ISHARES TR (IBHH)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
103
Reporting holders
$298.4M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | $45.5M | 1,937,560 | 2.47% | 10q | +11.3%+$4.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.7M | 1,393,316 | 0.02% | 10q | +57.0%+$11.9M |
| Baltimore-Washington Financial Advisors, Inc. | $30.6M | 1,303,117 | 1.14% | 8q | +4.2%+$1.2M |
| LPL Financial LLC | $26.7M | 1,134,511 | 0.01% | 10q | +3.2%+$829.1K |
| NewEdge Advisors, LLC | $18.7M | 795,441 | 0.06% | new | NEW |
| Federation des caisses Desjardins du Quebec | $17.5M | 744,080 | 0.05% | 4q | -12.4%-$2.5M |
| Ironwood Financial, llc | $9.7M | 417,145 | 1.52% | 6q | +14.2%+$1.2M |
| Mutual Advisors, LLC | $8.7M | 368,107 | 0.16% | 4q | +10.5%+$824.1K |
| MORGAN STANLEY | $8.1M | 343,199 | 0.00% | 12q | -31.0%-$3.6M |
| RAYMOND JAMES FINANCIAL INC | $7.1M | 301,611 | 0.00% | 7q | +22.0%+$1.3M |
| ROYAL BANK OF CANADA | $6.4M | 273,256 | 0.00% | 11q | +5.9%+$358.4K |
| BANK OF AMERICA CORP /DE/ | $5.5M | 235,126 | 0.00% | 14q | +12.2%+$600.9K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $5.1M | 215,473 | 3.68% | 7q | +1.3%+$66.1K |
| WELLS FARGO & COMPANY/MN | $4.6M | 197,388 | 0.00% | 11q | -53.1%-$5.3M |
| BlackRock, Inc. | $4.3M | 184,269 | 0.00% | 7q | +173.2%+$2.7M |
| Stratos Wealth Partners, LTD. | $4.0M | 169,117 | 0.04% | 3q | +0.9%+$35.8K |
| Cetera Investment Advisers | $3.4M | 144,101 | 0.00% | 10q | -5.0%-$177.8K |
| Straight Path Wealth Management | $3.2M | 136,499 | 0.75% | 14q | +6.5%+$196.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 132,524 | 0.00% | 11q | -14.2%-$516.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.0M | 127,342 | 0.03% | 8q | +80.8%+$1.3M |
| OLD MISSION CAPITAL LLC | $2.7M | 114,177 | 0.04% | 5q | +720.9%+$2.4M |
| Robertson Stephens Wealth Management, LLC | $2.5M | 107,460 | 0.06% | 9q | -13.1%-$381.2K |
| Rialto Wealth Management, LLC | $2.5M | 106,761 | 0.50% | 3q | HELD |
| Commonwealth Financial Services, LLC | $2.5M | 106,081 | 0.33% | 11q | -70.6%-$6.0M |
| JANE STREET GROUP, LLC | $2.3M | 99,582 | 0.00% | 2q | +45.2%+$728.6K |
| Penobscot Investment Management Company, Inc. | $2.3M | 98,060 | 0.16% | 3q | +36.6%+$618.0K |
| First Western Trust Bank | $1.7M | 70,959 | 0.08% | 2q | +242.2%+$1.2M |
| Integrated Wealth Concepts LLC | $1.5M | 65,182 | 0.01% | 13q | +13.7%+$184.6K |
| UBS Group AG | $1.5M | 64,822 | 0.00% | 7q | +9.2%+$128.5K |
| Talisman Wealth Advisors LLC | $1.5M | 21,786 | 1.10% | new | NEW |
| Keeler Thomas Management LLC | $1.5M | 62,811 | 0.52% | 6q | -50.1%-$1.5M |
| FIDUCIARY FINANCIAL ADVISORS | $1.3M | 56,671 | 0.14% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.1M | 47,608 | 0.00% | 14q | +79.7%+$496.4K |
| FOCUSED ALPHA, LLC | $1.1M | 46,879 | 0.28% | 3q | +13.0%+$126.5K |
| Lido Advisors, LLC | $957.1K | 40,725 | 0.00% | 11q | -13.5%-$149.9K |
| High Note Wealth, LLC | $920.3K | 39,163 | 0.16% | 4q | +83.6%+$419.2K |
