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Disclosery

ILCG ISHARES TR

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ETF (fund)

282 managers (284 13F filers) reported a position in ILCG shares at 2024-12-31, 15,723,045 shares in all. 34 filers opened a position and 16 filers sold out during the quarter.

Managers
282
13F filers
284
New
34
Added
74
Reduced
85
Sold out
16
Shares held by filers
15,723,045

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Evanson Asset Management, LLC3,100$278K0.02%013F-HRTimeline
Kelman-Lazarov, Inc.2,962$265K0.05%013F-HRTimeline
First Heartland Consultants, Inc.2,932$263K0.03%+413F-HRTimeline
Destination Wealth Management2,931$263K0.01%013F-HRTimeline
Summit X, LLC2,902$260K0.06%+15413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,810$252K0.01%+513F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,789$251K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC2,765$248K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC2,755$247K<0.01%-21013F-HRTimeline
Kaydan Wealth Management, Inc.2,751$246K0.08%+113F-HRTimeline
SOA Wealth Advisors, LLC.2,710$243K0.04%+113F-HR/ATimeline
Fiduciary Alliance LLC2,692$241K0.02%+4513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,686$241K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,630$236K<0.01%-2,29413F-HRTimeline
Cornerstone Advisory, LLC2,508$234K0.03%+413F-HRTimeline
Laurel Wealth Advisors LLC2,600$233K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,563$230K0.02%+113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,545$228K0.14%13F-HRTimeline
McHugh Group, LLC2,530$227K0.17%13F-HRTimeline
SYNOVUS FINANCIAL CORP2,529$227K<0.01%013F-HRTimeline
Everstar Asset Management, LLC2,525$226K0.16%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.2,509$225K0.01%+413F-HRTimelineGroup
JGP Wealth Management, LLC2,507$225K0.03%new13F-HRTimeline
First Interstate Bank2,500$224K0.01%013F-HRTimeline
Mathes Company, Inc.2,500$224K0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,499$224K<0.01%+55413F-HRTimelineGroup
EASTERN BANK2,490$223K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,469$221K<0.01%013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC2,402$215K<0.01%new13F-HRTimeline
Good Life Advisors, LLC2,400$215K0.02%new13F-HRTimeline
BridgePort Financial Solutions, LLC2,468$214K0.1%13F-HRTimeline
Elevation Capital Advisory, LLC2,318$208K0.09%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,280$204K0.1%-22013F-HRTimeline
McCarthy & Cox2,250$202K0.07%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,250$202K0.02%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,250$202K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,975$177K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,751$164K<0.01%013F-HRTimeline
Crewe Advisors LLC1,740$156K0.02%-13513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,695$154K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC1,659$149K0.03%013F-HRTimeline
Synergy Investment Management, LLC1,565$140K0.06%13F-HRTimeline
TSFG, LLC1,300$116K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,200$108K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,039$93.1K<0.01%-9413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…970$91.1K0.01%013F-HRTimeline
MGB Wealth Management, LLC1,000$89.6K0.03%013F-HRTimeline
Avior Wealth Management, LLC995$89.2K<0.01%013F-HRTimeline
UMB Bank, n.a.898$80.5K<0.01%-7913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Washington Trust Advisors, Inc.750$67.2K0.01%013F-HRTimeline
Sandy Spring Bank737$66K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.610$56K0.03%13F-HRTimeline
Realta Investment Advisors580$53K0.02%013F-HRTimeline
Salomon & Ludwin, LLC586$52.5K0.01%-3013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/548$49.1K<0.01%-38513F-HRTimelineGroup
Element Wealth, LLC538$48.2K0.03%013F-HRTimeline
MidAtlantic Capital Management, Inc.534$47.8K0.04%013F-HRTimeline
Qube Research & Technologies Ltd508$45.5K<0.01%+15513F-HRTimeline
Larson Financial Group LLC500$44.8K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC441$39.5K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC440$39.4K<0.01%new13F-HR/ATimeline
Glass Jacobson Investment Advisors llc435$39K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kozak & Associates, Inc.404$36.9K0.01%-23713F-HRTimeline
Caitlin John, LLC336$30.1K0.02%-5613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.286$25.6K<0.01%013F-HRTimelineGroup
Castleview Partners, LLC283$25.4K0.01%new13F-HR/ATimeline
JNBA Financial Advisors279$25K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC273$24.5K<0.01%new13F-HRTimeline
PSI Advisors, LLC245$21.9K0.01%+113F-HRTimeline
Nova Wealth Management, Inc.175$15.7K0.01%13F-HRTimeline
SIMPLEX TRADING, LLC171$15K<0.01%new13F-HRTimeline
Archer Investment Corp160$14.3K<0.01%013F-HRTimeline
Dunhill Financial, LLC130$11.6K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC107$9.59K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC100$8.96K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…91$8.14K<0.01%-513F-HRTimelineGroup
Transce3nd, LLC88$7.88K<0.01%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.85$7.62K0.01%new13F-HRTimeline
WFA Asset Management Corp52$4.7K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC36$3.21K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC30$2.71K<0.01%013F-HRTimeline
Addison Advisors LLC16$1.43K<0.01%+813F-HRTimeline