Who Owns ISHARES TR (IBHJ)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $19.8M of ISHARES TR (IBHJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Marathon Mission, Inc. ($5.3M), Chicago Partners Investment Group LLC ($5.2M), Straight Path Wealth Management ($2.0M), First Western Trust Bank ($1.6M), Ironwood Financial, llc ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Marathon Mission, Inc. | $5.3M | 201,259 | Trimmed |
| 2 | Chicago Partners Investment Group LLC | $5.2M | 200,057 | Added |
| 3 | Straight Path Wealth Management | $2.0M | 74,169 | Added |
| 4 | First Western Trust Bank | $1.6M | 61,154 | Added |
| 5 | Ironwood Financial, llc | $1.3M | 49,044 | New |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $995,483 | 37,615 | Added |
| 7 | MTM FINANCIAL GROUP, LLC | $486,691 | 18,390 | New |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $452,820 | 17,110 | Added |
| 9 | Segment Wealth Management, LLC | $365,349 | 13,805 | Added |
| 10 | Helen Stephens Group, LLC | $298,843 | 11,292 | Hold |
| 11 | Belpointe Asset Management LLC | $298,340 | 11,273 | New |
| 12 | IFP Advisors, Inc | $284,499 | 10,750 | Trimmed |
| 13 | Freestone Capital Holdings, LLC | $264,782 | 10,005 | Trimmed |
| 14 | 1900 WEALTH MANAGEMENT LLC | $230,087 | 8,694 | New |
| 15 | Quad-Cities Investment Group, LLC | $229,504 | 8,672 | New |
| 16 | Guidance Point Advisors, LLC | $214,152 | 8,091 | New |
| 17 | BARRETT & COMPANY, INC. | $72,514 | 2,740 | Hold |
| 18 | AE Wealth Management LLC | $43,872 | 1,658 | Added |
| 19 | High Note Wealth, LLC | $24,798 | 937 | Trimmed |
| 20 | Blue Trust, Inc. | $19,986 | 755 | Added |
| 21 | Bogart Wealth, LLC | $14,900 | 563 | Hold |
| 22 | HM PAYSON & CO | $9,978 | 377 | Hold |
| 23 | GAMMA Investing LLC | $662 | 25 | Hold |
| 24 | Golden State Equity Partners | $0 | 0 | Exited |
| 25 | THREADGILL FINANCIAL, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30