# ISHARES TR (IHI)

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

- Reporting holders: 18
- Reported value: $7.0M
- 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 |
|---|---|---|---|---|
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $1.2M | 22,679 | 0.6% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 20,409 | 0.0% | 16 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.0M | 20,314 | 0.2% | 31 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $820.5K | 16,042 | 0.2% | 28 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $800.1K | 15,642 | 0.7% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $783.4K | 15,316 | 0.0% | 22 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $564.4K | 11,035 | 0.3% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $392.5K | 7,681 | 0.0% | 20 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $263.6K | 263,557 | 0.0% | 1 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $245.5K | 4,800 | 0.0% | 27 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $45.5K | 889 | 0.0% | 21 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $28.0K | 546 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $26.4K | 516 | 0.0% | 12 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $17.6K | 348 | 0.0% | 3 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $10.5K | 205 | 0.0% | 32 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $6.1K | 120 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $3.4K | 67 | 0.0% | 1 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $1.2K | 24 | 0.0% | 4 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $17 | 0 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $7.0M |
| Q2 2026 | 517 | $2.4B |
| Q1 2026 | 513 | $1.6B |
| Q4 2025 | 561 | $1.7B |
| Q3 2025 | 529 | $1.7B |
| Q2 2025 | 552 | $2.0B |
| Q1 2025 | 565 | $2.0B |
| Q4 2024 | 572 | $1.7B |
| Q3 2024 | 562 | $2.2B |
| Q2 2024 | 549 | $2.2B |
| Q1 2024 | 584 | $2.8B |
| Q4 2023 | 581 | $2.5B |