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IJH — Ishares Tr Institutional Holders · Q3 2026

Who owns Ishares Tr (IJH)? 174 institutions reported holding $1.75B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($217.9M), Hamilton Capital, LLC ($134.4M), Acropolis Investment Management, LLC ($123.4M).

RankInstitutionValueSharesChange
1Valeo Financial Advisors, LLC$217.9M3.2MTrimmed
2Hamilton Capital, LLC$134.4M1.9MAdded
3Acropolis Investment Management, LLC$123.4M1.7MTrimmed
4Avidian Wealth Enterprises, LLC$109.9M1.5MAdded
5Bangor Savings Bank$62.4M866,844Trimmed
6RTD Financial Advisors, Inc.$46.2M642,209Added
7MassMutual Private Wealth & Trust, FSB$45.4M630,548Trimmed
8YHB Investment Advisors, Inc.$44.5M618,796Added
9Farther Finance Advisors, LLC$43.1M599,209Added
10Grove Bank & Trust$42.9M596,153Trimmed
11Leverty Financial Group, LLC$42.3M587,929Added
12TITLEIST ASSET MANAGEMENT, LLC$40.3M559,621Added
13Graves Light Lenhart Wealth, Inc.$40.1M556,969Added
14Coastline Trust Co$34.6M480,770Trimmed
15Apella Capital, LLC$30.5M418,807Trimmed
16FINANCIAL MANAGEMENT NETWORK INC$28.9M393,203Added
17Iowa State Bank$28.2M392,508Added
18PROFESSIONAL ADVISORY SERVICES INC$28.0M389,558Added
19Whitcomb & Hess, Inc.$24.7M342,645Added
20ANB BANK$21.5M298,315Trimmed
21jvl associates llc$20.8M289,574Trimmed
22Platt Investment Counsel, LLC$20.4M283,339Trimmed
23ROCKLAND TRUST CO$20.3M281,525Trimmed
24BURKETT FINANCIAL SERVICES, LLC$19.2M266,233Added
25MKD WEALTH COACHES, LLC$19.0M264,748Added

Source: SEC Form 13F filings · as of 2026-09-30