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Disclosery

ILCG ISHARES TR

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ETF (fund)

339 managers (342 13F filers) reported a position in ILCG shares at 2025-12-31, 16,641,018 shares in all. 23 filers opened a position and 21 filers sold out during the quarter.

Managers
339
13F filers
342
New
23
Added
102
Reduced
108
Sold out
21
Shares held by filers
16,641,018

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.2,328,126$242M1.66%-9,19113F-HRTimelineGroup
LPL Financial LLC1,381,151$144M0.04%+86,68013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,112,299$116M0.01%-260,65713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN718,042$74.7M0.01%+41,02813F-HRTimelineGroup
FAS Wealth Partners, Inc.586,634$61M3.95%-13,19113F-HRTimeline
Cetera Investment Advisers528,445$55M0.06%+33,94813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/501,801$52.2M<0.01%-12,39613F-HRTimelineGroup
Clearstead Trust, LLC495,827$51.6M8.12%+8,66713F-HRTimeline
B&D White Capital Company, LLC481,278$50.1M5.8%-4,71913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding462,525$48.1M+100,516Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO399,429$41.6M<0.01%+22,89813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.368,249$38.3M2.14%-76,19613F-HRTimeline
UBS Group AGin group UBS Group AG355,130$36.9M0.01%-11,56013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC349,598$36.4M0.05%-12,89213F-HRTimeline
GM Advisory Group, LLC333,245$34.7M1.36%+47,16413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC331,032$34.4M0.01%-1,88913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC284,868$29.6M0.07%+9,19813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.252,346$26.3M0.04%-29,41213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC221,438$23M0.01%-54,82413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…168,913$17.6M0.03%+17,27713F-HR/ATimelineGroup
LongView Wealth Management147,068$15.6M3.76%-7,20713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC143,882$15M3.23%-3,12413F-HRTimeline
Mariner, LLCin group Mariner, LLC138,358$14.4M0.02%+13,26413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP125,495$13.1M0.02%+3,04613F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC116,897$12.2M0.15%+51213F-HRTimeline
Cornerstone Wealth Management, LLC110,325$11.5M0.6%-92113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA106,590$11.1M<0.01%+19,01313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,335$10.8M0.01%-34013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…93,693$9.75M0.01%+4,00613F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS85,595$8.91M0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…81,696$8.5M0.02%-19,92413F-HRTimeline
Investors Research Corp81,507$8.48M1.55%+6,30213F-HRTimeline
Farther Finance Advisors, LLC79,438$8.26M0.09%+71,87013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC76,561$7.96M0.07%+15,00213F-HRTimelineGroup
Marietta Wealth Management, LLC69,895$7.27M0.84%-1,73013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…68,693$7.15M0.23%-76013F-HRTimelineGroup
White Pine Investment CO68,396$7.12M1.68%+52313F-HRTimeline
CWM, LLCin group CWM, LLC67,147$6.99M0.02%-38513F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…61,553$6.4M1.01%-6,35613F-HRTimeline
Aptus Capital Advisors, LLC61,513$6.4M0.05%-27913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP60,200$6.26M0.01%+1,50013F-HRTimelineGroup
&PARTNERS57,998$6.04M0.03%+2,04513F-HRTimeline
IHT Wealth Management, LLC57,600$5.99M0.15%-61313F-HRTimeline
Sunburst Financial Group, LLC56,130$5.84M1.18%-27913F-HRTimeline
Merit Financial Group, LLC54,639$5.68M0.05%-4413F-HRTimeline
Ipsen Advisor Group LLC53,924$5.61M3.99%-13,86413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC53,554$5.57M0.05%-2013F-HRTimeline
Steward Partners Investment Advisory, L…53,152$5.53M0.03%-1,30013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP50,341$5.24M0.29%+1,26713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC49,926$5.19M2.59%-18013F-HRTimeline
Dentgroup LLC49,380$5.14M3.53%-56413F-HRTimeline
Arcadia Wealth Management, LLC47,779$4.97M1.85%+25813F-HRTimeline
Corsicana & Co.43,712$4.55M2.55%+33013F-HRTimeline
Strategic Financial Concepts, LLC42,306$4.4M4.02%+30,91913F-HRTimeline
Retirement Planning Group, LLC41,838$4.35M0.14%-9713F-HRTimeline
Madison Wealth Partners, Inc40,143$4.18M0.76%-49713F-HRTimeline
Creative Planningin group Creative Planning39,763$4.14M<0.01%-1,96113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,329$4.09M<0.01%+8,63313F-HRTimelineGroup
Northwest Wealth Advisors, LLC37,051$3.85M3%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC35,571$3.7M0.43%+42913F-HRTimeline
Gladstone Institutional Advisory LLC35,065$3.65M0.14%+18,94013F-HRTimeline
VestGen Advisors, LLC34,407$3.58M0.15%-26713F-HRTimeline
Sanctuary Advisors, LLC33,894$3.53M0.02%+35513F-HRTimeline
Brand Asset Management Group, Inc.33,376$3.47M0.97%-1,51213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,317$3.47M<0.01%-7,02713F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC33,257$3.46M1.79%-54913F-HRTimeline
