iSHARES TRUST - IBHH
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 | 1,712,997 | 40,555 | 2.5% | 2.31% | 1 | +197,029 | 13.0% | Q4 2025 | Feb 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 1,201,619 | 28,448 | 1.18% | 1.15% | 2 | +74,959 | 6.65% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 918,580 | 21,747 | 0.01% | 0.0% | 3 | +247,960 | 36.97% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 874,107 | 20,698 | 0.08% | 0.0% | 4 | +845,992 | 3009.04% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 874,219 | 20,697 | 0.01% | 0.01% | 5 | +549,804 | 169.48% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 796,380 | 18,854 | 0.07% | 0.08% | 6 | +33,885 | 4.44% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 580,552 | 13,744 | 0.0% | 0.0% | 7 | +380,864 | 190.73% | Q4 2025 | Feb 13, 2026 |
| Keeler Thomas Management LLC | History | Added to | 414,741 | 9,818 | 4.68% | 4.01% | 8 | +3,224 | 0.78% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 352,924 | 8,355 | 0.14% | 0.14% | 9 | +21,033 | 6.34% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 347,848 | 8,235 | 0.01% | 0.01% | 10 | +13,624 | 4.08% | Q4 2025 | Feb 06, 2026 |
| Ironwood Financial, llc | History | Added to | 346,107 | 8,216 | 1.39% | 1.29% | 11 | +39,876 | 13.02% | Q4 2025 | Jan 15, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 338,855 | 8,022 | 1.32% | 1.33% | 12 | +13,601 | 4.18% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 311,226 | 7,368 | 0.16% | 0.16% | 13 | +3,650 | 1.19% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 248,948 | 5,893 | 0.0% | — | 14 | +248,948 | New | Q4 2025 | Feb 17, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 217,059 | 5,138 | 3.79% | 3.6% | 15 | +10,088 | 4.87% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 205,470 | 4,864 | 0.0% | 0.0% | 16 | +52,770 | 34.56% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 199,548 | 4,724 | 0.01% | 0.01% | 17 | +2,761 | 1.4% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 185,390 | 4,389 | 0.0% | 0.0% | 18 | +47,750 | 34.69% | Q4 2025 | Feb 18, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | New | 157,003 | 3,717 | 1.57% | — | 19 | +157,003 | New | Q4 2025 | Jan 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 154,727 | 3,663 | 0.1% | 0.1% | 20 | +21,719 | 16.33% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 151,465 | 3,585 | 0.0% | 0.0% | 21 | +89,006 | 142.5% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 144,709 | 3,425 | 0.0% | 0.0% | 22 | +4,029 | 2.86% | Q4 2025 | Feb 13, 2026 |
| Straight Path Wealth Management | History | Added to | 120,394 | 2,850 | 0.77% | 0.71% | 23 | +9,880 | 8.94% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 89,445 | 2,118 | 0.01% | 0.01% | 24 | +6,675 | 8.06% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 59,365 | 1,405 | 0.02% | 0.01% | 25 | +11,258 | 23.4% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 58,677 | 1,389 | 0.0% | 0.0% | 26 | +12,291 | 26.5% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 56,016 | 1,326 | 0.02% | 0.02% | 27 | +6,726 | 13.65% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | No change | 51,765 | 1,234 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | New | 51,342 | 1,215 | 0.29% | — | 29 | +51,342 | New | Q4 2025 | Jan 12, 2026 |
| BlackRock, Inc. | History | Added to | 50,581 | 1,197 | 0.0% | 0.0% | 30 | +16,860 | 50.0% | Q4 2025 | Feb 12, 2026 |
| REBALANCE, LLC | History | New | 46,661 | 1,104 | 0.06% | — | 31 | +46,661 | New | Q4 2025 | Jan 15, 2026 |
| FOCUSED ALPHA, LLC | History | New | 40,159 | 950 | 0.28% | — | 32 | +40,159 | New | Q4 2025 | Feb 13, 2026 |
| WRAPMANAGER INC | History | Reduced | 34,900 | 826 | 0.28% | 0.31% | 33 | -7,425 | -17.54% | Q4 2025 | Feb 06, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 14,841 | 789 | 0.32% | — | 34 | +14,841 | New | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,839 | 753 | 0.0% | 0.0% | 35 | +6,516 | 25.73% | Q4 2025 | Feb 18, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 30,881 | 731 | 0.31% | 0.54% | 36 | -19,450 | -38.64% | Q4 2025 | Jan 26, 2026 |
| HEADINVEST, LLC | History | No change | 28,325 | 670 | 0.13% | 0.14% | 37 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 28,244 | 668 | 0.0% | 0.0% | 38 | +16,087 | 132.33% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,080 | 665 | 0.0% | 0.0% | 39 | +13,059 | 86.94% | Q4 2025 | Feb 17, 2026 |
| Heartland Bank & Trust Co | History | Added to | 26,821 | 634 | 0.27% | 0.25% | 40 | +1,311 | 5.14% | Q4 2025 | Feb 03, 2026 |
| Kastel Capital Advisors, LLC | History | New | 23,556 | 557 | 0.34% | — | 41 | +23,556 | New | Q4 2025 | Feb 18, 2026 |
