IBHG institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding132
Shares held14,369,647
Reported value$317.6m
Quarter flows17 new, 63 added, 32 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UBS Group AG1,807,096$39.9m0.0%
LBMC INVESTMENT ADVISORS, LLC1,772,416$39.1m2.1%
Arrow Financial Corp1,491,682$32.9m3.0%
LPL Financial LLC1,250,152$27.6m0.0%
WELLS FARGO & COMPANY/MN810,422$17.9m0.0%
Federation des caisses Desjardins du Quebec782,170$17.3m0.1%
RAYMOND JAMES FINANCIAL INC401,755$8.9m0.0%
MORGAN STANLEY281,072$6.2m0.0%
BANK OF AMERICA CORP /DE/259,328$5.7m0.0%
Cetera Investment Advisers254,777$5.6m0.0%
J.W. COLE ADVISORS, INC.213,562$4.7m0.1%
Concurrent Investment Advisors, LLC203,427$4.5m0.0%
Ironwood Financial, llc199,317$4.4m0.7%
BlackRock, Inc.196,434$4.3m0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC196,004$4.3m0.0%
Mid-American Wealth Advisory Group, Inc.195,817$4.3m1.6%
NewEdge Advisors, LLC185,840$4.1m0.0%
Cambridge Investment Research Advisors, Inc.168,974$3.7m0.0%
Carr Financial Group Corp150,853$3.3m0.8%
Straight Path Wealth Management135,333$3.0m0.7%
JANE STREET GROUP, LLC133,778$3.0m0.0%
Commonwealth Financial Services, LLC120,403$2.7m0.4%
Penobscot Investment Management Company, Inc.113,275$2.5m0.2%
EIGHT 31 FINANCIAL, LLC107,168$2.4m1.4%
Private Advisor Group, LLC99,809$2.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBHG"). IBHG price history · All 13F data

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