Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

IBHIIBHI
14 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

Yes. Newedge Group holds 907,747 shares of IBHI, worth $21.2M, as of its Q2 2026 13F filing. It increased the position by 52,477 shares (+6.1%) from Q1 2026. Newedge Group has held IBHI since Q1 2024, across 10 quarterly 13F filings. IBHI is 0.1% of Newedge Group's reported 13F portfolio.

Current Value

$21.2M

Current Shares

907,747

Total Value Change

+$21.2M

Total Shares Change

+890,696

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
907,747
+6.1%
$21.2M0.1%$22.88
30
2026-Q1
Decreased
855,270
-3.2%
$19.9M0.1%$22.41
0
2025-Q4
Increased
883,775
+18.1%
$20.9M0.1%$22.49
33
2025-Q3
Increased
748,453
+207x
$17.9M0.1%$22.21
46
2025-Q2
Unchanged
3,595
0.0%
$85,1740.0%$21.69
0
2025-Q1
Unchanged
3,595
0.0%
$83,4770.0%$20.88
0
2024-Q4
Increased
3,595
+35.6%
$84,3000.0%$20.85
28
2024-Q3
Increased
2,652
+176x
$63,4270.0%$20.79
34
2024-Q2
Unchanged
15
0.0%
$3530.0%$19.78
0
2024-Q1
New
15
-
$3510.0%$19.64
17
2023-Q3
Exited
0
-100.0%
$00.0%$17.74
0
2023-Q2
Decreased
16,314
-2.2%
$363,5490.0%$17.84
0
2023-Q1
Decreased
16,681
-2.2%
$374,8240.0%$17.65
0
2022-Q4
New
17,051
-
$3700.0%$16.85
17

Other major holders of IBHI: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MORGAN STANLEY

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