IHI — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IHI)? 18 institutions reported holding $7.25M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Dale Q Rice Investment Management Ltd ($1.2M), Farther Finance Advisors, LLC ($1.0M), Montecito Bank & Trust ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dale Q Rice Investment Management Ltd | $1.2M | 22,679 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $1.0M | 20,409 | Trimmed |
| 3 | Montecito Bank & Trust | $1.0M | 20,314 | Trimmed |
| 4 | CYPRESS ASSET MANAGEMENT INC/TX | $820,548 | 16,042 | Trimmed |
| 5 | Wisconsin Wealth Advisors, LLC | $800,095 | 15,642 | Trimmed |
| 6 | Venture Visionary Partners LLC | $783,413 | 15,316 | Added |
| 7 | Nautilus Advisors LLC | $564,447 | 11,035 | Added |
| 8 | Wedmont Private Capital | $392,499 | 7,681 | Trimmed |
| 9 | CONGRESS ASSET MANAGEMENT CO | $263,557 | 263,557 | New |
| 10 | Acropolis Investment Management, LLC | $245,520 | 4,800 | Hold |
| 11 | Rosenberg Matthew Hamilton | $45,472 | 889 | Hold |
| 12 | CoreCap Advisors, LLC | $27,974 | 546 | Added |
| 13 | GAMMA Investing LLC | $26,393 | 516 | Hold |
| 14 | Pacifica Partners Inc. | $17,619 | 348 | Hold |
| 15 | AMERICAN NATIONAL BANK & TRUST | $10,485 | 205 | Hold |
| 16 | Central Pacific Bank - Trust Division | $6,138 | 120 | Hold |
| 17 | GK Wealth Management LLC | $3,427 | 67 | New |
| 18 | Go Invest LLC | $1,202 | 24 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30