| Parallel Advisors, LLC | $912.8K | 38,842 | 0.01% | 3q | +539.3%+$770.0K |
| Aspen Wealth Management LLC | $879.3K | 37,415 | 0.15% | 4q | +73.7%+$373.0K |
| Guidance Point Advisors, LLC | $839.3K | 35,701 | 0.18% | 5q | +47.6%+$270.8K |
| Heartland Bank & Trust Co | $825.9K | 35,146 | 0.17% | 6q | +14.4%+$104.2K |
| REBALANCE, LLC | $810.7K | 34,497 | 0.04% | 3q | +1.5%+$12.1K |
| Foundations Investment Advisors, LLC | $742.6K | 31,599 | 0.01% | 2q | +102.9%+$376.6K |
| WRAPMANAGER INC | $733.7K | 31,220 | 0.23% | 15q | -10.5%-$86.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $708.1K | 30,132 | 0.00% | 5q | +57.0%+$257.1K |
| Bullock Wealth Management Group | $660.0K | 28,221 | 0.29% | new | FIRST |
| Walser Wealth Management Company, A Ltd Liability Co | $639.3K | 27,204 | 0.27% | 2q | +143.7%+$377.0K |
| STIFEL FINANCIAL CORP | $636.1K | 27,069 | 0.00% | 5q | +13.2%+$74.2K |
| Beacon Pointe Advisors, LLC | $596.9K | 25,401 | 0.00% | 10q | +22.3%+$108.8K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $565.7K | 24,071 | 0.03% | 2q | +18.6%+$88.7K |
| Kastel Capital Advisors, LLC | $555.5K | 23,669 | 0.35% | 3q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $549.5K | 23,381 | 0.01% | 3q | +1.6%+$8.5K |
| Cerity Partners LLC | $523.2K | 22,264 | 0.00% | 2q | -8.6%-$49.4K |
| Klaas Financial Asset Advisors, LLC | $510.3K | 21,714 | 0.06% | 3q | +1.8%+$9.0K |
| Concurrent Investment Advisors, LLC | $501.7K | 21,350 | 0.00% | new | NEW |
| Rothschild Wealth LLC | $471.7K | 20,073 | 0.04% | 8q | -16.6%-$93.7K |
| IFP Advisors, Inc | $455.3K | 19,375 | 0.01% | 13q | -5.8%-$27.9K |
| J.W. COLE ADVISORS, INC. | $453.6K | 19,300 | 0.01% | new | NEW |
| Madden Advisory Services, Inc. | $433.4K | 18,444 | 0.16% | 2q | +5.4%+$22.2K |
| CAPTRUST FINANCIAL ADVISORS | $423.7K | 18,029 | 0.00% | 5q | +0.7%+$2.9K |
| Baird Financial Group, Inc. | $410.1K | 17,450 | 0.00% | 2q | +55.1%+$145.7K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $407.7K | 17,410 | 0.36% | 3q | +0.7%+$2.7K |
| Focus Partners Wealth | $380.7K | 16,199 | 0.00% | new | NEW |
| Windsor Capital Management, LLC | $342.2K | 14,561 | 0.09% | 3q | +43.3%+$103.4K |
| Orion Capital Management LLC | $329.0K | 14,000 | 0.10% | 7q | HELD |
| Belpointe Asset Management LLC | $318.5K | 13,552 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $316.7K | 13,478 | 0.00% | 2q | -55.1%-$388.6K |
| TFR Capital, LLC. | $309.6K | 13,176 | 0.09% | new | NEW |
| GAMMA Investing LLC | $303.8K | 12,929 | 0.01% | 10q | +134.9%+$174.5K |
| OPPENHEIMER & CO INC | $283.4K | 12,059 | 0.00% | 3q | -18.7%-$65.2K |
| ENVESTNET ASSET MANAGEMENT INC | $281.2K | 11,965 | 0.00% | 3q | -39.0%-$179.9K |
| TABLEAUX LLC | $277.5K | 11,807 | 0.12% | 5q | -10.6%-$33.0K |
| Segment Wealth Management, LLC | $274.9K | 11,700 | 0.01% | 2q | +17.2%+$40.4K |
| Ellis Investment Partners, LLC | $269.3K | 11,458 | 0.04% | 3q | +5.2%+$13.4K |
| Reliant Wealth Planning | $267.1K | 11,366 | 0.07% | 9q | HELD |
