iSHARES TRUST - IBTH

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.624B

QoQ value delta ($000)

+$312.1M (+23.79%)

Implied price effect (QoQ)

-0.23%

Total shares

72,277,313

QoQ shares delta

+14,026,183 (+24.08%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
HM PAYSON & CO	166,936	7,429,326	2.35%
MORGAN STANLEY	80,966	3,603,315	0.0%
BANK OF AMERICA CORP /DE/	79,152	3,522,571	0.01%
GLOBALT Investments LLC / GA	63,589	2,829,992	2.32%
WELLS FARGO & COMPANY/MN	56,527	2,515,703	0.01%
MERCER GLOBAL ADVISORS INC /ADV	51,183	2,277,770	0.08%
TRUE Private Wealth Advisors	43,813	1,949,885	4.39%
Kovitz Investment Group Partners, LLC	43,608	1,940,729	0.97%
LPL Financial LLC	39,256	1,747,077	0.01%
NewEdge Advisors, LLC	39,199	1,744,511	0.14%
RAYMOND JAMES FINANCIAL INC	38,972	1,734,435	0.01%
Brookstone Capital Management	38,237	1,701,726	0.44%
Focus Partners Wealth	31,680	1,409,886	0.04%
UBS Group AG	28,820	1,282,633	0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	27,749	1,234,952	0.17%
Merit Financial Group, LLC	26,284	1,169,742	0.21%
Integrated Wealth Concepts LLC	25,862	1,150,990	0.31%
Stratos Wealth Partners, LTD.	22,863	1,017,505	0.26%
Financial Advisory Corp	21,573	960,093	3.14%
Capital Investment Advisors, LLC	20,459	910,518	0.31%
Journey Advisory Group, LLC	19,095	849,836	1.61%
Stratos Wealth Advisors, LLC	18,033	802,540	0.87%
MKT Advisors LLC	17,566	781,080	5.99%
Denver PWM, LLC	16,719	743,411	5.58%
Asset Advisors Investment Management, LLC	15,959	710,265	1.47%