ISHG(ISHG)
ISHG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Rock Creek Group, LP | 1.11M | Jun 30, 26 | +7.25K | 10.07% |
| RiverFront Investment Group, LLC | 761.07K | Jun 30, 26 | +761.07K | 6.88% |
| ENVESTNET ASSET MANAGEMENT INC | 754.54K | Jun 30, 26 | +754.54K | 6.82% |
| NewEdge Wealth, LLC | 722.41K | Jun 30, 26 | -228.57K | 6.53% |
| Turim 21 Investimentos Ltda. | 476.91K | Jun 30, 26 | +15.94K | 4.31% |
| Alpine Bank Wealth Management | 436.41K | Jun 30, 26 | +436.41K | 3.94% |
| Inlight Wealth Management, LLC | 346.13K | Jun 30, 26 | +13.30K | 3.13% |
| ROYAL BANK OF CANADA | 344.62K | Jun 30, 26 | -16.01K | 3.11% |
| CIBC Bancorp USA Inc. | 295.39K | Jun 30, 26 | +50.69K | 2.67% |
| Summit Trail Advisors, LLC | 265.63K | Jun 30, 26 | -733.75K | 2.40% |
| RAYMOND JAMES FINANCIAL INC | 254.55K | Jun 30, 26 | +246.70K | 2.30% |
| MERCER GLOBAL ADVISORS INC /ADV | 235.52K | Jun 30, 26 | +117.47K | 2.13% |
| Cascade Financial Partners, LLC | 227.21K | Jun 30, 26 | +26.68K | 2.05% |
| Checchi Capital Advisers, LLC | 181.58K | Jun 30, 26 | -556 | 1.64% |
| LPL Financial LLC | 171.29K | Jun 30, 26 | +156.18K | 1.55% |
| MORGAN STANLEY | 155.72K | Jun 30, 26 | -119.17K | 1.41% |
| Plum Street Advisors, LLC | 104.94K | Jun 30, 26 | +5.02K | 0.95% |
| Beacon Pointe Advisors, LLC | 100.17K | Jun 30, 26 | -13.04K | 0.91% |
| UBS Group AG | 95.83K | Jun 30, 26 | -182.03K | 0.87% |
| Proficio Capital Partners LLC | 88.06K | Jun 30, 26 | +15.38K | 0.80% |
| Janney Montgomery Scott LLC | 80.59K | Jun 30, 26 | +80.59K | 0.73% |
| BANK OF AMERICA CORP /DE/ | 76.85K | Jun 30, 26 | +5.39K | 0.69% |
| Cresset Asset Management, LLC | 66.34K | Jun 30, 26 | -- | 0.60% |
| Octavia Wealth Advisors, LLC | 64.90K | Jun 30, 26 | +2.35K | 0.59% |
| MAYPORT, LLC | 59.89K | Jun 30, 26 | -- | 0.54% |
| Outlook Wealth Advisors, LLC | 56.10K | Jun 30, 26 | +882 | 0.51% |
| Bulltick Wealth Management, LLC | 51.50K | Jun 30, 26 | -59 | 0.47% |
| New Capital Management LP | 50.81K | Jun 30, 26 | +565 | 0.46% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 50.66K | Jun 30, 26 | +6.84K | 0.46% |
| JPMORGAN CHASE & CO | 49.87K | Jun 30, 26 | +49.87K | 0.45% |
| Gotham Asset Management, LLC | 49.76K | Jun 30, 26 | +49.76K | 0.45% |
| Advisory Services Network, LLC | 43.39K | Jun 30, 26 | +5.62K | 0.39% |
| Fonville Wealth Management LLC | 40.95K | Jun 30, 26 | -4.66K | 0.37% |
| ALTERNA WEALTH MANAGEMENT, INC | 34.67K | Jun 30, 26 | +34.67K | 0.31% |
| Wealthspire Advisors, LLC | 34.62K | Jun 30, 26 | -1.85K | 0.31% |
| AE Wealth Management LLC | 33.35K | Jun 30, 26 | +4.50K | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 32.62K | Jun 30, 26 | +511 | 0.29% |
| LEUTHOLD GROUP, LLC | 31.00K | Jun 30, 26 | +31.00K | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.59K | Jun 30, 26 | -31.68K | 0.26% |
| STIFEL FINANCIAL CORP | 28.42K | Jun 30, 26 | +23.12K | 0.26% |
| MIDDLETON & CO INC/MA | 26.81K | Jun 30, 26 | +5.71K | 0.24% |
| HighTower Advisors, LLC | 25.39K | Jun 30, 26 | +1.60K | 0.23% |
| CARY STREET PARTNERS FINANCIAL LLC | 21.42K | Jun 30, 26 | -100 | 0.19% |
| Buckingham Strategic Partners | 20.50K | Jun 30, 26 | +20.50K | 0.19% |
| Colony Group, LLC | 20.12K | Jun 30, 26 | +2.26K | 0.18% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18.77K | Jun 30, 26 | -- | 0.17% |
