ISHARES -3 YEAR INTERNATIONA ISHG
$74.40
+0.5% 52w: $72.70 – $77.45
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data72.7075.0877.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
103
+16 QoQ
13F value
$529.5M
+17.7% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns ISHG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Rock Creek Group LLC | Wealth advisor | 1.1M | $82.1M | 8.3% | +1.6% |
| Summit Trail Advisors, LLC | Other | 999.4K | $74.1M | 1.1% | -6.5% |
| NewEdge Wealth, LLC | Other | 951.0K | $70.5M | 0.8% | -6.0% |
| Turim 21 Investimentos Ltda. | Wealth advisor | 461.0K | $34.2M | 8.6% | New |
| ROYAL BANK OF CANADA | Bank broker | 360.6K | $26.8M | 0.0% | -2.3% |
| Inlight Wealth Management, LLC | Wealth advisor | 332.8K | $24.7M | 9.1% | +5.2% |
| UBS Group AG | Bank broker | 277.9K | $20.6M | 0.0% | +191.7% |
| MORGAN STANLEY | Bank broker | 274.9K | $20.4M | 0.0% | -5.7% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 244.7K | $18.0M | 0.0% | — |
| Cascade Financial Partners, LLC | Wealth advisor | 200.5K | $14.9M | 1.5% | +44.9% |
| Checchi Capital Advisers, LLC | Wealth advisor | 182.1K | $13.5M | 0.9% | -3.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 118.0K | $8.8M | 0.0% | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 113.2K | $8.4M | 0.0% | +34.5% |
| Plum Street Advisors, LLC | Wealth advisor | 99.9K | $7.4M | 2.6% | +9.2% |
| JANE STREET GROUP, LLC | Market maker | 98.6K | $7.3M | 0.0% | +382.7% |
| Proficio Capital Partners LLC | Wealth advisor | 72.7K | $5.4M | 0.3% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 71.5K | $5.3M | 0.0% | +1.8% |
| Cresset Asset Management, LLC | Wealth advisor | 66.3K | $4.9M | 0.0% | +25.0% |
| Octavia Wealth Advisors, LLC | Wealth advisor | 62.5K | $4.6M | 0.4% | -5.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 60.3K | $4.5M | 0.0% | +213.6% |
| MAYPORT, LLC | Wealth advisor | 59.9K | $4.4M | 0.8% | Held |
| Outlook Wealth Advisors, LLC | Wealth advisor | 55.2K | $4.1M | 1.0% | New |
| Bulltick Wealth Management, LLC | Other | 51.6K | $3.8M | 0.8% | +14.3% |
| New Capital Management LP | Wealth advisor | 50.2K | $3.7M | 0.9% | +49.9% |
| Fonville Wealth Management LLC | Wealth advisor | 45.6K | $3.4M | 0.6% | +27.3% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC ★2 | Fundamental diversified | 43.8K | $3.3M | 0.2% | +122.9% |
| Advisory Services Network, LLC | Diversified mechanical | 37.8K | $2.8M | 0.0% | +14.1% |
| Wealthspire Advisors, LLC | Wealth advisor | 36.5K | $2.7M | 0.0% | +12.1% |
| Cerity Partners LLC | Diversified mechanical | 33.0K | $2.5M | 0.0% | +8.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 32.1K | $2.4M | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 28.9K | $2.1M | 0.0% | +13.5% |
| HighTower Advisors, LLC | Diversified mechanical | 23.8K | $1.8M | 0.0% | +3.8% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 21.5K | $1.6M | 0.0% | -1.1% |
| MIDDLETON & CO INC/MA ★2 | Fundamental diversified | 21.1K | $1.6M | 0.2% | +18.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 18.8K | $1.4M | 0.0% | +469.3% |
| Focus Partners Wealth | Wealth advisor | 17.9K | $1.3M | 0.0% | Held |
| McCartney Wealth Management LLC | Wealth advisor | 16.5K | $1.2M | 1.0% | +2.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 15.8K | $1.2M | 0.0% | +395.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 15.7K | $1.2M | 0.0% | +6.1% |
| Financial Harvest, LLC | Wealth advisor | 15.3K | $1.1M | 0.7% | +2.4% |
| LPL Financial LLC | Bank broker | 15.1K | $1.1M | 0.0% | +52.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 14.2K | $1.1M | 0.0% | -47.3% |
| Red Tortoise LLC | Wealth advisor | 13.7K | $1.0M | 0.4% | Held |
| Laird Norton Wetherby Trust Company, LLC | Other | 13.3K | $987K | 0.0% | +101.5% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 12.6K | $938K | 0.4% | +19.8% |
| WEST PACES ADVISORS INC. | Wealth advisor | 12.1K | $897K | 0.2% | -9.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 11.4K | $849K | 0.0% | +13.5% |
| Crossmark Global Holdings, Inc. | Diversified mechanical | 10.4K | $771K | 0.0% | Held |
| HRT FINANCIAL LP | Diversified mechanical | 10.3K | $764K | 0.0% | New |
| 3 FACTOR INDEXING, LLC | Wealth advisor | 10.2K | $757K | 0.7% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.