ISHARES TR (IBHM)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
4
Reporting holders
$10.9M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $10.2M | 400,000 | 0.00% | 2q | HELD |
| LBMC INVESTMENT ADVISORS, LLC | $500.6K | 19,700 | 0.03% | new | NEW |
| Integrated Wealth Concepts LLC | $228.7K | 9,000 | 0.00% | new | NEW |
| Bullock Wealth Management Group | $4.1K | 161 | 0.00% | new | FIRST |
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 |
|---|---|---|---|
| 2026-08-06 | 13G/A | BlackRock Portfolio Management LLC | 66.7% |
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 72.7% |
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 | 4 | $10.9M | 428,861 | 2 | 0 | 0 | 0.0% |
| Q1 2026 | 2 | $11.0M | 439,926 | 2 | 0 | 0 | 0.0% |