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Disclosery

ILCG ISHARES TR

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ETF (fund)

347 managers (351 13F filers) reported a position in ILCG shares at 2026-06-30, 15,944,759 shares in all. 38 filers opened a position and 13 filers sold out during the quarter.

Managers
347
13F filers
351
New
38
Added
106
Reduced
90
Sold out
13
Shares held by filers
15,944,759

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
LPL Financial LLC1,257,846$147M0.03%-34,54513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,109,788$130M0.01%+19,56613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,034,832$121M+431,085Timeline
Clearstead Trust, LLC734,041$85.9M11.23%+176,17013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN724,901$84.8M0.01%+32,47113F-HRTimelineGroup
Cetera Investment Advisers695,126$81.3M0.07%+99,02713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC674,386$78.9M0.02%+332,05213F-HRTimelineGroup
FAS Wealth Partners, Inc.623,515$73M3.8%+30,66413F-HRTimeline
B&D White Capital Company, LLC471,430$55.2M5.49%+123,99613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO454,141$52.3M<0.01%+29,57313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/415,107$48.6M<0.01%-36,01213F-HRTimelineGroup
Wealthspire Advisors, LLC395,293$46.3M0.25%+390,66013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC372,366$43.6M0.01%+18,50813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC312,674$36.6M0.05%+1,50813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.292,205$34.2M0.04%+42,16713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC288,309$33.7M0.07%+46,20613F-HRTimeline
McKinley Carter Wealth Services, Inc.279,192$32.7M1.69%+8,38613F-HRTimeline
UBS Group AGin group UBS Group AG208,372$24.4M<0.01%-7,51113F-HRTimelineGroup
Goodman Advisory Group, LLC171,762$20.1M4.62%+171,14313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC170,932$20M0.12%+64,98713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…164,399$19.2M0.03%+8,52413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC141,722$16.6M2.6%-1,03713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…133,591$15.6M0.02%-2,77613F-HRTimelineGroup
LongView Wealth Management128,562$15M3.86%-7,54013F-HRTimeline
Prime Capital Investment Advisors, LLC125,749$14.7M0.14%+3,59813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,087$12.9M<0.01%+13,67113F-HRTimelineGroup
Cornerstone Wealth Management, LLC107,876$12.6M0.54%-1,81813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp99,920$11.7M<0.01%+28,68113F-HRTimelineGroup
WIN ADVISORS, INC96,476$11.3M4.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP96,437$11.3M0.02%-31,23613F-HR/ATimelineGroup
Investors Research Corp91,309$10.7M1.91%+46213F-HRTimeline
Private Advisor Group, LLC87,636$10.3M0.05%+57,91113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS85,075$9.96M0.02%+9013F-HRTimeline
Mariner, LLCin group Mariner, LLC77,535$9.07M0.01%-64,81313F-HRTimelineGroup
Cambridge Investment Research Advisors,…76,747$8.98M0.02%+3,70813F-HR/ATimeline
White Pine Investment CO74,336$8.7M1.85%+1,31213F-HRTimeline
Marietta Wealth Management, LLC70,015$8.19M0.84%-35513F-HRTimeline
&PARTNERS68,243$8.02M0.03%+3,77613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…64,730$7.57M1.09%+35113F-HRTimeline
Arcadia Wealth Management, LLC61,199$7.16M2.25%+9,03713F-HRTimeline
Aptus Capital Advisors, LLC60,344$7.06M0.05%-81413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,976$7.02M<0.01%-32,02313F-HRTimelineGroup
Sunburst Financial Group, LLC58,544$6.85M1.14%-81513F-HRTimeline
IHT Wealth Management, LLC57,532$6.73M0.14%-39913F-HRTimeline
Merit Financial Group, LLC56,663$6.63M0.04%+2,44413F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC52,897$6.19M0.05%-52713F-HRTimeline
Ipsen Advisor Group LLC52,862$6.19M3.98%+3413F-HRTimeline
Steward Partners Investment Advisory, L…52,499$6.14M0.03%-89113F-HRTimeline
Creative Planningin group Creative Planning47,904$5.61M<0.01%+6,49313F-HRTimelineGroup
Corsicana & Co.45,287$5.3M2.57%+4,15213F-HRTimeline
Sanctuary Advisors, LLC44,894$5.25M0.02%+4,09013F-HRTimeline
Northwest Wealth Advisors, LLC43,587$5.1M2.93%+3,16713F-HRTimeline
Elevation Capital Advisory, LLC43,105$5.04M1.95%+1,58113F-HRTimeline
FMR LLCin group FMR LLC42,400$4.96M<0.01%+4,01713F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC42,022$4.92M2.22%-7,53913F-HRTimeline
Retirement Planning Group, LLC41,748$4.89M0.12%-9013F-HRTimeline
Madison Wealth Partners, Inc40,983$4.8M0.61%-10213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC35,571$4.16M0.42%013F-HRTimeline
