# ISHARES TR (IBHI)

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

- Reporting holders: 5
- Reported value: $13.6M
- 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 |
|---|---|---|---|---|
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $5.4M | 236,578 | 2.7% | 2 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $5.3M | 233,879 | 3.7% | 4 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $1.7M | 72,525 | 0.7% | 1 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $858.1K | 37,800 | 0.4% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $322.6K | 14,129 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $13.6M |
| Q2 2026 | 95 | $333.4M |
| Q1 2026 | 92 | $240.6M |
| Q4 2025 | 76 | $223.4M |
| Q3 2025 | 66 | $174.1M |
| Q2 2025 | 59 | $92.3M |
| Q1 2025 | 54 | $80.6M |
| Q4 2024 | 46 | $46.9M |
| Q3 2024 | 30 | $32.1M |
| Q2 2024 | 25 | $20.3M |
| Q1 2024 | 24 | $15.4M |
| Q4 2023 | 17 | $4.4M |