ISHG Institutional Ownership & Shareholders

ISHARES -3 YEAR INTERNATIONA (ISHG) is currently held by 115 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $614.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Rock Creek Group Llc is currently the largest disclosed institutional shareholder of ISHG tracked by InsiderSet, reporting ownership valued at approximately $82.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $82.48M, representing an estimated loss of -0.31% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed ISHG value among the investors covered in this analysis. Major shareholders include Rock Creek Group Llc, Riverfront Investment Group, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ISHARES -3 YEAR INTERNATIONA (ISHG).

This page ranks the largest institutional ISHG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

115

Total Reported Value

$614.04M

Largest Holder

Rock Creek Group Llc

Largest Position

$82.73M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

132

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Rock Creek Group Llc8.33%1,114,285$82,730,090$82,475,699-$254,391-0.31%
Riverfront Investment Group, Llc0.75%761,074$56,506,007$56,332,186-$173,821-0.31%
Envestnet Asset Management Inc0.01%754,539$56,020,741$55,848,487-$172,254-0.31%
Newedge Wealth, Llc0.54%722,409$53,635,239$53,470,330-$164,909-0.31%
Turim 21 Investimentos Ltda.5.77%476,912$35,408,331$35,299,452-$108,879-0.31%
Inlight Wealth Management, Llc8.44%399,260$29,570,234$29,551,908-$18,326-0.06%
Royal Bank Of Canada0.00%344,621$25,586,000$25,507,709-$78,291-0.31%
Cibc Bancorp Usa Inc.0.03%295,388$22,037,818$21,863,645-$174,173-0.79%
Summit Trail Advisors, Llc0.25%265,634$19,721,965$19,661,352-$60,613-0.31%
Raymond James Financial Inc0.01%254,554$18,899,365$18,841,247-$58,118-0.31%
Mercer Global Advisors Inc0.02%235,520$17,486,182$17,432,413-$53,769-0.31%
Cascade Financial Partners, Llc1.46%227,206$16,868,880$16,817,038-$51,842-0.31%
Checchi Capital Advisers, Llc0.86%181,581$13,481,481$13,440,026-$41,455-0.31%
Lpl Financial Llc0.00%171,289$12,717,333$12,678,247-$39,086-0.31%
Morgan Stanley0.00%155,722$11,561,580$11,526,029-$35,551-0.31%
Plum Street Advisors, Llc2.49%104,941$7,791,345$7,767,387-$23,958-0.31%
Beacon Pointe Advisors, Llc0.03%100,175$7,437,498$7,414,623-$22,875-0.31%
Ubs Group Ag0.00%95,828$7,114,750$7,092,872-$21,878-0.31%
Proficio Capital Partners Llc0.23%88,060$6,538,015$6,517,911-$20,104-0.31%
Janney Montgomery Scott Llc0.01%80,595$5,984,000$5,965,376-$18,624-0.31%
Bank Of America Corp0.00%76,850$5,705,711$5,688,183-$17,528-0.31%
Evergreen Capital Management Llc0.09%70,773$5,241,633$5,238,384-$3,249-0.06%
Cresset Asset Management, Llc0.02%66,345$4,925,785$4,910,638-$15,147-0.31%
Octavia Wealth Advisors, Llc0.42%64,896$4,818,208$4,803,388-$14,820-0.31%
Mayport, Llc0.69%59,894$4,446,830$4,433,156-$13,674-0.31%
Outlook Wealth Advisors, Llc0.91%58,047$4,299,112$4,296,447-$2,665-0.06%
Bulltick Wealth Management, Llc0.78%51,501$3,823,692$3,811,934-$11,758-0.31%
New Capital Management Lp0.85%51,419$3,808,222$3,805,865-$2,357-0.06%
Fairview Capital Investment Management, Llc0.20%50,660$3,761,251$3,749,686-$11,565-0.31%
Jpmorgan Chase & Co0.00%49,868$3,702,699$3,691,065-$11,634-0.31%
Gotham Asset Management, Llc0.01%49,764$3,694,728$3,683,367-$11,361-0.31%
Advisory Services Network, Llc0.04%43,389$3,221,394$3,211,511-$9,883-0.31%
Alterna Wealth Management, Inc1.67%40,656$3,011,089$3,009,223-$1,866-0.06%
Fonville Wealth Management Llc0.45%40,211$2,978,098$2,976,286-$1,812-0.06%
Wealthspire Advisors, Llc0.01%34,621$2,570,437$2,562,532-$7,905-0.31%
Leuthold Group, Llc0.23%31,002$2,301,743$2,294,666-$7,077-0.31%
Susquehanna International Group, Llp0.00%28,590$2,122,664$2,116,137-$6,527-0.31%
Stifel Financial Corp0.00%28,421$2,110,091$2,103,629-$6,462-0.31%
Truist Financial Corp0.00%24,578$1,820,311$1,819,182-$1,129-0.06%
Commonwealth Equity Services, Llc0.00%23,430$1,735,290$1,734,211-$1,079-0.06%
Middleton & Co Inc/Ma0.18%23,308$1,726,251$1,725,181-$1,070-0.06%
Cary Street Partners Financial Llc0.03%21,420$1,590,328$1,585,438-$4,890-0.31%
Focus Partners Advisor Solutions, Llc0.01%20,497$1,521,800$1,517,120-$4,680-0.31%
Focus Partners Wealth0.00%20,123$1,494,060$1,489,438-$4,622-0.31%
Mccartney Wealth Management Llc0.94%16,696$1,239,595$1,235,783-$3,812-0.31%
Financial Harvest, Llc0.58%16,631$1,231,735$1,230,972-$763-0.06%
Osaic Holdings, Inc.0.00%15,885$1,179,397$1,175,755-$3,642-0.31%
Wells Fargo & Company/Mn0.00%14,026$1,041,331$1,038,158-$3,173-0.30%
Red Tortoise Llc0.43%13,660$1,013,357$1,011,068-$2,289-0.23%
Bip Wealth, Llc0.03%13,660$1,011,696$1,011,068-$628-0.06%
Showing 50 of 115

Frequently asked questions about ISHG

  • Who are the largest institutional holders of ISHG?

    The largest institutional holders of ISHG reported in the latest SEC Form 13F filings include Rock Creek Group Llc, Riverfront Investment Group, Llc, Envestnet Asset Management Inc, Newedge Wealth, Llc, and Turim 21 Investimentos Ltda.. InsiderSet ranks institutional holders by their latest reported ISHG position.

  • What is ISHG institutional ownership?

    This page tracks ISHG positions reported by institutional investment managers through SEC Form 13F. ISHARES -3 YEAR INTERNATIONA (ISHG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own ISHG?

    InsiderSet currently tracks 115 institutional managers reporting ISHG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ISHG shareholders.

  • How much ISHG stock do institutions own?

    Institutional investment managers disclosed approximately $614.04M in ISHG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was ISHG institutional ownership last updated?

    The latest ISHG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional ISHG holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ISHG position after the reporting date.

  • Are institutions buying or selling ISHG?

    Institutional buying and selling can be analyzed by comparing ISHG positions across consecutive 13F reporting periods. InsiderSet's ISHG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ISHG ownership changes.

  • How has ISHG institutional ownership changed over time?

    InsiderSet tracks ISHG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.