iSHARES TRUST - ISHG
Detailed investor-level table based on 13F positions.
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 LLC | History | Added to | 1,107,038 | 82,124 | 8.31% | 9.2% | 1 | +17,063 | 1.57% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 999,382 | 74,138 | 1.06% | 1.39% | 2 | -69,142 | -6.47% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 950,975 | 70,547 | 0.84% | 0.86% | 3 | -60,278 | -5.96% | Q1 2026 | May 13, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 460,975 | 34,197 | 8.58% | — | 4 | +460,975 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 360,627 | 26,753 | 0.0% | 0.0% | 5 | -8,580 | -2.32% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 332,827 | 24,690 | 9.14% | 8.71% | 6 | +16,576 | 5.24% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 277,858 | 20,612 | 0.0% | 0.0% | 7 | +182,588 | 191.65% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 274,887 | 20,392 | 0.0% | 0.0% | 8 | -16,660 | -5.71% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 244,700 | 18,030 | 0.02% | — | 9 | +244,700 | New | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 200,527 | 14,875 | 1.53% | 1.06% | 10 | +62,150 | 44.91% | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 182,137 | 13,511 | 0.68% | 0.72% | 11 | -6,262 | -3.32% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 127,125 | 9,564 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SB Capital Management Inc | History | No change | 116,555 | 8,769 | 3.21% | 3.21% | 13 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 118,045 | 8,757 | 0.01% | — | 14 | +118,045 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 113,220 | 8,399 | 0.04% | 0.04% | 15 | +29,058 | 34.53% | Q1 2026 | May 15, 2026 |
| Plum Street Advisors, LLC | History | Added to | 99,922 | 7,412 | 2.57% | 2.45% | 16 | +8,434 | 9.22% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 98,579 | 7,313 | 0.0% | 0.0% | 17 | +78,156 | 382.69% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | New | 72,685 | 5,442 | 0.29% | — | 18 | +72,685 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 71,461 | 5,301 | 0.0% | 0.0% | 19 | +1,236 | 1.76% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 66,345 | 4,921 | 0.02% | 0.02% | 20 | +13,250 | 24.96% | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 62,550 | 4,640 | 0.44% | 0.47% | 21 | -3,433 | -5.2% | Q1 2026 | Apr 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,273 | 4,471 | 0.0% | 0.0% | 22 | +41,053 | 213.6% | Q1 2026 | May 15, 2026 |
| MAYPORT, LLC | History | No change | 59,894 | 4,443 | 0.83% | 0.91% | 23 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 55,214 | 4,096 | 0.99% | — | 24 | +55,214 | New | Q1 2026 | Apr 17, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 51,560 | 3,824 | 0.84% | 0.72% | 25 | +6,449 | 14.3% | Q1 2026 | Apr 27, 2026 |
| New Capital Management LP | History | Added to | 50,245 | 3,727 | 0.92% | 0.63% | 26 | +16,723 | 49.89% | Q1 2026 | Apr 14, 2026 |
| Fonville Wealth Management LLC | History | Added to | 45,613 | 3,383 | 0.64% | 0.55% | 27 | +9,771 | 27.26% | Q1 2026 | Apr 20, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 43,820 | 3,250 | 0.18% | 0.08% | 28 | +24,160 | 122.89% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 37,767 | 2,801 | 0.04% | 0.04% | 29 | +4,658 | 14.07% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 36,476 | 2,705 | 0.02% | 0.02% | 30 | +3,950 | 12.14% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 33,040 | 2,451 | 0.0% | 0.0% | 31 | +2,525 | 8.27% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 32,107 | 2,381 | 0.0% | — | 32 | +32,107 | New | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 28,852 | 2,140 | 0.01% | 0.01% | 33 | +3,428 | 13.48% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,791 | 1,764 | 0.0% | 0.0% | 34 | +880 | 3.84% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 21,520 | 1,596 | 0.04% | 0.04% | 35 | -250 | -1.15% | Q1 2026 | Apr 29, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 21,093 | 1,564 | 0.18% | 0.14% | 36 | +3,250 | 18.21% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 18,774 | 1,392 | 0.03% | 0.01% | 37 | +15,476 | 469.25% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | No change | 17,863 | 1,325 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | Added to | 16,470 | 1,221 | 1.03% | 1.04% | 39 | +450 | 2.81% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,823 | 1,173 | 0.0% | 0.0% | 40 | +12,628 | 395.24% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,657 | 1,161 | 0.0% | 0.0% | 41 | +899 | 6.09% | Q1 2026 | May 15, 2026 |
| Financial Harvest, LLC | History | Added to | 15,340 | 1,137 | 0.67% | 0.7% | 42 | +354 | 2.36% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 15,114 | 1,121 | 0.0% | 0.0% | 43 | +5,222 | 52.79% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 14,226 | 1,055 | 0.0% | 0.0% | 44 | -12,776 | -47.32% | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | No change | 13,660 | 1,013 | 0.42% | 0.44% | 45 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 13,300 | 986 | 0.02% | 0.01% | 46 | +6,700 | 101.52% | Q1 2026 | May 15, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 12,638 | 937 | 0.4% | 0.37% | 47 | +2,093 | 19.85% | Q1 2026 | Apr 20, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 12,095 | 897 | 0.17% | 0.19% | 48 | -1,295 | -9.67% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,440 | 849 | 0.0% | 0.0% | 49 | +1,357 | 13.46% | Q1 2026 | Apr 30, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 10,390 | 770 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 10,305 | 764 | 0.0% | — | 51 | +10,305 | New | Q1 2026 | May 14, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 10,200 | 756 | 0.71% | — | 53 | +10,200 | New | Q1 2026 | May 14, 2026 |
