iSHARES TRUST - IBIH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | History | No change | 234,139 | 6,155 | 0.61% | 0.61% | 1 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BlackRock, Inc. | History | No change | 170,769 | 4,489 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 165,268 | 4,344 | 1.7% | 1.7% | 3 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTRAL TRUST Co | History | No change | 77,347 | 2,033 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | No change | 66,157 | 1,739 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 49,977 | 1,313 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 40,621 | 1,067 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 33,599 | 883 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,659 | 779 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 22,784 | 598 | 0.28% | 0.28% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 22,257 | 585 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 19,158 | 503 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 17,914 | 470 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 15,443 | 405 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 4Thought Financial Group Inc. | History | No change | 13,858 | 364 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 8,515 | 223 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 4,709 | 117 | 0.04% | — | 17 | +4,709 | New | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,139 | 82 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 759 | 19 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bullock Wealth Management Group | History | No change | 386 | 9 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |