iSHARES TRUST - IBHJ
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 | 809,669 | 21,544 | 1.33% | 0.89% | 1 | +288,219 | 55.27% | Q4 2025 | Feb 12, 2026 |
| Marathon Mission, Inc. | History | Added to | 195,327 | 5,197 | 3.01% | 3.05% | 2 | +4,452 | 2.33% | Q4 2025 | Jan 05, 2026 |
| Keeler Thomas Management LLC | History | Added to | 94,537 | 2,515 | 1.2% | 0.99% | 3 | +3,714 | 4.09% | Q4 2025 | Feb 12, 2026 |
| Straight Path Wealth Management | History | Added to | 71,126 | 1,892 | 0.51% | 0.46% | 4 | +6,853 | 10.66% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 67,637 | 1,799 | 0.0% | 0.0% | 5 | +4,211 | 6.64% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 60,408 | 1,607 | 0.0% | 0.0% | 6 | -14,325 | -19.17% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 57,344 | 1,525 | 0.0% | 0.0% | 7 | +2,959 | 5.44% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 53,607 | 1,426 | 0.0% | 0.0% | 8 | +3,783 | 7.59% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 50,057 | 1,331 | 0.02% | 0.01% | 9 | +12,096 | 31.86% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 48,095 | 1,279 | 0.0% | — | 10 | +48,095 | New | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 45,056 | 1,198 | 0.0% | 0.0% | 11 | +15,020 | 50.01% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 35,938 | 956 | 0.0% | 0.0% | 12 | +14,630 | 68.66% | Q4 2025 | Feb 11, 2026 |
| WRAPMANAGER INC | History | Reduced | 31,088 | 827 | 0.28% | 0.31% | 13 | -6,740 | -17.82% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,566 | 573 | 0.0% | 0.0% | 14 | +8,100 | 60.15% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 19,178 | 510 | 0.0% | — | 15 | +19,178 | New | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 18,255 | 485 | 0.01% | 0.01% | 16 | +1,220 | 7.16% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,100 | 455 | 0.0% | 0.0% | 17 | +4,045 | 30.98% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,491 | 438 | 0.0% | — | 18 | +16,491 | New | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 15,176 | 403 | 0.12% | — | 19 | +15,176 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,261 | 352 | 0.0% | 0.0% | 20 | -16,343 | -55.21% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,956 | 318 | 0.0% | 0.0% | 21 | +2,191 | 22.44% | Q4 2025 | Jan 29, 2026 |
| Aspen Wealth Management LLC | History | Added to | 11,292 | 300 | 0.06% | 0.07% | 22 | +187 | 1.68% | Q4 2025 | Jan 05, 2026 |
| Ellis Investment Partners, LLC | History | New | 8,365 | 222 | 0.04% | — | 23 | +8,365 | New | Q4 2025 | Feb 02, 2026 |
| Stockman Wealth Management, Inc. | History | New | 7,920 | 210 | 0.02% | — | 24 | +7,920 | New | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 4,772 | 126 | 0.0% | 0.0% | 25 | +2,110 | 79.26% | Q4 2025 | Feb 06, 2026 |
| CNB Bank | History | New | 3,165 | 84 | 0.03% | — | 26 | +3,165 | New | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 79 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 2,740 | 72 | 0.02% | 0.02% | 28 | +1,000 | 57.47% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,547 | 67 | 0.0% | 0.0% | 29 | +568 | 28.7% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | New | 940 | 25 | 0.0% | — | 30 | +940 | New | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 735 | 19 | 0.0% | 0.0% | 31 | +16 | 2.23% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 673 | 18 | 0.01% | 0.01% | 32 | +14 | 2.12% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | New | 563 | 14 | 0.0% | — | 33 | +563 | New | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | New | 387 | 10 | 0.0% | — | 35 | +387 | New | Q4 2025 | Feb 18, 2026 |
| HM PAYSON & CO | History | No change | 377 | 10 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 326 | 8 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | New | 120 | 3 | 0.0% | — | 37 | +120 | New | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 60 | 1 | 0.0% | 0.0% | 38 | -424 | -87.6% | Q4 2025 | Feb 09, 2026 |
| M3 Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,475 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 18, 2025 |