13F Insight
DOSSIER · 13F Holders · Q1 2026
ISHG

ISHARES TR

111 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288125·111 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$466M
visible holders
Holders
111
filers reporting
Concentration
17.63%
Rock Creek Group, LP #1
top holder share
AI Holders Summary · Q1 2026

111 institutions reported ISHG in Q1 2026. Rock Creek Group, LP leads at 17.6% 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
$82M1.1M8.31%Q1 202602
Summit Trail Advisors, LLC
CIK 0001698478
$74M999K1.06%Q1 202603
NewEdge Wealth, LLC
CIK 0001861796
$71M951K0.84%Q1 202604
Turim 21 Investimentos Ltda.
CIK 0001652174
$34M461K8.58%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$27M361K0.00%Q1 202606
Inlight Wealth Management, LLC
CIK 0001731795
$25M333K9.14%Q1 202607
UBS Group AG
CIK 0001610520
$21M278K0.00%Q1 202608
MORGAN STANLEY
CIK 0000895421
$20M275K0.00%Q1 202609
CIBC Bancorp USA Inc.
CIK 0001711924
$18M245K0.02%Q1 202610
Cascade Financial Partners, LLC
CIK 0002021208
$15M201K1.53%Q1 202611
Checchi Capital Advisers, LLC
CIK 0001598186
$14M182K0.68%Q1 202612
CIBC Private Wealth Group LLC
CIK 0001298088
$10M127K0.02%Q4 202513
SB Capital Management Inc
CIK 0001302815
$9M117K3.21%Q4 202514
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$9M118K0.01%Q1 202615
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M113K0.04%Q1 202616
Plum Street Advisors, LLC
CIK 0002068236
$7M100K2.57%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M99K0.00%Q1 202618
Proficio Capital Partners LLC
CIK 0001654175
$5M73K0.29%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M71K0.00%Q1 202620
Cresset Asset Management, LLC
CIK 0001761013
$5M66K0.02%Q1 2026
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