Who Owns ISHARES TR (IBHJ)? -- Institutional Holders (2026-06-30)
57 institutions reported holding $74.9M of ISHARES TR (IBHJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($31.5M), Marathon Mission, Inc. ($5.3M), Chicago Partners Investment Group LLC ($5.2M), BlackRock, Inc. ($4.3M), LPL Financial LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | $31.5M | 1.2M | Added |
| 2 | Marathon Mission, Inc. | $5.3M | 201,259 | Trimmed |
| 3 | Chicago Partners Investment Group LLC | $5.2M | 200,057 | Added |
| 4 | BlackRock, Inc. | $4.3M | 163,931 | Added |
| 5 | LPL Financial LLC | $3.5M | 131,069 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $2.6M | 98,247 | Added |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 91,670 | Added |
| 8 | Integrated Wealth Concepts LLC | $2.0M | 75,088 | Added |
| 9 | Straight Path Wealth Management | $2.0M | 74,169 | Added |
| 10 | MORGAN STANLEY | $1.9M | 73,573 | Added |
| 11 | First Western Trust Bank | $1.6M | 61,154 | Added |
| 12 | Ironwood Financial, llc | $1.3M | 49,044 | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $995,483 | 37,615 | Added |
| 14 | WRAPMANAGER INC | $735,092 | 27,776 | Trimmed |
| 15 | Bullock Wealth Management Group | $679,691 | 25,829 | New |
| 16 | FOCUSED ALPHA, LLC | $644,077 | 24,337 | Added |
| 17 | CAPTRUST FINANCIAL ADVISORS | $574,264 | 21,699 | Hold |
| 18 | JANE STREET GROUP, LLC | $538,827 | 20,360 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $508,631 | 19,219 | Added |
| 20 | MTM FINANCIAL GROUP, LLC | $486,691 | 18,390 | New |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $452,820 | 17,110 | Added |
| 22 | Cetera Investment Advisers | $446,153 | 16,858 | Trimmed |
| 23 | Lido Advisors, LLC | $426,433 | 16,113 | New |
| 24 | Royal Bank of Canada | $422,000 | 15,938 | Trimmed |
| 25 | Segment Wealth Management, LLC | $365,349 | 13,805 | Added |
Source: SEC Form 13F filings · as of 2026-06-30