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Disclosery

IBLC ISHARES TR

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BLOCKCHAIN & TEC (fund)

34 managers (34 13F filers) reported a position in IBLC shares at 2026-06-30, 571,722 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
34
13F filers
34
New
6
Added
10
Reduced
7
Sold out
6
Shares held by filers
571,722

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Foguth Wealth Management, LLC.251,149$11.2M1.27%+91,79413F-HRTimeline
Financial Engines Advisors L.L.C.43,108$2.07M<0.01%-6,49513F-HRTimeline
Vise Technologies, Inc.37,087$1.78M0.02%+21,02413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,501$1.78M<0.01%+17913F-HRTimeline
Steward Partners Investment Advisory, L…35,802$1.72M0.01%+15,83313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,482$1.52M<0.01%+9,02213F-HRTimelineGroup
WCG Wealth Advisors LLC21,620$1.04M0.02%-8413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,432$1.03M<0.01%013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.13,375$644K0.07%+1,78713F-HRTimeline
Bison Wealth, LLC12,000$570K0.05%013F-HRTimeline
Creative Planningin group Creative Planning10,816$521K<0.01%013F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…10,535$507K<0.01%+1,22713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,377$451K<0.01%+11813F-HRTimelineGroup
Sound Income Strategies, LLC6,313$304K0.01%013F-HRTimeline
Forefront Wealth Partners, LLC5,397$260K0.08%-1,12313F-HRTimeline
Acorn Wealth Advisors, LLC5,185$250K0.06%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,555$219K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC4,389$211K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,151$152K<0.01%-3,21013F-HRTimeline
LANARK FINANCIAL, INC.1,931$92.9K0.01%013F-HRTimeline
Allianz SEin group Allianz SE1,646$79.2K<0.01%013F-HRTimelineGroup
Arax Advisory Partners750$36.1K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC614$29.6K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC508$24.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.357$17.2K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC250$12K<0.01%013F-HRTimeline
UMB Bank, n.a.110$5.29K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC100$4.81K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…100$4.81K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc28$1.35K<0.01%-1,23613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22$1.06K<0.01%-2113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC15$722<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.13$626<0.01%+813F-HRTimeline
Strategic Advocates LLC4$193<0.01%-12813F-HRTimeline