13F Insight
DOSSIER · 13F Holders · Q2 2026
ISHG

ISHARES TR

126 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288125·126 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$534M
visible holders
Holders
126
filers reporting
Concentration
15.48%
Rock Creek Group, LP #1
top holder share
AI Holders Summary · Q2 2026

126 institutions reported ISHG in Q2 2026. Rock Creek Group, LP leads at 15.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Rock Creek Group, LP
CIK 0001484067
$83M1.1M8.33%Q2 202602
RiverFront Investment Group, LLC
CIK 0001469751
$57M761K0.75%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$56M755K0.01%Q2 202604
NewEdge Wealth, LLC
CIK 0001861796
$54M722K0.54%Q2 202605
Turim 21 Investimentos Ltda.
CIK 0001652174
$35M477K5.77%Q2 202606
Alpine Bank Wealth Management
CIK 0001974910
$32M436K4.16%Q2 202607
Inlight Wealth Management, LLC
CIK 0001731795
$26M346K8.17%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$26M345K0.00%Q2 202609
CIBC Bancorp USA Inc.
CIK 0001711924
$22M295K0.03%Q2 202610
Summit Trail Advisors, LLC
CIK 0001698478
$20M266K0.25%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M255K0.01%Q2 202612
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$17M236K0.02%Q2 202613
Cascade Financial Partners, LLC
CIK 0002021208
$17M227K1.46%Q2 202614
Checchi Capital Advisers, LLC
CIK 0001598186
$13M182K0.61%Q2 202615
LPL Financial LLC
CIK 0001403438
$13M171K0.00%Q2 202616
MORGAN STANLEY
CIK 0000895421
$12M156K0.00%Q2 202617
CIBC Private Wealth Group LLC
CIK 0001298088
$10M127K0.02%Q4 202518
SB Capital Management Inc
CIK 0001302815
$9M117K3.21%Q4 202519
Plum Street Advisors, LLC
CIK 0002068236
$8M105K2.49%Q2 202620
Beacon Pointe Advisors, LLC
CIK 0001744317
$7M100K0.03%Q2 2026
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