| Austin Private Wealth, LLC | History | Added to | 23,045 | 545 | 0.04% | 0.04% | 42 | +60 | 0.26% | Q4 2025 | Jan 20, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 21,300 | 504 | 0.04% | — | 43 | +21,300 | New | Q4 2025 | Jan 27, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 20,659 | 489 | 0.07% | — | 44 | +20,659 | New | Q4 2025 | Jan 27, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 20,428 | 483 | 0.01% | 0.01% | 45 | +1,365 | 7.16% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 20,196 | 478 | 0.01% | — | 46 | +20,196 | New | Q4 2025 | Feb 12, 2026 |
| Aspen Wealth Management LLC | History | Added to | 19,402 | 459 | 0.1% | 0.08% | 47 | +4,843 | 33.26% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 19,044 | 450 | 0.0% | 0.0% | 48 | +933 | 5.15% | Q4 2025 | Feb 18, 2026 |
| Rothschild Wealth LLC | History | No change | 18,792 | 444 | 0.04% | 0.1% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 17,756 | 420 | 0.1% | 0.07% | 50 | +5,822 | 48.78% | Q4 2025 | Feb 11, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 17,024 | 403 | 0.39% | — | 51 | +17,024 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 16,772 | 397 | 0.01% | 0.0% | 52 | +7,994 | 91.07% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 16,734 | 396 | 0.01% | 0.03% | 53 | -26,926 | -61.67% | Q4 2025 | Feb 06, 2026 |
| Hobbs Group Advisors, LLC | History | New | 16,192 | 383 | 0.12% | — | 54 | +16,192 | New | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,482 | 366 | 0.0% | 0.0% | 55 | +3,750 | 31.96% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | New | 14,834 | 351 | 0.0% | — | 56 | +14,834 | New | Q4 2025 | Feb 02, 2026 |
| Orion Capital Management LLC | History | No change | 14,000 | 331 | 0.11% | 0.12% | 57 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,621 | 298 | 0.0% | 0.0% | 58 | +2,123 | 20.22% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 12,575 | 297 | 0.0% | — | 59 | +12,575 | New | Q4 2025 | Jan 20, 2026 |
| Cyr Financial Inc. | History | Reduced | 11,548 | 273 | 0.17% | 0.22% | 61 | -1,695 | -12.8% | Q4 2025 | Jan 16, 2026 |
| Evanson Asset Management, LLC | History | Added to | 11,556 | 273 | 0.01% | 0.01% | 60 | +824 | 7.68% | Q4 2025 | Jan 12, 2026 |
| Reliant Wealth Planning | History | No change | 11,366 | 269 | 0.08% | 0.09% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| M3 Advisory Group, LLC | History | No change | 11,138 | 263 | 0.16% | 0.17% | 63 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | New | 10,798 | 255 | 0.01% | — | 64 | +10,798 | New | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,602 | 251 | 0.0% | 0.0% | 65 | +126 | 1.2% | Q4 2025 | Feb 17, 2026 |
| Windsor Capital Management, LLC | History | New | 10,137 | 239 | 0.07% | — | 66 | +10,137 | New | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,412 | 222 | 0.0% | — | 67 | +9,412 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 9,400 | 222 | 0.0% | 0.0% | 68 | +2,091 | 28.61% | Q4 2025 | Jan 26, 2026 |
| Ellis Investment Partners, LLC | History | New | 9,375 | 221 | 0.04% | — | 69 | +9,375 | New | Q4 2025 | Feb 02, 2026 |
| TABLEAUX LLC | History | Reduced | 9,164 | 216 | 0.15% | 0.1% | 70 | -874 | -8.71% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 8,797 | 208 | 0.01% | — | 71 | +8,797 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,431 | 199 | 0.0% | 0.0% | 72 | +87 | 1.04% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 6,971 | 165 | 0.01% | 0.01% | 73 | +119 | 1.74% | Q4 2025 | Jan 05, 2026 |
| High Note Wealth, LLC | History | Added to | 6,042 | 143 | 0.03% | 0.0% | 74 | +5,283 | 696.05% | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 5,928 | 140 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | New | 2,925 | 69 | 0.0% | — | 76 | +2,925 | New | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 2,532 | 59 | 0.0% | — | 77 | +2,532 | New | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | New | 2,174 | 51 | 0.02% | — | 78 | +2,174 | New | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,925 | 45 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,550 | 36 | 0.0% | — | 80 | +1,550 | New | Q4 2025 | Feb 03, 2026 |
| Hurley Capital, LLC | History | New | 1,225 | 29 | 0.02% | — | 81 | +1,225 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 827 | 19 | 0.0% | 0.0% | 82 | +17 | 2.1% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 752 | 18 | 0.01% | 0.01% | 83 | +15 | 2.04% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 670 | 16 | 0.0% | 0.0% | 84 | -334 | -33.27% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | No change | 696 | 16 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | No change | 420 | 9 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 68 | 1 | 0.0% | 0.0% | 87 | -474 | -87.45% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160,975 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,664 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,074 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q3 2025 | Nov 18, 2025 |