iSHARES TRUST - IBTH

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.759B

QoQ value delta ($000)

+$133.9M (+8.24%)

Implied price effect (QoQ)

-0.18%

Total shares

78,432,084

QoQ shares delta

+6,098,636 (+8.43%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 311 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
HM PAYSON & CO	151,553	6,756,711	2.19%
BANK OF AMERICA CORP /DE/	84,508	3,767,638	0.01%
MORGAN STANLEY	83,170	3,708,002	0.01%
GLOBALT Investments LLC / GA	67,253	2,998,377	2.4%
NorthCoast Asset Management LLC	59,157	2,637,447	1.37%
WELLS FARGO & COMPANY/MN	55,873	2,491,035	0.01%
MERCER GLOBAL ADVISORS INC /ADV	55,349	2,467,661	0.08%
ENVESTNET ASSET MANAGEMENT INC	42,640	1,901,070	0.01%
RAYMOND JAMES FINANCIAL INC	42,046	1,874,584	0.01%
LPL Financial LLC	40,624	1,811,146	0.01%
Brookstone Capital Management	38,580	1,720,033	0.44%
UBS Group AG	38,122	1,699,627	0.01%
TRUE Private Wealth Advisors	37,638	1,678,023	3.59%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	33,225	1,481,203	0.2%
Focus Partners Wealth	31,520	1,405,276	0.04%
Integrated Wealth Concepts LLC	29,462	1,313,543	0.23%
Stratos Wealth Advisors, LLC	28,883	1,287,702	1.77%
Connecticut Wealth Management, LLC	27,817	1,240,205	1.17%
Financial Advisory Corp	27,043	1,205,677	3.76%
Merit Financial Group, LLC	26,638	1,187,645	0.2%
Stratos Wealth Partners, LTD.	23,499	1,047,678	0.27%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	21,123	941,755	0.31%
Capital Investment Advisors, LLC	20,199	900,558	0.3%
Journey Advisory Group, LLC	19,561	872,105	1.67%
OneAscent Financial Services LLC	18,235	813,004	0.99%