14 institutions reported holding $10.6M of ISHARES TR (IBHL) in SEC 13F filings for 2026-06-30. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($4.2M), First Western Trust Bank ($1.7M), Straight Path Wealth Management ($1.2M), BANK OF AMERICA CORP /DE/ ($1.0M), Integrated Wealth Concepts LLC ($901,979). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | $4.2M | 164,572 | Added |
| 2 | First Western Trust Bank | $1.7M | 66,035 | Added |
| 3 | Straight Path Wealth Management | $1.2M | 49,163 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $1.0M | 39,462 | New |
| 5 | Integrated Wealth Concepts LLC | $901,979 | 35,490 | New |
| 6 | MCF Advisors LLC | $532,038 | 20,934 | Hold |
| 7 | Bullock Wealth Management Group | $487,304 | 19,265 | New |
| 8 | MORGAN STANLEY | $310,343 | 12,211 | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $99,118 | 3,900 | Hold |
| 10 | CNB Bank | $65,139 | 2,563 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $16,876 | 664 | Trimmed |
| 12 | Bogart Wealth, LLC | $14,766 | 581 | Hold |
| 13 | AE Wealth Management LLC | $10,954 | 431 | Hold |
| 14 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30