ISHARES TR (IBHK)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
32
Reporting holders
$35.9M
Reported value
0.0%
Held as options
+0
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 | $17.2M | 665,633 | 0.93% | 6q | +37.1%+$4.6M |
| BlackRock, Inc. | $4.3M | 168,374 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $2.1M | 80,270 | 0.01% | 7q | +48.7%+$677.9K |
| LPL Financial LLC | $1.9M | 75,368 | 0.00% | 4q | +28.9%+$435.8K |
| First Western Trust Bank | $1.7M | 65,429 | 0.08% | 2q | +241.8%+$1.2M |
| Straight Path Wealth Management | $1.7M | 65,230 | 0.39% | 7q | +0.7%+$12.3K |
| BANK OF AMERICA CORP /DE/ | $1.1M | 40,799 | 0.00% | 6q | +9.3%+$89.2K |
| WRAPMANAGER INC | $734.7K | 28,510 | 0.23% | 7q | -10.5%-$86.4K |
| Bullock Wealth Management Group | $685.4K | 26,773 | 0.30% | new | FIRST |
| MORGAN STANLEY | $547.9K | 21,260 | 0.00% | 4q | -4.8%-$27.3K |
| FOCUSED ALPHA, LLC | $458.2K | 17,780 | 0.12% | 3q | +1.8%+$7.9K |
| Lido Advisors, LLC | $432.4K | 16,780 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $432.4K | 16,778 | 0.00% | 4q | +31.5%+$103.5K |
| Keeler Thomas Management LLC | $343.7K | 13,335 | 0.12% | 6q | -65.2%-$643.4K |
| CAPTRUST FINANCIAL ADVISORS | $310.0K | 12,030 | 0.00% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $304.3K | 11,810 | 0.00% | 5q | +25.5%+$61.8K |
| Aspen Wealth Management LLC | $298.6K | 11,586 | 0.05% | 4q | HELD |
| Segment Wealth Management, LLC | $266.5K | 10,340 | 0.01% | 2q | +13.0%+$30.7K |
| Ellis Investment Partners, LLC | $263.2K | 10,214 | 0.04% | 3q | +5.4%+$13.4K |
| Reliant Wealth Planning | $259.4K | 10,067 | 0.07% | 4q | HELD |
| ROYAL BANK OF CANADA | $136.0K | 5,307 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $94.7K | 3,674 | 0.00% | 3q | +9.7%+$8.4K |
| CNB Bank | $87.6K | 3,400 | 0.03% | 3q | +4.9%+$4.1K |
| Orion Capital Management LLC | $77.3K | 3,000 | 0.02% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $68.0K | 2,638 | 0.00% | 2q | -50.0%-$68.0K |
| BARRETT & COMPANY, INC. | $63.8K | 2,474 | 0.02% | 5q | HELD |
| IFP Advisors, Inc | $41.2K | 1,599 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $40.0K | 1,551 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $20.0K | 777 | 0.00% | new | NEW |
| AE Wealth Management LLC | $19.0K | 737 | 0.00% | 2q | +72.2%+$8.0K |
| Bogart Wealth, LLC | $14.9K | 578 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.6K | 62 | 0.00% | 7q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-28 | 13G | BlackRock, Inc. | 6.7% |
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 | 32 | $35.9M | 1,394,163 | 4 | 14 | 4 | 0.0% |
| Q1 2026 | 32 | $24.7M | 971,280 | 7 | 11 | 5 | 0.0% |
| Q4 2025 | 25 | $23.3M | 899,786 | 5 | 16 | 2 | 0.0% |
| Q3 2025 | 20 | $17.8M | 682,318 | 9 | 6 | 3 | 0.0% |
| Q2 2025 | 11 | $7.9M | 302,491 | 3 | 7 | 0 | 0.0% |
| Q1 2025 | 11 | $11.6M | 454,528 | 4 | 3 | 3 | 0.0% |
| Q4 2024 | 8 | $8.7M | 341,795 | 5 | 2 | 1 | 0.0% |
| Q3 2024 | 4 | $8.9M | 341,428 | 2 | 0 | 1 | 0.0% |
| Q2 2024 | 3 | $8.9M | 387,047 | 3 | 0 | 0 | 0.0% |