iSHARES TRUST - IBHI

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$222.8M

QoQ value delta ($000)

+$49.98M (+28.92%)

Implied price effect (QoQ)

-0.69%

Total shares

9,407,827

QoQ shares delta

+2,160,811 (+29.82%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
LBMC INVESTMENT ADVISORS, LLC	31,937	1,351,581	1.97%
MORGAN STANLEY	30,865	1,306,212	0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	25,306	1,070,938	0.02%
NewEdge Advisors, LLC	20,883	883,775	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	13,639	577,204	0.02%
Baltimore-Washington Financial Advisors, Inc.	11,877	502,656	0.49%
BANK OF AMERICA CORP /DE/	10,304	436,090	0.0%
Keeler Thomas Management LLC	9,439	399,476	4.5%
Commonwealth Financial Services, LLC	7,769	328,813	1.28%
LPL Financial LLC	6,453	273,126	0.0%
LITTLEJOHN FINANCIAL SERVICES, INC.	5,802	245,559	4.28%
Stratos Wealth Partners, LTD.	4,471	189,233	0.05%
Delta Wealth Advisors LLC	3,737	158,152	3.13%
Bradley & Co. Private Wealth Management, LLC	3,424	144,942	1.81%
Straight Path Wealth Management	2,599	109,998	0.7%
RAYMOND JAMES FINANCIAL INC	2,169	91,800	0.0%
WELLS FARGO & COMPANY/MN	2,142	90,674	0.0%
Ironwood Financial, llc	2,103	88,628	0.36%
Integrated Wealth Concepts LLC	2,062	87,297	0.02%
UBS Group AG	1,889	79,951	0.0%
Lido Advisors, LLC	1,785	74,894	0.01%
Scissortail Wealth Management, LLC	1,408	59,589	0.32%
Sigma Planning Corp	1,342	56,822	0.04%
BlackRock, Inc.	1,197	50,666	0.0%
Beacon Pointe Advisors, LLC	1,148	48,616	0.01%