22 institutions reported holding $76.9M of ISHARES (BRHY) in SEC 13F filings for 2026-03-31. Largest institutional holders: BlackRock, Inc. ($50.5M), Permanens Capital L.P. ($7.8M), Kestra Advisory Services, LLC ($7.6M), JANE STREET GROUP, LLC ($2.7M), Steward Partners Investment Advisory, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $50.5M | 1.0M | Hold |
| 2 | Permanens Capital L.P. | $7.8M | 154,756 | New |
| 3 | Kestra Advisory Services, LLC | $7.6M | 150,436 | Added |
| 4 | JANE STREET GROUP, LLC | $2.7M | 54,462 | Added |
| 5 | Steward Partners Investment Advisory, LLC | $1.9M | 37,641 | New |
| 6 | Redhawk Wealth Advisors, Inc. | $1.2M | 24,484 | Added |
| 7 | WEDBUSH SECURITIES INC | $1.2M | 23,683 | Added |
| 8 | Merit Financial Group, LLC | $946,750 | 18,759 | Hold |
| 9 | FLOW TRADERS U.S. LLC | $921,000 | 18,255 | New |
| 10 | CITADEL ADVISORS LLC | $720,648 | 14,279 | New |
| 11 | CATHY PARETO & ASSOCIATES, INC | $304,730 | 6,037 | Added |
| 12 | AMERIFLEX GROUP, INC. | $275,360 | 5,456 | Added |
| 13 | Sprinkle Financial Consultants LLC | $247,476 | 4,904 | Added |
| 14 | Advisory Services Network, LLC | $167,860 | 3,326 | New |
| 15 | JPMORGAN CHASE & CO | $148,812 | 2,974 | New |
| 16 | PlanVest Financial, Inc | $84,283 | 1,670 | New |
| 17 | Anchor Investment Management, LLC | $65,169 | 1,291 | Added |
| 18 | OSAIC HOLDINGS, INC. | $25,235 | 500 | Hold |
| 19 | MORGAN STANLEY | $10,094 | 200 | Hold |
| 20 | WELLS FARGO & COMPANY/MN | $21 | 0 | Exited |
| 21 | Sunbelt Securities, Inc. | $0 | 0 | Exited |
| 22 | KM Capital Management Ltd. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31