iSHARES TRUST - IBHI
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 | 1,709,445 | 39,983 | 2.17% | 2.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,687,300 | 39,465 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,556,885 | 36,415 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 964,286 | 22,554 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 907,747 | 21,232 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 710,128 | 16,609 | 0.62% | 0.62% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 515,401 | 12,055 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 494,248 | 11,560 | 2.22% | 2.22% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 488,748 | 11,431 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 442,891 | 10,359 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 292,785 | 6,848 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 285,227 | 6,671 | 4.85% | 4.85% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Delta Wealth Advisors LLC | History | No change | 232,059 | 5,427 | 3.88% | 3.88% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Marathon Mission, Inc. | History | Added to | 236,578 | 5,401 | 2.72% | 2.57% | 14 | +16,515 | 7.5% | Q3 2026 | Oct 01, 2026 |
| Ironwood Financial, llc | History | No change | 222,822 | 5,178 | 0.81% | 0.81% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 220,854 | 5,165 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 185,493 | 4,338 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 152,594 | 3,569 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 146,393 | 3,424 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 144,942 | 3,390 | 1.62% | 1.62% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 140,866 | 3,295 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 132,704 | 3,103 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | No change | 128,362 | 3,002 | 0.7% | 0.7% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 123,525 | 2,889 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 120,176 | 2,810 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 99,393 | 2,324 | 0.31% | 0.31% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | No change | 82,373 | 1,926 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 77,785 | 1,819 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Western Trust Bank | History | No change | 71,612 | 1,675 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 69,368 | 1,622 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | No change | 59,886 | 1,400 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keeler Thomas Management LLC | History | No change | 56,038 | 1,310 | 0.46% | 0.46% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 54,010 | 1,263 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | No change | 44,828 | 1,048 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 43,551 | 1,018 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 39,247 | 917 | 0.24% | 0.24% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 36,954 | 865 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullock Wealth Management Group | History | No change | 35,995 | 838 | 0.36% | 0.36% | 38 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cyr Financial Inc. | History | No change | 35,657 | 834 | 0.43% | 0.43% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| High Note Wealth, LLC | History | No change | 35,547 | 831 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aspen Wealth Management LLC | History | No change | 33,329 | 779 | 0.13% | 0.13% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 31,776 | 743 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WRAPMANAGER INC | History | No change | 31,383 | 734 | 0.23% | 0.23% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 31,369 | 733 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heartland Bank & Trust Co | History | No change | 30,962 | 724 | 0.15% | 0.15% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 29,718 | 695 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 23,065 | 539 | 0.19% | 0.19% | 47 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,550 | 527 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,123 | 494 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guidance Point Advisors, LLC | History | No change | 20,925 | 489 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,423 | 454 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 18,116 | 423 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ruggaard & Associates LLC | History | No change | 17,947 | 419 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,539 | 386 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Segment Wealth Management, LLC | History | No change | 16,215 | 379 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 15,228 | 354 | 0.31% | 0.31% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 15,046 | 351 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 14,913 | 348 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Occidental Asset Management, LLC | History | No change | 14,871 | 347 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 12,730 | 297 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GAMMA Investing LLC | History | No change | 12,725 | 297 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Madden Advisory Services, Inc. | History | No change | 11,610 | 271 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 11,505 | 269 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Windsor Capital Management, LLC | History | No change | 11,330 | 265 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Legacy Trust | History | No change | 11,339 | 265 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,245 | 263 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ellis Investment Partners, LLC | History | No change | 11,187 | 261 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,086 | 259 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cerity Partners LLC | History | No change | 10,364 | 242 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 9,817 | 229 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Daviman Financial, LLC | History | No change | 9,769 | 228 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HEADINVEST, LLC | History | No change | 9,303 | 217 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TABLEAUX LLC | History | No change | 9,224 | 215 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMMITRY LLC | History | No change | 8,865 | 207 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | No change | 7,217 | 168 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 6,956 | 162 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,586 | 154 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Activest Wealth Management | History | No change | 6,510 | 152 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Orion Capital Management LLC | History | No change | 5,000 | 116 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,514 | 105 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CNB Bank | History | No change | 3,724 | 87 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,751 | 64 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Napier Financial, LLC | History | No change | 2,222 | 51 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,018 | 47 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,944 | 45 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,532 | 35 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 1,350 | 31 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 10Elms LLP | History | No change | 1,251 | 29 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 849 | 19 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atomic Invest LLC | History | No change | 750 | 17 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Farther Finance Advisors, LLC | History | No change | 699 | 16 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bogart Wealth, LLC | History | No change | 634 | 14 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HM PAYSON & CO | History | No change | 446 | 10 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 67 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basepoint Wealth LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |