ISHARES TR (IBHI)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
91
Reporting holders
$319.7M
Reported value
0.0%
Held as options
+4
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 | $40.0M | 1,709,445 | 2.17% | 9q | +16.5%+$5.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.5M | 1,687,300 | 0.02% | 10q | +54.4%+$13.9M |
| MORGAN STANLEY | $36.4M | 1,556,885 | 0.00% | 13q | +11.0%+$3.6M |
| HighTower Advisors, LLC | $22.6M | 964,286 | 0.02% | new | NEW |
| NewEdge Advisors, LLC | $21.2M | 907,747 | 0.06% | new | NEW |
| Baltimore-Washington Financial Advisors, Inc. | $16.6M | 710,128 | 0.62% | 6q | +8.9%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 515,401 | 0.02% | 11q | -3.6%-$455.2K |
| Scissortail Wealth Management, LLC | $11.6M | 494,248 | 2.22% | 6q | +1.8%+$207.6K |
| LPL Financial LLC | $11.4M | 488,748 | 0.00% | 9q | +32.2%+$2.8M |
| BANK OF AMERICA CORP /DE/ | $10.4M | 442,891 | 0.00% | 13q | +7.0%+$675.6K |
| Mutual Advisors, LLC | $6.8M | 292,785 | 0.13% | 9q | +1602.9%+$6.4M |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $6.7M | 285,227 | 4.85% | 7q | +13.2%+$778.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.6M | 240,352 | 0.00% | 5q | +121.6%+$3.1M |
| Delta Wealth Advisors LLC | $5.4M | 232,059 | 3.88% | 3q | +6.3%+$319.3K |
| Ironwood Financial, llc | $5.2M | 222,822 | 0.81% | 4q | +114.4%+$2.8M |
| Stratos Wealth Partners, LTD. | $5.2M | 220,854 | 0.05% | 4q | +5.0%+$244.6K |
| Marathon Mission, Inc. | $5.1M | 220,063 | 2.57% | new | NEW |
| BlackRock, Inc. | $4.3M | 185,493 | 0.00% | 7q | +174.6%+$2.8M |
| RAYMOND JAMES FINANCIAL INC | $3.6M | 152,594 | 0.00% | 7q | +5.8%+$194.2K |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 146,393 | 0.00% | 3q | +238.3%+$2.4M |
| Bradley & Co. Private Wealth Management, LLC | $3.4M | 144,942 | 1.62% | 14q | HELD |
| WELLS FARGO & COMPANY/MN | $3.1M | 132,704 | 0.00% | 6q | -47.6%-$2.8M |
| Straight Path Wealth Management | $3.0M | 128,362 | 0.70% | 12q | +10.1%+$276.3K |
| Integrated Wealth Concepts LLC | $3.0M | 126,840 | 0.01% | 10q | +25.9%+$609.6K |
| Commonwealth Financial Services, LLC | $2.3M | 99,393 | 0.31% | 7q | -71.8%-$5.9M |
| Sigma Planning Corp | $1.9M | 82,373 | 0.05% | 8q | +6.5%+$117.3K |
| Penobscot Investment Management Company, Inc. | $1.8M | 77,785 | 0.12% | 3q | +7.5%+$127.5K |
| First Western Trust Bank | $1.7M | 71,612 | 0.08% | 2q | +242.0%+$1.2M |
| Beacon Pointe Advisors, LLC | $1.6M | 69,368 | 0.01% | 8q | +21.5%+$286.8K |
| JANE STREET GROUP, LLC | $1.4M | 59,886 | 0.00% | new | NEW |
| Keeler Thomas Management LLC | $1.3M | 56,038 | 0.46% | 6q | -52.6%-$1.5M |
| Robertson Stephens Wealth Management, LLC | $1.3M | 54,010 | 0.03% | 2q | +47.9%+$409.3K |
