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Disclosery

ILCG ISHARES TR

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ETF (fund)

300 managers (302 13F filers) reported a position in ILCG shares at 2025-06-30, 16,415,524 shares in all. 38 filers opened a position and 13 filers sold out during the quarter.

Managers
300
13F filers
302
New
38
Added
85
Reduced
93
Sold out
13
Shares held by filers
16,415,524

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FLP Wealth Management, LLC3,966$384K1.08%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,740$362K<0.01%013F-HRTimeline
Kovack Advisors, Inc.3,548$344K0.03%-10013F-HRTimeline
JGP Wealth Management, LLC3,497$339K0.04%+54813F-HRTimeline
Gilman Hill Asset Management, LLC3,460$335K0.05%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,385$328K0.01%013F-HRTimeline
EP Wealth Advisors, LLC3,258$316K<0.01%+49313F-HRTimeline
CoreCap Advisors, LLC3,195$310K0.01%-8413F-HRTimeline
Atria Investments, Inc3,162$306K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,150$305K<0.01%-5013F-HRTimelineGroup
Evanson Asset Management, LLC3,100$300K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,068$297K0.01%+26313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC3,058$296K<0.01%new13F-HRTimelineGroup
Platt Investment Counsel, LLC3,000$291K0.28%-27613F-HRTimeline
Summit X, LLC2,982$289K0.05%013F-HRTimeline
Kelman-Lazarov, Inc.2,963$287K0.05%013F-HRTimeline
World Investment Advisors2,956$286K0.01%013F-HRTimeline
First Heartland Consultants, Inc.2,939$285K0.03%+313F-HRTimeline
Edge Financial Advisors LLC2,968$284K0.15%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,928$284K<0.01%+1,91013F-HRTimelineGroup
OPINICUS CAPITAL, INC.2,896$281K0.21%-1913F-HRTimeline
AlphaCore Capital LLC2,850$276K0.01%013F-HRTimeline
GTS SECURITIES LLC2,751$267K0.01%new13F-HRTimeline
Kaydan Wealth Management, Inc.2,750$266K0.09%-113F-HRTimeline
SOA Wealth Advisors, LLC.2,710$263K0.05%013F-HRTimeline
Fiduciary Alliance LLC2,692$261K0.02%013F-HRTimeline
Good Life Advisors, LLC2,610$253K0.02%-713F-HRTimeline
Laurel Wealth Advisors LLC2,600$252K0.04%013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,566$249K0.02%+113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,545$247K0.13%013F-HRTimeline
McHugh Group, LLC2,530$245K0.16%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.2,515$244K0.01%+313F-HRTimelineGroup
Cornerstone Advisory, LLC2,513$244K0.03%+213F-HRTimeline
First Interstate Bank2,500$242K0.01%013F-HRTimeline
Mathes Company, Inc.2,500$242K0.09%013F-HRTimeline
EASTERN BANK2,490$241K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,469$239K<0.01%new13F-HRTimelineGroup
BridgePort Financial Solutions, LLC2,468$239K0.08%new13F-HRTimeline
Destination Wealth Management2,407$233K0.01%-52413F-HRTimeline
Nilsine Partners, LLC2,400$233K0.02%new13F-HRTimeline
Family Investment Center, Inc.2,398$232K0.05%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,349$228K<0.01%-26713F-HRTimeline
Fulcrum Equity Management2,339$227K0.23%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,325$225K0.02%+2513F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,280$221K0.1%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,269$220K<0.01%new13F-HRTimelineGroup
McCarthy & Cox2,250$218K0.06%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,250$218K<0.01%new13F-HRTimelineGroup
SYNOVUS FINANCIAL CORP2,209$214K<0.01%-32013F-HRTimeline
Sowell Financial Services LLC2,204$214K0.01%-95413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,068$210K0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,021$196K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,850$179K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC1,740$169K0.02%013F-HRTimeline
Allworth Financial LP1,642$159K<0.01%013F-HRTimeline
Costello Asset Management, INC1,364$132K0.05%+413F-HRTimeline
Cedar Mountain Advisors, LLC1,320$128K0.03%013F-HRTimeline
TSFG, LLC1,300$126K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,200$117K0.05%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,074$104K<0.01%new13F-HRTimeline
Creative Capital Management Investments…1,007$97.6K0.03%013F-HRTimeline
MGB Wealth Management, LLC1,000$96.9K0.03%013F-HRTimeline
UMB Bank, n.a.898$87K<0.01%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.880$85.3K<0.01%-81513F-HRTimelineGroup
Washington Trust Advisors, Inc.750$72.7K0.01%013F-HRTimeline
SIGNATUREFD, LLC680$65.9K<0.01%new13F-HRTimeline
Realta Investment Advisors580$56.2K0.02%013F-HRTimeline
Brooklyn Investment Group565$54.7K0.01%+28813F-HR/ATimeline
Salomon & Ludwin, LLC557$53.7K0.01%-2913F-HRTimeline
LANARK FINANCIAL, INC.550$53K<0.01%013F-HRTimeline
Larson Financial Group LLC500$48.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/493$47.8K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC458$46.2K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC442$42.9K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc436$42.3K0.02%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.410$40K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rossby Financial, LCC372$36K0.01%013F-HRTimeline
Transce3nd, LLC331$32.1K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.286$27.7K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.281$27.2K0.03%new13F-HRTimeline
JNBA Financial Advisors256$24.8K<0.01%013F-HRTimeline
Asset Dedication, LLC200$19.4K<0.01%+8813F-HRTimeline
Nova Wealth Management, Inc.175$17K0.01%013F-HRTimeline
Archer Investment Corp160$15.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC129$12.6K<0.01%-113F-HRTimeline
Plante Moran Financial Advisors, LLC107$10.4K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC100$9.69K<0.01%013F-HRTimeline
Clearstead Advisors, LLC85$8.24K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC87$8K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…62$6.01K<0.01%-2913F-HRTimelineGroup
Pineridge Advisors LLC59$5.72K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC44$4.26K<0.01%013F-HRTimeline
WFA Asset Management Corp52$4.25K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC36$3.61K<0.01%013F-HRTimeline
ATWOOD & PALMER INC29$2.85K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$2.71K<0.01%-4613F-HRTimeline
Addison Advisors LLC16$1.55K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC3$288<0.01%-213F-HRTimeline
Kozak & Associates, Inc.1$70<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.