iSHARES TRUST - IBHI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 1,351,581 | 31,937 | 1.97% | 1.43% | 1 | +407,675 | 43.19% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,306,212 | 30,865 | 0.0% | 0.0% | 2 | +60,056 | 4.82% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,070,938 | 25,306 | 0.02% | 0.01% | 3 | +248,265 | 30.18% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 883,775 | 20,883 | 0.08% | 0.08% | 4 | +135,322 | 18.08% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 577,204 | 13,639 | 0.02% | 0.01% | 5 | +270,103 | 87.95% | Q4 2025 | Feb 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 502,656 | 11,877 | 0.49% | 0.22% | 6 | +283,979 | 129.86% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 436,090 | 10,304 | 0.0% | 0.0% | 7 | +104,755 | 31.62% | Q4 2025 | Feb 17, 2026 |
| Keeler Thomas Management LLC | History | Added to | 399,476 | 9,439 | 4.5% | 3.88% | 8 | +1,315 | 0.33% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 328,813 | 7,769 | 1.28% | 1.28% | 9 | +14,765 | 4.7% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 273,126 | 6,453 | 0.0% | 0.0% | 10 | +59,845 | 28.06% | Q4 2025 | Feb 11, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 245,559 | 5,802 | 4.28% | 4.08% | 11 | +10,675 | 4.54% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 189,233 | 4,471 | 0.05% | 0.05% | 12 | +6,406 | 3.5% | Q4 2025 | Jan 20, 2026 |
| Delta Wealth Advisors LLC | History | New | 158,152 | 3,737 | 3.13% | — | 13 | +158,152 | New | Q4 2025 | Jan 28, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Reduced | 144,942 | 3,424 | 1.81% | 1.92% | 14 | -432 | -0.3% | Q4 2025 | Feb 11, 2026 |
| Straight Path Wealth Management | History | Added to | 109,998 | 2,599 | 0.7% | 0.5% | 15 | +32,627 | 42.17% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,800 | 2,169 | 0.0% | 0.0% | 16 | +17,514 | 23.58% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 90,674 | 2,142 | 0.0% | 0.0% | 17 | +27,837 | 44.3% | Q4 2025 | Feb 13, 2026 |
| Ironwood Financial, llc | History | Added to | 88,628 | 2,103 | 0.36% | 0.24% | 18 | +32,928 | 59.12% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 87,297 | 2,062 | 0.02% | 0.02% | 19 | +12,955 | 17.43% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 79,951 | 1,889 | 0.0% | 0.0% | 20 | +58,915 | 280.07% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | No change | 74,894 | 1,785 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 59,589 | 1,408 | 0.32% | 0.29% | 22 | +4,521 | 8.21% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Added to | 56,822 | 1,342 | 0.04% | 0.03% | 23 | +12,505 | 28.22% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | Added to | 50,666 | 1,197 | 0.0% | 0.0% | 24 | +16,888 | 50.0% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 48,616 | 1,148 | 0.01% | 0.01% | 25 | +7,414 | 17.99% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 47,529 | 1,123 | 0.0% | 0.0% | 26 | -10,392 | -17.94% | Q4 2025 | Feb 05, 2026 |
| FOCUSED ALPHA, LLC | History | New | 37,475 | 885 | 0.26% | — | 27 | +37,475 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 37,322 | 882 | 0.0% | — | 28 | +37,322 | New | Q4 2025 | Feb 17, 2026 |
| Cyr Financial Inc. | History | Reduced | 36,883 | 871 | 0.54% | 0.63% | 29 | -1,824 | -4.71% | Q4 2025 | Jan 16, 2026 |
| Cetera Investment Advisers | History | Added to | 35,819 | 846 | 0.0% | 0.0% | 30 | +4,907 | 15.87% | Q4 2025 | Feb 17, 2026 |
| WRAPMANAGER INC | History | Reduced | 34,998 | 827 | 0.28% | 0.31% | 31 | -7,521 | -17.69% | Q4 2025 | Feb 06, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 9,030 | 704 | 0.29% | — | 32 | +9,030 | New | Q4 2025 | Jan 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 29,247 | 691 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 28,939 | 683 | 0.0% | — | 34 | +28,939 | New | Q4 2025 | Feb 10, 2026 |
