Skip to content

ISHG ISHARES TR

Follow

3YRTB ETF (fund)

30 managers (30 13F filers) reported a position in ISHG shares at 2024-12-31, 542,736 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
30
13F filers
30
New
6
Added
11
Reduced
5
Sold out
3
Shares held by filers
542,736

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Checchi Capital Advisers, LLC208,012$14M1.05%-12,37413F-HRTimeline
Plum Street Advisors, LLC72,934$4.91M2.43%+3,64613F-HRTimeline
Bulltick Wealth Management, LLC44,750$3.01M0.71%+82113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,117$2.77M<0.01%-10,50213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,288$1.57M<0.01%-6,61613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,705$1.26M<0.01%+22213F-HRTimelineGroup
McLean Asset Management Corp17,440$1.17M0.35%-65213F-HRTimeline
Family Firm, Inc.17,437$1.17M0.26%+27213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,546$1.05M<0.01%new13F-HRTimelineGroup
LPL Financial LLC13,311$897K<0.01%+4,20413F-HRTimeline
Financial Harvest, LLC12,966$874K0.74%13F-HRTimeline
AE Wealth Management LLC12,682$854K0.01%+21613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,196$687K<0.01%+54413F-HRTimelineGroup
Jackson Creek Investment Advisors LLC9,768$658K0.2%+26613F-HRTimeline
Crossmark Global Holdings, Inc.8,140$548K0.01%013F-HRTimeline
Merriman Wealth Management, LLC6,517$439K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,005$337K<0.01%+613F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,391$161K<0.01%-16613F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,100$74.1K0.05%new13F-HRTimeline
Creative Planningin group Creative Planning947$63.8K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN131$8.8K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC96$6.47K<0.01%13F-HRTimeline
ORG Partners LLC91$6.24K<0.01%+113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.51$3.45K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC50$3.39K<0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35$2.36K<0.01%new13F-HR/ATimelineGroup
Plante Moran Financial Advisors, LLC15$1.01K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC10$674<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5$370<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.