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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
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,603,789$211M2%-150,05613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,451,649$118M0.01%+12,08113F-HRTimelineGroup
LPL Financial LLC1,421,695$115M0.04%+2,88813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN655,694$53.1M0.01%-22,03913F-HRTimelineGroup
FAS Wealth Partners, Inc.585,327$47.4M3.87%-7,14013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/541,509$43.9M<0.01%-16,44913F-HRTimelineGroup
Clearstead Trust, LLC506,592$41M9.13%+23,56613F-HRTimeline
McKinley Carter Wealth Services, Inc.459,243$37.2M2.29%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC425,461$34.5M0.05%+5,83513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.374,302$30.3M0.18%-3,19813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC343,264$27.8M0.01%-13,97113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO321,677$26.1M<0.01%+10,08013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC308,228$25M0.01%+2,44413F-HRTimelineGroup
UBS Group AGin group UBS Group AG302,714$24.5M0.01%-10,85413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC275,894$22.3M0.07%-1,13513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP250,294$20.3M0.03%+130,62213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC160,628$13M0.15%+53,24913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…149,807$12.1M0.03%-1,50013F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC148,760$12M3.2%+44313F-HRTimeline
LongView Wealth Management147,279$11.9M3.58%+4,60313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,644$10M0.02%-16,66513F-HRTimelineGroup
Cornerstone Wealth Management, LLC120,236$9.74M0.66%-36613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding107,116$8.68M-169,330Timeline
CW Advisors, LLC101,111$8.2M0.1%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,998$7.94M0.02%+98113F-HRTimeline
Mariner, LLCin group Mariner, LLC90,242$7.31M0.01%-5,16313F-HRTimelineGroup
GM Advisory Group, LLC87,366$7.08M0.38%+69,23313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS85,641$6.94M0.02%+71013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA84,928$6.88M<0.01%+1,44413F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP83,245$6.74M0.5%+5,22113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…81,646$6.61M0.01%+34,33113F-HRTimelineGroup
Marietta Wealth Management, LLC71,144$5.76M0.85%+6,29113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…71,004$5.75M0.24%-1,01313F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…70,238$5.69M1.19%-53013F-HRTimeline
Cambridge Investment Research Advisors,…69,108$5.6M0.02%+2,61513F-HRTimeline
CWM, LLCin group CWM, LLC68,520$5.55M0.02%+3,75313F-HRTimelineGroup
White Pine Investment CO68,424$5.54M1.49%-56713F-HRTimeline
Ipsen Advisor Group LLC66,304$5.37M4.62%+1,08813F-HRTimeline
Cetera Investment Advisers64,531$5.23M0.01%-99,88913F-HRTimeline
Aptus Capital Advisors, LLC63,411$5.14M0.06%-57913F-HRTimeline
Sunburst Financial Group, LLC61,702$5M1.23%-1,07413F-HRTimeline
IHT Wealth Management, LLC59,248$4.8M0.15%+33713F-HRTimeline
One Capital Management, LLC55,994$4.53M0.15%-8,46213F-HRTimeline
Merit Financial Group, LLC55,973$4.53M0.07%+5,05013F-HRTimeline
Investors Research Corp55,170$4.47M0.97%+11,75513F-HRTimeline
Steward Partners Investment Advisory, L…54,796$4.44M0.04%-6,19413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC54,288$4.4M0.04%-74013F-HRTimeline
Strategic Financial Concepts, LLC53,828$4.36M0.82%+14,30113F-HRTimeline
&PARTNERS53,425$4.33M0.05%+2,77613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC52,695$4.27M2.29%-1,10213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC49,000$3.97M2.29%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,426$3.92M<0.01%-2,69213F-HRTimelineGroup
Creative Planningin group Creative Planning46,111$3.73M<0.01%+4,34313F-HRTimelineGroup
Focus Financial Network, Inc.45,698$3.7M0.15%+3,38913F-HRTimeline
Dentgroup LLC43,252$3.5M2.63%-11713F-HRTimeline
Madison Wealth Partners, Inc41,858$3.39M0.84%-3,39713F-HRTimeline
RFG Advisory, LLC39,915$3.23M0.09%-4,88713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC39,141$3.17M2.47%+99013F-HRTimeline
Brand Asset Management Group, Inc.37,544$3.04M1.27%+1,84713F-HRTimeline
Retirement Planning Group, LLC37,410$3.03M0.14%013F-HRTimeline
