# ISHARES TR (IJH)

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

- Reporting holders: 165
- Reported value: $1.7B
- 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 |
|---|---|---|---|---|
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $217.9M | 3,162,668 | 4.6% | 32 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $134.4M | 1,868,621 | 7.5% | 19 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $123.4M | 1,715,181 | 5.0% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $109.9M | 1,527,419 | 3.1% | 31 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $62.4M | 866,844 | 4.7% | 32 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $46.2M | 642,209 | 5.1% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $45.4M | 630,548 | 1.2% | 32 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $44.5M | 618,796 | 2.8% | 25 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $43.1M | 599,209 | 0.3% | 16 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $42.9M | 596,153 | 4.3% | 32 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $42.3M | 587,929 | 7.7% | 20 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $40.3M | 559,621 | 2.6% | 15 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $40.1M | 556,969 | 3.8% | 32 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $34.6M | 480,770 | 3.2% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $30.5M | 418,807 | 0.4% | 13 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $28.9M | 393,203 | 4.2% | 24 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $28.2M | 392,508 | 4.8% | 29 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $24.7M | 342,645 | 5.3% | 22 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $21.5M | 298,315 | 7.6% | 8 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $20.8M | 289,574 | 6.0% | 36 |
| [Platt Investment Counsel, LLC](https://holderbook.com/funds/1859195-platt-investment-counsel-llc/) | $20.4M | 283,339 | 14.0% | 24 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $20.3M | 281,525 | 0.8% | 32 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $19.2M | 266,233 | 5.8% | 12 |
| [MKD WEALTH COACHES, LLC](https://holderbook.com/funds/1536549-mkd-wealth-coaches-llc/) | $19.0M | 264,748 | 15.8% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $18.9M | 258,464 | 0.5% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 165 | $1.7B |
| Q2 2026 | 2,747 | $105.5B |
| Q1 2026 | 2,649 | $89.9B |
| Q4 2025 | 2,648 | $82.5B |
| Q3 2025 | 2,457 | $80.3B |
| Q2 2025 | 2,444 | $77.5B |
| Q1 2025 | 2,426 | $71.1B |
| Q4 2024 | 2,471 | $217.0B |
| Q3 2024 | 2,306 | $216.2B |
| Q2 2024 | 2,226 | $218.6B |
| Q1 2024 | 2,231 | $71.5B |
| Q4 2023 | 2,172 | $62.3B |