ISHARES TR (IBHJ)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
51
Reporting holders
$77.3M
Reported value
0.0%
Held as options
+5
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 | $31.5M | 1,189,960 | 1.71% | 8q | +27.5%+$6.8M |
| Marathon Mission, Inc. | $5.3M | 201,259 | 2.66% | 10q | -1.1%-$61.3K |
| Chicago Partners Investment Group LLC | $5.2M | 200,057 | 0.10% | 2q | +5.6%+$276.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.9M | 183,340 | 0.00% | 4q | +115.3%+$2.6M |
| BlackRock, Inc. | $4.3M | 163,931 | 0.00% | 5q | +172.9%+$2.7M |
| LPL Financial LLC | $3.5M | 131,069 | 0.00% | 9q | +36.6%+$928.8K |
| BANK OF AMERICA CORP /DE/ | $2.6M | 98,247 | 0.00% | 10q | +9.4%+$223.6K |
| Integrated Wealth Concepts LLC | $2.0M | 75,088 | 0.01% | 7q | +28.6%+$441.7K |
| Straight Path Wealth Management | $2.0M | 74,169 | 0.46% | 11q | HELD |
| MORGAN STANLEY | $1.9M | 73,573 | 0.00% | 9q | +6.6%+$120.0K |
| First Western Trust Bank | $1.6M | 61,154 | 0.08% | 2q | +228.6%+$1.1M |
| Ironwood Financial, llc | $1.3M | 49,044 | 0.20% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $995.5K | 37,615 | 0.00% | 10q | +79.1%+$439.7K |
| WRAPMANAGER INC | $735.1K | 27,776 | 0.23% | 11q | -10.5%-$86.5K |
| Bullock Wealth Management Group | $679.7K | 25,829 | 0.29% | new | FIRST |
| FOCUSED ALPHA, LLC | $644.1K | 24,337 | 0.17% | 3q | +1.7%+$10.5K |
| CAPTRUST FINANCIAL ADVISORS | $574.3K | 21,699 | 0.00% | 5q | HELD |
| JANE STREET GROUP, LLC | $538.8K | 20,360 | 0.00% | 7q | +25.2%+$108.3K |
| RAYMOND JAMES FINANCIAL INC | $508.6K | 19,219 | 0.00% | 7q | +9.3%+$43.4K |
| MTM FINANCIAL GROUP, LLC | $486.7K | 18,390 | 0.21% | new | FIRST |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $452.8K | 17,110 | 0.00% | 4q | +30.0%+$104.4K |
| Cetera Investment Advisers | $446.2K | 16,858 | 0.00% | 3q | -23.3%-$135.4K |
| Lido Advisors, LLC | $426.4K | 16,113 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $422.0K | 15,938 | 0.00% | 11q | -2.9%-$12.4K |
| Segment Wealth Management, LLC | $365.3K | 13,805 | 0.02% | 2q | +6.8%+$23.3K |
| Aspen Wealth Management LLC | $298.8K | 11,292 | 0.05% | 4q | HELD |
| Belpointe Asset Management LLC | $298.3K | 11,273 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $298.1K | 11,264 | 0.00% | 2q | -46.5%-$259.4K |
| Stockman Wealth Management, Inc. | $292.7K | 11,060 | 0.03% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $284.9K | 10,763 | 0.00% | 9q | +67.0%+$114.3K |
| IFP Advisors, Inc | $284.5K | 10,750 | 0.01% | 7q | -2.5%-$7.3K |
| Freestone Capital Holdings, LLC | $264.8K | 10,005 | 0.01% | 4q | -25.0%-$88.1K |
| Ellis Investment Partners, LLC | $263.4K | 9,954 | 0.04% | 3q | +5.4%+$13.5K |
| TABLEAUX LLC | $234.1K | 8,847 | 0.10% | 2q | -5.2%-$13.0K |
| 1900 WEALTH MANAGEMENT LLC | $230.1K | 8,694 | 0.01% | new | NEW |
| Quad-Cities Investment Group, LLC | $229.5K | 8,672 | 0.08% | new | NEW |
| Guidance Point Advisors, LLC | $214.2K | 8,091 | 0.05% | new | NEW |
| STIFEL FINANCIAL CORP | $201.7K | 7,620 | 0.00% | new | NEW |
| Orion Capital Management LLC | $132.3K | 5,000 | 0.04% | 4q | +66.7%+$52.9K |
| Parallel Advisors, LLC | $89.3K | 3,376 | 0.00% | 2q | HELD |
| CNB Bank | $87.4K | 3,304 | 0.03% | 3q | +4.9%+$4.1K |
| BARRETT & COMPANY, INC. | $72.5K | 2,740 | 0.02% | 5q | HELD |
| AE Wealth Management LLC | $43.9K | 1,658 | 0.00% | 3q | +1281.7%+$40.7K |
| NewEdge Advisors, LLC | $29.6K | 1,119 | 0.00% | new | NEW |
| High Note Wealth, LLC | $24.8K | 937 | 0.00% | 3q | -50.1%-$24.9K |
| Blue Trust, Inc. | $20.0K | 755 | 0.00% | 7q | +1.6% |
| Bogart Wealth, LLC | $14.9K | 563 | 0.00% | 3q | HELD |
| HM PAYSON & CO | $10.0K | 377 | 0.00% | 4q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $2.3K | 86 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $1.6K | 60 | 0.00% | 7q | HELD |
| GAMMA Investing LLC | $662 | 25 | 0.00% | 2q | HELD |
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 | 51 | $77.3M | 2,924,225 | 9 | 21 | 9 | 0.0% |
| Q1 2026 | 46 | $58.6M | 2,231,490 | 11 | 20 | 5 | 0.0% |
| Q4 2025 | 37 | $47.9M | 1,800,181 | 9 | 20 | 4 | 0.0% |
| Q3 2025 | 30 | $34.8M | 1,302,938 | 9 | 12 | 3 | 0.0% |
| Q2 2025 | 21 | $24.3M | 913,377 | 4 | 14 | 0 | 0.0% |
| Q1 2025 | 19 | $20.2M | 775,814 | 2 | 12 | 2 | 0.0% |
| Q4 2024 | 18 | $12.8M | 490,662 | 7 | 8 | 1 | 0.0% |
| Q3 2024 | 12 | $7.3M | 270,230 | 3 | 6 | 0 | 0.0% |
| Q2 2024 | 12 | $5.4M | 208,288 | 3 | 7 | 1 | 0.0% |
| Q1 2024 | 10 | $6.1M | 235,103 | 5 | 4 | 1 | 0.0% |
| Q4 2023 | 7 | $7.4M | 283,952 | 5 | 0 | 2 | 0.0% |
| Q3 2023 | 2 | $9.0M | 367,347 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $7.9M | 399,386 | 3 | 0 | 0 | 0.0% |