iSHARES TRUST - ISHG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rock Creek Group, LP | History | Reduced | 1,089,975 | 82,009 | 9.2% | 9.35% | 1 | -76,362 | -6.55% | Q4 2025 | Feb 10, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 1,068,524 | 80,395 | 1.39% | 2.47% | 2 | -1,283,542 | -54.57% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | New | 1,011,253 | 76,086 | 0.86% | — | 3 | +1,011,253 | New | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 369,207 | 27,779 | 0.0% | — | 4 | +369,207 | New | Q4 2025 | Feb 17, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 316,251 | 23,794 | 8.71% | 7.02% | 5 | +120,058 | 61.19% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 291,547 | 21,936 | 0.0% | 0.0% | 6 | -60,906 | -17.28% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 188,399 | 14,175 | 0.72% | 0.74% | 7 | +320 | 0.17% | Q4 2025 | Jan 27, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 138,377 | 10,411 | 1.06% | 0.43% | 8 | +89,554 | 183.43% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 127,125 | 9,564 | 0.02% | 0.01% | 9 | +50,896 | 66.77% | Q4 2025 | Feb 12, 2026 |
| SB Capital Management Inc | History | New | 116,555 | 8,769 | 3.21% | — | 10 | +116,555 | New | Q4 2025 | Feb 20, 2026 |
| UBS Group AG | History | Reduced | 95,270 | 7,168 | 0.0% | 0.0% | 11 | -52,184 | -35.39% | Q4 2025 | Jan 29, 2026 |
| Plum Street Advisors, LLC | History | Added to | 91,488 | 6,883 | 2.45% | 2.45% | 12 | +8,176 | 9.81% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 84,162 | 6,332 | 0.04% | 0.04% | 13 | +24,867 | 41.94% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 70,225 | 5,283 | 0.0% | 0.0% | 14 | +5,844 | 9.08% | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 65,983 | 4,964 | 0.47% | 0.82% | 15 | -42,063 | -38.93% | Q4 2025 | Jan 23, 2026 |
| MAYPORT, LLC | History | New | 59,894 | 4,506 | 0.91% | — | 16 | +59,894 | New | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 53,095 | 3,994 | 0.02% | 0.01% | 17 | +26,500 | 99.64% | Q4 2025 | Feb 17, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 49,622 | 3,733 | 0.08% | 0.02% | 18 | -1,403 | -2.75% | Q4 2025 | Feb 20, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 45,111 | 3,394 | 0.72% | 0.65% | 19 | +9,244 | 25.77% | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | Added to | 35,842 | 2,696 | 0.55% | 0.31% | 20 | +18,017 | 101.08% | Q4 2025 | Jan 23, 2026 |
| New Capital Management LP | History | Added to | 33,522 | 2,522 | 0.63% | 0.66% | 21 | +522 | 1.58% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 33,109 | 2,491 | 0.04% | 0.03% | 22 | +2,372 | 7.72% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 32,526 | 2,447 | 0.02% | 0.01% | 23 | +1,323 | 4.24% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 30,515 | 2,295 | 0.0% | 0.01% | 24 | -15,189 | -33.23% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 27,002 | 2,031 | 0.0% | — | 25 | +27,002 | New | Q4 2025 | Mar 25, 2026 |
| AE Wealth Management LLC | History | Added to | 25,424 | 1,912 | 0.01% | 0.01% | 26 | +2,236 | 9.64% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,911 | 1,723 | 0.0% | 0.0% | 27 | +862 | 3.91% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 21,770 | 1,637 | 0.04% | 0.04% | 28 | +650 | 3.08% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,423 | 1,536 | 0.0% | — | 29 | +20,423 | New | Q4 2025 | Feb 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 19,660 | 1,479 | 0.08% | — | 30 | +19,660 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,220 | 1,446 | 0.0% | 0.0% | 31 | +14,070 | 273.2% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 17,863 | 1,344 | 0.0% | 0.0% | 32 | +1,987 | 12.52% | Q4 2025 | Feb 13, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 17,843 | 1,342 | 0.14% | 0.11% | 33 | +4,125 | 30.07% | Q4 2025 | Jan 29, 2026 |
| McCartney Wealth Management LLC | History | New | 16,020 | 1,205 | 1.04% | — | 34 | +16,020 | New | Q4 2025 | Feb 17, 2026 |
| Financial Harvest, LLC | History | Added to | 14,986 | 1,127 | 0.7% | 0.67% | 35 | +1,856 | 14.14% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,758 | 1,110 | 0.0% | 0.0% | 36 | +521 | 3.66% | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | Reduced | 13,660 | 1,027 | 0.44% | 0.97% | 37 | -15,795 | -53.62% | Q4 2025 | Jan 22, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 13,390 | 1,007 | 0.19% | 0.25% | 38 | -3,380 | -20.16% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,999 | 978 | 0.01% | 0.02% | 39 | -9,440 | -42.07% | Q4 2025 | Feb 11, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 10,545 | 793 | 0.37% | 0.52% | 40 | -3,382 | -24.28% | Q4 2025 | Jan 15, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 10,390 | 781 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,083 | 759 | 0.0% | 0.0% | 42 | +1,247 | 14.11% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 9,892 | 744 | 0.0% | 0.0% | 43 | -11,131 | -52.95% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9,850 | 741 | 0.01% | 0.02% | 44 | -2,375 | -19.43% | Q4 2025 | Feb 11, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 9,178 | 690 | 0.19% | 0.2% | 45 | -385 | -4.03% | Q4 2025 | Feb 11, 2026 |
