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ISHG ISHARES TR

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3YRTB ETF (fund)

27 managers (27 13F filers) reported a position in ISHG shares at 2025-03-31, 573,456 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
27
13F filers
27
New
7
Added
9
Reduced
6
Sold out
9
Shares held by filers
573,456

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC202,515$14.3M1.01%-5,49713F-HRTimeline
Plum Street Advisors, LLC76,012$5.35M2.58%+3,07813F-HRTimeline
Bulltick Wealth Management, LLC46,986$3.31M0.88%+2,23613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,176$2.48M<0.01%-5,94113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,388$1.86M<0.01%+26,25713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,240$1.64M<0.01%-4813F-HRTimelineGroup
DF DENT & CO INC20,400$1.44M0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,755$1.39M<0.01%+1,05013F-HRTimelineGroup
Family Firm, Inc.17,140$1.21M0.27%-29713F-HRTimeline
LPL Financial LLC16,502$1.16M<0.01%+3,19113F-HRTimeline
McLean Asset Management Corp15,977$1.14M0.38%-1,46313F-HRTimeline
AE Wealth Management LLC13,782$970K0.01%+1,10013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,583$745K<0.01%+38713F-HR/ATimelineGroup
Crossmark Global Holdings, Inc.10,390$730K0.01%+2,25013F-HRTimeline
Jackson Creek Investment Advisors LLC10,096$711K0.23%+32813F-HRTimeline
Parallel Advisors, LLC6,390$450K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,103$430K<0.01%new13F-HR/ATimelineGroup
Beacon Financial Strategies CORP4,820$339K0.23%new13F-HRTimeline
Mutual Advisors, LLC3,665$271K0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,872$202K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,355$166K<0.01%-3613F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,100$77.4K0.05%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,028$72.5K<0.01%new13F-HR/ATimelineGroup
Golden State Wealth Management, LLC96$6.76K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC50$3.54K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35$2.46K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.