ISHARES TR (IBHL)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
14
Reporting holders
$10.6M
Reported value
0.0%
Held as options
+3
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 | $4.2M | 164,572 | 0.23% | 4q | +16.4%+$590.2K |
| First Western Trust Bank | $1.7M | 66,035 | 0.08% | 2q | +241.5%+$1.2M |
| Straight Path Wealth Management | $1.2M | 49,163 | 0.29% | 4q | +2.6%+$31.1K |
| BANK OF AMERICA CORP /DE/ | $1.0M | 39,462 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $902.0K | 35,490 | 0.00% | new | NEW |
| MCF Advisors LLC | $532.0K | 20,934 | 0.02% | 2q | HELD |
| Bullock Wealth Management Group | $487.3K | 19,265 | 0.21% | new | FIRST |
| MORGAN STANLEY | $310.3K | 12,211 | 0.00% | 4q | +8.7%+$24.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $99.1K | 3,900 | 0.00% | 3q | HELD |
| CNB Bank | $65.1K | 2,563 | 0.03% | 3q | +5.0%+$3.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $39.7K | 1,562 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $16.9K | 664 | 0.00% | 2q | -51.0%-$17.5K |
| Bogart Wealth, LLC | $14.8K | 581 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $11.0K | 431 | 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 | 14 | $10.6M | 416,833 | 3 | 5 | 1 | 0.0% |
| Q1 2026 | 11 | $6.8M | 269,285 | 4 | 4 | 0 | 0.0% |
| Q4 2025 | 10 | $5.6M | 218,878 | 5 | 4 | 1 | 0.0% |
| Q3 2025 | 5 | $7.5M | 288,771 | 3 | 0 | 2 | 0.0% |
| Q2 2025 | 4 | $7.4M | 299,433 | 1 | 0 | 3 | 0.0% |
| Q1 2025 | 3 | $8.7M | 449,635 | 3 | 0 | 0 | 0.0% |