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 | 1,114,285 | 82,730 | 8.33% | 8.31% | 1 | +7,247 | 0.65% | Q2 2026 | Aug 03, 2026 |
| RiverFront Investment Group, LLC | History | New | 761,074 | 56,506 | 0.75% | — | 2 | +761,074 | New | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 754,539 | 56,020 | 0.01% | — | 3 | +754,539 | New | Q2 2026 | Sep 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 722,409 | 53,635 | 0.54% | 0.84% | 4 | -228,566 | -24.03% | Q2 2026 | Aug 10, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 476,912 | 35,408 | 5.77% | 8.58% | 5 | +15,937 | 3.46% | Q2 2026 | Aug 10, 2026 |
| Alpine Bank Wealth Management | History | New | 436,406 | 32,400 | 4.16% | — | 6 | +436,406 | New | Q2 2026 | Aug 07, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 346,131 | 25,698 | 8.17% | 9.14% | 7 | +13,304 | 4.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 344,621 | 25,586 | 0.0% | 0.0% | 8 | -16,006 | -4.44% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 295,388 | 22,037 | 0.03% | 0.02% | 9 | +50,688 | 20.71% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 265,634 | 19,721 | 0.25% | 1.06% | 10 | -733,748 | -73.42% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 254,554 | 18,899 | 0.01% | 0.0% | 11 | +246,696 | 3139.42% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 235,520 | 17,486 | 0.02% | 0.01% | 12 | +117,475 | 99.52% | Q2 2026 | Aug 19, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 227,206 | 16,868 | 1.46% | 1.53% | 13 | +26,679 | 13.3% | Q2 2026 | Aug 04, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 181,581 | 13,481 | 0.61% | 0.68% | 14 | -556 | -0.31% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 171,289 | 12,717 | 0.0% | 0.0% | 15 | +156,175 | 1033.31% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 155,722 | 11,561 | 0.0% | 0.0% | 16 | -119,165 | -43.35% | Q2 2026 | Aug 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 104,941 | 7,791 | 2.49% | 2.57% | 17 | +5,019 | 5.02% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 100,175 | 7,437 | 0.03% | 0.04% | 18 | -13,045 | -11.52% | Q2 2026 | Aug 18, 2026 |
| UBS Group AG | History | Reduced | 95,828 | 7,114 | 0.0% | 0.0% | 19 | -182,030 | -65.51% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 88,060 | 6,538 | 0.23% | 0.29% | 20 | +15,375 | 21.15% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 80,595 | 5,984 | 0.01% | — | 21 | +80,595 | New | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 76,850 | 5,705 | 0.0% | 0.0% | 22 | +5,389 | 7.54% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 66,345 | 4,925 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 64,896 | 4,818 | 0.42% | 0.44% | 24 | +2,346 | 3.75% | Q2 2026 | Jul 14, 2026 |
| MAYPORT, LLC | History | No change | 59,894 | 4,446 | 0.69% | 0.83% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 56,096 | 4,164 | 0.9% | 0.99% | 26 | +882 | 1.6% | Q2 2026 | Aug 03, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 51,501 | 3,823 | 0.78% | 0.84% | 27 | -59 | -0.11% | Q2 2026 | Jul 30, 2026 |
| New Capital Management LP | History | Added to | 50,810 | 3,772 | 0.86% | 0.92% | 28 | +565 | 1.12% | Q2 2026 | Jul 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 50,660 | 3,761 | 0.2% | 0.18% | 29 | +6,840 | 15.61% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 49,868 | 3,702 | 0.0% | — | 30 | +49,868 | New | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | New | 49,764 | 3,694 | 0.01% | — | 31 | +49,764 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 43,389 | 3,221 | 0.04% | 0.04% | 32 | +5,622 | 14.89% | Q2 2026 | Aug 12, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 40,955 | 3,040 | 0.5% | 0.64% | 33 | -4,658 | -10.21% | Q2 2026 | Jul 28, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 34,672 | 2,574 | 1.48% | — | 34 | +34,672 | New | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 34,621 | 2,570 | 0.01% | 0.02% | 35 | -1,855 | -5.09% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Added to | 33,347 | 2,475 | 0.01% | 0.01% | 36 | +4,495 | 15.58% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 32,618 | 2,421 | 0.0% | 0.0% | 37 | +511 | 1.59% | Q2 2026 | Jul 29, 2026 |
