iSHARES TRUST - IBHG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 1,574,653 | 35,146 | 2.16% | 2.09% | 1 | +115,957 | 7.95% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 921,274 | 20,562 | 0.08% | 0.0% | 2 | +891,472 | 2991.32% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 913,788 | 20,395 | 0.01% | 0.0% | 3 | +226,079 | 32.87% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 821,952 | 18,345 | 0.0% | 0.0% | 4 | +246,310 | 42.79% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 697,958 | 15,578 | 0.02% | 0.02% | 5 | -43,362 | -5.85% | Q4 2025 | Feb 17, 2026 |
| Keeler Thomas Management LLC | History | Added to | 438,880 | 9,795 | 4.67% | 4.0% | 6 | +3,479 | 0.8% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 384,740 | 8,587 | 0.01% | 0.01% | 7 | +15,958 | 4.33% | Q4 2025 | Feb 06, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 362,662 | 8,094 | 1.34% | 1.34% | 8 | +14,999 | 4.31% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 325,723 | 7,270 | 0.16% | 0.17% | 9 | -9,541 | -2.85% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 313,660 | 7,000 | 0.16% | 0.01% | 10 | +301,984 | 2586.37% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 276,642 | 6,174 | 0.0% | 0.0% | 11 | +75,809 | 37.75% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 260,528 | 5,814 | 0.01% | 0.01% | 12 | +68,655 | 35.78% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 251,674 | 5,618 | 0.0% | — | 13 | +251,674 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 249,368 | 5,565 | 0.0% | 0.0% | 14 | +13,188 | 5.58% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 212,637 | 4,746 | 0.12% | 0.09% | 15 | -7,407 | -3.37% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 210,510 | 4,698 | 0.0% | 0.0% | 16 | +183,712 | 685.54% | Q4 2025 | Jan 29, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | New | 208,868 | 4,661 | 1.97% | — | 17 | +208,868 | New | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 192,290 | 4,291 | 0.0% | 0.0% | 18 | -29,042 | -13.12% | Q4 2025 | Feb 13, 2026 |
| Hurley Capital, LLC | History | Added to | 187,650 | 4,188 | 2.34% | 2.21% | 19 | +13,022 | 7.46% | Q4 2025 | Feb 17, 2026 |
| Ironwood Financial, llc | History | Added to | 154,545 | 3,452 | 0.59% | 0.52% | 20 | +23,875 | 18.27% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 152,907 | 3,412 | 0.01% | 0.01% | 21 | +12,405 | 8.83% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 120,808 | 2,696 | 0.03% | 0.03% | 22 | +19,158 | 18.85% | Q4 2025 | Jan 29, 2026 |
| Straight Path Wealth Management | History | Added to | 116,749 | 2,605 | 0.7% | 0.65% | 23 | +9,186 | 8.54% | Q4 2025 | Feb 11, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 106,201 | 2,370 | 1.3% | 1.28% | 24 | +5,317 | 5.27% | Q4 2025 | Feb 12, 2026 |
| EVEXIA WEALTH LLC | History | New | 100,004 | 2,235 | 0.62% | — | 25 | +100,004 | New | Q4 2025 | Jan 16, 2026 |
| Lido Advisors, LLC | History | Added to | 93,186 | 2,095 | 0.01% | 0.01% | 26 | +399 | 0.43% | Q4 2025 | Feb 10, 2026 |
| Carr Financial Group Corp | History | Added to | 87,033 | 1,942 | 0.52% | 0.1% | 27 | +71,317 | 453.79% | Q4 2025 | Jan 09, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 83,400 | 1,861 | 0.14% | 0.1% | 28 | +28,350 | 51.5% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 81,490 | 1,818 | 0.03% | 0.03% | 29 | +1,958 | 2.46% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,456 | 1,706 | 0.0% | 0.01% | 30 | -292,945 | -79.3% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 72,105 | 1,609 | 0.02% | 0.01% | 31 | +14,193 | 24.51% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 66,793 | 1,491 | 0.0% | 0.0% | 32 | +2,931 | 4.59% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 62,967 | 1,405 | 0.0% | 0.01% | 33 | -757,633 | -92.33% | Q4 2025 | Feb 10, 2026 |
| Centennial Advisors, LLC | History | New | 59,862 | 1,336 | 1.74% | — | 34 | +59,862 | New | Q4 2025 | Jan 22, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 56,289 | 1,256 | 0.34% | 0.34% | 35 | -460 | -0.81% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 55,006 | 1,227 | 0.29% | 0.14% | 36 | +31,629 | 135.3% | Q4 2025 | Jan 12, 2026 |
| BlackRock, Inc. | History | Added to | 53,247 | 1,188 | 0.0% | 0.0% | 37 | +17,748 | 50.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 51,030 | 1,138 | 0.03% | 0.03% | 38 | +1,056 | 2.11% | Q4 2025 | Feb 06, 2026 |
