iSHARES TRUST - IBHJ
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 | 933,587 | 24,478 | 1.49% | 1.33% | 1 | +123,918 | 15.3% | Q1 2026 | May 14, 2026 |
| Marathon Mission, Inc. | History | Added to | 203,575 | 5,337 | 3.11% | 3.01% | 2 | +8,248 | 4.22% | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | New | 189,504 | 5,029 | 0.11% | — | 3 | +189,504 | New | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 95,972 | 2,516 | 0.0% | 0.0% | 4 | +60,034 | 167.05% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 89,797 | 2,354 | 0.0% | 0.0% | 5 | +22,160 | 32.76% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 85,160 | 2,232 | 0.0% | 0.0% | 6 | +71,899 | 542.18% | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | Added to | 73,952 | 1,939 | 0.52% | 0.51% | 7 | +2,826 | 3.97% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 69,039 | 1,810 | 0.0% | 0.0% | 8 | +15,432 | 28.79% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 60,076 | 1,575 | 0.0% | 0.0% | 9 | +15,020 | 33.34% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 58,397 | 1,531 | 0.01% | 0.02% | 10 | +8,340 | 16.66% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | Reduced | 31,043 | 813 | 0.28% | 0.28% | 11 | -45 | -0.14% | Q1 2026 | May 11, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 28,357 | 743 | 0.31% | 1.2% | 12 | -66,180 | -70.0% | Q1 2026 | May 11, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 23,941 | 627 | 0.19% | 0.12% | 13 | +8,765 | 57.76% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 21,975 | 576 | 0.0% | 0.0% | 14 | +2,797 | 14.58% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,699 | 568 | 0.0% | 0.0% | 15 | +133 | 0.62% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,000 | 550 | 0.0% | 0.0% | 16 | -36,344 | -63.38% | Q1 2026 | Apr 27, 2026 |
| First Western Trust Bank | History | New | 18,608 | 487 | 0.02% | — | 17 | +18,608 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,578 | 460 | 0.0% | 0.0% | 18 | +478 | 2.8% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 16,406 | 430 | 0.0% | 0.0% | 19 | -85 | -0.52% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,266 | 426 | 0.0% | 0.0% | 20 | -44,142 | -73.07% | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 13,335 | 349 | 0.01% | 0.01% | 21 | -4,920 | -26.95% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,165 | 345 | 0.0% | 0.0% | 22 | +1,209 | 10.11% | Q1 2026 | Apr 20, 2026 |
| Segment Wealth Management, LLC | History | New | 12,925 | 338 | 0.02% | — | 23 | +12,925 | New | Q1 2026 | Apr 20, 2026 |
| Aspen Wealth Management LLC | History | No change | 11,292 | 296 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| IFP Advisors, Inc | History | Added to | 11,026 | 289 | 0.01% | 0.0% | 26 | +6,254 | 131.06% | Q1 2026 | Apr 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 11,060 | 289 | 0.03% | 0.02% | 25 | +3,140 | 39.65% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 10,532 | 276 | 0.0% | — | 27 | +10,532 | New | Q1 2026 | May 11, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 9,621 | 252 | 0.07% | — | 28 | +9,621 | New | Q1 2026 | Apr 20, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 9,444 | 247 | 0.04% | 0.04% | 29 | +1,079 | 12.9% | Q1 2026 | May 12, 2026 |
| TABLEAUX LLC | History | New | 9,337 | 244 | 0.12% | — | 30 | +9,337 | New | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 7,877 | 206 | 0.0% | — | 31 | +7,877 | New | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,446 | 169 | 0.0% | 0.0% | 32 | +3,899 | 153.08% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 3,376 | 88 | 0.0% | — | 33 | +3,376 | New | Q1 2026 | May 07, 2026 |
| CNB Bank | History | Reduced | 3,150 | 82 | 0.03% | 0.03% | 34 | -15 | -0.47% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 78 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,740 | 71 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | New | 2,600 | 68 | 0.01% | — | 37 | +2,600 | New | Q1 2026 | Apr 28, 2026 |
| High Note Wealth, LLC | History | Added to | 1,877 | 49 | 0.01% | 0.0% | 38 | +937 | 99.68% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 743 | 19 | 0.0% | 0.0% | 39 | +8 | 1.09% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 681 | 18 | 0.01% | 0.01% | 40 | +8 | 1.19% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 563 | 14 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | No change | 377 | 9 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 326 | 8 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | No change | 120 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 60 | 1 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -48,095 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 15, 2026 |