Who Owns ISHARES TR (IBHK)? -- Institutional Holders (2026-06-30)
37 institutions reported holding $35.9M of ISHARES TR (IBHK) in SEC 13F filings for 2026-06-30. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($17.2M), BlackRock, Inc. ($4.3M), Integrated Wealth Concepts LLC ($2.1M), LPL Financial LLC ($1.9M), First Western Trust Bank ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | $17.2M | 665,633 | Added |
| 2 | BlackRock, Inc. | $4.3M | 168,374 | New |
| 3 | Integrated Wealth Concepts LLC | $2.1M | 80,270 | Added |
| 4 | LPL Financial LLC | $1.9M | 75,368 | Added |
| 5 | First Western Trust Bank | $1.7M | 65,429 | Added |
| 6 | Straight Path Wealth Management | $1.7M | 65,230 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $1.1M | 40,799 | Added |
| 8 | WRAPMANAGER INC | $734,703 | 28,510 | Trimmed |
| 9 | Bullock Wealth Management Group | $685,391 | 26,773 | New |
| 10 | MORGAN STANLEY | $547,870 | 21,260 | Trimmed |
| 11 | FOCUSED ALPHA, LLC | $458,203 | 17,780 | Added |
| 12 | Lido Advisors, LLC | $432,440 | 16,780 | New |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $432,359 | 16,778 | Added |
| 14 | Keeler Thomas Management LLC | $343,654 | 13,335 | Trimmed |
| 15 | CAPTRUST FINANCIAL ADVISORS | $310,013 | 12,030 | Hold |
| 16 | RAYMOND JAMES FINANCIAL INC | $304,344 | 11,810 | Added |
| 17 | Helen Stephens Group, LLC | $298,571 | 11,586 | Hold |
| 18 | Segment Wealth Management, LLC | $266,462 | 10,340 | Added |
| 19 | Ellis Investment Partners, LLC | $263,230 | 10,214 | Added |
| 20 | Reliant Wealth Planning | $259,426 | 10,067 | Hold |
| 21 | Royal Bank of Canada | $136,000 | 5,307 | Hold |
| 22 | OSAIC HOLDINGS, INC. | $94,677 | 3,674 | Added |
| 23 | CNB Bank | $87,618 | 3,400 | Added |
| 24 | Orion Capital Management LLC | $77,310 | 3,000 | Hold |
| 25 | WELLS FARGO & COMPANY/MN | $67,981 | 2,638 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30