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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
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,753,845$247M2.35%-226,20313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,439,568$129M0.01%+1,45713F-HR/ATimelineGroup
LPL Financial LLC1,418,807$127M0.05%+162,46813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN677,733$60.7M0.01%-93,72213F-HRTimelineGroup
FAS Wealth Partners, Inc.592,467$53.1M4.46%-53,58613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/557,958$50M<0.01%-58,56913F-HRTimelineGroup
Clearstead Trust, LLC483,026$43.3M9.35%-13913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC419,626$37.6M0.05%-41,02713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.377,500$33.8M0.21%-11913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC357,235$32M0.01%+16,22613F-HRTimelineGroup
UBS Group AGin group UBS Group AG313,568$28.1M0.01%-3,85213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO311,597$27.9M<0.01%+9,93213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC305,784$27.4M0.01%13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC277,029$24.8M0.09%+6,83513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding276,446$24.8M+181,691Timeline
Cetera Investment Advisers164,420$14.7M0.03%+88,64113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…151,307$13.6M0.04%-2,83913F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC148,317$13.3M3.33%-69813F-HRTimeline
LongView Wealth Management142,676$12.8M3.9%+5,26613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.140,309$12.6M0.03%+2,50113F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC120,602$10.8M0.73%+50213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP119,672$10.7M0.02%+16,95413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC107,379$9.62M0.14%+7,52113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,017$8.69M0.02%+6,28813F-HR/ATimeline
Mariner, LLCin group Mariner, LLC95,405$8.55M0.01%+7,48913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS84,931$7.61M0.02%+3,75213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,484$7.48M<0.01%-1,68613F-HRTimelineGroup
Legacy Advisory Services, LLC81,237$7.28M6.21%-4,71513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP78,024$6.99M0.52%-32813F-HRTimeline
CoreCap Advisors, LLC74,527$6.68M0.3%+71,86113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…72,017$6.45M0.26%013F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…70,768$6.34M1.37%-3,67513F-HRTimeline
White Pine Investment CO68,991$6.18M1.67%+2,00813F-HRTimeline
Atria Wealth Solutions, Inc.68,648$6.15M0.07%+37,90813F-HRTimeline
Cambridge Investment Research Advisors,…66,493$5.96M0.02%-29313F-HRTimeline
Ipsen Advisor Group LLC65,216$5.84M4.99%13F-HRTimeline
Marietta Wealth Management, LLC64,853$5.81M0.83%-35413F-HRTimeline
CWM, LLCin group CWM, LLC64,767$5.8M0.02%+23,13813F-HRTimelineGroup
One Capital Management, LLC64,456$5.78M0.19%+7,01013F-HRTimeline
Aptus Capital Advisors, LLC63,990$5.73M0.07%-21,06013F-HRTimeline
Sunburst Financial Group, LLC62,776$5.62M1.39%-22,22413F-HRTimeline
Steward Partners Investment Advisory, L…60,990$5.46M0.05%+30413F-HRTimeline
IHT Wealth Management, LLC58,911$5.28M0.17%-23313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC55,028$4.93M0.05%-2,63013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC53,797$4.82M2.5%-3613F-HRTimeline
&PARTNERS50,649$4.62M0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,118$4.58M<0.01%-2,32713F-HRTimelineGroup
Merit Financial Group, LLC50,923$4.56M0.08%+1,56713F-HRTimeline
Atria Investments, Inc50,808$4.55M0.06%new13F-HRTimeline
Freedom Investment Management, Inc.47,934$4.29M0.36%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…47,315$4.24M<0.01%-1,16213F-HRTimelineGroup
Madison Wealth Partners, Inc45,255$4.05M1.13%+57213F-HRTimeline
RFG Advisory, LLC44,802$4.01M0.11%+5,07913F-HRTimeline
Sanctuary Advisors, LLC42,911$3.96M0.03%-12,27213F-HRTimeline
Investors Research Corp43,415$3.89M0.85%+8,84813F-HRTimeline
Dentgroup LLC43,369$3.89M2.97%-313F-HRTimeline
Hershey Financial Advisers, LLC43,206$3.87M3.41%13F-HRTimeline
Focus Financial Network, Inc.42,309$3.79M0.15%+1,01713F-HRTimeline
Creative Planningin group Creative Planning41,768$3.74M<0.01%-16,09513F-HRTimelineGroup
Strategic Financial Concepts, LLC39,527$3.54M0.68%+29,46813F-HR/ATimeline