| HEADINVEST, LLC | History | No change | 26,978 | 637 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 26,698 | 630 | 0.0% | 0.0% | 36 | +3,326 | 14.23% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,005 | 567 | 0.01% | 0.01% | 37 | +2,505 | 11.65% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 20,519 | 484 | 0.01% | 0.03% | 39 | -20,690 | -50.21% | Q4 2025 | Feb 06, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 20,519 | 484 | 0.01% | 0.01% | 38 | +1,371 | 7.16% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | No change | 19,047 | 450 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aspen Wealth Management LLC | History | Added to | 17,353 | 410 | 0.09% | 0.07% | 41 | +4,861 | 38.91% | Q4 2025 | Jan 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 16,441 | 388 | 0.1% | 0.11% | 42 | -129 | -0.78% | Q4 2025 | Jan 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,229 | 383 | 0.0% | 0.0% | 43 | +3,750 | 30.05% | Q4 2025 | Feb 17, 2026 |
| Hobbs Group Advisors, LLC | History | New | 16,202 | 382 | 0.12% | — | 44 | +16,202 | New | Q4 2025 | Jan 28, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 15,637 | 369 | 0.36% | — | 45 | +15,637 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 13,923 | 330 | 0.0% | — | 46 | +13,923 | New | Q4 2025 | Feb 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 13,450 | 317 | 0.02% | — | 47 | +13,450 | New | Q4 2025 | Jan 27, 2026 |
| Occidental Asset Management, LLC | History | Added to | 13,321 | 314 | 0.04% | 0.03% | 48 | +2,150 | 19.25% | Q4 2025 | Jan 08, 2026 |
| Spire Wealth Management | History | New | 12,548 | 296 | 0.01% | — | 49 | +12,548 | New | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,281 | 290 | 0.0% | 0.0% | 50 | +197 | 1.63% | Q4 2025 | Feb 17, 2026 |
| Legacy Trust | History | No change | 11,339 | 267 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 10,326 | 244 | 0.02% | 0.02% | 52 | -182 | -1.73% | Q4 2025 | Jan 20, 2026 |
| Ameraudi Asset Management, Inc. | History | New | 9,609 | 227 | 0.12% | — | 53 | +9,609 | New | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,509 | 224 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | New | 9,400 | 222 | 0.04% | — | 55 | +9,400 | New | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,257 | 218 | 0.0% | 0.0% | 56 | +46 | 0.5% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | New | 8,599 | 203 | 0.02% | — | 57 | +8,599 | New | Q4 2025 | Feb 03, 2026 |
| M3 Advisory Group, LLC | History | No change | 8,558 | 202 | 0.12% | 0.13% | 58 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Reliant Wealth Planning | History | No change | 8,431 | 199 | 0.06% | 0.07% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 6,768 | 159 | 0.01% | 0.01% | 60 | +146 | 2.2% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | No change | 5,000 | 118 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,049 | 95 | 0.0% | 0.0% | 62 | +1,269 | 45.65% | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | New | 3,566 | 84 | 0.03% | — | 63 | +3,566 | New | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 2,753 | 65 | 0.0% | 0.0% | 64 | +27 | 0.99% | Q4 2025 | Jan 05, 2026 |
| High Note Wealth, LLC | History | New | 2,735 | 64 | 0.01% | — | 65 | +2,735 | New | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,018 | 47 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,944 | 45 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 902 | 21 | 0.0% | 0.0% | 68 | -334 | -27.02% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Added to | 826 | 19 | 0.0% | 0.0% | 69 | +18 | 2.23% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 756 | 18 | 0.01% | 0.01% | 70 | +17 | 2.3% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 699 | 16 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | New | 634 | 14 | 0.0% | — | 72 | +634 | New | Q4 2025 | Jan 30, 2026 |
| 10Elms LLP | History | No change | 551 | 13 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | No change | 446 | 10 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 67 | 1 | 0.0% | 0.0% | 75 | -474 | -87.62% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,227 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TABLEAUX LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,850 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,148 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -895 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q3 2025 | Nov 10, 2025 |