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IBHGIBHG
7 quarters

Position history for Private Advisor Group, LLCPrivate Advisor Group, LLC's holdings in ISHARES TR

Yes. Private Advisor Group holds 99,809 shares of IBHG, worth $2.2M, as of its Q2 2026 13F filing. It increased the position by 65,320 shares (+189.4%) from Q1 2026. Private Advisor Group has held IBHG since Q4 2024, across 7 quarterly 13F filings.

Current Value

$2.2M

Current Shares

99,809

Total Value Change

+$2M

Total Shares Change

+89,226

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
99,809
+189.4%
$2.2M0.0%$21.87
42
2026-Q1
Increased
34,489
+7.2%
$763,2430.0%$21.60
27
2025-Q4
Increased
32,187
+48.6%
$718,4160.0%$21.58
34
2025-Q3
Increased
21,659
+13.0%
$487,1090.0%$21.31
27
2025-Q2
Increased
19,173
+38.8%
$432,1590.0%$21.02
32
2025-Q1
Increased
13,817
+30.6%
$308,4670.0%$20.48
30
2024-Q4
New
10,583
-
$235,3660.0%$20.19
32

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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