# ISHARES TR (IHE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IHE/

- Reporting holders: 5
- Reported value: $4.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $3.5M | 35,010 | 0.8% | 3 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $347.9K | 3,461 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $224.6K | 2,234 | 0.0% | 4 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $208.4K | 2,108 | 0.1% | 2 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $90.5K | 900 | 0.0% | 18 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $55.8K | 55,779 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $45 | 445 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $4.4M |
| Q2 2026 | 211 | $740.3M |
| Q1 2026 | 196 | $669.5M |
| Q4 2025 | 179 | $550.7M |
| Q3 2025 | 151 | $350.9M |
| Q2 2025 | 140 | $333.2M |
| Q1 2025 | 151 | $345.6M |
| Q4 2024 | 156 | $359.7M |
| Q3 2024 | 144 | $374.6M |
| Q2 2024 | 144 | $388.1M |
| Q1 2024 | 142 | $427.5M |
| Q4 2023 | 138 | $422.4M |