iSHARES TRUST - IBHK

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$25.17M
QoQ value delta ($000)
+$1.506M (+6.36%)
Implied price effect (QoQ)
-1.58%
Shares
Total shares
989,699
QoQ shares delta
+73,891 (+8.07%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 32 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
LBMC INVESTMENT ADVISORS, LLC 12,358 485,609 0.75%
Straight Path Wealth Management 1,647 64,751 0.44%
LPL Financial LLC 1,487 58,456 0.0%
Integrated Wealth Concepts LLC 1,373 53,965 0.01%
Keeler Thomas Management LLC 974 38,303 0.41%
BANK OF AMERICA CORP /DE/ 950 37,339 0.0%
WRAPMANAGER INC 810 31,862 0.28%
JANE STREET GROUP, LLC 731 28,734 0.0%
MORGAN STANLEY 568 22,321 0.0%
Bullock Wealth Management Group 530 20,900 0.27%
First Western Trust Bank 487 19,143 0.02%
FOCUSED ALPHA, LLC 444 17,474 0.14%
KESTRA PRIVATE WEALTH SERVICES, LLC 324 12,761 0.0%
CAPTRUST FINANCIAL ADVISORS 306 12,030 0.0%
Aspen Wealth Management LLC 294 11,586 0.06%
Freestone Capital Holdings, LLC 264 10,390 0.01%
Reliant Wealth Planning 256 10,067 0.08%
Ellis Investment Partners, LLC 246 9,693 0.04%
RAYMOND JAMES FINANCIAL INC 239 9,410 0.0%
Segment Wealth Management, LLC 232 9,150 0.01%
ROYAL BANK OF CANADA 135 5,307 0.0%
OSAIC HOLDINGS, INC. 85 3,349 0.0%
CNB Bank 82 3,240 0.03%
Orion Capital Management LLC 76 3,000 0.03%
WELLS FARGO & COMPANY/MN 67 2,638 0.0%