| Lido Advisors, LLC | $1.0M | 44,828 | 0.00% | 11q | -34.0%-$539.0K |
| UBS Group AG | $1.0M | 43,551 | 0.00% | 7q | +11.2%+$102.8K |
| FOCUSED ALPHA, LLC | $918.0K | 39,247 | 0.24% | 3q | +0.9%+$7.8K |
| ROYAL BANK OF CANADA | $865.0K | 36,954 | 0.00% | 14q | -1.4%-$12.6K |
| Bullock Wealth Management Group | $838.7K | 35,995 | 0.36% | new | FIRST |
| Cyr Financial Inc. | $834.0K | 35,657 | 0.43% | 5q | +1.4%+$11.4K |
| High Note Wealth, LLC | $831.4K | 35,547 | 0.14% | 3q | +95.5%+$406.1K |
| Aspen Wealth Management LLC | $779.6K | 33,329 | 0.13% | 4q | +92.1%+$373.7K |
| Cetera Investment Advisers | $743.2K | 31,776 | 0.00% | 7q | -18.6%-$169.3K |
| WRAPMANAGER INC | $734.0K | 31,383 | 0.23% | 15q | -10.5%-$85.7K |
| INSIGNEO ADVISORY SERVICES, LLC | $733.7K | 31,369 | 0.03% | 5q | HELD |
| Heartland Bank & Trust Co | $724.2K | 30,962 | 0.15% | 2q | +23.9%+$139.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $695.1K | 29,718 | 0.01% | 8q | +11.9%+$74.0K |
| Quad-Cities Investment Group, LLC | $539.5K | 23,065 | 0.19% | new | NEW |
| OSAIC HOLDINGS, INC. | $494.1K | 21,123 | 0.00% | 11q | +122.9%+$272.4K |
| Guidance Point Advisors, LLC | $489.6K | 20,925 | 0.10% | new | NEW |
| STIFEL FINANCIAL CORP | $454.3K | 19,423 | 0.00% | 2q | +13.6%+$54.4K |
| Snowden Capital Advisors LLC | $423.7K | 18,116 | 0.01% | 9q | HELD |
| Ruggaard & Associates LLC | $419.8K | 17,947 | 0.15% | 2q | +31.1%+$99.5K |
| CAPTRUST FINANCIAL ADVISORS | $386.8K | 16,539 | 0.00% | 7q | HELD |
| Segment Wealth Management, LLC | $379.3K | 16,215 | 0.02% | 2q | +11.9%+$40.3K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $354.8K | 15,228 | 0.31% | 3q | -3.0%-$11.0K |
| IFP Advisors, Inc | $351.9K | 15,046 | 0.01% | 13q | -4.0%-$14.5K |
| Private Advisor Group, LLC | $348.8K | 14,913 | 0.00% | 2q | -15.3%-$62.8K |
| Occidental Asset Management, LLC | $347.8K | 14,871 | 0.03% | 6q | +11.6%+$36.3K |
| Belpointe Asset Management LLC | $297.8K | 12,730 | 0.01% | new | NEW |
| GAMMA Investing LLC | $297.6K | 12,725 | 0.01% | 10q | +142.2%+$174.8K |
| Madden Advisory Services, Inc. | $271.6K | 11,610 | 0.10% | 2q | +8.9%+$22.2K |
| Waverly Advisors, LLC | $269.1K | 11,505 | 0.00% | 6q | +6.8%+$17.0K |
| Legacy Trust | $265.2K | 11,339 | 0.05% | 6q | HELD |
| Windsor Capital Management, LLC | $265.0K | 11,330 | 0.07% | new | NEW |
| Freestone Capital Holdings, LLC | $263.0K | 11,245 | 0.01% | 4q | -25.0%-$87.5K |
| Ellis Investment Partners, LLC | $261.7K | 11,187 | 0.04% | 3q | +5.4%+$13.4K |
| CITADEL ADVISORS LLC | $259.3K | 11,086 | 0.00% | 2q | -62.4%-$431.1K |
| Cerity Partners LLC | $242.4K | 10,364 | 0.00% | 2q | HELD |
| 1900 WEALTH MANAGEMENT LLC | $229.6K | 9,817 | 0.01% | 2q | HELD |
