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Disclosery

ILCG ISHARES TR

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ETF (fund)

272 managers (274 13F filers) reported a position in ILCG shares at 2025-03-31, 15,775,269 shares in all. 29 filers opened a position and 37 filers sold out during the quarter.

Managers
272
13F filers
274
New
29
Added
77
Reduced
95
Sold out
37
Shares held by filers
15,775,269

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AlphaCore Capital LLC2,850$231K0.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,805$227K0.01%-513F-HR/ATimelineGroup
EP Wealth Advisors, LLC2,765$224K<0.01%013F-HRTimeline
Kaydan Wealth Management, Inc.2,751$223K0.07%013F-HRTimeline
Financial Engines Advisors L.L.C.2,742$222K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC2,740$222K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,710$219K0.05%013F-HRTimeline
Fiduciary Alliance LLC2,692$218K0.02%013F-HRTimeline
Good Life Advisors, LLC2,617$212K0.01%+21713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,616$212K<0.01%-1413F-HRTimeline
Cornerstone Advisory, LLC2,511$211K0.02%+313F-HRTimeline
Laurel Wealth Advisors LLC2,600$211K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,565$208K0.02%+213F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,545$206K0.13%013F-HRTimeline
McHugh Group, LLC2,530$205K0.15%013F-HRTimeline
SYNOVUS FINANCIAL CORP2,529$205K<0.01%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.2,512$203K0.01%+313F-HRTimelineGroup
First Interstate Bank2,500$202K0.01%013F-HRTimeline
Mathes Company, Inc.2,500$202K0.08%013F-HRTimeline
EASTERN BANK2,490$202K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,300$186K0.02%+5013F-HRTimeline
AE Wealth Management LLC2,044$166K<0.01%-14,33613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,021$164K0.01%+1,58113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,850$150K<0.01%-12513F-HRTimelineGroup
Crewe Advisors LLC1,740$141K0.02%013F-HRTimeline
Allworth Financial LP1,642$133K<0.01%-10913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,588$129K0.01%-12,50913F-HR/ATimeline
Synergy Investment Management, LLC1,565$127K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,695$123K<0.01%013F-HRTimelineGroup
Avalon Trust Co1,444$117K0.01%new13F-HRTimeline
Costello Asset Management, INC1,360$110K0.04%new13F-HRTimeline
Cedar Mountain Advisors, LLC1,320$107K0.02%-33913F-HRTimeline
TSFG, LLC1,300$105K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,200$97K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,018$82.4K<0.01%-2113F-HRTimelineGroup
Creative Capital Management Investments…1,007$81.6K0.03%new13F-HRTimeline
MGB Wealth Management, LLC1,000$81K0.03%013F-HRTimeline
UMB Bank, n.a.898$72.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd807$65.4K<0.01%+29913F-HRTimeline
Washington Trust Advisors, Inc.750$60.7K0.01%013F-HRTimeline
Sandy Spring Bank737$59.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…629$50.9K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.610$49.4K0.02%013F-HRTimeline
Salomon & Ludwin, LLC586$47.5K0.01%013F-HRTimeline
Realta Investment Advisors580$47K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.550$44K<0.01%new13F-HRTimeline
Larson Financial Group LLC500$40.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/493$39.9K<0.01%-5513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc435$39K0.01%013F-HRTimeline
Cheviot Value Management, LLC458$38.9K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC442$35.8K0.01%+113F-HRTimeline
Rossby Financial, LCC372$30.6K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.286$23.2K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group277$22.4K<0.01%new13F-HRTimeline
JNBA Financial Advisors256$20.7K<0.01%-2313F-HRTimeline
Nova Wealth Management, Inc.175$14.2K0.01%013F-HR/ATimeline
Archer Investment Corp160$13K<0.01%013F-HRTimeline
Dunhill Financial, LLC130$10.5K<0.01%013F-HRTimeline
Asset Dedication, LLC112$9.07K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC107$8.67K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC100$8.1K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…91$7.37K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC87$7K<0.01%-4,38713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC74$5.99K<0.01%-19913F-HRTimeline
WFA Asset Management Corp52$3.94K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC44$3.56K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC36$2.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC26$2.13K<0.01%new13F-HRTimeline
Addison Advisors LLC16$1.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$405<0.01%-4,11113F-HRTimeline
Kozak & Associates, Inc.1$57<0.01%-40313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-97013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.