Orion Porfolio Solutions, LLC35,559$4.16M0.03%+5,48613F-HRTimeline
Advisory Services Network, LLC34,173$4M0.05%+5,39013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC33,913$3.97M0.01%+8,97713F-HRTimelineGroup
Bawa N Mallick Trust32,857$3.84M1.24%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,210$3.77M<0.01%-51213F-HRTimelineGroup
Brand Asset Management Group, Inc.32,117$3.76M0.83%-44013F-HRTimeline
VestGen Advisors, LLC31,280$3.66M0.11%-1713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP31,091$3.64M0.17%-13,45113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,918$3.62M<0.01%+3,35713F-HRTimelineGroup
GenWealth Group, Inc.30,489$3.57M0.56%-73513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding30,413$3.56M-3,326Timeline
Savant Capital, LLC29,350$3.43M0.01%+2,58113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT29,154$3.41M1.39%-1713F-HRTimeline
Hershey Financial Advisers, LLC27,023$3.16M2.27%+16,12813F-HRTimeline
Farther Finance Advisors, LLC26,845$3.14M0.02%-4,33413F-HRTimeline
Asempa Wealth Advisors26,560$3.11M2.37%+2,30413F-HRTimeline
Financial Engines Advisors L.L.C.25,326$2.96M0.01%-1,96413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,369$2.96M<0.01%+1,07713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC25,084$2.94M0.11%-1,17613F-HRTimeline
Capital Advisors, Ltd. LLC24,560$2.87M0.29%+34113F-HRTimeline
North Star Investment Management Corp.24,064$2.82M0.15%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.23,568$2.76M0.68%new13F-HRTimeline
Arkadios Wealth Advisors23,046$2.7M0.04%-67613F-HRTimeline
RWA WEALTH PARTNERS, LLC22,743$2.66M0.03%-1,05513F-HRTimeline
Shira Ridge Wealth Management22,117$2.59M0.9%-12813F-HRTimeline
Pinnacle Financial Group, LLC / IL21,837$2.56M0.62%+213F-HRTimeline
Geneos Wealth Management Inc.21,811$2.55M0.05%+6,74713F-HRTimeline
ROMAN BUTLER FULLERTON & CO20,872$2.39M0.57%+6,12613F-HRTimeline
Cape Investment Advisory, Inc.20,371$2.38M0.64%-8413F-HRTimeline
Greykasell Wealth Strategies, Inc.20,235$2.37M0.86%-13113F-HRTimeline
Beacon Financial Advisory LLC19,438$2.27M0.45%+5213F-HRTimeline
Global Retirement Partners, LLC18,349$2.15M0.03%13F-HRTimeline
HighTower Advisors, LLC18,345$2.15M<0.01%-28113F-HRTimeline
Horst & Graben Wealth Management LLC18,219$2.11M0.28%-313F-HRTimeline
XML Financial, LLC17,902$2.09M0.15%013F-HRTimeline
Waterloo Capital, L.P.17,839$2.09M0.12%new13F-HRTimeline
Prosperity Consulting Group, LLC17,027$1.99M0.08%-20613F-HRTimeline
Key Financial Inc16,690$1.95M0.32%+1,65213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,571$1.94M0.1%+213F-HRTimelineGroup
Proactive Wealth Strategies LLC16,508$1.93M0.31%-1,96013F-HRTimeline
HRT FINANCIAL LP16,447$1.92M<0.01%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,371$1.92M0.77%-16,60213F-HRTimeline
Gladstone Institutional Advisory LLC15,935$1.86M0.06%+11013F-HRTimeline
Towerpoint Wealth, LLC15,792$1.85M0.64%-11413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,744$1.84M0.04%-3,51113F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.15,696$1.84M0.78%-1,10713F-HRTimeline
Focus Financial Network, Inc.15,594$1.82M0.06%-5,66513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC15,570$1.82M0.45%+3513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,557$1.82M<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,506$1.81M<0.01%-43813F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,461$1.81M0.09%+11613F-HRTimeline
NewEdge Advisors, LLC15,186$1.78M0.01%-3,62313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,945$1.75M<0.01%-6413F-HRTimelineGroup
DAVENPORT & Co LLC14,803$1.73M0.01%-1313F-HRTimeline
Gotham Asset Management, LLC14,560$1.7M<0.01%new13F-HRTimeline
Sigma Planning Corp14,534$1.7M0.04%+2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,147$1.66M<0.01%-1,06113F-HRTimelineGroup
Kingsview Wealth Management, LLC13,952$1.63M0.02%-89613F-HRTimeline
Atria Investments, Inc13,614$1.59M0.02%+5,55813F-HRTimeline
Greenspring Advisors, LLC13,565$1.59M0.09%013F-HRTimeline
Pinnacle Bancorp, Inc.13,502$1.58M0.41%-513F-HRTimeline
IFG Advisory, LLC13,162$1.54M0.05%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,138$1.54M0.35%+2,20713F-HRTimeline
GWN SECURITIES INC.13,050$1.53M0.26%-58513F-HRTimeline
MAI Capital Management12,515$1.46M0.01%+1013F-HRTimeline
Csenge Advisory Group12,334$1.44M0.06%-37013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,577$1.35M0.03%+1,42813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,543$1.35M<0.01%-7413F-HRTimelineGroup
