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ISHGISHG
4 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in ISHARES TR

Beacon Pointe Advisors, LLC holds 100,175 shares of ISHG (ISHARES TR), worth $7.4M as of 2026-Q2. The position was decreased (-11.5% shares). ISHG represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$7.4M

Current Shares

100,175

Total Value Change

+$2.9M

Total Shares Change

+40,880

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
100,175
-11.5%
$7.4M0.0%$74.25
0
2026-Q1
Increased
113,220
+34.5%
$8.4M0.0%$74.18
36
2025-Q4
Increased
84,162
+41.9%
$6.3M0.0%$75.24
36
2025-Q3
New
59,295
-
$4.5M0.0%$75.09
37

Other major holders of ISHG: NewEdge Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, ROYAL BANK OF CANADA

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