ISHG(ISHG)
ISHG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Rock Creek Group, LP | 1.11M | Mar 31, 26 | +17.06K | 11.08% |
| Summit Trail Advisors, LLC | 999.38K | Mar 31, 26 | -69.14K | 10.00% |
| NewEdge Wealth, LLC | 950.98K | Mar 31, 26 | -60.28K | 9.52% |
| Turim 21 Investimentos Ltda. | 460.98K | Mar 31, 26 | +460.98K | 4.61% |
| ROYAL BANK OF CANADA | 360.63K | Mar 31, 26 | -8.58K | 3.61% |
| Inlight Wealth Management, LLC | 332.83K | Mar 31, 26 | +16.58K | 3.33% |
| UBS Group AG | 277.86K | Mar 31, 26 | +182.59K | 2.78% |
| MORGAN STANLEY | 274.89K | Mar 31, 26 | -16.66K | 2.75% |
| Cascade Financial Partners, LLC | 200.53K | Mar 31, 26 | +62.15K | 2.01% |
| Checchi Capital Advisers, LLC | 182.14K | Mar 31, 26 | -6.26K | 1.82% |
| MERCER GLOBAL ADVISORS INC /ADV | 118.05K | Mar 31, 26 | +118.05K | 1.18% |
| Beacon Pointe Advisors, LLC | 113.22K | Mar 31, 26 | +29.06K | 1.13% |
| Plum Street Advisors, LLC | 99.92K | Mar 31, 26 | +8.43K | 1.00% |
| JANE STREET GROUP, LLC | 98.58K | Mar 31, 26 | +78.16K | 0.99% |
| Proficio Capital Partners LLC | 72.69K | Mar 31, 26 | +72.69K | 0.73% |
| BANK OF AMERICA CORP /DE/ | 71.46K | Mar 31, 26 | +1.24K | 0.72% |
| Cresset Asset Management, LLC | 66.34K | Mar 31, 26 | +13.25K | 0.66% |
| Octavia Wealth Advisors, LLC | 62.55K | Mar 31, 26 | -3.43K | 0.63% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.27K | Mar 31, 26 | +41.05K | 0.60% |
| MAYPORT, LLC | 59.89K | Mar 31, 26 | -- | 0.60% |
| Outlook Wealth Advisors, LLC | 55.21K | Mar 31, 26 | +55.21K | 0.55% |
| Bulltick Wealth Management, LLC | 51.56K | Mar 31, 26 | +6.45K | 0.52% |
| New Capital Management LP | 50.24K | Mar 31, 26 | +16.72K | 0.50% |
| Fonville Wealth Management LLC | 45.61K | Mar 31, 26 | +9.77K | 0.46% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 43.82K | Mar 31, 26 | +24.16K | 0.44% |
| Advisory Services Network, LLC | 37.77K | Mar 31, 26 | +4.66K | 0.38% |
| Wealthspire Advisors, LLC | 36.48K | Mar 31, 26 | +3.95K | 0.37% |
| Cerity Partners LLC | 33.04K | Mar 31, 26 | +2.52K | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 32.11K | Mar 31, 26 | +32.11K | 0.32% |
| AE Wealth Management LLC | 28.85K | Mar 31, 26 | +3.43K | 0.29% |
| HighTower Advisors, LLC | 23.79K | Mar 31, 26 | +880 | 0.24% |
| CARY STREET PARTNERS FINANCIAL LLC | 21.52K | Mar 31, 26 | -250 | 0.22% |
| MIDDLETON & CO INC/MA | 21.09K | Mar 31, 26 | +3.25K | 0.21% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18.77K | Mar 31, 26 | +15.48K | 0.19% |
| Colony Group, LLC | 17.86K | Mar 31, 26 | -- | 0.18% |
| CITADEL ADVISORS LLC | 15.82K | Mar 31, 26 | +12.63K | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 15.66K | Mar 31, 26 | +899 | 0.16% |
| Financial Harvest, LLC | 15.34K | Mar 31, 26 | +354 | 0.15% |
| LPL Financial LLC | 15.11K | Mar 31, 26 | +5.22K | 0.15% |
| GOLDMAN SACHS GROUP INC | 14.23K | Mar 31, 26 | -12.78K | 0.14% |
| Red Tortoise LLC | 13.66K | Mar 31, 26 | -- | 0.14% |
