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 | Added to | 1,467,776 | 34,174 | 2.08% | 1.97% | 1 | +116,195 | 8.6% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,402,120 | 32,645 | 0.0% | 0.0% | 2 | +95,908 | 7.34% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,092,828 | 25,444 | 0.02% | 0.02% | 3 | +21,890 | 2.04% | Q1 2026 | May 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 652,314 | 15,187 | 0.66% | 0.49% | 4 | +149,658 | 29.77% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 534,862 | 12,453 | 0.02% | 0.02% | 5 | -42,342 | -7.34% | Q1 2026 | Apr 27, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 486,139 | 11,318 | 3.29% | 0.29% | 6 | +477,109 | 5283.6% | Q1 2026 | Apr 20, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 485,371 | 11,300 | 2.27% | 0.32% | 7 | +425,782 | 714.53% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 414,007 | 9,639 | 0.0% | 0.0% | 8 | -22,083 | -5.06% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 369,594 | 8,605 | 0.0% | 0.0% | 9 | +96,468 | 35.32% | Q1 2026 | May 06, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 351,976 | 8,195 | 1.3% | 1.28% | 10 | +23,163 | 7.04% | Q1 2026 | May 07, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 251,958 | 5,866 | 4.41% | 4.28% | 11 | +6,399 | 2.61% | Q1 2026 | Apr 23, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 218,408 | 5,085 | 3.87% | 3.13% | 12 | +60,256 | 38.1% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 210,396 | 4,898 | 0.06% | 0.05% | 13 | +21,163 | 11.18% | Q1 2026 | Apr 28, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 144,942 | 3,374 | 1.78% | 1.81% | 14 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 144,293 | 3,359 | 0.0% | 0.0% | 15 | +52,493 | 57.18% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 126,548 | 2,946 | 0.0% | 0.0% | 16 | +35,874 | 39.56% | Q1 2026 | May 11, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 118,244 | 2,753 | 1.17% | 4.5% | 17 | -281,232 | -70.4% | Q1 2026 | May 11, 2026 |
| Straight Path Wealth Management | History | Added to | 116,548 | 2,713 | 0.72% | 0.7% | 18 | +6,550 | 5.95% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 108,461 | 2,525 | 0.0% | 0.0% | 19 | +81,763 | 306.25% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Added to | 103,945 | 2,420 | 0.42% | 0.36% | 20 | +15,317 | 17.28% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 100,777 | 2,346 | 0.02% | 0.02% | 21 | +13,480 | 15.44% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 77,357 | 1,801 | 0.05% | 0.04% | 22 | +20,535 | 36.14% | Q1 2026 | May 04, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 72,335 | 1,684 | 0.13% | 0.02% | 23 | +58,885 | 437.81% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 67,870 | 1,580 | 0.0% | 0.01% | 24 | -7,024 | -9.38% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 67,554 | 1,572 | 0.0% | 0.0% | 25 | +16,888 | 33.33% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 66,494 | 1,548 | 0.0% | 0.0% | 26 | +18,965 | 39.9% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 57,105 | 1,329 | 0.01% | 0.01% | 27 | +8,489 | 17.46% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,272 | 1,007 | 0.0% | 0.0% | 28 | +14,333 | 49.53% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 39,156 | 911 | 0.0% | 0.0% | 29 | -40,795 | -51.03% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 39,016 | 908 | 0.0% | 0.0% | 30 | +3,197 | 8.93% | Q1 2026 | May 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 38,915 | 906 | 0.28% | 0.26% | 31 | +1,440 | 3.84% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 37,493 | 873 | 0.0% | 0.0% | 32 | +171 | 0.46% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 36,513 | 850 | 0.02% | — | 33 | +36,513 | New | Q1 2026 | Apr 28, 2026 |
| Cyr Financial Inc. | History | Reduced | 35,168 | 818 | 0.48% | 0.54% | 34 | -1,715 | -4.65% | Q1 2026 | Apr 24, 2026 |
| WRAPMANAGER INC | History | Added to | 35,047 | 815 | 0.28% | 0.28% | 35 | +49 | 0.14% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 31,369 | 730 | 0.05% | 0.05% | 36 | +2,122 | 7.26% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,519 | 687 | 0.0% | — | 37 | +29,519 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 26,555 | 618 | 0.01% | 0.01% | 38 | +2,550 | 10.62% | Q1 2026 | Apr 20, 2026 |
| Heartland Bank & Trust Co | History | New | 24,981 | 581 | 0.13% | — | 39 | +24,981 | New | Q1 2026 | May 06, 2026 |
| First Western Trust Bank | History | New | 20,938 | 487 | 0.02% | — | 40 | +20,938 | New | Q1 2026 | May 12, 2026 |
| High Note Wealth, LLC | History | Added to | 18,185 | 423 | 0.08% | 0.01% | 41 | +15,450 | 564.9% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,116 | 421 | 0.01% | 0.01% | 42 | +8,607 | 90.51% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | New | 17,598 | 409 | 0.0% | — | 43 | +17,598 | New | Q1 2026 | Apr 24, 2026 |
| Aspen Wealth Management LLC | History | No change | 17,353 | 404 | 0.08% | 0.09% | 44 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| McIlrath & Eck, LLC | History | Added to | 17,311 | 403 | 0.03% | 0.02% | 45 | +8,712 | 101.31% | Q1 2026 | May 19, 2026 |
