ISHARES TR

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ISHG·464288125·US·etf·Unknown - Unknown

3YRTB ETF

ISHG (ISHARES TR) is held by 42 institutional investors as of Q1 2026. Largest holders: NewEdge Wealth, LLC ($70.5M), ROYAL BANK OF CANADA ($26.8M), UBS Group AG ($20.6M). Net institutional sentiment: Bullish.

42

Holders

Avg rating(9 Elite)

$218.2M

Total Value

83% (44)

Fund Consensus

33 buying - 7 selling

Smart Money Verdict

View all

66Positive Momentum (Unconfirmed)Single Source

Institutional (13F)66

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how ISHG's score breaks down across 4 SEC sources

Holder Quality

9

★★★★★

Elite

13

★★★★

Strong

15

★★★

Solid

5

★★

Below

2

★

Weak

Held by 42 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (42)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
NewEdge Wealth, LLC	Decreased	950,975(-6.0%)	$70.5M	0.8%	-0.19%	0
ROYAL BANK OF CANADA	Decreased	360,627(-2.3%)	$26.8M	0.0%	+0.54%	0
UBS Group AG	Increased	277,858(+191.7%)	$20.6M	0.0%	+0.04%	46
MORGAN STANLEY	Decreased	274,887(-5.7%)	$20.4M	0.0%	+0.68%	0
CIBC Bancorp USA Inc.	Increased	244,700(+225.1%)	$18M	0.0%	-0.02%	46
MGMERCER GLOBAL ADVISORS INC /ADV	New	118,045	$8.8M	0.0%	-0.15%	38
Beacon Pointe Advisors, LLC	Increased	113,220(+34.5%)	$8.4M	0.0%	+0.05%	36
JANE STREET GROUP, LLC	Increased	98,579(+382.7%)	$7.3M	0.0%	-0.15%	44
BANK OF AMERICA CORP /DE/	Increased	71,461(+1.8%)	$5.3M	0.0%	+3.33%	27
Cresset Asset Management, LLC	Increased	66,345(+25.0%)	$4.9M	0.0%	0.00%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	60,273(+213.6%)	$4.5M	0.0%	-0.12%	43
WAWealthspire Advisors, LLC	Increased	36,476(+12.1%)	$2.7M	0.0%	+0.17%	29
Cerity Partners LLC	Increased	33,040(+8.3%)	$2.5M	0.0%	+0.19%	28
COMMONWEALTH EQUITY SERVICES, LLC	New	32,107	$2.4M	0.0%	-0.15%	36
AE Wealth Management LLC	Increased	28,852(+13.5%)	$2.1M	0.0%	+2.11%	29
HighTower Advisors, LLC	Increased	23,791(+3.8%)	$1.8M	0.0%	+0.22%	27
FWFocus Partners Wealth	Unchanged	17,863	$1.3M	0.0%	+2.73%	0
CITADEL ADVISORS LLC	Increased	15,823(+395.2%)	$1.2M	0.0%	-0.15%	41
OSAIC HOLDINGS, INC.	Increased	15,657(+6.1%)	$1.2M	0.0%	+0.20%	27
LPL Financial LLC	Increased	15,114(+52.8%)	$1.1M	0.0%	+2.82%	35

Showing 1-20 of 44

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer