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Disclosery

ISHG ISHARES TR

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3YRTB ETF (fund)

117 managers (118 13F filers) reported a position in ISHG shares at 2026-06-30, 8,644,653 shares in all. 22 filers opened a position and 7 filers sold out during the quarter.

Managers
117
13F filers
118
New
22
Added
41
Reduced
25
Sold out
7
Shares held by filers
8,644,653

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rock Creek Group LLCin group Rock Creek Group LLC1,114,285$82.7M8.33%+7,24713F-HRTimelineGroup
RiverFront Investment Group, LLC761,074$56.5M0.75%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC754,539$56M0.01%new13F-HRTimelineGroup
NewEdge Wealth, LLC722,409$53.6M0.54%-228,56613F-HRTimeline
Turim 21 Investimentos Ltda.476,912$35.4M5.77%+15,93713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management436,406$32.4M4.16%new13F-HRTimelineGroup
Inlight Wealth Management, LLC346,131$25.7M8.17%+13,30413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA344,621$25.6M<0.01%-16,00613F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.295,388$22M0.03%+50,68813F-HRTimelineGroup
Summit Trail Advisors, LLC265,634$19.7M0.25%-733,74813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC254,554$18.9M0.01%+246,69613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV235,520$17.5M0.02%+117,47513F-HR/ATimeline
Cascade Financial Partners, LLC227,206$16.9M1.46%+26,67913F-HRTimeline
Checchi Capital Advisers, LLC181,581$13.5M0.86%-55613F-HRTimeline
LPL Financial LLC171,289$12.7M<0.01%+156,17513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY155,722$11.6M<0.01%-119,16513F-HRTimelineGroup
Plum Street Advisors, LLC104,941$7.79M2.49%+5,01913F-HRTimeline
Beacon Pointe Advisors, LLC100,175$7.44M0.03%-13,04513F-HRTimeline
UBS Group AGin group UBS Group AG95,828$7.11M<0.01%-182,03013F-HRTimelineGroup
Proficio Capital Partners LLC88,060$6.54M0.23%+15,37513F-HRTimeline
Janney Montgomery Scott LLC80,595$5.98M0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,850$5.71M<0.01%+5,38913F-HRTimelineGroup
Cresset Asset Management, LLC66,345$4.93M0.02%013F-HRTimeline
Octavia Wealth Advisors, LLC64,896$4.82M0.42%+2,34613F-HRTimeline
MAYPORT, LLC59,894$4.45M0.69%013F-HRTimeline
Outlook Wealth Advisors, LLC56,096$4.16M0.9%+88213F-HRTimeline
Bulltick Wealth Management, LLC51,501$3.82M0.78%-5913F-HRTimeline
New Capital Management LP50,810$3.77M0.86%+56513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…50,660$3.76M0.2%+6,84013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,868$3.7M<0.01%new13F-HRTimelineGroup
Gotham Asset Management, LLC49,764$3.69M0.01%new13F-HRTimeline
Advisory Services Network, LLC43,389$3.22M0.04%+5,62213F-HRTimeline
Fonville Wealth Management LLC40,955$3.04M0.5%-4,65813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding40,620$3.02M+22,757Timeline
ALTERNA WEALTH MANAGEMENT, INC34,672$2.57M1.48%new13F-HRTimeline
Wealthspire Advisors, LLC34,621$2.57M0.01%-1,85513F-HRTimeline
AE Wealth Management LLC33,347$2.48M0.01%+4,49513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,618$2.42M<0.01%+51113F-HRTimeline
LEUTHOLD GROUP, LLC31,002$2.3M0.23%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,590$2.12M<0.01%-31,68313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,421$2.11M<0.01%+23,12313F-HRTimelineGroup
MIDDLETON & CO INC/MA26,808$1.99M0.21%+5,71513F-HRTimeline
HighTower Advisors, LLC25,391$1.89M<0.01%+1,60013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…21,420$1.59M0.03%-10013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC18,774$1.39M0.02%013F-HRTimeline
Financial Harvest, LLC16,759$1.24M0.51%+1,41913F-HRTimeline
McCartney Wealth Management LLC16,696$1.24M0.94%+22613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,476$1.22M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,885$1.18M<0.01%+22813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,026$1.04M<0.01%+5,61413F-HRTimelineGroup
BIP Wealth, LLC13,660$1.01M0.03%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,300$987K0.02%013F-HRTimelineGroup
