iSHARES TRUST - IBHG

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$265.2M

QoQ value delta ($000)

+$2.329M (+0.89%)

Implied price effect (QoQ)

-1.06%

Total shares

11,968,962

QoQ shares delta

+231,315 (+1.97%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 127 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
LBMC INVESTMENT ADVISORS, LLC	35,775	1,616,618	2.18%
LPL Financial LLC	25,296	1,143,106	0.01%
THREADGILL FINANCIAL, LLC	21,302	962,629	6.19%
Federation des caisses Desjardins du Quebec	19,763	893,063	0.07%
WELLS FARGO & COMPANY/MN	17,697	799,691	0.0%
Bank of New York Mellon Corp	8,867	400,710	0.0%
HighTower Advisors, LLC	8,794	397,414	0.01%
Commonwealth Financial Services, LLC	8,588	388,086	1.36%
UBS Group AG	7,411	334,890	0.0%
RAYMOND JAMES FINANCIAL INC	7,200	325,363	0.0%
Cetera Investment Advisers	5,826	263,300	0.01%
BANK OF AMERICA CORP /DE/	5,507	248,889	0.0%
J.W. COLE ADVISORS, INC.	4,926	222,613	0.17%
MORGAN STANLEY	4,806	217,172	0.0%
Mid-American Wealth Advisory Group, Inc.	4,661	208,868	1.97%
Ironwood Financial, llc	3,663	165,529	0.64%
OLD MISSION CAPITAL LLC	3,016	136,304	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	3,009	135,973	0.04%
Keeler Thomas Management LLC	2,957	133,662	1.25%
Straight Path Wealth Management	2,823	127,576	0.75%
Carr Financial Group Corp	2,652	119,847	0.7%
EVEXIA WEALTH LLC	2,585	116,882	0.71%
EIGHT 31 FINANCIAL, LLC	2,309	104,342	1.39%
ROYAL BANK OF CANADA	2,038	92,068	0.0%
Penobscot Investment Management Company, Inc.	1,978	89,425	0.15%