IBHGISHARES TR
CUSIP 46436E478 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBHG) has 127 institutional holders in Filings Flow’s 13F database, together reporting 12.06M shares worth $267M as of Q1 2026. The largest reported holders are Lbmc Investment Advisors, LLC, Lpl Financial LLC, and Threadgill Financial, LLC.
Institutional Holders
127
Q1 2026
Reported Value
$267M
Ticker
IBHG
Quarters Tracked
19
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 2.18% | $36M | 1.62M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 1.14M | Q1 2026 |
| THREADGILL FINANCIAL, LLC$243M AUM | 6.19% | $21M | 962.6K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.07% | $20M | 893.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18M | 799.7K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $9M | 400.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 397.4K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 1.36% | $9M | 388.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 334.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 325.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 263.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 248.9K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.17% | $5M | 222.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 217.2K | Q1 2026 |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 1.97% | $5M | 208.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $4M | 166.9K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.64% | $4M | 165.5K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $3M | 136.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 136.0K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 1.25% | $3M | 133.7K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.75% | $3M | 127.6K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 0.70% | $3M | 119.8K | Q1 2026 |
| EVEXIA WEALTH LLC$364M AUM | 0.71% | $3M | 116.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 104.3K | Q2 2025OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 1.39% | $2M | 104.3K | Q1 2026 |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 1.80% | $2M | 97.6K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 92.1K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.15% | $2M | 89.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 83.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 77.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $2M | 74.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 73.1K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 71.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 68.7K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 54.6K | Q2 2025OLDER |
| Centennial Advisors, LLC$79M AUM | 1.55% | $1M | 54.9K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.34% | $1M | 54.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 54.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 54.1K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.50% | $1M | 49.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 49.7K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $1M | 45.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $994,343 | 44.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $945,504 | 42.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $938,957 | 42.4K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.28% | $920,987 | 41.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $909,045 | 41.1K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.20% | $880,160 | 39.8K | Q1 2026 |
| COWA, LLC$371M AUM | 0.23% | $867,386 | 39.2K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $825,000 | 37.3K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.29% | $822,307 | 37.2K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.05% | $805,992 | 36.4K | Q1 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 0.34% | $805,875 | 36.1K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $789,065 | 35.0K | Q2 2025OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.18% | $788,514 | 35.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $763,243 | 34.5K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.03% | $755,499 | 34.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $722,899 | 32.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $703,669 | 31.8K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.16% | $691,740 | 31.3K | Q1 2026 |
| Timber Creek Capital Management LLC$412M AUM | 0.17% | $687,706 | 31.1K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.05% | $678,593 | 30.4K | Q4 2025OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.05% | $663,900 | 30.0K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.07% | $660,074 | 29.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $600,886 | 27.1K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.12% | $593,128 | 26.8K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.11% | $582,373 | 26.3K | Q1 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.08% | $581,330 | 26.3K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $572,143 | 25.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $563,131 | 25.2K | Q4 2025OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.13% | $560,839 | 25.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $555,308 | 25.1K | Q1 2026 |
| Kastel Capital Advisors, LLC$158M AUM | 0.34% | $552,679 | 24.8K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.21% | $538,224 | 24.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $528,265 | 23.9K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $526,884 | 23.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $522,954 | 23.6K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.07% | $522,192 | 23.2K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $521,273 | 23.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $517,118 | 23.2K | Q4 2025OLDER |
| HEADINVEST, LLC$488M AUM | 0.09% | $458,091 | 20.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $452,000 | 20.4K | Q1 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.41% | $435,123 | 19.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $418,434 | 18.9K | Q1 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 0.31% | $412,216 | 18.6K | Q1 2026 |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.04% | $399,627 | 17.7K | Q2 2025OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.12% | $383,301 | 17.2K | Q4 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.28% | $366,048 | 0 | Q4 2025OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.18% | $363,872 | 16.4K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $348,570 | 15.8K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $346,600 | 15.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $332,777 | 15.0K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.11% | $309,820 | 14.0K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $307,983 | 13.9K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $299,928 | 13.6K | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.04% | $296,675 | 13.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $296,055 | 13.4K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.14% | $293,842 | 13.3K | Q1 2026 |
| TFR Capital, LLC.$326M AUM | 0.09% | $289,151 | 13.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $275,342 | 12.4K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.02% | $274,000 | 12.4K | Q1 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.02% | $259,762 | 11.7K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 0.07% | $244,537 | 11.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $243,588 | 11.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $239,048 | 10.9K | Q1 2026 |
| Cyr Financial Inc.$170M AUM | 0.16% | $232,407 | 10.3K | Q3 2025OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.01% | $229,236 | 10.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $229,023 | 10.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $229,023 | 10.3K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.05% | $228,731 | 10.2K | Q4 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $217,650 | 9.8K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $214,964 | 9.5K | Q2 2025OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.19% | $207,669 | 9.4K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.03% | $206,696 | 9.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $204,703 | 9.3K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $203,416 | 9.2K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.08% | $202,895 | 9.2K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $202,460 | 9.1K | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.08% | $161,970 | 7.3K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.03% | $149,156 | 6.7K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $148,169 | 6.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $135,192 | 6.1K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $134,042 | 6.1K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $122,224 | 5.5K | Q1 2026 |
| 10Elms LLP$159M AUM | 0.07% | $116,337 | 5.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $110,722 | 5.0K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $66,296 | 3.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $64,327 | 2.9K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $60,857 | 2.8K | Q1 2026 |
| CNB Bank$238M AUM | 0.02% | $50,302 | 2.3K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.03% | $46,860 | 2.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $40,719 | 1.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $40,437 | 1.8K | Q2 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $37,789 | 1.7K | Q1 2026 |
| Avion Wealth$484M AUM | 0.01% | $36,000 | 1.6K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.01% | $34,965 | 1.6K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 0.01% | $34,212 | 1.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $22,786 | 1.0K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $21,000 | 929 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $20,286 | 902 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $19,651 | 888 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $19,451 | 879 | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.01% | $18,000 | 801 | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $17,704 | 800 | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $9,911 | 444 | Q4 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $8,808 | 398 | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $4,980 | 225 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $4,398 | 196 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,571 | 71 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $789 | 35 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.