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

ISHARES TR

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

CUSIP 464288125·120 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$604M
visible holders
Holders
120
filers reporting
Concentration
13.70%
Rock Creek Group, LP #1
top holder share
AI Holders Summary · Q2 2026

120 institutions reported ISHG in Q2 2026. Rock Creek Group, LP leads at 13.7% 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
Summit Trail Advisors, LLC
CIK 0001698478
$74M999K1.06%Q1 202603
NewEdge Wealth, LLC
CIK 0001861796
$71M951K0.84%Q1 202604
RiverFront Investment Group, LLC
CIK 0001469751
$57M761K0.75%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$56M755K0.01%Q2 202606
Turim 21 Investimentos Ltda.
CIK 0001652174
$34M461K8.58%Q1 202607
Alpine Bank Wealth Management
CIK 0001974910
$32M436K4.16%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$27M361K0.00%Q1 202609
Inlight Wealth Management, LLC
CIK 0001731795
$26M346K8.17%Q2 202610
UBS Group AG
CIK 0001610520
$21M278K0.00%Q1 202611
MORGAN STANLEY
CIK 0000895421
$20M275K0.00%Q1 202612
CIBC Bancorp USA Inc.
CIK 0001711924
$18M245K0.02%Q1 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
CIBC Private Wealth Group LLC
CIK 0001298088
$10M127K0.02%Q4 202517
SB Capital Management Inc
CIK 0001302815
$9M117K3.21%Q4 202518
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$9M118K0.01%Q1 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M113K0.04%Q1 202620
Plum Street Advisors, LLC
CIK 0002068236
$7M100K2.57%Q1 2026
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