7 institutions reported holding $13.8M of ISHARES TR (IBIH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Quantum Financial Advisors, LLC ($6.2M), Yoder Wealth Management, Inc. ($4.3M), CENTRAL TRUST Co ($2.0M), ARK & TLK INVESTMENTS, LLC ($503,653), JIM SAULNIER & ASSOCIATES, LLC ($405,988). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $6.2M | 234,139 | Added |
| 2 | Yoder Wealth Management, Inc. | $4.3M | 165,268 | Added |
| 3 | CENTRAL TRUST Co | $2.0M | 77,347 | Added |
| 4 | ARK & TLK INVESTMENTS, LLC | $503,653 | 19,158 | Hold |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | $405,988 | 15,443 | Added |
| 6 | 4Thought Financial Group Inc. | $364,336 | 13,858 | Added |
| 7 | Asset Dedication, LLC | $19,955 | 759 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30