IBHI institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding93
Shares held13,853,268
Reported value$324.0m
Quarter flows12 new, 50 added, 15 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LBMC INVESTMENT ADVISORS, LLC1,709,445$40.0m2.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,687,300$39.5m0.0%
MORGAN STANLEY1,556,885$36.4m0.0%
HighTower Advisors, LLC964,286$22.6m0.0%
NewEdge Advisors, LLC907,747$21.2m0.1%
Baltimore-Washington Financial Advisors, Inc.710,128$16.6m0.6%
COMMONWEALTH EQUITY SERVICES, LLC515,401$12.1m0.0%
Scissortail Wealth Management, LLC494,248$11.6m2.2%
LPL Financial LLC488,748$11.4m0.0%
BANK OF AMERICA CORP /DE/442,891$10.4m0.0%
Mutual Advisors, LLC292,785$6.8m0.1%
LITTLEJOHN FINANCIAL SERVICES, INC.285,227$6.7m4.8%
Cambridge Investment Research Advisors, Inc.281,732$6.6m0.0%
Delta Wealth Advisors LLC232,059$5.4m3.9%
Ironwood Financial, llc222,822$5.2m0.8%
Stratos Wealth Partners, LTD.220,854$5.2m0.1%
Marathon Mission, Inc.220,063$5.1m2.6%
BlackRock, Inc.185,493$4.3m0.0%
RAYMOND JAMES FINANCIAL INC152,594$3.6m0.0%
ENVESTNET ASSET MANAGEMENT INC146,393$3.4m0.0%
Bradley & Co. Private Wealth Management, LLC144,942$3.4m1.6%
WELLS FARGO & COMPANY/MN132,704$3.1m0.0%
Straight Path Wealth Management128,362$3.0m0.7%
Integrated Wealth Concepts LLC126,840$3.0m0.0%
MERCER GLOBAL ADVISORS INC /ADV120,176$2.8m0.0%

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

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