Paragon Private Wealth Management, LLC11,469$1.34M0.35%-2,39913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,417$1.34M0.01%-31313F-HRTimelineGroup
Integrated Wealth Concepts LLC10,959$1.28M0.01%-89813F-HRTimeline
ANB BANK10,813$1.27M0.47%+1,43613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,338$1.21M0.01%-61013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,269$1.2M<0.01%new13F-HRTimelineGroup
PKS Advisory Services, LLC10,139$1.19M0.19%new13F-HRTimeline
Cooper Financial Group9,671$1.13M0.09%+2513F-HRTimeline
Goldstein Advisors, LLC9,572$1.12M0.1%+34713F-HRTimeline
Brio Consultants, LLC9,252$1.08M0.13%-49413F-HRTimeline
Indivisible Partners9,203$1.08M0.06%-95313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,229$1.07M0.06%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,104$1.07M<0.01%-23113F-HRTimelineGroup
JGP Wealth Management, LLC9,103$1.07M0.1%-42113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,093$1.06M0.06%013F-HRTimeline
Wealthquest Corp9,090$1.06M0.07%-7013F-HRTimeline
PINNACLE ASSOCIATES LTD8,648$1.01M0.01%+113F-HRTimeline
Perennial Investment Advisors, LLC8,642$1.01M0.07%new13F-HRTimeline
Livet Wealth, LLC8,582$1M0.58%013F-HRTimeline
Summit Financial, LLC8,535$999K0.01%-8213F-HRTimeline
HB Wealth Management, LLC8,468$991K0.01%+38313F-HRTimeline
Nvest Financial, LLC8,415$985K0.31%013F-HRTimeline
Rodgers & Associates, LTD8,373$980K0.09%-5,07213F-HRTimeline
Janney Montgomery Scott LLC8,227$963K<0.01%+60213F-HRTimeline
PRIVATE TRUST CO NA8,086$946K0.08%013F-HRTimeline
Cedar Point Capital Partners, LLC8,002$936K0.54%+18013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,000$936K0.34%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC7,895$924K0.05%-1,03413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,850$919K0.09%013F-HRTimeline
Summit Asset Management, LLC7,845$918K0.12%-44013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,677$898K0.04%013F-HRTimeline
Strategic Financial Concepts, LLC7,673$898K0.27%-44,36513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,074$896K+5,709Timeline
HHM Wealth Advisors, LLC7,625$892K0.09%013F-HRTimeline
LRI Investments, LLC7,230$846K0.07%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,075$828K<0.01%+33913F-HRTimelineGroup
Drake & Associates, LLC7,034$823K0.14%-19513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,022$822K+1,440Timeline
Fortune 45 LLC6,942$813K0.35%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,892$807K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,871$804K0.02%-12,27813F-HRTimelineGroup
INVESTED ADVISORS6,836$800K0.71%+1,42813F-HRTimeline
Vision Capital Management, Inc.6,740$789K0.09%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,395$748K<0.01%013F-HRTimelineGroup
TOEWS CORP /ADV6,355$744K0.11%new13F-HRTimeline
PATTEN & PATTEN INC/TN6,222$728K0.04%013F-HRTimeline
Optivise Advisory Services LLC6,180$723K0.37%+10313F-HRTimeline
BLAIR WILLIAM & CO/IL6,161$721K<0.01%+213F-HRTimeline
J. M. Brown & Associates Inc.6,119$716K0.41%13F-HRTimeline
KINTRA WEALTH, LLC5,994$711K0.04%+3,77713F-HRTimeline
BIP Wealth, LLC6,040$707K0.02%new13F-HRTimeline
Outlook Wealth Advisors, LLC6,031$706K0.15%013F-HRTimeline
Kera Capital Partners, Inc.5,882$688K0.07%new13F-HRTimeline
Archer Investment Corp5,858$686K0.13%+17913F-HR/ATimeline
MATHER GROUP, LLC.5,837$683K0.01%013F-HRTimeline
Plotkin Financial Advisors, LLC5,775$676K0.28%+6013F-HRTimeline
Merited Wealth, LLC5,764$675K0.48%+63513F-HRTimeline
Simplicity Wealth,LLC5,737$671K0.02%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,709$668K<0.01%013F-HRTimelineGroup
MKT Advisors LLC5,810$663K0.21%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,607$656K0.01%+12213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,524$646K0.01%new13F-HRTimeline
Midwest Financial Partners Investments,…5,505$644K0.27%013F-HRTimeline
Avantra Family Wealth, Inc.5,400$632K0.4%013F-HRTimeline
Courage Miller Partners, LLC5,180$606K0.16%013F-HRTimeline
Mutual Advisors, LLC5,166$605K0.01%-16213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,138$601K<0.01%-2,40013F-HRTimelineGroup
Bouchey Financial Group, Ltd.5,060$592K0.04%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,041$590K0.36%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,987$584K<0.01%+25113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,941$578K<0.01%+1,08713F-HRTimelineGroup
SK Wealth Management, LLC4,869$570K0.13%+413F-HRTimeline
Cornerstone Wealth Group, LLC4,860$569K0.03%013F-HRTimeline
Milestone Investment Advisors LLC4,825$565K0.12%013F-HRTimeline