| LAIRD NORTON TRUST COMPANY, LLC | 13.30K | Mar 31, 26 | +6.70K | 0.13% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 12.64K | Mar 31, 26 | +2.09K | 0.13% |
| WEST PACES ADVISORS INC. | 12.10K | Mar 31, 26 | -1.29K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 11.44K | Mar 31, 26 | +1.36K | 0.11% |
| Crossmark Global Holdings, Inc. | 10.39K | Mar 31, 26 | -- | 0.10% |
| HRT FINANCIAL LP | 10.30K | Mar 31, 26 | +10.30K | 0.10% |
| VERITY Wealth Advisors | 10.19K | Mar 31, 26 | +4.79K | 0.10% |
| EVERETT HARRIS & CO /CA/ | 9.92K | Mar 31, 26 | +9.92K | 0.10% |
| Evanson Asset Management, LLC | 9.54K | Mar 31, 26 | +9.54K | 0.10% |
| Miracle Mile Advisors, LLC | 9.45K | Mar 31, 26 | +9.45K | 0.09% |
| Brand Asset Management Group, Inc. | 8.78K | Mar 31, 26 | -401 | 0.09% |
| McLean Asset Management Corp | 8.64K | Mar 31, 26 | -58 | 0.09% |
| WELLS FARGO & COMPANY/MN | 8.41K | Mar 31, 26 | +7.39K | 0.08% |
| DF DENT & CO INC | 8.40K | Mar 31, 26 | -- | 0.08% |
| Creative Planning | 8.07K | Mar 31, 26 | +63 | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 7.86K | Mar 31, 26 | +1.01K | 0.08% |
| SwitchPoint Financial Planning, LLC | 7.79K | Mar 31, 26 | +7.79K | 0.08% |
| TWO SIGMA SECURITIES, LLC | 7.05K | Mar 31, 26 | +7.05K | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 6.83K | Mar 31, 26 | +2.55K | 0.07% |
| MONOGRAPH WEALTH ADVISORS, LLC | 6.55K | Mar 31, 26 | -- | 0.07% |
| Permanent Capital Management, LP | 5.75K | Mar 31, 26 | -- | 0.06% |
| Cetera Investment Advisers | 5.66K | Mar 31, 26 | +1.10K | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 5.55K | Mar 31, 26 | -- | 0.06% |
| STIFEL FINANCIAL CORP | 5.30K | Mar 31, 26 | +5.30K | 0.05% |
| Sharp Financial Services, LLC | 4.80K | Mar 31, 26 | +38 | 0.05% |
| Savant Capital, LLC | 4.25K | Mar 31, 26 | +4.25K | 0.04% |
| Resurgent Financial Advisors LLC | 4.19K | Mar 31, 26 | +800 | 0.04% |
| Pathway Financial Advisors LLC | 3.60K | Mar 31, 26 | +3.60K | 0.04% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.38K | Mar 31, 26 | +508 | 0.03% |
| OPPENHEIMER & CO INC | 3.37K | Mar 31, 26 | +7 | 0.03% |
| Greenspring Advisors, LLC | 3.34K | Mar 31, 26 | -- | 0.03% |
| HTG Investment Advisors, Inc. | 3.32K | Mar 31, 26 | -- | 0.03% |
| Mutual Advisors, LLC | 3.20K | Mar 31, 26 | -2.87K | 0.03% |
| IMA Wealth, Inc. | 3.20K | Mar 31, 26 | +3.20K | 0.03% |
| MEMBERS WEALTH LLC | 3.15K | Mar 31, 26 | +279 | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 3.01K | Mar 31, 26 | +3.01K | 0.03% |
| Pathstone Holdings, LLC | 2.98K | Mar 31, 26 | -- | 0.03% |
| Kestra Advisory Services, LLC | 2.96K | Mar 31, 26 | +1.45K | 0.03% |
| WISCONSIN CAPITAL MANAGEMENT LLC | 2.85K | Mar 31, 26 | +2.85K | 0.03% |
| BancFirst Trust & Investment Management | 2.80K | Mar 31, 26 | -- | 0.03% |
| MAI Capital Management | 1.96K | Mar 31, 26 | +1.96K | 0.02% |
| Allworth Financial LP | 1.64K | Mar 31, 26 | +325 | 0.02% |
| Rockefeller Capital Management L.P. | 1.38K | Mar 31, 26 | -- | 0.01% |
