Who Owns ISHARES TR (IBHK)?Hedge Fund & Institutional Holders

$25.39-0.04 (-0.15%)BATS

Institutional Holders

31

as of Q4 2025

Total Institutional Value

$1.0938251915971e+52T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$24.28$24.76$25.23$25.71$26.19Sep 24Jun 25Mar 26

IBHK — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Keeler Thomas Management LLCNew Position+97K+$2.5M
Straight Path Wealth ManagementNew Position+62K+$1.6M
Ellis Investment Partners, LLCNew Position+9K+$221K
Orion Capital Management LLCNew Position+3K+$77K
BARRETT & COMPANY, INC.New Position+2K+$63K
Bogart Wealth, LLCNew Position+578+$14K
Sound Income Strategies, LLCNew Position+270+$7K
HAZLETT, BURT & WATSON, INC.New Position+155+$4K
OSAIC HOLDINGS, INC.New Position+2K+$0
CNB BankNew Position+3K+$0
FOCUSED ALPHA, LLCNew Position+13K+$0
ROYAL BANK OF CANADAIncreased+5K+$-13.0M
MORGAN STANLEYIncreased+8K+$-77.0M
Reliant Wealth PlanningIncreased+2K+$-200.9M
LPL Financial LLCIncreased+2K+$-202.2M

IBHK — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WRAPMANAGER INCDecreased-7K-$1.0B
HARBOUR INVESTMENTS, INC.Decreased-438-$13.1M
FLOW TRADERS U.S. LLCClosed Position-9K-$225K
UBS Group AGClosed Position-4-$104K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LBMC INVESTMENT ADVISORS, LLC423,136$10.9M0.67%Share
2Keeler Thomas Management LLC97,455$2.5M1.20%Share
3Straight Path Wealth Management61,809$1.6M0.43%Share
4Integrated Wealth Concepts LLC46,242$1.0M0.01%Share
5JANE STREET GROUP, LLC68,309$1.0M0.00%Share
6WRAPMANAGER INC31,981$826K0.28%Share
7Freestone Capital Holdings, LLC18,741$484K0.01%Share
8KESTRA PRIVATE WEALTH SERVICES, LLC12,006$310K0.00%Share
9Aspen Wealth Management LLC11,586$299K0.06%Share
10Reliant Wealth Planning10,067$260K0.08%Share
11Ellis Investment Partners, LLC8,587$221K0.04%Share
12Orion Capital Management LLC3,000$77K0.03%Share
13BARRETT & COMPANY, INC.2,474$63K0.02%Share
14Bogart Wealth, LLC578$14K0.00%Share
15Sound Income Strategies, LLC270$7K0.00%Share
16HAZLETT, BURT & WATSON, INC.155$4K0.00%Share
17HARBOUR INVESTMENTS, INC.62$1K0.00%Share
18ROYAL BANK OF CANADA181$00.00%Share
19CAPTRUST FINANCIAL ADVISORS11,925$00.00%Share
20BANK OF AMERICA CORP /DE/36,310$00.00%Share
21BANK OF AMERICA CORP /DE/2,049$00.00%Share
22FOCUSED ALPHA, LLC13,487$00.00%Share
23LPL Financial LLC9,570$00.00%Share
24MORGAN STANLEY10,829$00.00%Share
25OSAIC HOLDINGS, INC.1,592$00.00%Share
26RAYMOND JAMES FINANCIAL INC1,497$00.00%Share
27RAYMOND JAMES FINANCIAL INC7,481$00.00%Share
28ROYAL BANK OF CANADA5,141$00.00%Share
29CNB Bank2,903$00.00%Share
30ROYAL BANK OF CANADA166$00.00%Share
31CNB Bank352$00.00%Share

IBHK Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202526$19.6M+9
Q3 202517$13.9B+5
Q2 202512$7.8B+0
Q1 202512$11.6B+2
Q4 202410$8.7B+5
Q3 20245$8.9T+2
Q2 20243$1.3T—

As of Q4 2025, 31 institutional investors hold IBHK (ISHARES TR). The largest holder is LBMC INVESTMENT ADVISORS, LLC with $10.9M in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IBHK?

As of Q4 2025, 31 institutional investors report holding IBHK (ISHARES TR) in their 13F filings.

Who is the largest institutional holder of IBHK?

The largest institutional holder of IBHK is LBMC INVESTMENT ADVISORS, LLC with $10.9M in shares.

Is institutional ownership of IBHK increasing or decreasing?

This quarter, 11 institutions opened new positions in IBHK and 2 closed their positions.