VERITY Wealth Advisors13,109$973K0.59%+2,91813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,366$915K<0.01%+5,53813F-HRTimelineGroup
Vise Technologies, Inc.12,210$907K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning11,821$878K<0.01%+3,74613F-HRTimelineGroup
WEST PACES ADVISORS INC.11,554$858K0.14%-54113F-HRTimeline
Composition Wealth, LLC10,567$785K0.01%+1,11813F-HRTimeline
Crossmark Global Holdings, Inc.10,390$771K0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC10,104$750K0.63%-9613F-HRTimeline
HRT FINANCIAL LP9,950$738K<0.01%-35513F-HRTimeline
EVERETT HARRIS & CO /CA/9,920$737K0.01%013F-HRTimeline
Evanson Financial, LLC9,537$708K0.03%13F-HRTimeline
McLean Asset Management Corp8,636$648K0.09%-113F-HRTimeline
Brand Asset Management Group, Inc.8,575$637K0.14%-20213F-HRTimeline
DF DENT & CO INC8,400$624K0.01%013F-HRTimeline
Cetera Investment Advisers8,247$612K<0.01%+2,58913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,148$605K<0.01%-24,89213F-HRTimelineGroup
Old Peak Finance LLC7,826$581K0.28%+11213F-HRTimeline
SwitchPoint Financial Planning, LLC7,791$578K0.33%013F-HRTimeline
Cambridge Investment Research Advisors,…7,365$547K<0.01%-4,07513F-HR/ATimeline
MONOGRAPH WEALTH ADVISORS, LLC6,550$486K0.04%013F-HRTimeline
&PARTNERS6,285$466K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,203$461K<0.01%-8,02313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,551$412K<0.01%013F-HRTimeline
Beacon Financial Strategies CORP4,820$358K0.18%013F-HRTimeline
MEMBERS WEALTH LLC4,799$356K0.2%+1,64913F-HRTimeline
RWA WEALTH PARTNERS, LLC4,469$332K<0.01%new13F-HRTimeline
Permanent Capital Management, LP4,379$325K0.04%-1,37013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,349$323K<0.01%+3,60713F-HRTimelineGroup
Savant Capital, LLC4,252$316K<0.01%013F-HRTimeline
Resurgent Financial Advisors LLC4,191$311K0.09%013F-HRTimeline
Mutual Advisors, LLC4,081$303K0.01%+88013F-HRTimeline
Destination Wealth Management3,844$285K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,769$280K0.02%-3,28213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,724$276K<0.01%+34413F-HRTimelineGroup
HTG Investment Advisors, Inc.3,656$271K0.07%+33213F-HRTimeline
Pathway Financial Advisors LLC3,601$268K0.03%013F-HRTimeline
MAI Capital Management3,364$250K<0.01%+1,40013F-HRTimeline
Greenspring Advisors, LLC3,339$248K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,316$246K<0.01%-5813F-HRTimelineGroup
WEDBUSH SECURITIES INC3,205$238K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.3,201$238K0.01%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC3,150$234K0.11%+30013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,010$223K<0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,976$221K<0.01%013F-HRTimelineGroup
BancFirst Trust & Investment Management2,801$208K0.09%013F-HRTimeline
Sowell Financial Services LLC2,759$205K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,382$103K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,331$98.8K<0.01%+1,20113F-HRTimeline
Addison Advisors LLC1,175$87.2K0.04%+1013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,116$82.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP990$73.5K<0.01%-65413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…915$67.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…780$57.9K<0.01%-16113F-HRTimelineGroup
TFC Financial Management, Inc.727$54K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC650$48.3K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.500$37.1K0.03%013F-HRTimeline
KERR FINANCIAL PLANNING Corp450$33.4K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/425$31.6K<0.01%013F-HRTimelineGroup
Quent Capital, LLC299$22.2K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC260$19.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA220$16.3K<0.01%new13F-HRTimeline
Highland Investment Advisors LLC106$7.87K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC96$7.13K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management73$5.42K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14$1.04K<0.01%new13F-HRTimelineGroup