| Mutual Advisors, LLC | History | Reduced | 17,193 | 400 | 0.01% | 0.01% | 46 | -1,854 | -9.73% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | New | 17,097 | 398 | 0.0% | — | 47 | +17,097 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,539 | 385 | 0.0% | 0.0% | 48 | +310 | 1.91% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 16,461 | 383 | 0.0% | 0.0% | 49 | +2,538 | 18.23% | Q1 2026 | May 01, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 15,702 | 369 | 0.35% | 0.36% | 50 | +65 | 0.42% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 15,667 | 364 | 0.01% | 0.01% | 51 | -4,852 | -23.65% | Q1 2026 | Apr 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 14,987 | 348 | 0.01% | 0.01% | 52 | -5,532 | -26.96% | Q1 2026 | May 13, 2026 |
| Segment Wealth Management, LLC | History | New | 14,490 | 337 | 0.02% | — | 53 | +14,490 | New | Q1 2026 | Apr 20, 2026 |
| HEADINVEST, LLC | History | Reduced | 14,028 | 326 | 0.07% | 0.13% | 54 | -12,950 | -48.0% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 13,321 | 310 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Trust | History | No change | 11,339 | 264 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,777 | 250 | 0.0% | 0.0% | 57 | -1,504 | -12.25% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | New | 10,662 | 248 | 0.1% | — | 58 | +10,662 | New | Q1 2026 | May 11, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 10,615 | 247 | 0.04% | 0.04% | 59 | +1,215 | 12.93% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 10,326 | 244 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | New | 10,341 | 240 | 0.0% | — | 61 | +10,341 | New | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | New | 10,249 | 238 | 0.12% | — | 62 | +10,249 | New | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | New | 9,817 | 228 | 0.01% | — | 63 | +9,817 | New | Q1 2026 | Apr 17, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 9,609 | 223 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,477 | 220 | 0.0% | 0.0% | 65 | +5,428 | 134.06% | Q1 2026 | May 15, 2026 |
| SUMMITRY LLC | History | New | 9,415 | 219 | 0.01% | — | 66 | +9,415 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,257 | 218 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Daviman Financial, LLC | History | New | 9,087 | 211 | 0.12% | — | 68 | +9,087 | New | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | New | 7,217 | 168 | 0.01% | — | 69 | +7,217 | New | Q1 2026 | May 11, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 6,844 | 158 | 0.01% | 0.01% | 70 | +76 | 1.12% | Q1 2026 | Apr 24, 2026 |
| Activest Wealth Management | History | New | 6,510 | 151 | 0.03% | — | 71 | +6,510 | New | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 5,382 | 125 | 0.0% | — | 72 | +5,382 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 5,253 | 122 | 0.01% | 0.0% | 73 | +2,500 | 90.81% | Q1 2026 | Apr 06, 2026 |
| Orion Capital Management LLC | History | No change | 5,000 | 116 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,514 | 105 | 0.0% | — | 75 | +4,514 | New | Q1 2026 | May 11, 2026 |
| CNB Bank | History | Reduced | 3,550 | 82 | 0.03% | 0.03% | 76 | -16 | -0.45% | Q1 2026 | May 06, 2026 |
| Napier Financial, LLC | History | New | 2,222 | 51 | 0.01% | — | 77 | +2,222 | New | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 2,086 | 48 | 0.0% | — | 78 | +2,086 | New | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,018 | 46 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,944 | 45 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,508 | 35 | 0.0% | — | 81 | +1,508 | New | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | New | 941 | 21 | 0.0% | — | 83 | +941 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 902 | 21 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 835 | 19 | 0.0% | 0.0% | 84 | +9 | 1.09% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 765 | 18 | 0.01% | 0.01% | 85 | +9 | 1.19% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 750 | 17 | 0.0% | — | 86 | +750 | New | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 699 | 16 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 634 | 14 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 10Elms LLP | History | No change | 551 | 12 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 446 | 10 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 67 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -883,775 | -100.0% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -16,441 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,202 | -100.0% | Q1 2026 | May 20, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -12,548 | -100.0% | Q1 2026 | Apr 22, 2026 |
| M3 Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,558 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Reliant Wealth Planning | History | Closed out | 0 | 0 | — | 0.06% | — | -8,431 | -100.0% | Q1 2026 | May 15, 2026 |