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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
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,432,116$236M1.94%-171,67313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,451,313$141M0.01%-33613F-HRTimelineGroup
LPL Financial LLC1,344,424$130M0.04%-77,27113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN642,659$62.3M0.01%-13,03513F-HRTimelineGroup
FAS Wealth Partners, Inc.598,563$58M4.29%+13,23613F-HRTimeline
Clearstead Trust, LLC493,585$47.8M9.05%-13,00713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/472,917$45.8M<0.01%-68,59213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.461,073$44.7M2.48%+1,83013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.383,000$37.1M0.2%+8,69813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC371,067$36M0.05%-54,39413F-HRTimeline
B&D White Capital Company, LLC348,695$33.8M5.15%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC347,741$33.7M0.01%+4,47713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding311,653$30.2M+204,537Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO307,252$29.8M<0.01%-14,42513F-HRTimelineGroup
UBS Group AGin group UBS Group AG302,585$29.3M0.01%-12913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC278,609$27M0.08%+2,71513F-HRTimeline
GM Advisory Group, LLC246,525$23.9M1.18%+159,15913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,583$23.5M0.01%-65,64513F-HRTimelineGroup
Goodman Advisory Group, LLC184,981$17.9M6.09%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…167,692$16.2M0.04%+17,88513F-HR/ATimelineGroup
LongView Wealth Management150,177$14.6M4.41%+2,89813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC148,090$14.3M3.31%-67013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP118,938$11.5M0.02%-131,35613F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC114,106$11.1M0.15%-46,52213F-HRTimeline
Cornerstone Wealth Management, LLC111,758$10.8M0.66%-8,47813F-HRTimeline
Cetera Investment Advisers110,908$10.7M0.02%+46,37713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.107,243$10.4M0.02%-16,40113F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,967$9.84M0.02%+2,96913F-HRTimeline
Mariner, LLCin group Mariner, LLC100,646$9.75M0.01%+10,40413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…91,382$8.85M0.01%+9,73613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP89,600$8.68M0.02%+82,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…87,274$8.46M0.03%+18,16613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS85,641$8.3M0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA84,372$8.18M<0.01%-55613F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP74,387$7.21M0.48%-8,85813F-HRTimeline
Marietta Wealth Management, LLC71,718$6.95M0.91%+57413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…70,796$6.86M0.25%-20813F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…69,828$6.77M1.24%-41013F-HRTimeline
Ipsen Advisor Group LLC68,347$6.62M5.05%+2,04313F-HRTimeline
White Pine Investment CO68,190$6.61M1.65%-23413F-HRTimeline
Investors Research Corp68,045$6.59M1.29%+12,87513F-HRTimeline
CWM, LLCin group CWM, LLC67,532$6.54M0.02%-98813F-HRTimelineGroup
Aptus Capital Advisors, LLC63,303$6.13M0.06%-10813F-HRTimeline
Sunburst Financial Group, LLC61,538$5.96M1.34%-16413F-HRTimeline
AE Wealth Management LLC61,416$5.95M0.04%+59,37213F-HRTimeline
IHT Wealth Management, LLC58,694$5.69M0.16%-55413F-HRTimeline
Merit Financial Group, LLC55,144$5.34M0.06%-82913F-HRTimeline
Steward Partners Investment Advisory, L…54,121$5.24M0.04%-67513F-HRTimeline
&PARTNERS54,080$5.24M0.04%+65513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC53,594$5.19M0.05%-69413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC52,551$5.09M0.05%new13F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC50,916$4.93M2.55%-1,77913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,266$4.68M<0.01%-16013F-HRTimelineGroup
WIN ADVISORS, INC43,902$4.25M2.05%new13F-HRTimeline
Focus Financial Network, Inc.43,060$4.17M0.16%-2,63813F-HRTimeline
Creative Planningin group Creative Planning42,664$4.13M<0.01%-3,44713F-HRTimelineGroup
Retirement Planning Group, LLC41,653$4.04M0.17%+4,24313F-HRTimeline
Madison Wealth Partners, Inc40,838$3.96M0.86%-1,02013F-HRTimeline
RFG Advisory, LLC38,839$3.76M0.09%-1,07613F-HRTimeline
Dentgroup LLC38,243$3.71M2.57%-5,00913F-HRTimeline
