iSHARES TRUST - IBHH
Detailed investor-level table based on 13F positions.
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 | No change | 1,937,560 | 45,532 | 2.47% | 2.47% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,393,316 | 32,742 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 1,303,117 | 30,623 | 1.14% | 1.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,134,511 | 26,661 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 795,441 | 18,692 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 744,080 | 17,456 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ironwood Financial, llc | History | No change | 417,145 | 9,740 | 1.52% | 1.52% | 7 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 368,107 | 8,650 | 0.16% | 0.16% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 343,199 | 8,065 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 301,611 | 7,087 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 273,256 | 6,421 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 235,126 | 5,525 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 215,473 | 5,063 | 3.68% | 3.68% | 13 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 197,388 | 4,638 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 184,269 | 4,330 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 169,117 | 3,974 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 144,101 | 3,386 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Straight Path Wealth Management | History | No change | 136,499 | 3,207 | 0.75% | 0.75% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 132,524 | 3,114 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 127,342 | 2,992 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 114,177 | 2,683 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 107,460 | 2,525 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rialto Wealth Management, LLC | History | No change | 106,761 | 2,508 | 0.5% | 0.5% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 106,081 | 2,492 | 0.33% | 0.33% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 104,568 | 2,457 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 99,582 | 2,340 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 98,060 | 2,304 | 0.16% | 0.16% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 85,417 | 1,975 | 0.53% | — | 28 | +85,417 | New | Q3 2026 | Oct 02, 2026 |
| First Western Trust Bank | History | No change | 70,959 | 1,667 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 64,822 | 1,523 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 21,786 | 1,481 | 1.1% | 1.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keeler Thomas Management LLC | History | No change | 62,811 | 1,476 | 0.52% | 0.52% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 62,464 | 1,467 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 56,671 | 1,331 | 0.14% | 0.14% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 47,608 | 1,118 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 46,879 | 1,101 | 0.28% | 0.28% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 42,261 | 993 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 40,725 | 957 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Note Wealth, LLC | History | No change | 39,163 | 920 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 38,842 | 912 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aspen Wealth Management LLC | History | No change | 37,415 | 879 | 0.15% | 0.15% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Guidance Point Advisors, LLC | History | No change | 35,701 | 839 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heartland Bank & Trust Co | History | No change | 35,146 | 825 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REBALANCE, LLC | History | No change | 34,497 | 810 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 31,599 | 742 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WRAPMANAGER INC | History | No change | 31,220 | 733 | 0.23% | 0.23% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bullock Wealth Management Group | History | No change | 28,221 | 659 | 0.29% | 0.29% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 27,204 | 639 | 0.27% | 0.27% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 27,069 | 636 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 25,401 | 596 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 24,071 | 565 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 23,669 | 555 | 0.35% | 0.35% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,381 | 549 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 22,264 | 523 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 21,714 | 510 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 21,350 | 501 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rothschild Wealth LLC | History | No change | 20,073 | 471 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 19,375 | 455 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 19,300 | 453 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Madden Advisory Services, Inc. | History | No change | 18,444 | 433 | 0.16% | 0.16% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,029 | 423 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 17,450 | 410 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 17,410 | 407 | 0.36% | 0.36% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Wealth | History | No change | 16,199 | 380 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,066 | 354 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Windsor Capital Management, LLC | History | No change | 14,561 | 342 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Orion Capital Management LLC | History | No change | 14,000 | 329 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,552 | 318 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,478 | 316 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TFR Capital, LLC. | History | No change | 13,176 | 309 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 12,929 | 303 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,059 | 283 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,965 | 281 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TABLEAUX LLC | History | No change | 11,807 | 277 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Segment Wealth Management, LLC | History | No change | 11,700 | 274 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ellis Investment Partners, LLC | History | No change | 11,458 | 269 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Reliant Wealth Planning | History | No change | 11,366 | 267 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,200 | 263 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cyr Financial Inc. | History | No change | 10,393 | 244 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 9,739 | 228 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 9,711 | 228 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,536 | 224 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KPP Advisory Services LLC | History | No change | 9,525 | 223 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 8,983 | 211 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,752 | 205 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,613 | 202 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,320 | 172 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 7,304 | 171 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,003 | 141 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 5,714 | 134 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| WORMSER FRERES GESTION | History | No change | 5,721 | 133 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,345 | 55 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CNB Bank | History | No change | 2,247 | 52 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 2,202 | 51 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,083 | 48 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,925 | 45 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 1,898 | 44 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hurley Capital, LLC | History | No change | 1,668 | 39 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | No change | 1,263 | 29 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | No change | 848 | 19 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atomic Invest LLC | History | No change | 745 | 17 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| 10Elms LLP | History | No change | 700 | 16 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 418 | 9 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | No change | 420 | 9 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 347 | 8 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 100 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 68 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |