iSHARES TRUST - IBHE

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q3 2025 · Q2 2025

Value (USD)

Total reported value ($000)

$274.6M

QoQ value delta ($000)

-$45.81M (-14.3%)

Implied price effect (QoQ)

-0.14%

Total shares

11,815,619

QoQ shares delta

-1,952,748 (-14.18%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

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%