JIM SAULNIER & ASSOCIATES, LLC38,151$3.42M2.95%+7,58213F-HRTimeline
Retirement Planning Group, LLC37,410$3.35M0.17%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36,578$3.28M<0.01%-21913F-HRTimelineGroup
Brand Asset Management Group, Inc.35,697$3.2M1.3%-21013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC34,875$3.12M0.46%-1,07513F-HRTimeline
Bawa N Mallick Trust32,857$2.94M1.29%13F-HRTimeline
GenWealth Group, Inc.32,212$2.89M0.66%-94913F-HRTimeline
DAVENPORT & Co LLC31,267$2.8M0.02%-83913F-HRTimeline
FMR LLCin group FMR LLC30,726$2.75M<0.01%+46713F-HRTimelineGroup
Arkadios Wealth Advisors29,844$2.67M0.15%-1,04413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,540$2.65M<0.01%-2,44013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.29,336$2.63M1.46%13F-HRTimeline
Private Advisor Group, LLC29,313$2.63M0.01%-1,70613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC28,270$2.53M0.18%-2,50013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC27,558$2.47M0.02%-12,46013F-HRTimelineGroup
North Star Investment Management Corp.27,525$2.47M0.17%-49213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,918$2.41M<0.01%+10,22513F-HRTimelineGroup
WIN ADVISORS, INC26,618$2.38M1.15%+21,64313F-HRTimeline
RWA WEALTH PARTNERS, LLC26,186$2.35M0.03%013F-HRTimeline
HighTower Advisors, LLC24,613$2.21M<0.01%+2,17113F-HRTimeline
Pinnacle Financial Group, LLC / IL23,102$2.07M0.81%-1713F-HRTimeline
Shira Ridge Wealth Management22,723$2.04M1%-35413F-HRTimeline
Cape Investment Advisory, Inc.22,465$2.01M0.79%-59913F-HRTimeline
Advisory Services Network, LLC20,455$1.83M0.03%+10,02613F-HRTimeline
Beacon Financial Advisory LLC19,618$1.76M0.57%+6913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP19,600$1.76M<0.01%-23,20013F-HRTimelineGroup
Rodgers & Associates, LTD19,161$1.72M0.2%-15213F-HRTimeline
Horst & Graben Wealth Management LLC19,084$1.71M0.3%-8013F-HRTimeline
Towerpoint Wealth, LLC19,041$1.71M0.84%013F-HRTimeline
GM Advisory Group, LLC18,133$1.62M0.09%+7,07813F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.18,002$1.61M0.9%13F-HRTimeline
Capital Advisors, Ltd. LLC17,355$1.55M0.2%013F-HRTimeline
Gladstone Institutional Advisory LLC17,143$1.54M0.07%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding17,026$1.53M+559Timeline
B. Riley Wealth Advisors, Inc.16,772$1.5M0.05%-2,67113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,689$1.5M0.11%+8713F-HRTimelineGroup
AE Wealth Management LLC16,380$1.47M0.01%-1,59713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,520$1.39M<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV15,230$1.36M0.11%+1,29913F-HRTimeline
Global View Capital Management LLC14,669$1.31M0.46%13F-HRTimeline
Full Sail Capital, LLC14,476$1.3M0.08%-1,65013F-HRTimeline
XML Financial, LLC14,295$1.28M0.12%-3,72013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,097$1.28M0.12%new13F-HRTimeline
ANB BANK14,210$1.27M0.56%13F-HRTimeline
MAI Capital Management13,606$1.22M0.01%+2013F-HRTimeline
Wealthstream Advisors, Inc.13,565$1.22M0.22%013F-HRTimeline
Pinnacle Bancorp, Inc.13,505$1.21M0.39%013F-HRTimeline
Csenge Advisory Group13,444$1.2M0.07%+1913F-HRTimeline
Sigma Planning Corp13,238$1.19M0.04%+46513F-HRTimeline
Geneos Wealth Management Inc.12,855$1.15M0.04%+4013F-HRTimeline
COMERICA BANK12,602$1.13M<0.01%-1,94913F-HR/ATimeline
ROMAN BUTLER FULLERTON & CO11,996$1.09M0.35%+33313F-HRTimeline
Kingsview Wealth Management, LLC11,933$1.07M0.02%+78713F-HRTimeline
NewEdge Advisors, LLC11,600$1.04M0.01%+2,40913F-HRTimeline
Balefire, LLC11,525$1.03M0.35%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,758$964K0.01%new13F-HRTimelineGroup
Wealthquest Corp10,387$931K0.08%-2213F-HRTimeline
Optivise Advisory Services LLC10,071$902K0.49%+48813F-HRTimeline
Patriot Financial Group Insurance Agenc…10,026$898K0.12%-12613F-HRTimeline
Proactive Wealth Strategies LLC9,952$892K0.46%+1413F-HRTimeline
Goldstein Advisors, LLC9,651$865K0.13%-13113F-HRTimeline
Cooper Financial Group9,645$864K0.1%013F-HRTimeline
Fulcrum Equity Management9,472$849K0.84%new13F-HRTimeline
Integrated Wealth Concepts LLC9,375$840K0.01%+1,03313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,093$815K0.04%013F-HRTimeline
Summit Asset Management, LLC9,085$814K0.14%013F-HRTimeline
GTS SECURITIES LLC9,051$811K0.04%-9,43613F-HRTimeline
Strategic Blueprint, LLC8,779$787K0.05%new13F-HRTimeline
