iSHARES TRUST - IBHF

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$518.4M
QoQ value delta ($000)
-$2.959M (-0.57%)
Implied price effect (QoQ)
-0.01%
Shares
Total shares
22,883,765
QoQ shares delta
-128,802 (-0.56%)
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 2026)

Top 25 only Full list
Partial Q3 2026 data: 4 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 50,469 2,228,248 0.01%
MORGAN STANLEY 30,555 1,349,023 0.0%
COWA, LLC 26,881 1,186,840 6.74%
LBMC INVESTMENT ADVISORS, LLC 26,312 1,161,706 1.43%
STRAIGHTLINE GROUP LLC 21,220 936,881 10.01%
WELLS FARGO & COMPANY/MN 18,099 799,082 0.0%
Federation des caisses Desjardins du Quebec 16,174 714,107 0.05%
BANK OF AMERICA CORP /DE/ 16,005 706,652 0.0%
RAYMOND JAMES FINANCIAL INC 14,905 658,086 0.0%
Ruggaard & Associates LLC 11,910 525,863 4.27%
CITADEL ADVISORS LLC 11,526 508,904 0.0%
Baltimore-Washington Financial Advisors, Inc. 10,670 471,122 0.4%
Mid-American Wealth Advisory Group, Inc. 10,504 463,778 3.8%
Cornerstone Planning, LLC 9,721 429,198 2.25%
Cetera Investment Advisers 9,610 424,308 0.01%
Stratos Wealth Partners, LTD. 8,814 389,167 0.09%
LITTLEJOHN FINANCIAL SERVICES, INC. 7,412 327,252 5.39%
Integrated Wealth Concepts LLC 6,954 307,033 0.05%
Delta Wealth Advisors LLC 6,745 299,397 4.63%
BIP Wealth, LLC 6,079 268,420 0.17%
EVERGREEN CAPITAL MANAGEMENT LLC 5,873 259,315 0.1%
TABR Capital Management, LLC 5,659 249,858 4.82%
NewEdge Advisors, LLC 5,635 248,808 0.02%
EVEXIA WEALTH LLC 5,461 243,261 1.48%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,985 220,129 0.0%