Hershey Financial Advisers, LLC36,986$3.58M3.21%13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC36,888$3.57M2.44%-2,25313F-HRTimeline
Brand Asset Management Group, Inc.36,164$3.5M1.31%-1,38013F-HRTimeline
Sanctuary Advisors, LLC35,658$3.46M0.02%+3,81413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC35,504$3.44M1.73%-13,49613F-HRTimeline
VestGen Advisors, LLC35,401$3.43M0.14%-54813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC35,142$3.41M0.48%+26713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,727$3.27M<0.01%+28713F-HRTimelineGroup
Bawa N Mallick Trust32,857$3.18M1.32%013F-HRTimeline
GenWealth Group, Inc.32,147$3.12M0.63%013F-HRTimeline
Atria Wealth Solutions, Inc.30,594$2.97M0.07%-21813F-HRTimeline
Greykasell Wealth Strategies, Inc.29,382$2.85M1.36%+20113F-HRTimeline
FMR LLCin group FMR LLC29,237$2.83M<0.01%-5,81313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC27,511$2.67M0.13%+22,77113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC27,335$2.65M0.02%+57213F-HR/ATimelineGroup
ADELL HARRIMAN & CARPENTER INC27,270$2.64M0.18%013F-HRTimeline
Advisory Services Network, LLC25,437$2.55M0.04%+5,59113F-HRTimeline
RWA WEALTH PARTNERS, LLC26,186$2.54M0.03%013F-HRTimeline
North Star Investment Management Corp.25,144$2.44M0.17%-18113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,033$2.33M<0.01%+7,34213F-HRTimelineGroup
Arkadios Wealth Advisors23,948$2.32M0.07%-42913F-HRTimeline
Private Advisor Group, LLC23,893$2.32M0.01%-88313F-HRTimeline
Pinnacle Financial Group, LLC / IL22,827$2.21M0.74%+313F-HRTimeline
Shira Ridge Wealth Management22,723$2.2M1.01%013F-HRTimeline
Cape Investment Advisory, Inc.22,318$2.16M0.79%-14913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding21,607$2.09M+1,935Timeline
DAYMARK WEALTH PARTNERS, LLC20,473$1.98M0.08%+11,13713F-HRTimeline
Lloyd Advisory Services, LLC.19,659$1.9M0.92%new13F-HRTimeline
Financial Engines Advisors L.L.C.19,429$1.88M<0.01%+16,68713F-HRTimeline
Beacon Financial Advisory LLC19,425$1.88M0.49%+313F-HRTimeline
Horst & Graben Wealth Management LLC19,083$1.85M0.31%-113F-HRTimeline
HighTower Advisors, LLC18,973$1.84M<0.01%-2,16513F-HRTimeline
Elevation Capital Advisory, LLC18,728$1.81M0.73%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.18,135$1.76M0.92%+30813F-HRTimeline
DAVENPORT & Co LLC18,055$1.75M0.01%+113F-HRTimeline
XML Financial, LLC17,902$1.73M0.15%-6413F-HRTimeline
Capital Advisors, Ltd. LLC17,579$1.7M0.21%+22413F-HRTimeline
Rodgers & Associates, LTD17,138$1.66M0.18%-81813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,916$1.64M<0.01%-11,68013F-HRTimelineGroup
Gladstone Institutional Advisory LLC16,875$1.64M0.07%-2,34813F-HRTimeline
B. Riley Wealth Advisors, Inc.16,873$1.64M0.08%+17913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,694$1.62M0.11%+213F-HRTimelineGroup
Towerpoint Wealth, LLC16,373$1.59M0.7%-1,05713F-HRTimeline
One Capital Management, LLC15,895$1.54M0.05%-40,09913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,177$1.47M0.11%+13613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,614$1.42M0.12%+13,02613F-HRTimeline
Sigma Planning Corp14,327$1.39M0.04%+35413F-HRTimeline
Geneos Wealth Management Inc.14,200$1.38M0.03%-11,34713F-HRTimeline
Full Sail Capital, LLC13,716$1.33M0.08%-76013F-HRTimeline
ANB BANK13,648$1.32M0.59%-5313F-HRTimeline
MAI Capital Management13,637$1.32M0.01%+1413F-HRTimeline
Wealthstream Advisors, Inc.13,565$1.31M0.22%013F-HRTimeline
Pinnacle Bancorp, Inc.13,505$1.31M0.4%013F-HRTimeline
Global Retirement Partners, LLC13,358$1.29M0.03%13F-HRTimeline
Wharton Business Group, LLC43,675$1.25M0.05%+36,27513F-HRTimeline
Csenge Advisory Group13,379$1.22M0.06%013F-HRTimeline
Kingsview Wealth Management, LLC12,545$1.22M0.02%+46313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,417$1.2M0.06%-1,10913F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO11,867$1.19M0.35%-33313F-HRTimeline
COMERICA BANK12,196$1.18M<0.01%-30513F-HRTimeline
J.W. COLE ADVISORS, INC.12,009$1.16M0.02%+3,40513F-HRTimeline
NewEdge Advisors, LLC11,537$1.12M0.01%+2,19213F-HRTimeline
Strategic Financial Concepts, LLC11,488$1.11M0.16%-42,34013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,350$1.1M<0.01%-3,70013F-HRTimelineGroup
GWN SECURITIES INC.10,863$1.06M0.2%+3,27613F-HRTimeline
Triad Wealth Partners, LLC10,835$1.05M0.21%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,780$1.04M0.01%+1113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,468$1.01M0.02%+3,13713F-HRTimelineGroup
