ISHG Institutional Ownership
iShares 1-3 Year International Treasury Bond ETF
1W: -0.8%
1M: -2.4%
3M: -0.8%
YTD: -1.6%
1Y: -1.7%
3Y: +14.5%
5Y: -4.1%
$73.86
+0.18 (+0.24%)
Weekly Expected Move ±0.7%
$73
$73
$74
$74
$75
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ISHG
125
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
636M
Total Invested
24
New Positions
41
Increased
32
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (132 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Rock Creek Group LLC | 1,114,285 | 82M | +7,247 | +0.7% | 5Q | SEC ↗ |
| 2 | RiverFront Investment Group, LLC NEW | 761,074 | 56M | — | +0.0% | 1Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC NEW | 754,539 | 56M | — | +0.0% | 1Q | SEC ↗ |
| 4 | NewEdge Wealth, LLC | 722,409 | 53M | -228,566 | -24.0% | 3Q | SEC ↗ |
| 5 | Turim 21 Investimentos Ltda. | 476,912 | 35M | +15,937 | +3.5% | 2Q | SEC ↗ |
| 6 | Alpine Bank Wealth Management NEW | 436,406 | 32M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Inlight Wealth Management, LLC | 346,131 | 26M | +13,304 | +4.0% | 5Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 344,621 | 25M | -16,006 | -4.4% | 67Q | SEC ↗ |
| 9 | CIBC Bancorp USA Inc. | 295,388 | 22M | +50,688 | +20.7% | 2Q | SEC ↗ |
| 10 | Summit Trail Advisors, LLC | 265,634 | 20M | -733,748 | -73.4% | 5Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 254,554 | 19M | +246,696 | +3139.4% | 3Q | SEC ↗ |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | 235,520 | 17M | +117,475 | +99.5% | 2Q | SEC ↗ |
| 13 | Cascade Financial Partners, LLC | 227,206 | 17M | +26,679 | +13.3% | 5Q | SEC ↗ |
| 14 | Checchi Capital Advisers, LLC | 181,581 | 13M | -556 | -0.3% | 20Q | SEC ↗ |
| 15 | LPL Financial LLC | 171,289 | 13M | +156,175 | +1033.3% | 14Q | SEC ↗ |
| 16 | MORGAN STANLEY | 155,722 | 12M | -119,165 | -43.4% | 60Q | SEC ↗ |
| 17 | Plum Street Advisors, LLC | 104,941 | 8M | +5,019 | +5.0% | 11Q | SEC ↗ |
| 18 | Beacon Pointe Advisors, LLC | 100,175 | 7M | -13,045 | -11.5% | 4Q | SEC ↗ |
| 19 | UBS Group AG | 95,828 | 7M | -182,030 | -65.5% | 47Q | SEC ↗ |
| 20 | Proficio Capital Partners LLC | 88,060 | 7M | +15,375 | +21.2% | 2Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC NEW | 80,595 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 76,850 | 6M | +5,389 | +7.5% | 15Q | SEC ↗ |
| 23 | Cresset Asset Management, LLC | 66,345 | 5M | — | +0.0% | 4Q | SEC ↗ |
| 24 | Octavia Wealth Advisors, LLC | 64,896 | 5M | +2,346 | +3.8% | 5Q | SEC ↗ |
| 25 | MAYPORT, LLC | 59,894 | 4M | — | +0.0% | 3Q | SEC ↗ |
| 26 | Outlook Wealth Advisors, LLC | 56,096 | 4M | +882 | +1.6% | 2Q | SEC ↗ |
| 27 | Bulltick Wealth Management, LLC | 51,501 | 4M | -59 | -0.1% | 13Q | SEC ↗ |
| 28 | New Capital Management LP | 50,810 | 4M | +565 | +1.1% | 5Q | SEC ↗ |
| 29 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT | 50,660 | 4M | +6,840 | +15.6% | 3Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO NEW | 49,868 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Gotham Asset Management, LLC NEW | 49,764 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Advisory Services Network, LLC | 43,389 | 3M | +5,622 | +14.9% | 5Q | SEC ↗ |
| 33 | Fonville Wealth Management LLC | 40,955 | 3M | -4,658 | -10.2% | 4Q | SEC ↗ |
| 34 | ALTERNA WEALTH MANAGEMENT, INC NEW | 34,672 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Wealthspire Advisors, LLC | 34,621 | 3M | -1,855 | -5.1% | 5Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 33,347 | 2M | +4,495 | +15.6% | 26Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 32,618 | 2M | +511 | +1.6% | 2Q | SEC ↗ |
| 38 | LEUTHOLD GROUP, LLC NEW | 31,002 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,590 | 2M | -31,683 | -52.6% | 5Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP | 28,421 | 2M | +23,123 | +436.4% | 2Q | SEC ↗ |
| 41 | MIDDLETON & CO INC/MA | 26,808 | 2M | +5,715 | +27.1% | 5Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 25,391 | 2M | +1,600 | +6.7% | 4Q | SEC ↗ |
| 43 | CARY STREET PARTNERS FINANCIAL LLC | 21,420 | 2M | -100 | -0.5% | 5Q | SEC ↗ |
| 44 | Focus Partners Advisor Solutions, LLC NEW | 20,497 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Focus Partners Wealth | 20,123 | 1M | +2,260 | +12.7% | 6Q | SEC ↗ |