| Daviman Financial, LLC | $228.5K | 9,769 | 0.13% | 2q | +7.5%+$16.0K |
| HEADINVEST, LLC | $217.6K | 9,303 | 0.04% | 7q | -33.7%-$110.5K |
| TABLEAUX LLC | $215.7K | 9,224 | 0.09% | 2q | -10.0%-$24.0K |
| SUMMITRY LLC | $207.4K | 8,865 | 0.01% | 2q | -5.8%-$12.9K |
| MCF Advisors LLC | $168.8K | 7,217 | 0.01% | 2q | HELD |
| Alaska Permanent Capital Management, LLC | $162.2K | 6,956 | 0.01% | 6q | +1.6%+$2.6K |
| Global Retirement Partners, LLC | $154.0K | 6,586 | 0.00% | 9q | -28.9%-$62.5K |
| Activest Wealth Management | $152.3K | 6,510 | 0.03% | 2q | HELD |
| Orion Capital Management LLC | $117.0K | 5,000 | 0.04% | 7q | HELD |
| Ashton Thomas Private Wealth, LLC | $105.6K | 4,514 | 0.00% | 2q | HELD |
| CNB Bank | $87.1K | 3,724 | 0.03% | 3q | +4.9%+$4.1K |
| FIDUCIARY FINANCIAL ADVISORS | $64.3K | 2,751 | 0.01% | new | NEW |
| Napier Financial, LLC | $52.0K | 2,222 | 0.01% | 2q | HELD |
| BARRETT & COMPANY, INC. | $45.5K | 1,944 | 0.01% | 5q | HELD |
| Golden State Wealth Management, LLC | $35.9K | 1,532 | 0.00% | 2q | +1.6% |
| Parallel Advisors, LLC | $31.6K | 1,350 | 0.00% | new | NEW |
| 10Elms LLP | $29.3K | 1,251 | 0.01% | 7q | +127.0%+$16.4K |
| Blue Trust, Inc. | $19.8K | 849 | 0.00% | 7q | +1.7% |
| Farther Finance Advisors, LLC | $16.4K | 699 | 0.00% | 4q | HELD |
| Bogart Wealth, LLC | $14.8K | 634 | 0.00% | 3q | HELD |
| HM PAYSON & CO | $10.4K | 446 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $6.6K | 281,732 | 0.01% | 8q | +323.7%+$5.0K |
| HARBOUR INVESTMENTS, INC. | $1.6K | 67 | 0.00% | 7q | HELD |
| Basepoint Wealth LLC | $1.2K | 50 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $527 | 22,550 | 0.00% | 3q | +37.0% |
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 | 91 | $319.7M | 13,669,162 | 11 | 45 | 17 | 0.0% |
| Q1 2026 | 87 | $238.0M | 10,220,760 | 23 | 35 | 11 | 0.0% |
| Q4 2025 | 71 | $221.3M | 9,344,717 | 12 | 34 | 6 | 0.0% |
| Q3 2025 | 61 | $164.8M | 6,912,012 | 10 | 34 | 7 | 0.0% |
| Q2 2025 | 55 | $82.8M | 3,498,048 | 7 | 27 | 12 | 0.0% |
| Q1 2025 | 50 | $72.3M | 3,116,148 | 11 | 25 | 5 | 0.0% |
| Q4 2024 | 42 | $34.9M | 1,486,745 | 14 | 18 | 2 | 0.0% |
| Q3 2024 | 26 | $24.5M | 1,026,348 | 6 | 15 | 3 | 0.0% |
| Q2 2024 | 23 | $17.2M | 743,168 | 5 | 11 | 4 | 0.0% |
| Q1 2024 | 21 | $11.6M | 495,831 | 8 | 8 | 1 | 0.0% |
| Q4 2023 | 15 | $3.8M | 162,777 | 3 | 8 | 1 | 0.0% |
| Q3 2023 | 13 | $3.3M | 150,432 | 4 | 5 | 1 | 0.0% |
| Q2 2023 | 10 | $2.8M | 126,696 | 4 | 1 | 4 | 0.0% |
| Q1 2023 | 9 | $5.9M | 262,433 | 2 | 3 | 2 | 0.0% |
| Q4 2022 | 6 | $7.9M | 363,083 | 3 | 0 | 1 | 0.0% |
| Q3 2022 | 4 | $9.8M | 462,586 | 1 | 1 | 1 | 0.0% |
| Q2 2022 | 4 | $10.7M | 490,467 | 1 | 0 | 2 | 0.0% |
| Q1 2022 | 3 | $12.5M | 497,629 | 3 | 0 | 0 | 0.0% |