| Addison Advisors LLC | 1.17K | Mar 31, 26 | -15 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 1.12K | Mar 31, 26 | +1.12K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 941 | Mar 31, 26 | +118 | 0.01% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 915 | Mar 31, 26 | -1.26K | 0.01% |
| FIFTH THIRD BANCORP | 742 | Mar 31, 26 | +742 | 0.01% |
| TFC Financial Management, Inc. | 727 | Mar 31, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 425 | Mar 31, 26 | +425 | 0.00% |
| Quent Capital, LLC | 299 | Mar 31, 26 | +34 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 130 | Mar 31, 26 | +130 | 0.00% |
| Golden State Wealth Management, LLC | 96 | Mar 31, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 31 | Mar 31, 26 | +31 | 0.00% |
| CWM, LLC | -- | Mar 31, 26 | -40 | -- |
| Neuberger Berman Group LLC | -- | Mar 31, 26 | -3.65K | -- |
| Buckingham Strategic Partners | -- | Mar 31, 26 | -13.00K | -- |
| Kovitz Investment Group Partners, LLC | -- | Mar 31, 26 | -49.62K | -- |
| Smartleaf Asset Management LLC | -- | Mar 31, 26 | -130 | -- |
| Parallel Advisors, LLC | -- | Mar 31, 26 | -9.85K | -- |
| CIBC Private Wealth Group, LLC | 127.13K | Dec 31, 25 | +50.90K | 1.27% |
| Heritage Financial Services, LLC | 4.25K | Dec 31, 25 | -- | 0.04% |
| COMERICA BANK | 742 | Dec 31, 25 | -- | 0.01% |
| Wealthstream Advisors, Inc. | 3.34K | Sep 30, 25 | -- | 0.03% |
| Family Firm, Inc. | 17.13K | Jun 30, 25 | -14 | 0.17% |
| Capital A Wealth Management, LLC | 151 | Jun 30, 25 | +151 | 0.00% |
| Merriman Wealth Management, LLC | 6.52K | Dec 31, 24 | +6.52K | 0.07% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -54 | -- |
| Karp Capital Management Corp | 25.42K | Sep 30, 22 | -33.00K | 0.25% |
| American Portfolios Advisors | 175 | Sep 30, 22 | +175 | 0.00% |
| Maxim Capital Management LLC | -- | Jun 30, 20 | -3.58K | -- |
| Advisor Group, Inc. | 450 | Dec 31, 19 | -- | 0.00% |
| HL FINANCIAL SERVICES LLC | 9.92K | Mar 31, 19 | +960 | 0.10% |
| WealthShield, LLC | 4.83K | Dec 31, 17 | +4.83K | 0.05% |
| Virtu KCG Holdings LLC | 28.54K | Jun 30, 17 | +28.54K | 0.29% |
| CAPSTONE ASSET MANAGEMENT CO | 8.00K | Jun 30, 17 | -- | 0.08% |
| Commonwealth Equity Services, Inc | 2.47K | Jun 30, 17 | +2.47K | 0.02% |
| WFG Advisors, LP | 12 | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | 824 | Dec 31, 16 | -71 | 0.01% |
| KANALY TRUST CO | -- | Dec 31, 16 | -19.38K | -- |
| Gerstein Fisher | 38.91K | Sep 30, 16 | -604 | 0.39% |
| Aris Wealth Services, Inc. | 360 | Sep 30, 15 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 128 | Jun 30, 15 | +128 | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 70 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 8.85K | Sep 30, 14 | -7.60K | 0.09% |
| Long Wharf Investors, Inc. | 4.51K | Jun 30, 14 | -- | 0.05% |
| Jane Street Holding, LLC | 10.99K | Dec 31, 13 | -3.41K | 0.11% |
| KNIGHT CAPITAL GROUP LLC | 54.66K | Jun 30, 13 | +38.49K | 0.55% |
| First Allied Securities, Inc. | 40 | Jun 30, 12 | -625 | 0.00% |