VestGen Advisors, LLC35,949$2.91M0.13%13F-HRTimeline
FMR LLCin group FMR LLC35,050$2.84M<0.01%+4,32413F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC34,875$2.82M0.44%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,440$2.71M<0.01%-3,13813F-HRTimelineGroup
Bawa N Mallick Trust32,857$2.66M1.26%013F-HRTimeline
GenWealth Group, Inc.32,147$2.6M0.57%-6513F-HRTimeline
Sanctuary Advisors, LLC31,844$2.58M0.02%-11,06713F-HRTimeline
Atria Wealth Solutions, Inc.30,812$2.5M0.03%-37,83613F-HRTimeline
Greykasell Wealth Strategies, Inc.29,181$2.36M1.26%-15513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,596$2.32M<0.01%-94413F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC27,270$2.21M0.17%-1,00013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,763$2.17M0.02%-79513F-HR/ATimelineGroup
RWA WEALTH PARTNERS, LLC26,186$2.12M0.03%013F-HRTimeline
Geneos Wealth Management Inc.25,547$2.07M0.03%+12,69213F-HRTimeline
North Star Investment Management Corp.25,325$2.05M0.15%-2,20013F-HRTimeline
Private Advisor Group, LLC24,776$2.01M0.01%-4,53713F-HRTimeline
Arkadios Wealth Advisors24,377$1.97M0.07%-5,46713F-HRTimeline
Pinnacle Financial Group, LLC / IL22,824$1.85M0.67%-27813F-HRTimeline
Shira Ridge Wealth Management22,723$1.84M0.92%013F-HRTimeline
Cape Investment Advisory, Inc.22,467$1.82M0.72%+213F-HRTimeline
HighTower Advisors, LLC21,138$1.71M<0.01%-3,47513F-HRTimeline
Advisory Services Network, LLC19,846$1.61M0.03%-60913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding19,672$1.59M+2,646Timeline
Beacon Financial Advisory LLC19,422$1.57M0.48%-19613F-HRTimeline
Gladstone Institutional Advisory LLC19,223$1.56M0.07%+2,08013F-HRTimeline
Horst & Graben Wealth Management LLC19,084$1.55M0.28%013F-HRTimeline
DAVENPORT & Co LLC18,054$1.46M0.01%-13,21313F-HRTimeline
XML Financial, LLC17,966$1.46M0.14%+3,67113F-HRTimeline
Rodgers & Associates, LTD17,956$1.45M0.18%-1,20513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.17,827$1.44M0.7%-17513F-HRTimeline
Towerpoint Wealth, LLC17,430$1.41M0.7%-1,61113F-HRTimeline
Capital Advisors, Ltd. LLC17,355$1.41M0.19%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,952$1.37M<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.16,694$1.35M0.04%-7813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,692$1.35M0.1%+313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,691$1.35M<0.01%-10,22713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC16,067$1.3M<0.01%+7,90213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,050$1.22M<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV15,041$1.22M0.1%-18913F-HRTimeline
Full Sail Capital, LLC14,476$1.17M0.08%013F-HRTimeline
Sigma Planning Corp13,973$1.13M0.04%+73513F-HRTimeline
ANB BANK13,701$1.11M0.5%-50913F-HRTimeline
MAI Capital Management13,623$1.1M0.01%+1713F-HRTimeline
Wealthstream Advisors, Inc.13,565$1.1M0.21%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,526$1.1M0.04%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.13,505$1.09M0.36%013F-HRTimeline
Csenge Advisory Group13,379$1.03M0.06%-6513F-HRTimeline
COMERICA BANK12,501$1.01M<0.01%-10113F-HRTimeline
Kingsview Wealth Management, LLC12,082$979K0.02%+14913F-HRTimeline
ROMAN BUTLER FULLERTON & CO12,200$967K0.38%+20413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,769$872K0.01%+1113F-HRTimelineGroup
Wealthquest Corp10,151$822K0.07%-23613F-HR/ATimeline
Optivise Advisory Services LLC10,052$814K0.46%-1913F-HRTimeline
Proactive Wealth Strategies LLC9,700$786K0.42%-25213F-HRTimeline
Cooper Financial Group9,645$781K0.1%013F-HRTimeline
Goldstein Advisors, LLC9,484$768K0.11%-16713F-HRTimeline
NewEdge Advisors, LLC9,345$757K<0.01%-2,25513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,336$756K0.03%new13F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,093$736K0.04%013F-HRTimeline
Summit Asset Management, LLC9,085$736K0.13%013F-HRTimeline
Integrated Wealth Concepts LLC9,052$733K0.01%-32313F-HRTimeline
Cedar Point Capital Partners, LLC8,834$715K0.48%+8413F-HRTimeline
PINNACLE ASSOCIATES LTD8,758$709K0.01%+1,49513F-HRTimeline
Blue Barn Wealth, LLC8,698$704K0.37%-2613F-HRTimeline
PRIVATE TRUST CO NA8,688$704K0.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.8,604$697K0.02%+4,95813F-HRTimeline
Paragon Private Wealth Management, LLC8,508$689K0.32%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…8,456$685K0.09%-1,57013F-HRTimeline
IFP Advisors, Inc8,250$668K0.02%+4913F-HRTimeline