| REBALANCE, LLC | History | Added to | 49,932 | 1,114 | 0.07% | 0.07% | 39 | +1,431 | 2.95% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Added to | 44,043 | 983 | 0.01% | 0.01% | 41 | +1,693 | 4.0% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 44,068 | 983 | 0.0% | 0.0% | 40 | +381 | 0.87% | Q4 2025 | Feb 18, 2026 |
| FOCUSED ALPHA, LLC | History | New | 40,141 | 895 | 0.26% | — | 42 | +40,141 | New | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 39,324 | 877 | 0.0% | — | 43 | +39,324 | New | Q4 2025 | Feb 18, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 13,421 | 861 | 0.35% | — | 45 | +13,421 | New | Q4 2025 | Jan 08, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 38,609 | 861 | 0.2% | 0.16% | 44 | +7,794 | 25.29% | Q4 2025 | Jan 16, 2026 |
| WRAPMANAGER INC | History | Reduced | 36,971 | 825 | 0.28% | 0.31% | 46 | -7,692 | -17.22% | Q4 2025 | Feb 06, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 36,106 | 805 | 0.34% | 0.63% | 47 | -25,672 | -41.56% | Q4 2025 | Jan 26, 2026 |
| HEADINVEST, LLC | History | No change | 36,050 | 804 | 0.16% | 0.17% | 48 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 34,424 | 768 | 0.01% | 0.01% | 49 | +8,444 | 32.5% | Q4 2025 | Jan 20, 2026 |
| Heartland Bank & Trust Co | History | Added to | 33,434 | 746 | 0.32% | 0.29% | 50 | +1,793 | 5.67% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,187 | 718 | 0.0% | 0.0% | 51 | +10,528 | 48.61% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 32,175 | 718 | 0.01% | 0.01% | 52 | +9,125 | 39.59% | Q4 2025 | Feb 11, 2026 |
| Timber Creek Capital Management LLC | History | New | 30,894 | 689 | 0.16% | — | 53 | +30,894 | New | Q4 2025 | Jan 23, 2026 |
| Austin Private Wealth, LLC | History | Added to | 30,403 | 678 | 0.05% | 0.05% | 54 | +128 | 0.42% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 29,733 | 664 | 0.0% | 0.0% | 55 | +14,003 | 89.02% | Q4 2025 | Feb 05, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 25,301 | 564 | 0.08% | 0.07% | 56 | +3,995 | 18.75% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 25,230 | 563 | 0.01% | 0.01% | 57 | +162 | 0.65% | Q4 2025 | Feb 06, 2026 |
| Kastel Capital Advisors, LLC | History | New | 24,762 | 552 | 0.34% | — | 58 | +24,762 | New | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 23,465 | 523 | 0.01% | — | 59 | +23,465 | New | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | New | 23,168 | 517 | 0.0% | — | 60 | +23,168 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 22,871 | 510 | 0.01% | — | 61 | +22,871 | New | Q4 2025 | Feb 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 21,659 | 483 | 0.03% | 0.04% | 62 | -6,669 | -23.54% | Q4 2025 | Feb 10, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 21,561 | 481 | 0.01% | 0.01% | 63 | +1,440 | 7.16% | Q4 2025 | Jan 23, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 21,535 | 480 | 0.11% | 0.06% | 64 | +10,317 | 91.97% | Q4 2025 | Feb 11, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 20,811 | 464 | 0.23% | 0.27% | 65 | -2,602 | -11.11% | Q4 2025 | Feb 11, 2026 |
| Aspen Wealth Management LLC | History | Added to | 20,451 | 456 | 0.1% | 0.08% | 66 | +5,134 | 33.52% | Q4 2025 | Jan 05, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 19,310 | 428 | 0.42% | — | 67 | +19,310 | New | Q4 2025 | Feb 17, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 18,555 | 414 | 0.22% | — | 68 | +18,555 | New | Q4 2025 | Feb 23, 2026 |
| COWA, LLC | History | New | 17,650 | 393 | 0.12% | — | 69 | +17,650 | New | Q4 2025 | Feb 12, 2026 |
| Hobbs Group Advisors, LLC | History | New | 17,173 | 383 | 0.12% | — | 70 | +17,173 | New | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 16,827 | 375 | 0.01% | 0.01% | 71 | +6,603 | 64.58% | Q4 2025 | Jan 27, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 16,727 | 373 | 0.27% | 0.2% | 72 | +4,488 | 36.67% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,470 | 367 | 0.0% | 0.0% | 73 | +4,200 | 34.23% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 16,413 | 366 | 0.01% | 0.0% | 74 | +10,466 | 175.99% | Q4 2025 | Jan 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 15,754 | 351 | 0.0% | 0.0% | 75 | +231 | 1.49% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,693 | 350 | 0.0% | 0.0% | 76 | +3,387 | 27.52% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 15,662 | 349 | 0.04% | — | 77 | +15,662 | New | Q4 2025 | Jan 13, 2026 |
