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 | No change | 1,189,960 | 31,492 | 1.71% | 1.71% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marathon Mission, Inc. | History | Added to | 206,302 | 5,289 | 2.67% | 2.66% | 2 | +5,043 | 2.51% | Q3 2026 | Oct 01, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 200,057 | 5,248 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 163,931 | 4,338 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 131,069 | 3,468 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 98,247 | 2,600 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 91,670 | 2,426 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Straight Path Wealth Management | History | No change | 74,169 | 1,962 | 0.46% | 0.46% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 73,955 | 1,957 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MORGAN STANLEY | History | No change | 73,573 | 1,947 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Western Trust Bank | History | No change | 61,154 | 1,618 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ironwood Financial, llc | History | No change | 49,044 | 1,289 | 0.2% | 0.2% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 37,615 | 995 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WRAPMANAGER INC | History | No change | 27,776 | 735 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bullock Wealth Management Group | History | No change | 25,829 | 679 | 0.29% | 0.29% | 15 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 24,337 | 644 | 0.17% | 0.17% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,699 | 574 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 20,360 | 538 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 19,219 | 508 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 18,390 | 486 | 0.21% | 0.21% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,110 | 452 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 16,858 | 446 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 16,113 | 426 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,938 | 422 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 13,805 | 365 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,264 | 298 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,273 | 298 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aspen Wealth Management LLC | History | No change | 11,292 | 298 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 11,060 | 292 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 10,750 | 284 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,763 | 284 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 10,005 | 264 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ellis Investment Partners, LLC | History | No change | 9,954 | 263 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TABLEAUX LLC | History | No change | 8,847 | 234 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 8,694 | 230 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 8,672 | 229 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Guidance Point Advisors, LLC | History | No change | 8,091 | 214 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,620 | 201 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Capital Management LLC | History | No change | 5,000 | 132 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parallel Advisors, LLC | History | No change | 3,376 | 89 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CNB Bank | History | No change | 3,304 | 87 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,740 | 72 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 1,658 | 43 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,119 | 29 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | No change | 937 | 24 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | No change | 755 | 19 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bogart Wealth, LLC | History | No change | 563 | 14 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HM PAYSON & CO | History | No change | 377 | 9 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 326 | 8 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 86 | 2 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 60 | 1 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |