Vault-13

ISHARES TR ISHG

3YRTB ETF · ETP · CUSIP 464288125

118 institutional holders +15 vs Q1 2026
8,652,0188.7m shares reported held*
$642.5mreported value*
22 new 42 added 24 reduced 6 sold out net bought ≈ $113.3m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $74.26.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 27Q4 22: 24Q1 23: 23Q2 23: 26Q3 23: 26Q4 23: 29Q1 24: 25Q2 24: 26Q3 24: 23Q4 24: 30Q1 25: 27Q2 25: 62Q3 25: 76Q4 25: 87Q1 26: 103Q2 26: 118118Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202227
Q4 202224
Q1 202323
Q2 202326
Q3 202326
Q4 202329
Q1 202425
Q2 202426
Q3 202423
Q4 202430
Q1 202527
Q2 202562
Q3 202576
Q4 202587
Q1 2026103
Q2 2026118

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 6 bought or addedQ3 24: 14 cut or sold outQ4 24: 17 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 15 cut or sold outQ2 25: 49 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 49 bought or addedQ3 25: 22 cut or sold outQ4 25: 47 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 66 bought or addedQ1 26: 21 cut or sold outQ2 26: 64 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024614
Q4 2024178
Q1 20251615
Q2 2025497
Q3 20254922
Q4 20254726
Q1 20266621
Q2 20266430

Biggest buyers

RiverFront Investment Group, LLC New +761,074+761.1k
ENVESTNET ASSET MANAGEMENT INC New +754,539+754.5k
Alpine Bank Wealth Management New +436,406+436.4k
RAYMOND JAMES FINANCIAL INC Added +246,696+246.7k
LPL Financial LLC Added +156,175+156.2k
MERCER GLOBAL ADVISORS INC /ADV Added +117,475+117.5k
Janney Montgomery Scott LLC New +80,595+80.6k
CIBC Bancorp USA Inc. Added +50,688+50.7k
JPMORGAN CHASE & CO New +49,868+49.9k
Gotham Asset Management, LLC New +49,764+49.8k

Biggest sellers

Summit Trail Advisors, LLC Reduced -733,748-733.7k
NewEdge Wealth, LLC Reduced -228,566-228.6k
UBS Group AG Reduced -182,030-182.0k
MORGAN STANLEY Reduced -119,165-119.2k
JANE STREET GROUP, LLC Sold out -98,579-98.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -31,683-31.7k
Cerity Partners LLC Reduced -24,892-24.9k
ROYAL BANK OF CANADA Reduced -16,006-16.0k
CITADEL ADVISORS LLC Sold out -15,823-15.8k
Beacon Pointe Advisors, LLC Reduced -13,045-13.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Rock Creek Group LLC 8.33% of their portfolio Washington, DC 1,114,2851.1m $82.7m $82.7m 8.33% Added +7.2k +7,247
2 RiverFront Investment Group, LLC 0.75% of their portfolio RICHMOND, VA 761,074761.1k $56.5m $56.5m 0.75% New
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 754,539754.5k $56.0m $56.0m 0.01% New
4 NewEdge Wealth, LLC 0.54% of their portfolio STAMFORD, CT 722,409722.4k $53.6m $53.6m 0.54% Reduced -228.6k -228,566
5 Turim 21 Investimentos Ltda. 5.77% of their portfolio RIO DE JANEIRO, D5 476,912476.9k $35.4m $35.4m 5.77% Added +15.9k +15,937
6 Alpine Bank Wealth Management 4.16% of their portfolio GRAND JUNCTION, CO 436,406436.4k $32.4m $32.4m 4.16% New
7 Inlight Wealth Management, LLC 8.17% of their portfolio ATLANTA, GA 346,131346.1k $25.7m $25.7m 8.17% Added +13.3k +13,304
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 344,621344.6k $25.6m $25.6m 0.00% Reduced -16.0k -16,006
9 CIBC Bancorp USA Inc. 0.03% of their portfolio CHICAGO, IL 295,388295.4k $22.0m $22.0m 0.03% Added +50.7k +50,688
10 Summit Trail Advisors, LLC 0.25% of their portfolio NEW YORK, NY 265,634265.6k $19.7m $19.7m 0.25% Reduced -733.7k -733,748
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 254,554254.6k $18.9m $18.9m 0.01% Added +246.7k +246,696
12 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 235,520235.5k $17.5m $17.5m 0.02% Added +117.5k +117,475
13 Cascade Financial Partners, LLC 1.46% of their portfolio SAN DIEGO, CA 227,206227.2k $16.9m $16.9m 1.46% Added +26.7k +26,679
14 Checchi Capital Advisers, LLC 0.86% of their portfolio BEVERLY HILLS, CA 181,581181.6k $13.5m $13.5m 0.86% Reduced -556 -556
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 171,289171.3k $12.7m $12.7m 0.00% Added +156.2k +156,175
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 155,722155.7k $11.6m $11.6m 0.00% Reduced -119.2k -119,165
17 Plum Street Advisors, LLC 2.49% of their portfolio NEW ORLEANS, LA 104,941104.9k $7.8m $7.8m 2.49% Added +5.0k +5,019
18 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 100,175100.2k $7.4m $7.4m 0.03% Reduced -13.0k -13,045
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 95,82895.8k $7.1m $7.1m 0.00% Reduced -182.0k -182,030
20 Proficio Capital Partners LLC 0.23% of their portfolio NEWTON, MA 88,06088.1k $6.5m $6.5m 0.23% Added +15.4k +15,375
21 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 80,59580.6k $6.0m $6.0m 0.01% New
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 76,85076.8k $5.7m $5.7m 0.00% Added +5.4k +5,389
23 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 66,34566.3k $4.9m $4.9m 0.02% Unchanged
24 Octavia Wealth Advisors, LLC 0.42% of their portfolio CINCINNATI, OH 64,89664.9k $4.8m $4.8m 0.42% Added +2.3k +2,346
25 MAYPORT, LLC 0.69% of their portfolio NEWTON, MA 59,89459.9k $4.4m $4.4m 0.69% Unchanged
26 Outlook Wealth Advisors, LLC 0.90% of their portfolio SHENANDOAH, TX 56,09656.1k $4.2m $4.2m 0.90% Added +882 +882
27 Bulltick Wealth Management, LLC 0.78% of their portfolio Miami, FL 51,50151.5k $3.8m $3.8m 0.78% Reduced -59 -59
28 New Capital Management LP 0.86% of their portfolio HOUSTON, TX 50,81050.8k $3.8m $3.8m 0.86% Added +565 +565
29 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio Greenbrae, CA 50,66050.7k $3.8m $3.8m 0.20% Added +6.8k +6,840
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,86849.9k $3.7m $3.7m 0.00% New
31 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 49,76449.8k $3.7m $3.7m 0.01% New
32 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 43,38943.4k $3.2m $3.2m 0.04% Added +5.6k +5,622
33 Fonville Wealth Management LLC 0.50% of their portfolio RICHMOND, VA 40,95541.0k $3.0m $3.0m 0.50% Reduced -4.7k -4,658
34 ALTERNA WEALTH MANAGEMENT, INC 1.48% of their portfolio HOUSTON, TX 34,67234.7k $2.6m $2.6m 1.48% New
35 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 34,62134.6k $2.6m $2.6m 0.01% Reduced -1.9k -1,855
36 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 33,34733.3k $2.5m $2.5m 0.01% Added +4.5k +4,495
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 32,61832.6k $2.4m $2.4m 0.00% Added +511 +511
38 LEUTHOLD GROUP, LLC 0.23% of their portfolio MINNEAPOLIS, MN 31,00231.0k $2.3m $2.3m 0.23% New
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,59028.6k $2.1m $2.1m 0.00% Reduced -31.7k -31,683
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 28,42128.4k $2.1m $2.1m 0.00% Added +23.1k +23,123
41 MIDDLETON & CO INC/MA 0.21% of their portfolio BOSTON, MA 26,80826.8k $2.0m $2.0m 0.21% Added +5.7k +5,715
42 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 25,39125.4k $1.9m $1.9m 0.00% Added +1.6k +1,600
43 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 21,42021.4k $1.6m $1.6m 0.03% Reduced -100 -100
44 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 20,49720.5k $1.5m $1.5m 0.01% New
45 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 20,12320.1k $1.5m $1.5m 0.00% Added +2.3k +2,260
46 EVERGREEN CAPITAL MANAGEMENT LLC 0.02% of their portfolio Bellevue, WA 18,77418.8k $1.4m $1.4m 0.02% Unchanged
47 Financial Harvest, LLC 0.51% of their portfolio WINTER PARK, FL 16,75916.8k $1.2m $1.2m 0.51% Added +1.4k +1,419
