iShares -3 Year InternationaISHGETF

13F holders, Q2 2025 (June 30)
61holders +35
37new positions
2sold out
1famous investor
$76.54avg. 13F price*

At the end of Q2 2025, 61 institutions reported holding iShares -3 Year Internationa (ISHG) in their 13F filings, up 35 from Q1 2025. 37 opened new positions and 2 sold out. The largest holders were Summit Trail Advisors, LLC ($168.1M), Rock Creek Group LLC ($83.2M) and Morgan Stanley ($19.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares -3 Year Internationa
CUSIP
464288125
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 24Q1 2024Q2 2024: 25Q2 2024Q3 2024: 22Q3 2024Q4 2024: 29Q4 2024Q1 2025: 26Q1 2025Q2 2025: 61Q2 2025Q3 2025: 76Q3 2025Q4 2025: 87Q4 2025Q1 2026: 103Q1 2026Q2 2026: 117Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions37$332.0M
Exits2$2.6M

All 13F filers, Q1 2025 → Q2 2025: 4,869,164 shares bought and 67,339 shares sold, net +4,801,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Summit Trail Advisors, LLC 2.88% New 2,195,405 $168.1M
Rock Creek Group LLC 9.75% New 1,086,164 $83.2M
Morgan Stanley 0.00% Add +1008.3% 257,563 $19.7M
Checchi Capital Advisers, LLC 1.03% Reduce -4.8% 192,829 $14.8M
Proficio Capital Partners LLC 0.82% New 172,565 $13.2M
Royal Bank of Canada 0.00% Add +1319.3% 150,208 $11.5M
MinichMacGregor Wealth Management, LLC 2.45% New 149,417 $11.4M
Inlight Wealth Management, LLC 5.65% New 142,544 $10.9M
Octavia Wealth Advisors, LLC 0.90% New 102,965 $7.9M
Cerity Partners LLC 0.01% New 94,468 $7.2M
Plum Street Advisors, LLC 2.74% Add +6.7% 81,067 $6.2M
Susquehanna International Group, LLP 0.01% New 67,813 $5.2M
UBS Group AG 0.00% Add +2670.7% 65,251 $5.0M
NorthCoast Asset Management LLC 0.02% New 53,183 $4.1M
Bulltick Wealth Management, LLC 0.89% No change 46,986 $3.6M
Bank of America Corp. 0.00% Add +135.1% 46,434 $3.6M
LPL Financial LLC 0.00% Add +150.6% 41,353 $3.2M
Retireful, LLC 1.82% New 34,437 $2.6M
Advisory Services Network, LLC 0.03% New 29,316 $2.2M
New Capital Management LP 0.58% New 27,097 $2.1M
Wealthspire Advisors, LLC 0.01% New 25,420 $1.9M
AE Wealth Management LLC 0.01% Add +56.6% 21,588 $1.7M
DF Dent & Co. Inc. 0.02% No change 20,400 $1.6M
Citadel Advisors 0.00% New 18,022 $1.4M
Family Firm, Inc. 0.32% Reduce -0.1% 17,126 $1.3M
Cary Street Partners Financial LLC 0.03% New 14,670 $1.1M
Osaic Holdings, Inc. 0.00% Add +40182.9% 14,099 $1.1M
Middleton & Co. Inc. 0.12% New 13,693 $1.0M
Parallel Advisors, LLC 0.02% Add +112.0% 13,545 $1.0M
West Paces Advisors Inc. 0.22% New 13,430 $1.0M
Financial Harvest, LLC 0.72% New 12,564 $962K
McLean Asset Management Corp 0.25% Reduce -21.6% 12,525 $959K
One Plus One Wealth Management, LLC 0.49% New 11,842 $907K
Focus Partners Wealth 0.00% Add +76.7% 10,782 $825K
Crossmark Global Holdings, Inc. 0.01% No change 10,390 $794K
Jackson Creek Investment Advisors LLC 0.20% Reduce -4.4% 9,654 $739K
Wells Fargo & Company 0.00% Reduce -66.2% 8,919 $683K
Wealth Enhancement Advisory Services, LLC 0.00% New 8,643 $660K
Cascade Financial Partners, LLC 0.07% New 7,230 $554K
Monograph Wealth Advisors, LLC 0.06% New 6,550 $501K
Mutual Advisors, LLC 0.01% Add +80.0% 6,597 $501K
Quartz Partners, LLC 0.23% New 6,489 $497K
VERITY Wealth Advisors 0.28% New 5,398 $413K
Captrust Financial Advisors 0.00% New 5,389 $413K
Beacon Financial Strategies CORP 0.23% No change 4,820 $369K
Pathstone Holdings, LLC 0.00% New 4,771 $365K
Commonwealth Equity Services, LLC 0.00% New 3,714 $284K
Neuberger Berman Group LLC 0.00% New 3,650 $279K
Creative Planning 0.00% New 3,413 $261K
Wealthstream Advisors, Inc. 0.04% New 3,339 $256K
Cetera Investment Advisers 0.00% New 3,228 $247K
Private Advisor Group, LLC 0.00% New 3,000 $230K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,904 $222K
Keybank National Association 0.00% No change 2,872 $220K
Comerica Bank 0.00% New 2,742 $210K
Jones Financial Companies LLLP 0.00% Add +119.7% 2,258 $172K
Addison Advisors LLC 0.02% New 1,130 $87K
Raymond James Financial Inc. 0.00% New 1,113 $85K
Capital A Wealth Management, LLC 0.12% New 151 $11K
Golden State Wealth Management, LLC 0.00% No change 96 $7K
Farther Finance Advisors, LLC 0.00% No change 50 $4K

"% of holder's portfolio" is ISHG's weight in each manager's 13F, not the share of iShares -3 Year Internationa the manager owns.