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Disclosery

ILCG ISHARES TR

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ETF (fund)

323 managers (325 13F filers) reported a position in ILCG shares at 2025-09-30, 17,407,865 shares in all. 42 filers opened a position and 16 filers sold out during the quarter.

Managers
323
13F filers
325
New
42
Added
96
Reduced
100
Sold out
16
Shares held by filers
17,407,865

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LJI Wealth Management, LLC4,360$455K0.08%013F-HRTimeline
Accel Wealth Management4,352$454K0.13%-84513F-HRTimeline
Roof Eidam Maycock Peralta, LLC4,250$443K0.11%013F-HRTimeline
Syntegra Private Wealth Group, LLC4,168$435K0.04%013F-HRTimeline
IFG Advisory, LLC4,153$433K0.02%013F-HRTimeline
Annex Advisory Services, LLC4,125$430K0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,116$429K<0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC3,962$413K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,898$407K<0.01%-83013F-HRTimelineGroup
Paragon Capital Management Ltd3,834$400K0.08%-17713F-HRTimeline
Sequoia Financial Advisors, LLC3,740$390K<0.01%013F-HRTimeline
ASPIRIANT, LLC3,700$386K0.01%new13F-HRTimeline
World Investment Advisors3,585$374K0.01%+62913F-HRTimeline
Kovack Advisors, Inc.3,553$371K0.03%+513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,512$366K0.01%new13F-HRTimeline
Gilman Hill Asset Management, LLC3,460$361K0.06%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,460$361K0.12%13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,335$348K0.01%-5013F-HRTimeline
Evanson Asset Management, LLC3,100$323K0.02%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,058$319K<0.01%013F-HRTimelineGroup
Joel Adams & Associates, Inc.3,021$315K0.25%new13F-HRTimeline
Platt Investment Counsel, LLC3,000$313K0.25%013F-HRTimeline
Kelman-Lazarov, Inc.2,964$309K0.05%+113F-HRTimeline
First Heartland Consultants, Inc.2,942$307K0.02%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,908$303K<0.01%-2013F-HRTimelineGroup
AlphaCore Capital LLC2,850$297K0.01%013F-HRTimeline
OPINICUS CAPITAL, INC.2,848$297K0.21%-4813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,805$293K0.01%-26313F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.2,793$291K0.01%+27813F-HRTimelineGroup
Kaydan Wealth Management, Inc.2,750$287K0.08%013F-HRTimeline
SOA Wealth Advisors, LLC.2,711$283K0.05%+113F-HRTimeline
Fiduciary Alliance LLC2,692$281K0.02%013F-HRTimeline
HRT FINANCIAL LP2,638$275K<0.01%new13F-HRTimeline
Fulcrum Equity Management2,582$269K0.27%+24313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,567$268K0.02%+113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,545$265K0.12%013F-HRTimeline
McHugh Group, LLC2,530$264K0.16%013F-HRTimeline
Cornerstone Advisory, LLC2,517$262K0.03%+413F-HRTimeline
Mathes Company, Inc.2,500$261K0.09%013F-HRTimeline
First Interstate Bank2,500$261K0.01%013F-HRTimeline
EASTERN BANK2,490$260K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,487$259K0.01%-70813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,469$258K<0.01%013F-HRTimelineGroup
BridgePort Financial Solutions, LLC2,468$257K0.07%013F-HRTimeline
Destination Wealth Management2,407$251K0.01%013F-HRTimeline
Nilsine Partners, LLC2,400$250K0.02%013F-HRTimeline
Family Investment Center, Inc.2,398$250K0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,346$245K<0.01%+7713F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,325$242K0.02%-4,44513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,320$242K0.02%-513F-HRTimeline
GTS SECURITIES LLC2,300$240K0.01%-45113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,258$236K0.02%-12,35613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,250$235K<0.01%013F-HRTimelineGroup
McCarthy & Cox2,217$231K0.05%-3313F-HRTimeline
FLP Wealth Management, LLC2,215$231K0.65%-1,75113F-HR/ATimeline
Sowell Financial Services LLC2,203$230K0.01%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,188$228K0.01%new13F-HRTimelineGroup
SYNOVUS FINANCIAL CORP2,145$224K<0.01%-6413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,055$221K0.01%-1313F-HRTimelineGroup
ORG Partners LLC2,005$216K0.04%new13F-HRTimeline
5T Wealth, LLC2,059$215K0.09%new13F-HRTimeline
KPP Advisory Services LLC2,058$215K0.03%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,040$213K0.09%-24013F-HRTimeline
Cadent Capital Advisors, LLC2,023$211K0.06%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,021$211K0.01%013F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,000$209K0.15%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,850$193K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.1,848$193K<0.01%+95013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crewe Advisors LLC1,740$181K0.02%013F-HRTimeline
Allworth Financial LP1,642$171K<0.01%013F-HRTimeline
Costello Asset Management, INC1,365$142K0.05%+113F-HRTimeline
Painted Porch Advisors LLC1,313$137K0.05%new13F-HRTimeline
TSFG, LLC1,300$136K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC1,200$125K0.02%-12013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,200$125K0.04%013F-HRTimeline
ATWOOD & PALMER INC1,127$118K0.01%+1,09813F-HRTimeline
Wealth Watch Advisors, INC1,026$107K0.04%new13F-HRTimeline
Creative Capital Management Investments…1,007$105K0.03%013F-HRTimeline
MGB Wealth Management, LLC1,001$104K0.03%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.880$91.8K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.750$78.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.720$75.1K0.01%+17013F-HRTimeline
SIGNATUREFD, LLC680$70.9K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC603$64.5K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/610$63.6K<0.01%+11713F-HRTimelineGroup
Realta Investment Advisors580$60.5K0.02%013F-HRTimeline
Salomon & Ludwin, LLC530$55.4K<0.01%-2713F-HRTimeline
Larson Financial Group LLC517$53.9K<0.01%+1713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management509$53.1K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC485$50.6K0.01%new13F-HRTimeline
Cheviot Value Management, LLC458$49.7K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc437$45.6K0.02%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.410$43K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rossby Financial, LCC372$38.9K0.01%013F-HRTimeline
Parallel Advisors, LLC355$37K<0.01%new13F-HRTimeline
Caitlin John, LLC336$35K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.104$29.8K<0.01%-18213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.260$27.1K0.03%-2113F-HRTimeline
JNBA Financial Advisors256$26.7K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…197$20.5K0.02%new13F-HRTimeline
FINANCIAL CONSULATE, INC185$19.3K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.175$18.3K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.173$18K<0.01%new13F-HRTimelineGroup
Archer Investment Corp160$16.7K<0.01%013F-HRTimeline
Dunhill Financial, LLC130$13.5K<0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC107$11.2K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC100$10.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC87$9K<0.01%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC77$8.03K<0.01%-99713F-HRTimeline
IFP Advisors, Inc71$7.41K<0.01%-5,39813F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…62$6.48K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…61$6.36K<0.01%-12,35613F-HRTimelineGroup
Pineridge Advisors LLC59$6.17K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…47$4.8K<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC44$4.59K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC44$4.59K<0.01%013F-HRTimeline
WFA Asset Management Corp52$4.4K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC36$3.67K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd29$3.02K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$2.92K<0.01%013F-HRTimeline
Addison Advisors LLC16$1.67K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.4$417<0.01%-22,31413F-HRTimeline
Smartleaf Asset Management LLC3$311<0.01%013F-HRTimeline