ISHG institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding118
Shares held8,652,018
Reported value$642.5m
Quarter flows24 new, 42 added, 24 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Rock Creek Group LLC1,114,285$82.7m8.3%
RiverFront Investment Group, LLC761,074$56.5m0.7%
ENVESTNET ASSET MANAGEMENT INC754,539$56.0m0.0%
NewEdge Wealth, LLC722,409$53.6m0.5%
Turim 21 Investimentos Ltda.476,912$35.4m5.8%
Alpine Bank Wealth Management436,406$32.4m4.2%
Inlight Wealth Management, LLC346,131$25.7m6.7%
ROYAL BANK OF CANADA344,621$25.6m0.0%
CIBC Bancorp USA Inc.295,388$22.0m0.0%
Summit Trail Advisors, LLC265,634$19.7m0.2%
RAYMOND JAMES FINANCIAL INC254,554$18.9m0.0%
MERCER GLOBAL ADVISORS INC /ADV235,520$17.5m0.0%
Cascade Financial Partners, LLC227,206$16.9m1.5%
Checchi Capital Advisers, LLC181,581$13.5m0.6%
LPL Financial LLC171,289$12.7m0.0%
MORGAN STANLEY155,722$11.6m0.0%
Plum Street Advisors, LLC104,941$7.8m2.5%
Beacon Pointe Advisors, LLC100,175$7.4m0.0%
UBS Group AG95,828$7.1m0.0%
Proficio Capital Partners LLC88,060$6.5m0.2%
Janney Montgomery Scott LLC80,595$6.0m0.0%
BANK OF AMERICA CORP /DE/76,850$5.7m0.0%
Cresset Asset Management, LLC66,345$4.9m0.0%
Octavia Wealth Advisors, LLC64,896$4.8m0.4%
MAYPORT, LLC59,894$4.4m0.7%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ISHG"). ISHG price history · All 13F data

Get a free API keySee history bundlesDownload free samples