management, LLC | $554.9K | 25,131 | 0.11% | 7q | -19.6%-$135.3K |
| Kastel Capital Advisors, LLC | $550.4K | 24,869 | 0.35% | 3q | HELD |
| Csenge Advisory Group | $542.8K | 24,583 | 0.02% | 2q | +3.3%+$17.1K |
| Tempus Wealth Planning, LLC | $538.2K | 24,374 | 0.11% | 5q | -38.7%-$340.0K |
| Global Retirement Partners, LLC | $480.3K | 21,753 | 0.01% | 11q | -13.8%-$76.8K |
| HUB Investment Partners, LLC | $475.6K | 21,538 | 0.01% | new | NEW |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $434.4K | 19,719 | 0.38% | 3q | +0.6%+$2.6K |
| CAPTRUST FINANCIAL ADVISORS | $417.5K | 18,908 | 0.00% | 7q | HELD |
| HighTower Advisors, LLC | $412.6K | 18,688 | 0.00% | 9q | -95.3%-$8.4M |
| CITADEL ADVISORS LLC | $406.4K | 18,408 | 0.00% | 2q | -22.1%-$115.3K |
| Beacon Pointe Advisors, LLC | $398.4K | 18,046 | 0.00% | new | NEW |
| Kurv Investment Management LLC | $398.1K | 18,032 | 0.24% | new | NEW |
| Farther Finance Advisors, LLC | $389.4K | 17,637 | 0.00% | 4q | +250.3%+$278.2K |
| Kestra Advisory Services, LLC | $377.1K | 17,078 | 0.00% | 3q | +13.6%+$45.1K |
| Mayflower Financial Advisors, LLC | $345.8K | 15,662 | 0.03% | 3q | HELD |
| Boreal Capital Management LLC | $340.0K | 0 | 0.25% | 5q | -100.0% |
| Orion Capital Management LLC | $332.7K | 15,067 | 0.10% | 7q | +7.6%+$23.6K |
| Windsor Capital Management, LLC | $328.8K | 14,892 | 0.09% | 8q | +34.8%+$84.8K |
| BEACON FINANCIAL PLANNING, INC | $316.8K | 14,346 | 0.11% | 2q | +56.5%+$114.3K |
| Landing Point Financial Group, LLC | $311.7K | 14,117 | 0.11% | 7q | -14.1%-$51.3K |
| Bank of New York Mellon Corp | $308.5K | 13,974 | 0.00% | 2q | -96.5%-$8.5M |
| Equitable Holdings, Inc. | $308.5K | 13,970 | 0.00% | new | NEW |
| GAMMA Investing LLC | $302.8K | 13,715 | 0.01% | 10q | +148.3%+$180.9K |
| Focus Partners Wealth | $295.4K | 13,378 | 0.00% | 3q | HELD |
| Pure Financial Advisors, LLC | $289.4K | 13,106 | 0.00% | 3q | -3.3%-$9.9K |
| TFR Capital, LLC. | $282.5K | 12,794 | 0.08% | 5q | -2.1%-$6.0K |
| TABLEAUX LLC | $257.6K | 11,666 | 0.11% | 5q | -12.1%-$35.6K |
| Wick Capital Partners, LLC | $251.2K | 11,377 | 0.04% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $238.3K | 10,851 | 0.00% | 11q | HELD |
| Cornerstone Wealth Management, LLC | $231.6K | 10,487 | 0.01% | new | NEW |
| 1900 WEALTH MANAGEMENT LLC | $228.7K | 10,359 | 0.01% | 2q | HELD |
| Quantinno Capital Management LP | $228.5K | 10,349 | 0.00% | 4q | HELD |
Showing the largest 100 of 133 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 | 130 | $312.9M | 14,156,313 | 16 | 57 | 34 | 0.0% |
| Q1 2026 | 120 | $277.8M | 12,550,282 | 17 | 54 | 28 | 0.0% |
| Q4 2025 | 110 | $260.2M | 11,614,293 | 22 | 52 | 13 | 0.0% |
| Q3 2025 | 87 | $204.3M | 9,068,586 | 16 | 45 | 14 | 0.0% |
| Q2 2025 | 83 | $180.0M | 7,970,158 | 13 | 35 | 20 | 0.0% |
| Q1 2025 | 72 | $152.2M | 6,816,262 | 10 | 42 | 9 | 0.0% |
| Q4 2024 | 68 | $102.0M | 4,580,814 | 19 | 29 | 5 | 0.0% |
| Q3 2024 | 43 | $66.9M | 2,961,226 | 4 | 24 | 7 | 0.0% |
| Q2 2024 | 41 | $55.0M | 2,496,557 | 7 | 24 | 5 | 0.0% |
| Q1 2024 | 40 | $38.5M | 1,732,337 | 15 | 16 | 1 | 0.0% |
| Q4 2023 | 27 | $23.4M | 1,053,820 | 6 | 14 | 1 | 0.0% |
| Q3 2023 | 24 | $21.9M | 1,019,066 | 2 | 11 | 3 | 0.0% |
| Q2 2023 | 21 | $18.6M | 849,593 | 3 | 9 | 1 | 0.0% |
| Q1 2023 | 19 | $15.7M | 710,087 | 5 | 6 | 2 | 0.0% |
| Q4 2022 | 11 | $7.4M | 348,407 | 3 | 2 | 2 | 0.0% |
| Q3 2022 | 9 | $8.9M | 426,518 | 3 | 2 | 1 | 0.0% |
| Q2 2022 | 8 | $9.7M | 458,043 | 3 | 3 | 0 | 0.0% |
| Q1 2022 | 5 | $9.6M | 405,516 | 1 | 0 | 1 | 0.0% |
| Q4 2021 | 6 | $9.1M | 369,609 | 2 | 1 | 1 | 0.0% |
| Q3 2021 | 5 | $9.4M | 377,009 | 5 | 0 | 0 | 0.0% |