IBHL ISHARES TR: institutional ownership and insider trading

15 funds reported holding $11.4M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $3.39M, with 2 new positions and 1 funds selling out.

Largest institutional holders of IBHL

  1. LBMC INVESTMENT ADVISORS, LLC — $4.18M
  2. First Western Trust Bank — $1.68M
  3. Straight Path Wealth Management — $1.56M
  4. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $1.00M
  5. Integrated Wealth Concepts LLC — $902K
  6. MCF Advisors LLC — $532K
  7. Bullock Wealth Management Group — $502K
  8. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $310K
  9. MLP3, LLC — $249K
  10. FOCUSED ALPHA, LLC — $232K

All IBHL 13F holders