14 institutions reported holding $6.8M of ISHARES TR (IBHL) in SEC 13F filings for 2026-03-31. Largest institutional holders: LBMC INVESTMENT ADVISORS, LLC ($3.6M), Straight Path Wealth Management ($1.2M), MCF Advisors LLC ($528,584), JANE STREET GROUP, LLC ($499,546), First Western Trust Bank ($488,310). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | $3.6M | 141,351 | Added |
| 2 | Straight Path Wealth Management | $1.2M | 47,939 | Added |
| 3 | MCF Advisors LLC | $528,584 | 20,934 | New |
| 4 | JANE STREET GROUP, LLC | $499,546 | 19,784 | Added |
| 5 | First Western Trust Bank | $488,310 | 19,339 | New |
| 6 | MORGAN STANLEY | $283,558 | 11,230 | Added |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98,475 | 3,900 | Hold |
| 8 | CNB Bank | $61,660 | 2,442 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $17,094 | 677 | New |
| 10 | Bogart Wealth, LLC | $14,670 | 581 | Hold |
| 11 | AE Wealth Management LLC | $10,883 | 431 | New |
| 12 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 13 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 14 | BlackRock, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31