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IBHL — ISHARES TR

Reported value held$1.84M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)3
Institutional value$1.33M · 52.34K sh
New / Add / Cut / Exit1 / 1 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +339.5% (+40.43K sh)
Institutional value change Up +342.4%

As of Q2 2026, 3 SEC-registered investment managers reported holding IBHL (ISHARES TR) in their latest 13F filings, with a combined reported value of $1.33M across 52.34K shares. That is +339.5% by share count (+40.43K shares) versus the previous quarter, while reported value moved +342.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 39.46K $1.00M 0.00% New
Morgan Stanley history 12.21K $310.34K 0.00% Add
Wells Fargo & Co history 664 $16.88K 0.00% Reduce

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 11.23K $283.56K 0.00% Add
Wells Fargo & Co history 677 $17.09K 0.00% New

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 20.00K $514.58K 0.00% Reduce
Morgan Stanley history 9.90K $254.69K 0.00% Add
Bank of America Corp history 6.60K $169.73K 0.00% New

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 235.00K $6.07M 0.00% Reduce
Morgan Stanley history 1.99K $51.28K 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 280.00K $7.18M 0.00% Reduce

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 300.00K $7.47M 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
Bank of America Corp 39.46K — 6.60K — — —
Morgan Stanley 12.21K 11.23K 9.90K 1.99K — —
Wells Fargo & Co 664 677 — — — —
BlackRock Inc — — 20.00K 235.00K 280.00K 300.00K

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