HB Wealth Management, LLC8,200$664K0.01%+11513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,331$657K0.01%+50713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…8,000$648K0.11%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,850$636K0.12%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,663$621K<0.01%-23613F-HR/ATimelineGroup
HHM Wealth Advisors, LLC7,625$618K0.08%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,600$616K<0.01%-12,00013F-HRTimelineGroup
GWN SECURITIES INC.7,587$614K0.03%+3,88713F-HRTimeline
Bowman & Co S.C.7,544$611K0.3%+1,00413F-HRTimeline
Wharton Business Group, LLC7,400$599K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,232$586K0.02%+913F-HRTimelineGroup
LRI Investments, LLC7,230$586K0.06%013F-HRTimeline
Fortune 45 LLC6,922$561K0.37%+813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,880$557K<0.01%+71013F-HR/ATimelineGroup
Vision Capital Management, Inc.6,740$546K0.08%013F-HRTimeline
HRT FINANCIAL LP6,620$536K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.6,614$536K0.05%-4713F-HRTimeline
Tyler-Stone Wealth Management6,315$511K0.09%-25013F-HRTimeline
BLAIR WILLIAM & CO/IL6,137$497K<0.01%+213F-HRTimeline
Red Tortoise LLC6,074$492K0.26%013F-HRTimeline
Outlook Wealth Advisors, LLC5,980$484K0.13%013F-HRTimeline
Courage Miller Partners, LLC5,905$478K0.16%013F-HRTimeline
MATHER GROUP, LLC.5,837$473K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,763$467K0.02%-55013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,709$462K<0.01%-2,46513F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/5,013$446K0.4%+613F-HRTimeline
New Insight Wealth Advisors5,479$444K0.2%+39413F-HRTimeline
Avantra Family Wealth, Inc.5,400$437K0.42%013F-HRTimeline
Accel Wealth Management5,321$431K0.16%-28413F-HRTimeline
MKT Advisors LLC5,805$426K0.2%+89413F-HRTimeline
Bouchey Financial Group, Ltd.5,060$410K0.04%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,933$400K0.1%-28713F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD4,878$395K0.02%+9513F-HR/ATimeline
Cornerstone Wealth Group, LLC4,860$394K0.03%013F-HRTimeline
Aspect Partners, LLC4,755$385K0.22%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,740$384K<0.01%+2,24113F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,740$384K0.02%new13F-HRTimeline
Key Financial Inc4,696$380K0.08%+1,18213F-HRTimeline
SCS Capital Management LLC4,575$371K<0.01%new13F-HR/ATimeline
Paladin Advisory Group, LLC4,490$364K0.29%013F-HRTimeline
Mutual Advisors, LLC4,422$364K0.01%+17613F-HRTimeline
SK Wealth Management, LLC4,841$362K0.19%+613F-HRTimeline
LJI Wealth Management, LLC4,354$353K0.07%+11413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,311$349K<0.01%-4213F-HRTimelineGroup
Zhang Financial LLC4,266$346K0.02%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC4,250$344K0.09%013F-HRTimeline
Syntegra Private Wealth Group, LLC4,168$338K0.04%013F-HRTimeline
IFG Advisory, LLC4,153$336K0.02%+26713F-HRTimeline
Annex Advisory Services, LLC4,125$334K0.01%013F-HRTimeline
Paragon Capital Management Ltd4,116$333K0.07%-25813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,116$333K<0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,740$303K<0.01%-2413F-HRTimeline
Kovack Advisors, Inc.3,648$295K0.03%-1,41113F-HRTimeline
Armstrong, Fleming & Moore, Inc3,567$289K0.35%new13F-HRTimeline
Gilman Hill Asset Management, LLC3,460$280K0.05%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,385$274K0.04%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,385$274K0.01%-2513F-HRTimeline
CoreCap Advisors, LLC3,279$266K0.01%-71,24813F-HRTimeline
Platt Investment Counsel, LLC3,276$265K0.26%-36413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,200$259K<0.01%-5013F-HRTimelineGroup
Sowell Financial Services LLC3,158$256K0.01%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,134$254K0.05%-1,54013F-HR/ATimeline
Evanson Asset Management, LLC3,100$251K0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,789$251K<0.01%013F-HR/ATimelineGroup
Summit X, LLC2,982$241K0.05%+8013F-HRTimeline
Kelman-Lazarov, Inc.2,963$240K0.04%+113F-HRTimeline
World Investment Advisors2,956$239K0.01%-4,61913F-HRTimeline
JGP Wealth Management, LLC2,949$239K0.03%+44213F-HRTimeline
First Heartland Consultants, Inc.2,936$238K0.02%+413F-HRTimeline
Destination Wealth Management2,931$237K0.01%013F-HRTimeline
OPINICUS CAPITAL, INC.2,915$236K0.21%-34413F-HRTimeline