| Financial Harvest, LLC | 16.76K | Jun 30, 26 | +1.42K | 0.15% |
| McCartney Wealth Management LLC | 16.70K | Jun 30, 26 | +226 | 0.15% |
| TRUIST FINANCIAL CORP | 16.48K | Jun 30, 26 | +16.48K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 15.88K | Jun 30, 26 | +228 | 0.14% |
| WELLS FARGO & COMPANY/MN | 14.03K | Jun 30, 26 | +5.61K | 0.13% |
| BIP Wealth, LLC | 13.66K | Jun 30, 26 | +13.66K | 0.12% |
| LAIRD NORTON TRUST COMPANY, LLC | 13.30K | Jun 30, 26 | -- | 0.12% |
| VERITY Wealth Advisors | 13.11K | Jun 30, 26 | +2.92K | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 12.37K | Jun 30, 26 | +5.54K | 0.11% |
| Vise Technologies, Inc. | 12.21K | Jun 30, 26 | +12.21K | 0.11% |
| Creative Planning | 11.82K | Jun 30, 26 | +3.75K | 0.11% |
| WEST PACES ADVISORS INC. | 11.55K | Jun 30, 26 | -541 | 0.10% |
| Miracle Mile Advisors, LLC | 10.57K | Jun 30, 26 | +1.12K | 0.10% |
| Crossmark Global Holdings, Inc. | 10.39K | Jun 30, 26 | -- | 0.09% |
| 3 FACTOR INDEXING, LLC | 10.10K | Jun 30, 26 | -96 | 0.09% |
| HRT FINANCIAL LP | 9.95K | Jun 30, 26 | -355 | 0.09% |
| EVERETT HARRIS & CO /CA/ | 9.92K | Jun 30, 26 | -- | 0.09% |
| Evanson Financial, LLC | 9.54K | Jun 30, 26 | +9.54K | 0.09% |
| McLean Asset Management Corp | 8.64K | Jun 30, 26 | -1 | 0.08% |
| Brand Asset Management Group, Inc. | 8.57K | Jun 30, 26 | -202 | 0.08% |
| DF DENT & CO INC | 8.40K | Jun 30, 26 | -- | 0.08% |
| Cetera Investment Advisers | 8.25K | Jun 30, 26 | +2.59K | 0.07% |
| Cerity Partners LLC | 8.15K | Jun 30, 26 | -24.89K | 0.07% |
| Old Peak Finance LLC | 7.83K | Jun 30, 26 | +112 | 0.07% |
| SwitchPoint Financial Planning, LLC | 7.79K | Jun 30, 26 | -- | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 7.37K | Jun 30, 26 | -4.08K | 0.07% |
| MONOGRAPH WEALTH ADVISORS, LLC | 6.55K | Jun 30, 26 | -- | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.29K | Jun 30, 26 | +6.29K | 0.06% |
| GOLDMAN SACHS GROUP INC | 6.20K | Jun 30, 26 | -8.02K | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 5.55K | Jun 30, 26 | -- | 0.05% |
| Beacon Financial Strategies CORP | 4.82K | Jun 30, 26 | -- | 0.04% |
| MEMBERS WEALTH LLC | 4.80K | Jun 30, 26 | +1.65K | 0.04% |
| Adviser Investments LLC | 4.47K | Jun 30, 26 | +4.47K | 0.04% |
| Permanent Capital Management, LP | 4.38K | Jun 30, 26 | -1.37K | 0.04% |
| FIFTH THIRD BANCORP | 4.35K | Jun 30, 26 | +3.61K | 0.04% |
| Savant Capital, LLC | 4.25K | Jun 30, 26 | -- | 0.04% |
| Resurgent Financial Advisors LLC | 4.19K | Jun 30, 26 | -- | 0.04% |
| Mutual Advisors, LLC | 4.08K | Jun 30, 26 | +880 | 0.04% |
| Destination Wealth Management | 3.84K | Jun 30, 26 | +3.84K | 0.03% |
| TWO SIGMA SECURITIES, LLC | 3.77K | Jun 30, 26 | -3.28K | 0.03% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.72K | Jun 30, 26 | +344 | 0.03% |
| HTG Investment Advisors, Inc. | 3.66K | Jun 30, 26 | +332 | 0.03% |
| Pathway Financial Advisors LLC | 3.60K | Jun 30, 26 | -- | 0.03% |
| MAI Capital Management | 3.36K | Jun 30, 26 | +1.40K | 0.03% |
| Greenspring Advisors, LLC | 3.34K | Jun 30, 26 | -- | 0.03% |
| OPPENHEIMER & CO INC | 3.32K | Jun 30, 26 | -58 | 0.03% |
| WEDBUSH SECURITIES INC | 3.21K | Jun 30, 26 | +3.21K | 0.03% |
| IMA Wealth, Inc. | 3.20K | Jun 30, 26 | -- | 0.03% |