| Orion Capital Management LLC | History | No change | 14,000 | 312 | 0.1% | 0.11% | 78 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TFR Capital, LLC. | History | No change | 13,734 | 306 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 13,406 | 299 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 13,378 | 298 | 0.0% | — | 81 | +13,378 | New | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 13,104 | 292 | 0.05% | — | 82 | +13,104 | New | Q4 2025 | Mar 04, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 10,990 | 245 | 0.1% | 0.08% | 83 | +1,775 | 19.26% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | New | 10,930 | 243 | 0.0% | — | 85 | +10,930 | New | Q4 2025 | Mar 12, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 10,900 | 243 | 0.07% | 0.08% | 84 | -1,226 | -10.11% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,851 | 242 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| High Note Wealth, LLC | History | Added to | 10,713 | 239 | 0.05% | 0.02% | 87 | +7,162 | 201.69% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | No change | 10,349 | 230 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,349 | 230 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| High Falls Advisors, Inc | History | New | 10,248 | 228 | 0.05% | — | 90 | +10,248 | New | Q4 2025 | Feb 18, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 10,000 | 223 | 0.01% | — | 91 | +10,000 | New | Q4 2025 | Jan 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 9,185 | 205 | 0.01% | — | 92 | +9,185 | New | Q4 2025 | Feb 13, 2026 |
| TABLEAUX LLC | History | Reduced | 9,092 | 202 | 0.14% | 0.1% | 93 | -2,566 | -22.01% | Q4 2025 | Feb 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 8,976 | 200 | 0.03% | — | 94 | +8,976 | New | Q4 2025 | Feb 04, 2026 |
| Friedenthal Financial | History | New | 7,424 | 165 | 0.08% | — | 95 | +7,424 | New | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 7,248 | 161 | 0.01% | 0.01% | 96 | +129 | 1.81% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Added to | 6,057 | 135 | 0.0% | 0.0% | 97 | +1,800 | 42.28% | Q4 2025 | Jan 29, 2026 |
| 10Elms LLP | History | No change | 5,257 | 117 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 5,230 | 116 | 0.0% | — | 99 | +5,230 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,445 | 99 | 0.01% | — | 100 | +4,445 | New | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,176 | 93 | 0.0% | — | 101 | +4,176 | New | Q4 2025 | Feb 13, 2026 |
| CNB Bank | History | New | 2,293 | 51 | 0.02% | — | 102 | +2,293 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | No change | 1,840 | 41 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Avion Wealth | History | New | 1,614 | 36 | 0.01% | — | 104 | +1,614 | New | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1,580 | 35 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 920 | 21 | 0.0% | 0.0% | 106 | +19 | 2.11% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Added to | 871 | 19 | 0.0% | 0.0% | 108 | +18 | 2.11% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 888 | 19 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 795 | 18 | 0.01% | 0.01% | 109 | +17 | 2.19% | Q4 2025 | Feb 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 800 | 17 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HM PAYSON & CO | History | No change | 444 | 9 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 398 | 8 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 294 | 6 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 225 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 71 | 1 | 0.0% | 0.0% | 116 | -499 | -87.54% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 74 | 1 | 0.0% | 0.0% | 115 | +21 | 39.62% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -34,330 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -23,219 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,321 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Cyr Financial Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -10,334 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,477 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -902 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Nov 10, 2025 |