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 | Added to | 1,741,128 | 40,864 | 2.49% | 2.5% | 1 | +28,131 | 1.64% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 1,250,806 | 29,356 | 1.27% | 1.18% | 2 | +49,187 | 4.09% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,099,230 | 25,798 | 0.01% | 0.01% | 3 | +180,650 | 19.67% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 887,329 | 20,825 | 0.01% | 0.01% | 4 | +13,110 | 1.5% | Q1 2026 | May 07, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 868,688 | 20,388 | 5.92% | 0.32% | 5 | +853,847 | 5753.3% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 849,341 | 19,925 | 0.07% | 0.08% | 6 | -24,766 | -2.83% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 497,631 | 11,679 | 0.0% | 0.0% | 7 | -82,921 | -14.28% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Added to | 365,319 | 8,574 | 1.5% | 1.39% | 8 | +19,212 | 5.55% | Q1 2026 | Apr 16, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 360,859 | 8,469 | 1.34% | 1.32% | 9 | +22,004 | 6.49% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 360,449 | 8,459 | 0.01% | 0.01% | 10 | +12,601 | 3.62% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 333,037 | 7,816 | 0.17% | 0.16% | 11 | +21,811 | 7.01% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 258,005 | 6,055 | 0.0% | 0.0% | 12 | +9,057 | 3.64% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 247,148 | 5,800 | 0.0% | 0.0% | 13 | +61,758 | 33.31% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 212,985 | 5,030 | 0.11% | — | 14 | +212,985 | New | Q1 2026 | May 04, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 212,662 | 4,991 | 3.75% | 3.79% | 15 | -4,397 | -2.03% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 210,424 | 4,938 | 0.0% | 0.0% | 16 | +65,715 | 45.41% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 209,554 | 4,918 | 0.0% | 0.0% | 17 | +4,084 | 1.99% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 167,594 | 3,933 | 0.04% | 0.0% | 18 | +155,019 | 1232.76% | Q1 2026 | Apr 28, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 157,003 | 3,717 | 1.57% | 1.57% | 19 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 154,511 | 3,626 | 0.01% | 0.01% | 20 | -45,037 | -22.57% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 151,669 | 3,559 | 0.0% | 0.0% | 21 | +204 | 0.13% | Q1 2026 | May 13, 2026 |
| Straight Path Wealth Management | History | Added to | 128,120 | 3,006 | 0.8% | 0.77% | 22 | +7,726 | 6.42% | Q1 2026 | Apr 22, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 125,767 | 2,951 | 1.25% | 4.68% | 23 | -288,974 | -69.68% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 123,680 | 2,902 | 0.08% | 0.1% | 24 | -31,047 | -20.07% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 106,936 | 2,509 | 0.56% | 0.29% | 25 | +55,594 | 108.28% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 105,558 | 2,477 | 0.01% | 0.01% | 26 | +16,113 | 18.01% | Q1 2026 | Apr 30, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 71,760 | 1,684 | 0.13% | 0.04% | 27 | +50,460 | 236.9% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 70,450 | 1,653 | 0.02% | 0.02% | 28 | +14,434 | 25.77% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 68,579 | 1,609 | 0.0% | — | 29 | +68,579 | New | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 67,441 | 1,582 | 0.0% | 0.0% | 30 | +16,860 | 33.33% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 59,356 | 1,393 | 0.0% | 0.0% | 31 | +679 | 1.16% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 57,328 | 1,345 | 0.01% | 0.02% | 32 | -2,037 | -3.43% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 47,104 | 1,105 | 0.0% | 0.0% | 33 | -4,661 | -9.0% | Q1 2026 | May 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 41,498 | 973 | 0.3% | 0.28% | 34 | +1,339 | 3.33% | Q1 2026 | May 12, 2026 |
| WRAPMANAGER INC | History | Added to | 34,901 | 819 | 0.28% | 0.28% | 35 | +1 | 0.0% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 34,049 | 799 | 0.0% | 0.0% | 36 | +5,805 | 20.55% | Q1 2026 | May 01, 2026 |
| REBALANCE, LLC | History | Reduced | 33,983 | 797 | 0.05% | 0.06% | 37 | -12,678 | -27.17% | Q1 2026 | May 11, 2026 |
| Heartland Bank & Trust Co | History | Added to | 30,711 | 720 | 0.16% | 0.27% | 38 | +3,890 | 14.5% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 30,015 | 704 | 0.0% | — | 39 | +30,015 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,486 | 621 | 0.0% | 0.0% | 40 | -1,594 | -5.68% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 24,367 | 571 | 0.0% | — | 41 | +24,367 | New | Q1 2026 | May 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 24,183 | 567 | 0.13% | 0.1% | 42 | +6,427 | 36.2% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 24,061 | 564 | 0.05% | 0.04% | 43 | +5,269 | 28.04% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,913 | 561 | 0.0% | 0.0% | 44 | +11,292 | 89.47% | Q1 2026 | May 12, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 23,556 | 557 | 0.34% | 0.34% | 45 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Austin Private Wealth, LLC | History | No change | 23,045 | 545 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,021 | 540 | 0.01% | 0.01% | 47 | +2,825 | 13.99% | Q1 2026 | May 11, 2026 |
| Aspen Wealth Management LLC | History | Added to | 21,543 | 505 | 0.1% | 0.1% | 48 | +2,141 | 11.03% | Q1 2026 | Apr 01, 2026 |
