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Ishares Enhanced Stba ETF (CSHP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Beacon Financial Group
INCREASED
Shares16,217 from 15,408
Change+809 (+5%)
Value$1.6M (+$81.3K)
Filed 2026-10-19
Perigon Wealth Management, LLC
INCREASED
Shares9,693 from 5,477
Change+4,216 (+77%)
Value$966.1K (+$420.5K)
Filed 2026-10-22
Vise Technologies, Inc.
NEW
Shares5,894
Change+5,894
Value$587.5K
Filed 2026-10-29
LPL Financial LLC
DECREASED
Shares3,761 from 7,641
Change-3,880 (-51%)
Value$374.9K (-$386.4K)
Filed 2026-11-06
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares2,675 from 2,621
Change+54 (+2%)
Value$266.7K (+$5.5K)
Filed 2026-11-05
Daviman Financial, LLC
NEW
Shares2,412
Change+2,412
Value$240.4K
Filed 2026-11-06
Ehrlich Financial Group
NEW
Shares2,238
Change+2,238
Value$223.1K
Filed 2026-10-20
Mather Group, Llc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$14.3K (+$7)
Filed 2026-10-14
Fifth Third Bancorp
NEW
Shares109
Change+109
Value$10.9K
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 916,976
Change-916,976 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,151
Change-20,151 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,693
Change-16,693 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,279
Change-9,279 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Beacon Financial Group
INCREASED16,21715,408+809+5%$1.5M$1.6M+$81.3K2026-10-19
Perigon Wealth Management, LLC
INCREASED9,6935,477+4,216+77%$545.6K$966.1K+$420.5K2026-10-22
Vise Technologies, Inc.
NEW5,894—+5,894——$587.5K—2026-10-29
LPL Financial LLC
DECREASED3,7617,641-3,880-51%$761.2K$374.9K-$386.4K2026-11-06
Spectrum Planning & Advisory Services Inc.
INCREASED2,6752,621+54+2%$261.1K$266.7K+$5.5K2026-11-05
Daviman Financial, LLC
NEW2,412—+2,412——$240.4K—2026-11-06
Ehrlich Financial Group
NEW2,238—+2,238——$223.1K—2026-10-20
Mather Group, Llc.
UNCHANGED14314300%$14.2K$14.3K+$72026-10-14
Fifth Third Bancorp
NEW109—+109——$10.9K—2026-11-05
BlackRock, Inc.
N/A—916,976-916,976-100%$91.4M———
JPMorgan Chase & Co
N/A—20,151-20,151-100%$2.0M———
Sanctuary Advisors, LLC
N/A—16,693-16,693-100%$1.7M———
Landing Point Financial Group, LLC
N/A—11,800-11,800-100%$1.2M———
Goldman Sachs Group Inc
N/A—9,279-9,279-100%$924.4K———
Citadel Advisors LLC
N/A—6,858-6,858-100%$683.2K———
Jane Street Group, LLC
N/A—2,664-2,664-100%$265.4K———
Susquehanna International Group, LLP
N/A—2,223-2,223-100%$221.5K———
Huntington National Bank
N/A—1-1-100%$100———
Showing 18 of 18 institutions