iSHARES TRUST - Common Stock (IBHK)

Historical Holders from Q2 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
IBHK
Shares outstanding
902,062
Price per share
$25.85
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
691,095
Holdings value
$18,041,217
% of all portfolios
0%
Share change
+389,090
Value change
+$10,157,065
Average buys %
+0%
Average sells %
-0%
Number of holders
22
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - Common Stock (IBHK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WRAPMANAGER INC 6.4% $1,052,198 41,360 WRAPMANAGER INC 31 Dec 2024
As of 30 Sep 2025, iSHARES TRUST - Common Stock (IBHK) has 22 institutional shareholders filing 13F forms. They hold 691,095 shares of 902,062 outstanding shares (77%) .

Top 22 institutional shareholders own 77% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
LBMC INVESTMENT ADVISORS, LLC 35% 316,062 +365% 0.53% $8,250,804
Keeler Thomas Management LLC 10% 93,645 +2.3% 1% $2,444,608
Straight Path Wealth Management 5.8% 52,427 +24% 0.4% $1,368,597
WRAPMANAGER INC 4.3% 38,823 -12% 0.31% $1,013,475
BANK OF AMERICA CORP /DE/ 4.1% 37,347 +348% 0% $974,944
Integrated Wealth Concepts LLC 3.6% 32,796 +3.3% 0.01% $856,139
JANE STREET GROUP, LLC 3.5% 31,721 0% $828,077
Freestone Capital Holdings, LLC 1.9% 17,489 0.01% $456,551
Helen Stephens Group, LLC 1.3% 11,394 0.07% $297,440
KESTRA PRIVATE WEALTH SERVICES, LLC 1.1% 9,764 0% $254,881
FLOW TRADERS U.S. LLC 0.96% 8,625 0.01% $225,000
RAYMOND JAMES FINANCIAL INC 0.94% 8,513 +72% 0% $222,232
CAPTRUST FINANCIAL ADVISORS 0.91% 8,175 -2.2% 0% $213,408
LPL Financial LLC 0.86% 7,745 0% $202,183
Reliant Wealth Planning 0.85% 7,704 0.07% $201,112
Orion Capital Management LLC 0.33% 3,000 0.03% $78,315
MORGAN STANLEY 0.33% 2,949 0% $76,984
BARRETT & COMPANY, INC. 0.2% 1,774 0% 0.02% $46,310
HARBOUR INVESTMENTS, INC. 0.06% 500 0% 0% $13,053
ROYAL BANK OF CANADA 0.05% 486 0% 0% $13,000
HAZLETT, BURT & WATSON, INC. 0.02% 152 0% $4,000
UBS Group AG 0% 4 0% $104

Institutional Holders of iSHARES TRUST - Common Stock (IBHK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 11,586 $299,498 +$4,963 $25.85 1
2025 Q3 691,095 $18,041,217 +$10,157,065 $26.10 22
2025 Q2 302,005 $7,837,059 -$4,056,194 $25.95 11
2025 Q1 462,672 $11,761,749 +$2,394,542 $25.42 12
2024 Q4 368,474 $9,326,380 +$15,773 $25.31 9
2024 Q3 367,540 $9,600,611 -$509,243 $26.12 5
2024 Q2 387,047 $9,773,111 +$9,773,111 $25.25 3