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Disclosery

ISHG ISHARES TR

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3YRTB ETF (fund)

103 managers (103 13F filers) reported a position in ISHG shares at 2026-03-31, 7,139,100 shares in all. 23 filers opened a position and 6 filers sold out during the quarter.

Managers
103
13F filers
103
New
23
Added
44
Reduced
15
Sold out
6
Shares held by filers
7,139,100

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Rock Creek Group LLCin group Rock Creek Group LLC1,107,038$82.1M8.31%+17,06313F-HRTimelineGroup
Summit Trail Advisors, LLC999,382$74.1M1.06%-69,14213F-HRTimeline
NewEdge Wealth, LLC950,975$70.5M0.84%-60,27813F-HRTimeline
Turim 21 Investimentos Ltda.460,975$34.2M8.58%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA360,627$26.8M0.01%-8,58013F-HRTimelineGroup
Inlight Wealth Management, LLC332,827$24.7M9.14%+16,57613F-HRTimeline
UBS Group AGin group UBS Group AG277,858$20.6M<0.01%+182,58813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY274,887$20.4M<0.01%-16,66013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.244,700$18M0.02%13F-HRTimelineGroup
Cascade Financial Partners, LLC200,527$14.9M1.53%+62,15013F-HRTimeline
Checchi Capital Advisers, LLC182,137$13.5M0.93%-6,26213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV118,045$8.76M0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC113,220$8.4M0.04%+29,05813F-HRTimeline
Plum Street Advisors, LLC99,922$7.41M2.57%+8,43413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC98,579$7.31M0.01%+78,15613F-HRTimelineGroup
Proficio Capital Partners LLC72,685$5.44M0.29%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/71,461$5.3M<0.01%+1,23613F-HRTimelineGroup
Cresset Asset Management, LLC66,345$4.92M0.02%+13,25013F-HRTimeline
Octavia Wealth Advisors, LLC62,550$4.64M0.44%-3,43313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,273$4.47M0.01%+41,05313F-HRTimelineGroup
MAYPORT, LLC59,894$4.44M0.83%013F-HRTimeline
Outlook Wealth Advisors, LLC55,214$4.1M0.99%new13F-HRTimeline
Bulltick Wealth Management, LLC51,560$3.82M0.84%+6,44913F-HRTimeline
New Capital Management LP50,245$3.73M0.92%+16,72313F-HRTimeline
Fonville Wealth Management LLC45,613$3.38M0.64%+9,77113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…43,820$3.25M0.18%+24,16013F-HRTimeline
Advisory Services Network, LLC37,767$2.8M0.04%+4,65813F-HRTimeline
Wealthspire Advisors, LLC36,476$2.71M0.02%+3,95013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC33,040$2.45M<0.01%+2,52513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC32,107$2.38M<0.01%new13F-HRTimeline
AE Wealth Management LLC28,852$2.14M0.01%+3,42813F-HRTimeline
HighTower Advisors, LLC23,791$1.76M<0.01%+88013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…21,520$1.6M0.04%-25013F-HRTimelineGroup
MIDDLETON & CO INC/MA21,093$1.56M0.18%+3,25013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,774$1.39M0.03%+15,47613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,863$1.33M-12,999Timeline
McCartney Wealth Management LLC16,470$1.22M1.03%+45013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,823$1.17M<0.01%+12,62813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,657$1.16M<0.01%+89913F-HRTimelineGroup
Financial Harvest, LLC15,340$1.14M0.67%+35413F-HRTimeline
LPL Financial LLC15,114$1.12M<0.01%+5,22213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,226$1.06M<0.01%-12,77613F-HRTimelineGroup
Red Tortoise LLC13,660$1.01M0.43%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,300$987K0.02%+6,70013F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC12,638$938K0.4%+2,09313F-HRTimeline
WEST PACES ADVISORS INC.12,095$897K0.17%-1,29513F-HRTimeline
Cambridge Investment Research Advisors,…11,440$849K<0.01%+1,35713F-HRTimeline
Crossmark Global Holdings, Inc.10,390$771K0.01%013F-HRTimeline
HRT FINANCIAL LP10,305$764K<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC10,200$757K0.71%13F-HRTimeline
VERITY Wealth Advisors10,191$756K0.5%+4,79313F-HRTimeline
EVERETT HARRIS & CO /CA/9,920$736K0.01%new13F-HRTimeline
Evanson Asset Management, LLC9,537$708K0.04%new13F-HRTimeline
Composition Wealth, LLC9,449$701K0.01%new13F-HRTimeline
Brand Asset Management Group, Inc.8,777$651K0.17%-40113F-HRTimeline
McLean Asset Management Corp8,637$641K0.11%-5813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,412$624K<0.01%+7,39313F-HR/ATimelineGroup
DF DENT & CO INC8,400$623K0.01%013F-HRTimeline
Creative Planningin group Creative Planning8,075$599K<0.01%+6313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,858$583K<0.01%+1,01313F-HRTimelineGroup
SwitchPoint Financial Planning, LLC7,791$578K0.39%new13F-HRTimeline
Old Peak Finance LLC7,714$572K0.33%-32013F-HRTimeline
TWO SIGMA SECURITIES, LLC7,051$523K0.06%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,828$504K<0.01%+2,55413F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC6,550$486K0.05%013F-HRTimeline
Permanent Capital Management, LP5,749$437K0.07%013F-HRTimeline
Cetera Investment Advisers5,658$420K<0.01%+1,09613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,551$412K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,298$393K<0.01%new13F-HRTimelineGroup
Beacon Financial Strategies CORP4,820$358K0.2%013F-HRTimeline
Sharp Wealth Advisory, LLC4,798$356K0.18%+3813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,252$315K<0.01%new13F-HRTimelineGroup
Resurgent Financial Advisors LLC4,191$311K0.11%+80013F-HRTimeline
Pathway Financial Advisors LLC3,601$267K0.03%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,380$251K<0.01%+50813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,374$250K<0.01%+713F-HRTimelineGroup
Greenspring Advisors, LLC3,339$248K0.02%013F-HRTimeline
HTG Investment Advisors, Inc.3,324$247K0.07%013F-HRTimeline
MEMBERS WEALTH LLC3,150$238K0.14%+27913F-HRTimeline
Mutual Advisors, LLC3,201$237K0.01%-2,86813F-HRTimeline
IMA Advisory Services, Inc.3,201$237K0.02%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,010$223K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,976$223K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,959$220K<0.01%+1,44713F-HRTimelineGroup
WISCONSIN CAPITAL MANAGEMENT LLC2,850$211K0.12%new13F-HRTimeline
BancFirst Trust & Investment Management2,801$206K0.09%013F-HRTimeline
MAI Capital Management1,964$146K<0.01%new13F-HRTimeline
Allworth Financial LP1,644$122K<0.01%+32513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,382$103K<0.01%013F-HRTimelineGroup
Addison Advisors LLC1,165$86.4K0.02%-1513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,116$82.7K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…941$69.8K<0.01%+11813F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…915$67.9K<0.01%-1,26413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…742$55K<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.727$53.9K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.500$37.1K0.03%013F-HRTimeline
Forum Finance Group S.A.600$36K0.02%13F-HRTimeline
KERR FINANCIAL PLANNING Corp450$34K0.02%013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/425$31.5K<0.01%new13F-HRTimelineGroup
Quent Capital, LLC299$22.2K<0.01%+3413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV130$9.64K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC96$7.12K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.31$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.