| McLean Asset Management Corp | History | Reduced | 8,695 | 650 | 0.12% | 0.16% | 46 | -1,542 | -15.06% | Q4 2025 | Jan 16, 2026 |
| DF DENT & CO INC | History | Reduced | 8,400 | 632 | 0.01% | 0.02% | 47 | -12,000 | -58.82% | Q4 2025 | Feb 17, 2026 |
| Old Peak Finance LLC | History | New | 8,034 | 604 | 0.37% | — | 48 | +8,034 | New | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 8,012 | 602 | 0.0% | 0.0% | 49 | -726 | -8.31% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 6,845 | 515 | 0.0% | — | 50 | +6,845 | New | Q4 2025 | Feb 18, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 6,600 | 496 | 0.01% | — | 51 | +6,600 | New | Q4 2025 | Feb 17, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,550 | 492 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,069 | 456 | 0.01% | 0.01% | 53 | -256 | -4.05% | Q4 2025 | Feb 02, 2026 |
| Permanent Capital Management, LP | History | Reduced | 5,749 | 432 | 0.08% | 0.09% | 54 | -602 | -9.48% | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,551 | 417 | 0.0% | 0.0% | 55 | +162 | 3.01% | Q4 2025 | Feb 17, 2026 |
| VERITY Wealth Advisors | History | No change | 5,398 | 406 | 0.25% | 0.26% | 56 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Beacon Financial Strategies CORP | History | No change | 4,820 | 362 | 0.2% | 0.22% | 57 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 4,760 | 358 | 0.18% | 0.19% | 58 | +114 | 2.45% | Q4 2025 | Jan 16, 2026 |
| Cetera Investment Advisers | History | Added to | 4,562 | 343 | 0.0% | 0.0% | 59 | +259 | 6.02% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,274 | 321 | 0.0% | 0.0% | 60 | +1,203 | 39.17% | Q4 2025 | Feb 17, 2026 |
| Heritage Financial Services, LLC | History | No change | 4,252 | 319 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,650 | 274 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 3,391 | 255 | 0.13% | 0.85% | 63 | -19,262 | -85.03% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,367 | 253 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Greenspring Advisors, LLC | History | New | 3,339 | 251 | 0.02% | — | 65 | +3,339 | New | Q4 2025 | Feb 10, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 3,324 | 250 | 0.08% | 0.07% | 66 | +645 | 24.08% | Q4 2025 | Feb 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 3,298 | 248 | 0.01% | — | 67 | +3,298 | New | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,195 | 240 | 0.0% | — | 68 | +3,195 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 2,976 | 222 | 0.0% | — | 69 | +2,976 | New | Q4 2025 | Feb 13, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 2,871 | 219 | 0.14% | 0.14% | 70 | +36 | 1.27% | Q4 2025 | Jan 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,872 | 216 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BancFirst Trust & Investment Management | History | No change | 2,801 | 210 | 0.09% | 0.08% | 72 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 2,179 | 163 | 0.0% | 0.0% | 73 | -1,157 | -34.68% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,512 | 113 | 0.0% | — | 74 | +1,512 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,382 | 104 | 0.0% | 0.0% | 75 | +2 | 0.14% | Q4 2025 | Mar 16, 2026 |
| Allworth Financial LP | History | New | 1,319 | 99 | 0.0% | — | 76 | +1,319 | New | Q4 2025 | Feb 05, 2026 |
| Addison Advisors LLC | History | Added to | 1,180 | 88 | 0.02% | 0.02% | 77 | +10 | 0.85% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,019 | 76 | 0.0% | 0.0% | 78 | +195 | 23.67% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 823 | 61 | 0.0% | — | 79 | +823 | New | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | No change | 742 | 55 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | Added to | 727 | 54 | 0.01% | 0.01% | 81 | +133 | 22.39% | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 500 | 37 | 0.03% | — | 82 | +500 | New | Q4 2025 | Feb 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 450 | 34 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Added to | 265 | 19 | 0.0% | 0.0% | 84 | +4 | 1.53% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 130 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 96 | 7 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | New | 40 | 3 | 0.0% | — | 87 | +40 | New | Q4 2025 | Jan 26, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 1.67% | — | -319,631 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.81% | — | -121,747 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,533 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,728 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,702 | -100.0% | Q3 2025 | Oct 14, 2025 |