iSHARES TRUST - IBHL

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$5.833M
QoQ value delta ($000)
-$1.945M (-25.01%)
Implied price effect (QoQ)
-0.38%
Shares
Total shares
226,959
QoQ shares delta
-74,528 (-24.72%)
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.

Market chart (IBHL)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 13 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
LBMC INVESTMENT ADVISORS, LLC 3,085 119,920 0.19%
Straight Path Wealth Management 1,097 42,663 0.3%
BlackRock, Inc. 514 20,000 0.0%
JANE STREET GROUP, LLC 275 10,712 0.0%
MORGAN STANLEY 254 9,899 0.0%
Bullock Wealth Management Group 207 8,081 0.1%
BANK OF AMERICA CORP /DE/ 169 6,597 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 100 3,900 0.0%
CNB Bank 63 2,453 0.03%
Kestra Advisory Services, LLC 55 2,153 0.0%
Bogart Wealth, LLC 14 581 0.0%