IBHJ institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding51
Shares held2,832,555
Reported value$74.9m
Quarter flows10 new, 24 added, 8 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LBMC INVESTMENT ADVISORS, LLC1,189,960$31.5m1.7%
Marathon Mission, Inc.201,259$5.3m2.7%
Chicago Partners Investment Group LLC200,057$5.2m0.1%
BlackRock, Inc.163,931$4.3m0.0%
LPL Financial LLC131,069$3.5m0.0%
BANK OF AMERICA CORP /DE/98,247$2.6m0.0%
MERCER GLOBAL ADVISORS INC /ADV91,670$2.4m0.0%
Integrated Wealth Concepts LLC75,088$2.0m0.0%
Straight Path Wealth Management74,169$2.0m0.5%
MORGAN STANLEY73,573$1.9m0.0%
First Western Trust Bank61,154$1.6m0.1%
Ironwood Financial, llc49,044$1.3m0.2%
COMMONWEALTH EQUITY SERVICES, LLC37,615$995,4830.0%
WRAPMANAGER INC27,776$735,0920.2%
Bullock Wealth Management Group25,829$679,6910.3%
FOCUSED ALPHA, LLC24,337$644,0770.2%
CAPTRUST FINANCIAL ADVISORS21,699$574,2640.0%
JANE STREET GROUP, LLC20,360$538,8270.0%
RAYMOND JAMES FINANCIAL INC19,219$508,6310.0%
MTM FINANCIAL GROUP, LLC18,390$486,6910.2%
KESTRA PRIVATE WEALTH SERVICES, LLC17,110$452,8200.0%
Cetera Investment Advisers16,858$446,1530.0%
Lido Advisors, LLC16,113$426,4330.0%
ROYAL BANK OF CANADA15,938$422,0000.0%
Segment Wealth Management, LLC13,805$365,3490.0%

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

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