48 McCartney Wealth Management LLC 0.94% of their portfolio CLAYTON, MO 16,69616.7k $1.2m $1.2m 0.94% Added +226 +226
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,47616.5k $1.2m $1.2m 0.00% New
50 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,88515.9k $1.2m $1.2m 0.00% Added +228 +228
51 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,73014.7k $1.1m $1.1m 0.00% Added +3.3k +3,290
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 14,02614.0k $1.0m $1.0m 0.00% Added +5.6k +5,614
53 BIP Wealth, LLC 0.03% of their portfolio ATLANTA, GA 13,66013.7k $1.0m $1.0m 0.03% New
54 Laird Norton Wetherby Trust Company, LLC 0.02% of their portfolio Seattle, WA 13,30013.3k $987.5k $987.5k 0.02% Unchanged
55 VERITY Wealth Advisors 0.59% of their portfolio SAUSALITO, X1 13,10913.1k $973.3k $973.3k 0.59% Added +2.9k +2,918
56 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,36612.4k $915.3k $915.3k 0.00% Added +5.5k +5,538
57 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 12,21012.2k $906.5k $906.5k 0.01% New
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,82111.8k $877.6k $877.6k 0.00% Added +3.7k +3,746
59 WEST PACES ADVISORS INC. 0.14% of their portfolio ATLANTA, GA 11,55411.6k $857.8k $857.8k 0.14% Reduced -541 -541
60 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 10,56710.6k $784.5k $784.5k 0.01% Added +1.1k +1,118
61 Crossmark Global Holdings, Inc. 0.01% of their portfolio HOUSTON, TX 10,39010.4k $771.2k $771.2k 0.01% Unchanged
62 3 FACTOR INDEXING, LLC 0.63% of their portfolio SACRAMENTO, CA 10,10410.1k $750.2k $750.2k 0.63% Reduced -96 -96
63 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 9,9509.9k $738.0k $738.0k 0.00% Reduced -355 -355
64 EVERETT HARRIS & CO /CA/ 0.01% of their portfolio LOS ANGELES, CA 9,9209.9k $736.5k $736.5k 0.01% Unchanged
65 Evanson Financial, LLC 0.03% of their portfolio MCLEAN, VA 9,5379.5k $708.1k $708.1k 0.03% First filing
66 McLean Asset Management Corp 0.09% of their portfolio TYSONS, VA 8,6368.6k $648.3k $648.3k 0.09% Reduced -1 -1
67 Brand Asset Management Group, Inc. 0.14% of their portfolio CHESTERFIELD, MO 8,5758.6k $636.7k $636.7k 0.14% Reduced -202 -202
68 DF DENT & CO INC 0.01% of their portfolio BALTIMORE, MD 8,4008.4k $623.7k $623.7k 0.01% Unchanged
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,2478.2k $612.3k $612.3k 0.00% Added +2.6k +2,589
70 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1488.1k $605.0k $605.0k 0.00% Reduced -24.9k -24,892
71 Old Peak Finance LLC 0.28% of their portfolio CHAPEL HILL, NC 7,8267.8k $581.0k $581.0k 0.28% Added +112 +112
72 SwitchPoint Financial Planning, LLC 0.33% of their portfolio LEHI, UT 7,7917.8k $578.4k $578.4k 0.33% Unchanged
73 MONOGRAPH WEALTH ADVISORS, LLC 0.04% of their portfolio MANHATTAN BEACH, CA 6,5506.5k $486.3k $486.3k 0.04% Unchanged
74 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 6,2856.3k $466.5k $466.5k 0.00% New
75 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,2036.2k $460.5k $460.5k 0.00% Reduced -8.0k -8,023
76 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 5,5515.6k $412.1k $412.1k 0.00% Unchanged
77 Beacon Financial Strategies CORP 0.18% of their portfolio RALEIGH, NC 4,8204.8k $357.9k $357.9k 0.18% Unchanged
78 MEMBERS WEALTH LLC 0.20% of their portfolio MEDIA, PA 4,7994.8k $356.3k $356.3k 0.20% Added +1.6k +1,649
79 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 4,4694.5k $331.8k $331.8k 0.00% New
80 Permanent Capital Management, LP 0.04% of their portfolio CHICAGO, IL 4,3794.4k $325.1k $325.1k 0.04% Reduced -1.4k -1,370
81 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 4,3494.3k $322.9k $322.9k 0.00% Added +3.6k +3,607
82 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 4,2524.3k $315.7k $315.7k 0.00% Unchanged
83 Resurgent Financial Advisors LLC 0.09% of their portfolio ATLANTA, GA 4,1914.2k $311.1k $311.1k 0.09% Unchanged
84 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 4,0814.1k $303.0k $303.0k 0.01% Added +880 +880
85 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 3,8443.8k $285.4k $285.4k 0.01% New
86 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 3,7693.8k $279.8k $279.8k 0.02% Reduced -3.3k -3,282
87 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 3,7243.7k $276.5k $276.5k 0.00% Added +344 +344
88 HTG Investment Advisors, Inc. 0.07% of their portfolio NEW CANAAN, CT 3,6563.7k $271.4k $271.4k 0.07% Added +332 +332
89 Pathway Financial Advisors LLC 0.03% of their portfolio SOUTH BURLINGTON, VT 3,6013.6k $267.9k $267.9k 0.03% Unchanged
90 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3,3643.4k $249.8k $249.8k 0.00% Added +1.4k +1,400
91 Greenspring Advisors, LLC 0.01% of their portfolio Towson, MD 3,3393.3k $247.9k $247.9k 0.01% Unchanged
92 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 3,3163.3k $246.2k $246.2k 0.00% Reduced -58 -58
93 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 3,2053.2k $238.0k $238.0k 0.01% New
94 IMA Advisory Services, Inc. 0.01% of their portfolio DENVER, CO 3,2013.2k $237.7k $237.7k 0.01% Unchanged
95 WISCONSIN CAPITAL MANAGEMENT LLC 0.11% of their portfolio MADISON, WI 3,1503.1k $233.9k $233.9k 0.11% Added +300 +300
96 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 3,0103.0k $223.5k $223.5k 0.00% Unchanged
97 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 2,9763.0k $221.0k $221.0k 0.00% Unchanged
98 BancFirst Trust & Investment Management 0.09% of their portfolio OKLAHOMA CITY, OK 2,8012.8k $208.0k $208.0k 0.09% Unchanged
99 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 2,7592.8k $204.8k $204.8k 0.01% New
100 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,3821.4k $102.7k $102.7k 0.00% Unchanged