| VERITY Wealth Advisors | History | Added to | 10,191 | 756 | 0.5% | 0.25% | 52 | +4,793 | 88.79% | Q1 2026 | Apr 09, 2026 |
| EVERETT HARRIS & CO /CA/ | History | New | 9,920 | 735 | 0.01% | — | 54 | +9,920 | New | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | New | 9,537 | 707 | 0.04% | — | 55 | +9,537 | New | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | New | 9,449 | 700 | 0.01% | — | 56 | +9,449 | New | Q1 2026 | Apr 08, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 8,777 | 651 | 0.17% | 0.19% | 57 | -401 | -4.37% | Q1 2026 | May 11, 2026 |
| McLean Asset Management Corp | History | Reduced | 8,637 | 640 | 0.11% | 0.12% | 58 | -58 | -0.67% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,412 | 624 | 0.0% | 0.0% | 59 | +7,393 | 725.52% | Q1 2026 | May 11, 2026 |
| DF DENT & CO INC | History | No change | 8,400 | 623 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 8,075 | 599 | 0.0% | 0.0% | 61 | +63 | 0.79% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,858 | 582 | 0.0% | 0.0% | 62 | +1,013 | 14.8% | Q1 2026 | May 14, 2026 |
| SwitchPoint Financial Planning, LLC | History | New | 7,791 | 577 | 0.39% | — | 63 | +7,791 | New | Q1 2026 | Apr 29, 2026 |
| Old Peak Finance LLC | History | Reduced | 7,714 | 572 | 0.33% | 0.37% | 64 | -320 | -3.98% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,051 | 523 | 0.06% | — | 65 | +7,051 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,828 | 503 | 0.0% | 0.0% | 66 | +2,554 | 59.76% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,550 | 485 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Permanent Capital Management, LP | History | No change | 5,749 | 437 | 0.07% | 0.08% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 5,658 | 419 | 0.0% | 0.0% | 69 | +1,096 | 24.02% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,551 | 411 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | New | 5,298 | 393 | 0.0% | — | 71 | +5,298 | New | Q1 2026 | May 12, 2026 |
| Beacon Financial Strategies CORP | History | No change | 4,820 | 357 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 4,798 | 355 | 0.18% | 0.18% | 73 | +38 | 0.8% | Q1 2026 | Apr 27, 2026 |
| Heritage Financial Services, LLC | History | No change | 4,252 | 319 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | New | 4,252 | 315 | 0.0% | — | 75 | +4,252 | New | Q1 2026 | May 04, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 4,191 | 310 | 0.11% | 0.13% | 76 | +800 | 23.59% | Q1 2026 | May 12, 2026 |
| Pathway Financial Advisors LLC | History | New | 3,601 | 266 | 0.03% | — | 77 | +3,601 | New | Q1 2026 | Apr 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,380 | 250 | 0.0% | 0.0% | 79 | +508 | 17.69% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 3,374 | 250 | 0.0% | 0.0% | 78 | +7 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | No change | 3,339 | 247 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 3,324 | 246 | 0.07% | 0.08% | 81 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 3,150 | 238 | 0.14% | 0.14% | 82 | +279 | 9.72% | Q1 2026 | Apr 23, 2026 |
| IMA Advisory Services, Inc. | History | New | 3,201 | 237 | 0.02% | — | 84 | +3,201 | New | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,201 | 237 | 0.01% | 0.01% | 83 | -2,868 | -47.26% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,010 | 223 | 0.0% | — | 85 | +3,010 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,976 | 222 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,959 | 219 | 0.0% | 0.0% | 87 | +1,447 | 95.7% | Q1 2026 | Apr 30, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | New | 2,850 | 211 | 0.12% | — | 88 | +2,850 | New | Q1 2026 | May 12, 2026 |
| BancFirst Trust & Investment Management | History | No change | 2,801 | 206 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| MAI Capital Management | History | New | 1,964 | 145 | 0.0% | — | 90 | +1,964 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,644 | 121 | 0.0% | 0.0% | 91 | +325 | 24.64% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,382 | 102 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Reduced | 1,165 | 86 | 0.02% | 0.02% | 93 | -15 | -1.27% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,116 | 82 | 0.0% | — | 94 | +1,116 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 941 | 69 | 0.0% | 0.0% | 95 | +118 | 14.34% | Q1 2026 | May 07, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 915 | 67 | 0.0% | 0.0% | 96 | -1,264 | -58.01% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 742 | 55 | 0.0% | — | 98 | +742 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 742 | 55 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | No change | 727 | 53 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 500 | 37 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forum Finance Group S.A. | History | New | 600 | 36 | 0.02% | — | 101 | +600 | New | Q1 2026 | May 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 450 | 34 | 0.04% | 0.05% | 102 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 425 | 31 | 0.0% | — | 103 | +425 | New | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 299 | 22 | 0.0% | 0.0% | 104 | +34 | 12.83% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 130 | 9 | 0.0% | — | 105 | +130 | New | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 96 | 7 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 31 | 2 | 0.0% | — | 107 | +31 | New | Q1 2026 | May 01, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -49,622 | -100.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,999 | -100.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,850 | -100.0% | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,650 | -100.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 14, 2026 |