| Freestone Capital Holdings, LLC | $263.2K | 11,200 | 0.01% | 4q | -24.9%-$87.5K |
| Cyr Financial Inc. | $244.2K | 10,393 | 0.13% | 5q | +4.7%+$11.0K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $228.9K | 9,739 | 0.01% | 3q | +10.6%+$22.0K |
| 1900 WEALTH MANAGEMENT LLC | $228.2K | 9,711 | 0.01% | 2q | HELD |
| Sanctuary Advisors, LLC | $224.1K | 9,536 | 0.00% | 2q | HELD |
| KPP Advisory Services LLC | $223.8K | 9,525 | 0.03% | new | NEW |
| Boreal Capital Management LLC | $220.9K | 0 | 0.16% | 5q | -100.0% |
| Cornerstone Wealth Management, LLC | $211.1K | 8,983 | 0.01% | new | NEW |
| EP Wealth Advisors, LLC | $205.7K | 8,752 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $202.4K | 8,613 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $172.0K | 7,320 | 0.00% | 9q | -13.2%-$26.1K |
| AE Wealth Management LLC | $171.6K | 7,304 | 0.00% | 7q | -5.0%-$9.0K |
| Farther Finance Advisors, LLC | $141.1K | 6,003 | 0.00% | 4q | +21.6%+$25.1K |
| WORMSER FRERES GESTION | $133.8K | 5,721 | 0.08% | new | NEW |
| Ascentis Independent Advisors | $59.4K | 2,526 | 0.08% | 2q | -68.5%-$129.1K |
| BANK OF MONTREAL /CAN/ | $55.1K | 2,345 | 0.00% | new | NEW |
| CNB Bank | $52.8K | 2,247 | 0.02% | 3q | +4.3%+$2.2K |
| Napier Financial, LLC | $51.7K | 2,202 | 0.01% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $48.7K | 2,083 | 0.00% | 3q | HELD |
| BARRETT & COMPANY, INC. | $45.2K | 1,925 | 0.01% | 5q | HELD |
| Spire Wealth Management | $44.6K | 1,898 | 0.00% | 3q | -26.4%-$16.0K |
| Hurley Capital, LLC | $39.2K | 1,668 | 0.02% | 3q | +1.6% |
| Blue Trust, Inc. | $19.9K | 848 | 0.00% | 7q | +1.6% |
| 10Elms LLP | $16.4K | 700 | 0.01% | new | NEW |
| HM PAYSON & CO | $9.9K | 420 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $9.8K | 418 | 0.00% | 2q | -85.4%-$57.3K |
Showing the largest 100 of 105 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 | 103 | $298.4M | 12,651,731 | 16 | 50 | 24 | 0.0% |
| Q1 2026 | 96 | $296.0M | 12,607,611 | 19 | 41 | 21 | 0.0% |
| Q4 2025 | 84 | $284.2M | 11,970,540 | 20 | 43 | 6 | 0.0% |
| Q3 2025 | 67 | $209.1M | 8,750,860 | 14 | 36 | 8 | 0.0% |
| Q2 2025 | 60 | $155.3M | 6,532,879 | 11 | 25 | 16 | 0.0% |
| Q1 2025 | 48 | $135.6M | 5,803,670 | 5 | 26 | 10 | 0.0% |
| Q4 2024 | 49 | $93.6M | 4,005,996 | 13 | 27 | 1 | 0.0% |
| Q3 2024 | 38 | $68.1M | 2,860,169 | 5 | 24 | 5 | 0.0% |
| Q2 2024 | 33 | $33.4M | 1,442,525 | 4 | 20 | 4 | 0.0% |
| Q1 2024 | 34 | $29.6M | 1,268,563 | 14 | 12 | 2 | 0.0% |
| Q4 2023 | 23 | $21.0M | 901,834 | 14 | 7 | 0 | 0.0% |
| Q3 2023 | 9 | $5.4M | 242,234 | 1 | 5 | 1 | 0.0% |
| Q2 2023 | 10 | $9.4M | 416,070 | 2 | 2 | 4 | 0.0% |
| Q1 2023 | 9 | $9.3M | 409,697 | 4 | 1 | 2 | 0.0% |
| Q4 2022 | 3 | $7.6M | 343,598 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 3 | $10.1M | 467,198 | 0 | 1 | 1 | 0.0% |
| Q2 2022 | 4 | $10.8M | 486,296 | 2 | 1 | 0 | 0.0% |
| Q1 2022 | 2 | $10.0M | 397,884 | 2 | 0 | 0 | 0.0% |