| LEUTHOLD GROUP, LLC | History | New | 31,002 | 2,301 | 0.23% | — | 38 | +31,002 | New | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 28,590 | 2,122 | 0.0% | 0.0% | 39 | -31,683 | -52.57% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 28,421 | 2,110 | 0.0% | 0.0% | 40 | +23,123 | 436.45% | Q2 2026 | Aug 12, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 26,808 | 1,990 | 0.21% | 0.18% | 41 | +5,715 | 27.09% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,391 | 1,885 | 0.0% | 0.0% | 42 | +1,600 | 6.73% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 21,420 | 1,590 | 0.03% | 0.04% | 43 | -100 | -0.46% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 20,497 | 1,521 | 0.01% | — | 44 | +20,497 | New | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | Added to | 20,123 | 1,494 | 0.0% | 0.0% | 45 | +2,260 | 12.65% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 18,774 | 1,393 | 0.02% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Harvest, LLC | History | Added to | 16,759 | 1,244 | 0.51% | 0.67% | 47 | +1,419 | 9.25% | Q2 2026 | Aug 10, 2026 |
| McCartney Wealth Management LLC | History | Added to | 16,696 | 1,239 | 0.94% | 1.03% | 48 | +226 | 1.37% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | New | 16,476 | 1,223 | 0.0% | — | 49 | +16,476 | New | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,885 | 1,179 | 0.0% | 0.0% | 50 | +228 | 1.46% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,026 | 1,041 | 0.0% | 0.0% | 51 | +5,614 | 66.74% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | New | 13,660 | 1,014 | 0.03% | — | 52 | +13,660 | New | Q2 2026 | Aug 03, 2026 |
| Red Tortoise LLC | History | No change | 13,660 | 1,013 | 0.42% | 0.42% | 53 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 13,300 | 987 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERITY Wealth Advisors | History | Added to | 13,109 | 973 | 0.59% | 0.5% | 55 | +2,918 | 28.63% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,366 | 915 | 0.0% | 0.0% | 56 | +5,538 | 81.11% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 12,210 | 906 | 0.01% | — | 57 | +12,210 | New | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 11,821 | 877 | 0.0% | 0.0% | 58 | +3,746 | 46.39% | Q2 2026 | Aug 13, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 11,554 | 857 | 0.14% | 0.17% | 59 | -541 | -4.47% | Q2 2026 | Jul 17, 2026 |
| Composition Wealth, LLC | History | Added to | 10,567 | 784 | 0.01% | 0.01% | 60 | +1,118 | 11.83% | Q2 2026 | Jul 22, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 10,390 | 771 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 3 FACTOR INDEXING, LLC | History | Reduced | 10,104 | 750 | 0.63% | 0.71% | 62 | -96 | -0.94% | Q2 2026 | Jul 08, 2026 |
| HRT FINANCIAL LP | History | Reduced | 9,950 | 738 | 0.0% | 0.0% | 63 | -355 | -3.44% | Q2 2026 | Aug 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 9,920 | 736 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evanson Financial, LLC | History | New | 9,537 | 708 | 0.03% | — | 65 | +9,537 | New | Q2 2026 | Jul 07, 2026 |
| Evanson Asset Management, LLC | History | No change | 9,537 | 707 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McLean Asset Management Corp | History | Reduced | 8,636 | 648 | 0.09% | 0.11% | 67 | -1 | -0.01% | Q2 2026 | Aug 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 8,575 | 636 | 0.14% | 0.17% | 68 | -202 | -2.3% | Q2 2026 | Aug 12, 2026 |
| DF DENT & CO INC | History | No change | 8,400 | 623 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 8,247 | 612 | 0.0% | 0.0% | 70 | +2,589 | 45.76% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Reduced | 8,148 | 604 | 0.0% | 0.0% | 71 | -24,892 | -75.34% | Q2 2026 | Aug 14, 2026 |
| Old Peak Finance LLC | History | Added to | 7,826 | 581 | 0.28% | 0.33% | 72 | +112 | 1.45% | Q2 2026 | Aug 03, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 7,791 | 578 | 0.33% | 0.39% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,365 | 547 | 0.0% | 0.0% | 74 | -4,075 | -35.62% | Q2 2026 | Jul 27, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,550 | 486 | 0.04% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | New | 6,285 | 466 | 0.0% | — | 76 | +6,285 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,203 | 460 | 0.0% | 0.0% | 77 | -8,023 | -56.4% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,551 | 412 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 4,820 | 357 | 0.18% | 0.2% | 79 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 4,799 | 356 | 0.2% | 0.14% | 80 | +1,649 | 52.35% | Q2 2026 | Jul 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 4,469 | 331 | 0.0% | — | 81 | +4,469 | New | Q2 2026 | Aug 07, 2026 |
