DOSSIER · 13F Holders · Q2 2025
IBHE

ISHARES TR

7 institutions still hold ISHARES TR as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435U168·7 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$14M
visible holders
Holders
7
filers reporting
Concentration
34.36%
AVANTAX ADVISORY SERVICES, INC. #1
top holder share
AI Holders Summary · Q2 2025

7 institutions reported IBHE in Q2 2025. AVANTAX ADVISORY SERVICES, INC. leads at 34.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$5M209K0.03%Q2 2025
02
Atria Wealth Solutions, Inc.
CIK 0001927543
$3M148K0.08%Q2 2025
03
Tyler-Stone Wealth Management
CIK 0001912584
$3M121K0.45%Q2 2025
04
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M59K0.01%Q1 2025
05
SUMMIT INVESTMENT ADVISORS, INC.
CIK 0002055275
$1M54K1.07%Q2 2025
06
Siligmueller & Norvid Wealth Advisors LLC
CIK 0002052591
$386K17K0.17%Q3 2025
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025