iSHARES TRUST - IBHG

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$315.3M
QoQ value delta ($000)
+$47.49M (+17.73%)
Implied price effect (QoQ)
-0.28%
Shares
Total shares
14,269,252
QoQ shares delta
+2,182,594 (+18.06%)
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.

Market chart (IBHG)

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 135 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
UBS Group AG 39,900 1,807,096 0.01%
LBMC INVESTMENT ADVISORS, LLC 39,134 1,772,416 2.12%
ARROW FINANCIAL CORP 32,936 1,491,682 2.95%
LPL Financial LLC 27,603 1,250,152 0.01%
WELLS FARGO & COMPANY/MN 17,894 810,422 0.0%
Federation des caisses Desjardins du Quebec 17,254 782,170 0.05%
RAYMOND JAMES FINANCIAL INC 8,870 401,755 0.0%
MORGAN STANLEY 6,206 281,072 0.0%
BANK OF AMERICA CORP /DE/ 5,725 259,328 0.0%
Cetera Investment Advisers 5,625 254,777 0.01%
J.W. COLE ADVISORS, INC. 4,715 213,562 0.08%
Concurrent Investment Advisors, LLC 4,491 203,427 0.04%
Ironwood Financial, llc 4,376 199,317 0.69%
BlackRock, Inc. 4,337 196,434 0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC 4,327 196,004 0.05%
Mid-American Wealth Advisory Group, Inc. 4,323 195,817 1.56%
NewEdge Advisors, LLC 4,103 185,840 0.01%
Carr Financial Group Corp 3,330 150,853 0.77%
Straight Path Wealth Management 2,988 135,333 0.7%
JANE STREET GROUP, LLC 2,953 133,778 0.0%
Commonwealth Financial Services, LLC 2,658 120,403 0.36%
Penobscot Investment Management Company, Inc. 2,501 113,275 0.17%
EIGHT 31 FINANCIAL, LLC 2,366 107,168 1.41%
Private Advisor Group, LLC 2,203 99,809 0.01%
ROYAL BANK OF CANADA 1,995 90,363 0.0%