| High Note Wealth, LLC | History | Added to | 21,325 | 500 | 0.1% | 0.03% | 49 | +15,283 | 252.95% | Q1 2026 | May 11, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 21,329 | 500 | 0.07% | 0.07% | 50 | +670 | 3.24% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,771 | 487 | 0.0% | 0.0% | 51 | +1,727 | 9.07% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | New | 20,734 | 486 | 0.02% | — | 52 | +20,734 | New | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 20,561 | 482 | 0.01% | 0.01% | 53 | +3,827 | 22.87% | Q1 2026 | Apr 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 20,296 | 476 | 0.03% | — | 54 | +20,296 | New | Q1 2026 | Apr 16, 2026 |
| HEADINVEST, LLC | History | Reduced | 20,025 | 469 | 0.1% | 0.13% | 55 | -8,300 | -29.3% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,619 | 460 | 0.0% | 0.0% | 56 | +10,207 | 108.45% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,193 | 450 | 0.0% | 0.0% | 57 | -12,646 | -39.72% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,907 | 420 | 0.0% | 0.0% | 58 | +2,425 | 15.66% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | New | 17,499 | 410 | 0.16% | — | 59 | +17,499 | New | Q1 2026 | May 11, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 17,294 | 407 | 0.38% | 0.39% | 60 | +270 | 1.59% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 15,572 | 365 | 0.0% | — | 61 | +15,572 | New | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 14,923 | 350 | 0.01% | 0.01% | 62 | -5,505 | -26.95% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,834 | 348 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Orion Capital Management LLC | History | No change | 14,000 | 328 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,909 | 326 | 0.01% | 0.01% | 65 | -2,863 | -17.07% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 13,211 | 310 | 0.15% | 0.15% | 66 | +4,047 | 44.16% | Q1 2026 | May 14, 2026 |
| Reliant Wealth Planning | History | No change | 11,366 | 266 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 11,250 | 264 | 0.0% | — | 68 | +11,250 | New | Q1 2026 | May 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 11,162 | 261 | 0.12% | — | 70 | +11,162 | New | Q1 2026 | Apr 28, 2026 |
| M3 Advisory Group, LLC | History | No change | 11,138 | 261 | 0.16% | 0.16% | 69 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 10,887 | 255 | 0.04% | 0.04% | 71 | +1,512 | 16.13% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,434 | 244 | 0.0% | 0.0% | 72 | -168 | -1.58% | Q1 2026 | Apr 24, 2026 |
| Windsor Capital Management, LLC | History | Added to | 10,161 | 238 | 0.07% | 0.07% | 73 | +24 | 0.24% | Q1 2026 | Apr 10, 2026 |
| Segment Wealth Management, LLC | History | New | 9,980 | 234 | 0.01% | — | 74 | +9,980 | New | Q1 2026 | Apr 20, 2026 |
| Cyr Financial Inc. | History | Reduced | 9,923 | 232 | 0.14% | 0.17% | 75 | -1,625 | -14.07% | Q1 2026 | Apr 24, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | New | 9,711 | 227 | 0.01% | — | 76 | +9,711 | New | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 9,506 | 223 | 0.0% | — | 77 | +9,506 | New | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,390 | 220 | 0.01% | — | 79 | +9,390 | New | Q1 2026 | May 15, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 220 | 0.18% | 0.22% | 78 | +1 | New | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,804 | 206 | 0.01% | 0.01% | 80 | +7 | 0.08% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | New | 8,611 | 202 | 0.01% | — | 81 | +8,611 | New | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,431 | 199 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ascentis Independent Advisors | History | New | 8,020 | 188 | 0.01% | — | 83 | +8,020 | New | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,689 | 180 | 0.0% | 0.0% | 84 | -1,711 | -18.2% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,076 | 142 | 0.0% | 0.0% | 85 | +3,151 | 107.73% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 5,714 | 134 | 0.03% | 0.03% | 86 | -214 | -3.61% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,503 | 129 | 0.01% | 0.01% | 87 | -1,468 | -21.06% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,937 | 115 | 0.0% | 0.0% | 88 | +4,241 | 609.34% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,860 | 67 | 0.0% | — | 89 | +2,860 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 2,580 | 60 | 0.0% | 0.01% | 90 | -8,218 | -76.11% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,532 | 59 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Napier Financial, LLC | History | New | 2,202 | 51 | 0.01% | — | 92 | +2,202 | New | Q1 2026 | May 05, 2026 |
| CNB Bank | History | Reduced | 2,154 | 50 | 0.02% | 0.02% | 93 | -20 | -0.92% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,083 | 48 | 0.0% | 0.0% | 94 | +533 | 34.39% | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,925 | 45 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | Added to | 1,642 | 38 | 0.02% | 0.02% | 96 | +417 | 34.04% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | New | 912 | 21 | 0.0% | — | 97 | +912 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 835 | 19 | 0.0% | 0.0% | 98 | +8 | 0.97% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 760 | 18 | 0.01% | 0.01% | 99 | +8 | 1.06% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 731 | 17 | 0.02% | — | 100 | +731 | New | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | No change | 670 | 15 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 420 | 9 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 100 | 2 | 0.0% | — | 103 | +100 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 68 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -796,380 | -100.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -352,924 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -30,881 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,192 | -100.0% | Q1 2026 | May 20, 2026 |
| Evanson Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,556 | -100.0% | Q1 2026 | Apr 08, 2026 |