ISHARES TR (IBIH)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
19
Reporting holders
$26.1M
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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | $6.2M | 234,139 | 0.61% | 10q | +3.8%+$223.0K |
| BlackRock, Inc. | $4.5M | 170,769 | 0.00% | new | NEW |
| Yoder Wealth Management, Inc. | $4.3M | 165,268 | 1.70% | 9q | +15.0%+$566.3K |
| CENTRAL TRUST Co | $2.0M | 77,347 | 0.04% | 6q | +16.2%+$283.4K |
| JANE STREET GROUP, LLC | $1.7M | 66,157 | 0.00% | 5q | +178.8%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 49,977 | 0.00% | 2q | +166.0%+$819.9K |
| IFG Advisory, LLC | $1.1M | 40,621 | 0.04% | new | NEW |
| Tower Research Capital LLC (TRC) | $883.3K | 33,599 | 0.02% | 2q | +3.9%+$33.5K |
| CITADEL ADVISORS LLC | $779.7K | 29,659 | 0.00% | 2q | +172.2%+$493.3K |
| Bradley & Co. Private Wealth Management, LLC | $599.0K | 22,784 | 0.29% | 4q | HELD |
| LPL Financial LLC | $585.1K | 22,257 | 0.00% | 4q | +28.4%+$129.3K |
| ARK & TLK INVESTMENTS, LLC | $503.7K | 19,158 | 0.12% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $471.0K | 17,914 | 0.00% | 6q | +4.8%+$21.6K |
| JIM SAULNIER & ASSOCIATES, LLC | $406.0K | 15,443 | 0.16% | 3q | +9.8%+$36.2K |
| 4Thought Financial Group Inc. | $364.3K | 13,858 | 0.17% | 2q | +3.5%+$12.3K |
| Allworth Financial LP | $223.9K | 8,515 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $82.5K | 3,139 | 0.00% | 7q | +5.7%+$4.5K |
| Asset Dedication, LLC | $20.0K | 759 | 0.00% | 2q | HELD |
| Bullock Wealth Management Group | $9.9K | 386 | 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 |
|---|---|---|---|
| 2026-07-28 | 13G | BlackRock, Inc. | 7.6% |
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 | 19 | $26.1M | 991,749 | 3 | 12 | 0 | 0.0% |
| Q1 2026 | 15 | $16.5M | 629,212 | 5 | 7 | 1 | 0.0% |
| Q4 2025 | 12 | $12.9M | 494,854 | 2 | 8 | 0 | 0.0% |
| Q3 2025 | 11 | $11.8M | 442,014 | 2 | 7 | 2 | 0.0% |
| Q2 2025 | 10 | $10.0M | 378,249 | 3 | 5 | 1 | 0.0% |
| Q1 2025 | 7 | $8.2M | 311,278 | 3 | 3 | 0 | 0.0% |
| Q4 2024 | 5 | $7.4M | 295,164 | 2 | 3 | 0 | 0.0% |
| Q3 2024 | 4 | $5.4M | 206,223 | 0 | 2 | 1 | 0.0% |
| Q2 2024 | 6 | $6.7M | 262,076 | 2 | 2 | 1 | 0.0% |
| Q1 2024 | 4 | $4.9M | 192,331 | 1 | 2 | 1 | 0.0% |
| Q4 2023 | 4 | $2.1M | 81,135 | 2 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $1.2M | 99,899 | 2 | 0 | 0 | 0.0% |