104 tracked 13F filers disclose a position in ISHG as of the latest SEC 13F filings, a combined $546.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rock Creek Group LLC | $82.7M | 1.1M | ▲+0.7% Added · +7K sh | Q2 2026 | |
| 2 | RiverFront Investment Group, LLC | $56.5M | 761K | ▲New +761K sh | Q2 2026 | |
| 3 | NewEdge Wealth, LLC | $53.6M | 722K | ▼−24% Reduced · −229K sh | Q2 2026 | |
| 4 | Turim 21 Investimentos Ltda. | $35.4M | 477K | ▲+3.5% Added · +16K sh | Q2 2026 | |
| 5 | Alpine Bank Wealth Management | $32.4M | 436K | ▲New +436K sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $26.8M | 361K | ▼−2.3% Reduced · −9K sh | Q1 2026 | |
| 7 | Inlight Wealth Management, LLC | $25.7M | 346K | ▲+4.0% Added · +13K sh | Q2 2026 | |
| 8 | UBS Group AG | $20.6M | 278K | ▲+192% Added · +183K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $20.4M | 275K | ▼−5.7% Reduced · −17K sh | Q1 2026 | |
| 10 | Summit Trail Advisors, LLC | $19.7M | 266K | ▼−73% Reduced · −734K sh | Q2 2026 | |
| 11 | CIBC Bancorp USA Inc. | $18.0M | 245K | ▲New +245K sh | Q1 2026 | |
| 12 | Cascade Financial Partners, LLC | $16.9M | 227K | ▲+13% Added · +27K sh | Q2 2026 | |
| 13 | Checchi Capital Advisers, LLC | $13.5M | 182K | ▼−0.3% Reduced · −556 sh | Q2 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $8.8M | 118K | ▲14× Added · +110K sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $7.4M | 100K | ▼−12% Reduced · −13K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $7.3M | 99K | ▲+383% Added · +78K sh | Q1 2026 | |
| 17 | Proficio Capital Partners LLC | $6.5M | 88K | ▲+21% Added · +15K sh | Q2 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $5.3M | 71K | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 19 | Cresset Asset Management, LLC | $4.9M | 66K | —Held | Q2 2026 | |
| 20 | Octavia Wealth Advisors, LLC | $4.8M | 65K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 60K | ▲+214% Added · +41K sh | Q1 2026 | |
| 22 | MAYPORT, LLC | $4.4M | 60K | —Held | Q2 2026 | |
| 23 | Outlook Wealth Advisors, LLC | $4.2M | 56K | ▲+1.6% Added · +882 sh | Q2 2026 | |
| 24 | Bulltick Wealth Management, LLC | $3.8M | 52K | ▼−0.1% Reduced · −59 sh | Q2 2026 | |
| 25 | New Capital Management LP | $3.8M | 51K | ▲+1.1% Added · +565 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in ISHG and 15 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 44 funds | $10.7B |
| MICROSOFT CORPMSFT | 44 funds | $6.9B |
| ALPHABET INC-CL CGOOG | 44 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 44 funds | $3.8B |
| APPLE INCAAPL | 43 funds | $8.9B |
| AMAZON.COM INCAMZN | 43 funds | $5.3B |
| ELI LILLY & COLLY | 43 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 42 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 42 funds | $1.8B |
| ABBVIE INCABBV | 42 funds | $675.0M |
| ISHARES CORE S&P 500 ETFIVV | 41 funds | $5.9B |
| COSTCO WHOLESALE CORPCOST | 41 funds | $2.7B |
Ranked by how many of ISHG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for ISHG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ISHG/capital-change-brief"
Use Arkolith's capital_change_brief for ISHG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ISHG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.