Optivise Advisory Services LLC10,169$985K0.5%+11713F-HRTimeline
Paragon Private Wealth Management, LLC10,094$978K0.39%+1,58613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,960$965K<0.01%-6,10713F-HRTimelineGroup
Wealthquest Corp9,871$956K0.08%-28013F-HRTimeline
Proactive Wealth Strategies LLC9,660$936K0.44%-4013F-HRTimeline
Cooper Financial Group9,645$935K0.11%013F-HRTimeline
Goldstein Advisors, LLC9,470$918K0.12%-1413F-HRTimeline
Integrated Wealth Concepts LLC9,215$893K0.01%+16313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,093$881K0.05%013F-HRTimeline
Milestones Private Investment Advisors …8,955$868K0.64%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,848$852K<0.01%+4,10813F-HRTimelineGroup
Blue Barn Wealth, LLC8,718$845K0.4%+2013F-HRTimeline
PRIVATE TRUST CO NA8,688$842K0.08%013F-HRTimeline
PINNACLE ASSOCIATES LTD8,641$837K0.01%-11713F-HRTimeline
Cedar Point Capital Partners, LLC8,539$827K0.58%-29513F-HRTimeline
Brio Consultants, LLC8,465$820K0.12%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…8,365$811K0.09%-9113F-HRTimeline
Summit Asset Management, LLC8,285$803K0.13%-80013F-HRTimeline
Ethos Financial Group, LLC8,203$795K0.07%new13F-HRTimeline
HB Wealth Management, LLC8,200$795K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,000$775K0.1%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,899$765K<0.01%+23613F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC7,850$761K0.08%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,709$747K0.04%+2,83113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,632$740K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC7,625$739K0.09%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,240$702K0.02%+813F-HRTimelineGroup
LRI Investments, LLC7,230$701K0.06%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,074$685K0.02%new13F-HRTimelineGroup
Fortune 45 LLC6,916$670K0.39%-613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,546$666K0.22%new13F-HRTimeline
Key Financial Inc6,840$663K0.13%+2,14413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV6,770$656K0.03%+3,38513F-HRTimeline
Vision Capital Management, Inc.6,740$653K0.09%013F-HRTimeline
Bowman & Co S.C.6,715$651K0.29%-82913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,427$623K0.02%+66413F-HRTimeline
Tyler-Stone Wealth Management6,315$612K0.1%013F-HRTimeline
Sunbelt Securities, Inc.6,661$597K0.05%+4713F-HRTimeline
BLAIR WILLIAM & CO/IL6,151$596K<0.01%+1413F-HRTimeline
Red Tortoise LLC6,074$589K0.29%013F-HRTimeline
Outlook Wealth Advisors, LLC5,980$579K0.15%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,846$566K0.14%new13F-HRTimeline
MATHER GROUP, LLC.5,837$566K0.01%013F-HRTimeline
MKT Advisors LLC5,805$556K0.22%013F-HRTimeline
Courage Miller Partners, LLC5,732$555K0.18%-17313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,709$553K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc5,469$530K0.02%-2,78113F-HRTimeline
Avantra Family Wealth, Inc.5,400$523K0.43%013F-HRTimeline
New Insight Wealth Advisors5,339$517K0.21%-14013F-HRTimeline
Accel Wealth Management5,197$504K0.17%-12413F-HRTimeline
Bouchey Financial Group, Ltd.5,060$490K0.04%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,018$486K0.41%+513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,938$478K0.13%+513F-HRTimelineGroup
SK Wealth Management, LLC4,847$473K0.21%+613F-HRTimeline
Cornerstone Wealth Group, LLC4,860$471K0.04%013F-HRTimeline
Aspect Partners, LLC4,755$461K0.23%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,728$458K<0.01%-2,15213F-HRTimelineGroup
Wealthspire Advisors, LLC4,626$448K<0.01%+1,88613F-HRTimeline
Mutual Advisors, LLC4,452$445K0.01%+3013F-HRTimeline
Valpey Financial Services, LLC4,583$444K0.31%13F-HRTimeline
SCS Capital Management LLC4,575$443K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC4,490$435K0.33%013F-HRTimeline
OLD MISSION CAPITAL LLC4,428$429K0.01%new13F-HRTimeline
LJI Wealth Management, LLC4,360$422K0.07%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,312$418K<0.01%+113F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC4,250$412K0.1%013F-HRTimeline
Syntegra Private Wealth Group, LLC4,168$404K0.04%013F-HRTimeline
IFG Advisory, LLC4,153$402K0.02%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,135$401K0.07%new13F-HRTimeline
Annex Advisory Services, LLC4,125$400K0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,116$399K<0.01%013F-HRTimelineGroup
Paragon Capital Management Ltd4,011$389K0.07%-10513F-HRTimeline