iSHARES TRUST - IBHE

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2025 · Q2 2025
Value (USD)
Total reported value ($000)
$274.7M
QoQ value delta ($000)
-$45.82M (-14.29%)
Implied price effect (QoQ)
-0.14%
Shares
Total shares
11,823,221
QoQ shares delta
-1,953,205 (-14.18%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2025)

Top 25 only Full list
Early Q4 2025 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 29,984 1,291,304 0.01%
SkyView Investment Advisors, LLC 21,959 945,683 2.77%
OneDigital Investment Advisors LLC 20,319 875,077 0.21%
MORGAN STANLEY 18,423 793,424 0.0%
ARROW FINANCIAL CORP 15,546 669,534 1.59%
Mid-American Wealth Advisory Group, Inc. 14,685 632,436 6.56%
RAYMOND JAMES FINANCIAL INC 12,106 521,368 0.0%
WELLS FARGO & COMPANY/MN 10,520 453,085 0.0%
Cetera Investment Advisers 9,639 415,147 0.01%
Scissortail Wealth Management, LLC 8,999 387,581 1.96%
Keeler Thomas Management LLC 8,264 355,904 3.37%
LBMC INVESTMENT ADVISORS, LLC 6,874 296,042 0.44%
Stratos Wealth Partners, LTD. 5,398 232,478 0.06%
Cambridge Investment Research Advisors, Inc. 4,672 201,205 0.01%
BANK OF AMERICA CORP /DE/ 4,299 185,151 0.0%
Lido Advisors, LLC 3,251 140,020 0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC 3,163 136,256 0.04%
COWA, LLC 2,952 127,151 0.98%
OSAIC HOLDINGS, INC. 2,901 124,936 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,635 113,510 0.0%
Commonwealth Financial Services, LLC 2,523 108,679 0.43%
CITADEL ADVISORS LLC 2,285 98,442 0.0%
ENVESTNET ASSET MANAGEMENT INC 2,174 93,662 0.0%
MML INVESTORS SERVICES, LLC 1,944 83,742 0.01%
COMMONWEALTH EQUITY SERVICES, LLC 1,907 82,145 0.0%