Cedar Point Capital Partners, LLC8,750$784K0.53%-1,15513F-HRTimeline
Blue Barn Wealth, LLC8,724$782K0.41%013F-HRTimeline
PRIVATE TRUST CO NA8,688$778K0.08%-68013F-HRTimeline
IFP Advisors, Inc8,201$735K0.02%+3,69613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,174$732K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,165$732K<0.01%+4,61313F-HRTimelineGroup
HB Wealth Management, LLC8,085$724K0.01%013F-HRTimeline
Independent Advisor Alliance8,028$719K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,899$708K<0.01%+85013F-HR/ATimelineGroup
CATALYST FINANCIAL PARTNERS LLC7,850$703K0.13%013F-HRTimeline
HHM Wealth Advisors, LLC7,625$683K0.09%013F-HRTimeline
World Investment Advisors7,575$679K0.02%new13F-HRTimeline
Wharton Business Group, LLC7,400$663K0.03%-58513F-HRTimeline
PINNACLE ASSOCIATES LTD7,263$651K0.01%-1,63713F-HRTimeline
LRI Investments, LLC7,230$648K0.06%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,223$647K0.02%-1413F-HRTimelineGroup
Fortune 45 LLC6,914$620K0.4%+913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,824$611K0.01%-7713F-HRTimelineGroup
Vision Capital Management, Inc.6,740$604K0.09%013F-HRTimeline
Sunbelt Securities, Inc.6,661$603K0.05%-14713F-HRTimeline
Tyler-Stone Wealth Management6,565$588K0.1%-40213F-HRTimeline
Bowman & Co S.C.6,540$586K0.3%-19313F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,459$579K0.27%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,313$566K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,170$553K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,135$550K<0.01%+313F-HRTimeline
Red Tortoise LLC6,074$544K0.29%013F-HRTimeline
Global Retirement Partners, LLC6,025$540K0.02%-74713F-HRTimeline
Outlook Wealth Advisors, LLC5,980$536K0.15%013F-HRTimeline
Courage Miller Partners, LLC5,905$529K0.18%-4913F-HRTimeline
MATHER GROUP, LLC.5,837$523K0.01%-14313F-HRTimeline
Hutchens & Kramer Investment Management…5,638$505K0.27%+47413F-HRTimeline
Accel Wealth Management5,605$502K0.19%-6613F-HRTimeline
Avantra Family Wealth, Inc.5,400$484K0.45%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,220$468K0.12%-20613F-HRTimelineGroup
New Insight Wealth Advisors5,085$456K0.23%new13F-HRTimeline
Bouchey Financial Group, Ltd.5,060$453K0.04%013F-HRTimeline
Kovack Advisors, Inc.5,059$453K0.04%+15013F-HRTimeline
MKT Advisors LLC4,911$449K0.2%+513F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,007$449K0.44%13F-HRTimeline
Cornerstone Wealth Group, LLC4,860$435K0.04%013F-HRTimeline
SK Wealth Management, LLC4,835$433K0.22%013F-HRTimeline
Aspect Partners, LLC4,755$426K0.25%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,674$419K0.08%013F-HRTimeline
OLD MISSION CAPITAL LLC4,641$416K0.01%+1,29513F-HRTimeline
Paladin Advisory Group, LLC4,490$402K0.31%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,783$402K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,474$401K0.02%-21513F-HRTimelineGroup
Paragon Capital Management Ltd4,374$392K0.08%-16513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,353$390K<0.01%+213F-HRTimelineGroup
Mutual Advisors, LLC4,246$384K0.01%-4913F-HRTimeline
Roof Eidam Maycock Peralta, LLC4,250$381K0.1%013F-HRTimeline
LJI Wealth Management, LLC4,240$380K0.07%013F-HRTimeline
Syntegra Private Wealth Group, LLC4,168$373K0.04%013F-HRTimeline
Smartleaf Asset Management LLC4,116$372K0.04%new13F-HRTimeline
Annex Advisory Services, LLC4,125$370K0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,116$369K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC3,886$348K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,764$337K<0.01%-1113F-HR/ATimeline
GWN SECURITIES INC.3,700$332K0.09%13F-HRTimeline
J.W. COLE ADVISORS, INC.3,646$327K0.01%+12513F-HRTimeline
Platt Investment Counsel, LLC3,640$326K0.31%-6013F-HRTimeline
Key Financial Inc3,514$315K0.07%+24113F-HRTimeline
FLOW TRADERS U.S. LLC3,484$312K0.01%new13F-HRTimeline
Family Investment Center, Inc.3,475$311K0.08%013F-HRTimeline
Gilman Hill Asset Management, LLC3,460$310K0.05%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,410$306K0.01%+33013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,385$303K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,316$297K0.02%new13F-HRTimeline
OPINICUS CAPITAL, INC.3,259$292K0.25%-59713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,250$291K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC3,241$290K0.01%-5,47713F-HRTimeline