| 46 | EVERGREEN CAPITAL MANAGEMENT LLC | 18,774 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 47 | Financial Harvest, LLC | 16,759 | 1M | +1,419 | +9.3% | 5Q | SEC ↗ |
| 48 | McCartney Wealth Management LLC | 16,696 | 1M | +226 | +1.4% | 3Q | SEC ↗ |
| 49 | TRUIST FINANCIAL CORP NEW | 16,476 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 50 | OSAIC HOLDINGS, INC. | 15,885 | 1M | +228 | +1.5% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| RiverFront Investment Group, LLC | 761,074 | 56M |
| ENVESTNET ASSET MANAGEMENT INC | 754,539 | 56M |
| Alpine Bank Wealth Management | 436,406 | 32M |
| Janney Montgomery Scott LLC | 80,595 | 6M |
| JPMORGAN CHASE & CO | 49,868 | 4M |
| Gotham Asset Management, LLC | 49,764 | 4M |
| ALTERNA WEALTH MANAGEMENT, INC | 34,672 | 3M |
| LEUTHOLD GROUP, LLC | 31,002 | 2M |
| Focus Partners Advisor Solutions, L | 20,497 | 2M |
| TRUIST FINANCIAL CORP | 16,476 | 1M |
| BIP Wealth, LLC | 13,660 | 1M |
| Vise Technologies, Inc. | 12,210 | 902K |
| Evanson Financial, LLC | 9,537 | 704K |
| Evanson Asset Management, LLC | 9,537 | 704K |
| &PARTNERS | 6,285 | 464K |
| RWA WEALTH PARTNERS, LLC | 4,469 | 330K |
| Destination Wealth Management | 3,844 | 284K |
| WEDBUSH SECURITIES INC | 3,205 | 237K |
| Sowell Financial Services LLC | 2,759 | 204K |
| TD PRIVATE CLIENT WEALTH LLC | 650 | 48K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 98,579 | 7M |
| Kovitz Investment Group Partners, L | 49,622 | 4M |
| CITADEL ADVISORS LLC | 15,823 | 1M |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 12,638 | 933K |
| Parallel Advisors, LLC | 9,850 | 728K |
| Sharp Wealth Advisory, LLC | 4,798 | 354K |
| NEUBERGER BERMAN GROUP LLC | 3,650 | 270K |
| Kestra Advisory Services, LLC | 2,959 | 219K |
| Forum Finance Group S.A. | 600 | 44K |
| Smartleaf Asset Management LLC | 130 | 10K |
| CWM, LLC | 40 | 3K |
| HANTZ FINANCIAL SERVICES, INC. | 31 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +246,696 | +3139.4% | 254,554 |
| LPL Financial LLC | +156,175 | +1033.3% | 171,289 |
| MERCER GLOBAL ADVISORS INC /ADV | +117,475 | +99.5% | 235,520 |
| CIBC Bancorp USA Inc. | +50,688 | +20.7% | 295,388 |
| Cascade Financial Partners, LLC | +26,679 | +13.3% | 227,206 |
| STIFEL FINANCIAL CORP | +23,123 | +436.4% | 28,421 |
| Turim 21 Investimentos Ltda. | +15,937 | +3.5% | 476,912 |
| Proficio Capital Partners LLC | +15,375 | +21.2% | 88,060 |
| Inlight Wealth Management, LLC | +13,304 | +4.0% | 346,131 |
| Rock Creek Group LLC | +7,247 | +0.7% | 1,114,285 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEM | +6,840 | +15.6% | 50,660 |
| MIDDLETON & CO INC/MA | +5,715 | +27.1% | 26,808 |
| Advisory Services Network, LLC | +5,622 | +14.9% | 43,389 |
| WELLS FARGO & COMPANY/MN | +5,614 | +66.7% | 14,026 |
| JONES FINANCIAL COMPANIES LLLP | +5,538 | +81.1% | 12,366 |
| BANK OF AMERICA CORP /DE | +5,389 | +7.5% | 76,850 |
| Plum Street Advisors, LLC | +5,019 | +5.0% | 104,941 |
| AE Wealth Management LLC | +4,495 | +15.6% | 33,347 |
| Creative Planning | +3,746 | +46.4% | 11,821 |
| FIFTH THIRD BANCORP | +3,607 | +486.1% | 4,349 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Summit Trail Advisors, LLC | -733,748 | -73.4% | 265,634 |
| NewEdge Wealth, LLC | -228,566 | -24.0% | 722,409 |
| UBS Group AG | -182,030 | -65.5% | 95,828 |
| MORGAN STANLEY | -119,165 | -43.4% | 155,722 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -31,683 | -52.6% | 28,590 |
| Cerity Partners LLC | -24,892 | -75.3% | 8,148 |
| ROYAL BANK OF CANADA | -16,006 | -4.4% | 344,621 |
| Beacon Pointe Advisors, LLC | -13,045 | -11.5% | 100,175 |
| GOLDMAN SACHS GROUP INC | -8,023 | -56.4% | 6,203 |
| Fonville Wealth Management LLC | -4,658 | -10.2% | 40,955 |
| Cambridge Investment Research Advis | -4,075 | -35.6% | 7,365 |
| TWO SIGMA SECURITIES, LLC | -3,282 | -46.5% | 3,769 |
| Wealthspire Advisors, LLC | -1,855 | -5.1% | 34,621 |
| Permanent Capital Management, LP | -1,370 | -23.8% | 4,379 |
| Allworth Financial LP | -654 | -39.8% | 990 |
| Checchi Capital Advisers, LLC | -556 | -0.3% | 181,581 |
| WEST PACES ADVISORS INC. | -541 | -4.5% | 11,554 |
| HRT FINANCIAL LP | -355 | -3.4% | 9,950 |
| Brand Asset Management Group, Inc. | -202 | -2.3% | 8,575 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -161 | -17.1% | 780 |