| WISCONSIN CAPITAL MANAGEMENT LLC | 3.15K | Jun 30, 26 | +300 | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 3.01K | Jun 30, 26 | -- | 0.03% |
| Pathstone Holdings, LLC | 2.98K | Jun 30, 26 | -- | 0.03% |
| BancFirst Trust & Investment Management | 2.80K | Jun 30, 26 | -- | 0.03% |
| Sowell Financial Services LLC | 2.76K | Jun 30, 26 | +2.76K | 0.02% |
| Rockefeller Capital Management L.P. | 1.38K | Jun 30, 26 | -- | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.33K | Jun 30, 26 | +1.20K | 0.01% |
| Addison Advisors LLC | 1.18K | Jun 30, 26 | +10 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 1.12K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 990 | Jun 30, 26 | -654 | 0.01% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 915 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 780 | Jun 30, 26 | -161 | 0.01% |
| TFC Financial Management, Inc. | 727 | Jun 30, 26 | -- | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 650 | Jun 30, 26 | +650 | 0.01% |
| Godfrey Financial Associates, Inc. | 500 | Jun 30, 26 | -- | 0.00% |
| KERR FINANCIAL PLANNING Corp | 450 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 425 | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 299 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 260 | Jun 30, 26 | +260 | 0.00% |
| PRIVATE TRUST CO NA | 220 | Jun 30, 26 | +220 | 0.00% |
| Highland Investment Advisors LLC | 106 | Jun 30, 26 | +106 | 0.00% |
| Golden State Wealth Management, LLC | 96 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 73 | Jun 30, 26 | +73 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 14 | Jun 30, 26 | +14 | 0.00% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -12.64K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -98.58K | -- |
| Sharp Financial Services, LLC | -- | Jun 30, 26 | -4.80K | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -31 | -- |
| Forum Finance Group S.A. | -- | Jun 30, 26 | -600 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -15.82K | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -2.96K | -- |
| Red Tortoise LLC | 13.66K | Mar 31, 26 | -- | 0.12% |
| Evanson Asset Management, LLC | 9.54K | Mar 31, 26 | +9.54K | 0.09% |
| CWM, LLC | -- | Mar 31, 26 | -40 | -- |
| CIBC Private Wealth Group, LLC | 127.13K | Dec 31, 25 | +50.90K | 1.15% |
| 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 | 0.15% |
| Capital A Wealth Management, LLC | 151 | Jun 30, 25 | +151 | 0.00% |
| Merriman Wealth Management, LLC | 6.52K | Dec 31, 24 | +6.52K | 0.06% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -54 | -- |
| Karp Capital Management Corp | 25.42K | Sep 30, 22 | -33.00K | 0.23% |
| 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 | 0.09% |
| WealthShield, LLC | 4.83K | Dec 31, 17 | +4.83K | 0.04% |
| Virtu KCG Holdings LLC | 28.54K | Jun 30, 17 | +28.54K | 0.26% |
| CAPSTONE ASSET MANAGEMENT CO | 8.00K | Jun 30, 17 | -- | 0.07% |
| 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 | 0.35% |
| 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 | 0.08% |
| Long Wharf Investors, Inc. | 4.51K | Jun 30, 14 | -- | 0.04% |
| Jane Street Holding, LLC | 10.99K | Dec 31, 13 | -3.41K | 0.10% |
| KNIGHT CAPITAL GROUP LLC | 54.66K | Jun 30, 13 | +38.49K | 0.49% |
| First Allied Securities, Inc. | 40 | Jun 30, 12 | -625 | 0.00% |