Signals

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☆ISHG

83 in-universe funds with a nonzero position in ISHG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1015
Score / z0.059 / 0.09
Consensus41.12 over 59 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 179.2 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 88.9 9.3% 2 -0.4 pp +9.3 pp +9.3 pp +9.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 26.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 14.9 7.0% 2 +1.4 pp +7.0 pp +7.0 pp +7.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 14.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 9.3 1.8% 2 -0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 8.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 6.3 2.5% 4 -0.3 pp -0.1 pp +0.0 pp +2.5 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.7 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 2.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆New Capital Management LP CIK 0001696731 0.833 60 2.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ISHG). Qtrs Held counts distinct quarters this fund has actually held ISHG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ISHG position size. Δ columns are the percentage-point change in ISHG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status