| Permanent Capital Management, LP | History | Reduced | 4,379 | 325 | 0.04% | 0.07% | 82 | -1,370 | -23.83% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,349 | 322 | 0.0% | 0.0% | 83 | +3,607 | 486.12% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 4,252 | 315 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 4,191 | 311 | 0.09% | 0.11% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,081 | 302 | 0.01% | 0.01% | 86 | +880 | 27.49% | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | New | 3,844 | 285 | 0.01% | — | 87 | +3,844 | New | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 3,769 | 279 | 0.02% | 0.06% | 88 | -3,282 | -46.55% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,724 | 276 | 0.0% | 0.0% | 89 | +344 | 10.18% | Q2 2026 | Jul 28, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 3,656 | 271 | 0.07% | 0.07% | 90 | +332 | 9.99% | Q2 2026 | Aug 06, 2026 |
| Pathway Financial Advisors LLC | History | No change | 3,601 | 267 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MAI Capital Management | History | Added to | 3,364 | 249 | 0.0% | 0.0% | 92 | +1,400 | 71.28% | Q2 2026 | Aug 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 3,339 | 247 | 0.01% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,316 | 246 | 0.0% | 0.0% | 94 | -58 | -1.72% | Q2 2026 | Aug 03, 2026 |
| WEDBUSH SECURITIES INC | History | New | 3,205 | 238 | 0.01% | — | 95 | +3,205 | New | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,201 | 237 | 0.01% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Added to | 3,150 | 233 | 0.11% | 0.12% | 97 | +300 | 10.53% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,010 | 223 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,976 | 220 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BancFirst Trust & Investment Management | History | No change | 2,801 | 207 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | New | 2,759 | 204 | 0.01% | — | 101 | +2,759 | New | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,382 | 102 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,331 | 98 | 0.0% | 0.0% | 103 | +1,201 | 923.85% | Q2 2026 | Jul 28, 2026 |
| Addison Advisors LLC | History | Added to | 1,175 | 87 | 0.04% | 0.02% | 104 | +10 | 0.86% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,116 | 82 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 990 | 73 | 0.0% | 0.0% | 106 | -654 | -39.78% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 915 | 67 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 780 | 57 | 0.0% | 0.0% | 108 | -161 | -17.11% | Q2 2026 | Aug 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 727 | 53 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 650 | 48 | 0.0% | — | 110 | +650 | New | Q2 2026 | Aug 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 500 | 37 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 450 | 33 | 0.04% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 425 | 31 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 299 | 22 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | New | 220 | 16 | 0.0% | — | 115 | +220 | New | Q2 2026 | Jul 28, 2026 |
| Highland Investment Advisors LLC | History | New | 106 | 7 | 0.0% | — | 117 | +106 | New | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 96 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | New | 73 | 5 | 0.0% | — | 118 | +73 | New | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 14 | 1 | 0.0% | — | 119 | +14 | New | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98,579 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,823 | -100.0% | Q2 2026 | Sep 02, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -12,638 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Sharp Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,798 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,959 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Forum Finance Group S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Aug 13, 2026 |