Bawa N Mallick Trust32,857$3.42M1.27%013F-HRTimeline
GenWealth Group, Inc.31,383$3.31M0.56%-2813F-HRTimeline
FMR LLCin group FMR LLC31,601$3.29M<0.01%+1,45613F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT31,538$3.28M1.54%-65513F-HRTimeline
Private Advisor Group, LLC30,840$3.21M0.02%-83,00813F-HRTimeline
Advisory Services Network, LLC28,380$2.95M0.04%+1,70213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,578$2.87M<0.01%-17,78313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding27,290$2.84M+1,554Timeline
Savant Capital, LLCin group Savant Capital, LLC26,769$2.79M0.02%+10713F-HRTimelineGroup
Focus Financial Network, Inc.26,329$2.74M0.1%-8,33113F-HRTimeline
One Capital Management, LLC26,299$2.74M0.08%-7213F-HRTimeline
RWA WEALTH PARTNERS, LLC26,186$2.72M0.03%013F-HRTimeline
Asempa Wealth Advisors24,216$2.52M2.17%13F-HRTimeline
North Star Investment Management Corp.24,064$2.5M0.16%-63013F-HRTimeline
Arkadios Wealth Advisors23,628$2.46M0.05%+1813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,571$2.45M0.12%-1,32613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22,995$2.39M<0.01%+6,96713F-HRTimelineGroup
Orion Porfolio Solutions, LLC22,850$2.38M0.02%+1,78313F-HRTimeline
Shira Ridge Wealth Management22,245$2.31M0.93%-47813F-HRTimeline
Pinnacle Financial Group, LLC / IL21,833$2.27M0.66%-99713F-HRTimeline
Capital Advisors, Ltd. LLC21,078$2.19M0.25%+3,19413F-HRTimeline
Cape Investment Advisory, Inc.20,955$2.18M0.67%+20,95113F-HRTimeline
Greykasell Wealth Strategies, Inc.20,503$2.13M0.84%+613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,398$2.12M<0.01%+6,89613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC20,000$2.08M0.07%-20913F-HRTimeline
HighTower Advisors, LLC19,716$2.05M<0.01%-4213F-HRTimeline
Beacon Financial Advisory LLC19,279$2.01M0.46%-14913F-HRTimeline
Horst & Graben Wealth Management LLC18,747$1.95M0.29%-33713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,385$1.91M<0.01%-2,31013F-HRTimelineGroup
NewEdge Advisors, LLC18,368$1.91M0.01%+4,08013F-HRTimeline
XML Financial, LLC17,902$1.86M0.15%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.17,735$1.85M0.9%-41113F-HRTimeline
Global Retirement Partners, LLC17,533$1.82M0.03%+2,50313F-HRTimeline
Prosperity Consulting Group, LLC17,309$1.8M0.08%+2,27113F-HRTimeline
Towerpoint Wealth, LLC16,802$1.75M0.69%+90213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,519$1.72M0.1%-17813F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,501$1.72M<0.01%-80813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,557$1.62M<0.01%013F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC15,510$1.61M0.59%+613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,506$1.61M<0.01%-11,22813F-HRTimeline
B. Riley Wealth Advisors, Inc.15,290$1.59M0.08%-5,93013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,161$1.58M0.1%+32713F-HRTimeline
Geneos Wealth Management Inc.15,150$1.58M0.04%+91413F-HRTimeline
DAVENPORT & Co LLC15,036$1.56M0.01%-1,40013F-HRTimeline
Sigma Planning Corp14,872$1.55M0.04%-6713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,844$1.54M<0.01%-3,43013F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO14,153$1.48M0.39%+1,41113F-HRTimeline
JGP Wealth Management, LLC13,712$1.43M0.15%+4,36913F-HRTimeline
GWN SECURITIES INC.13,573$1.41M0.29%+45313F-HRTimeline
Greenspring Advisors, LLC13,565$1.41M0.09%new13F-HRTimeline
Pinnacle Bancorp, Inc.13,505$1.41M0.41%013F-HRTimeline
Rodgers & Associates, LTD13,450$1.4M0.14%-3,14813F-HRTimeline
Csenge Advisory Group13,032$1.36M0.06%-37913F-HRTimeline
MAI Capital Management12,492$1.3M0.01%-1,16313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,460$1.3M0.01%+1,32913F-HRTimelineGroup
Kingsview Wealth Management, LLC12,191$1.27M0.02%-11413F-HRTimeline
COMERICA BANK11,845$1.23M<0.01%+313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,599$1.21M<0.01%+3,70013F-HRTimelineGroup
Triad Wealth Partners, LLC11,355$1.18M0.11%+52013F-HRTimeline
Paragon Private Wealth Management, LLC10,975$1.14M0.35%-17113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,792$1.12M<0.01%-13713F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC10,495$1.09M0.07%-16,77513F-HRTimeline
Edge Financial Advisors LLC10,367$1.08M0.45%+1,44613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,426$1.08M0.31%+3,85813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,021$1.04M0.02%-23513F-HRTimelineGroup
Wealthquest Corp9,851$1.02M0.08%-2013F-HRTimeline
Cooper Financial Group9,646$1M0.11%+113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC9,607$1000K0.06%13F-HRTimeline
Goldstein Advisors, LLC9,470$985K0.11%013F-HRTimeline
ANB BANK9,387$977K0.39%-313F-HRTimeline
Proactive Wealth Strategies LLC9,343$972K0.39%-28513F-HRTimeline
Summit Financial, LLC9,183$955K0.01%+1713F-HRTimeline
Hershey Financial Advisers, LLC9,128$950K0.8%-1,90713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,093$946K0.05%013F-HRTimeline
Milestones Private Investment Advisors …8,955$932K0.64%013F-HRTimeline
Brio Consultants, LLC8,844$920K0.12%+20413F-HRTimeline
PINNACLE ASSOCIATES LTD8,646$899K0.01%+313F-HRTimeline
Integrated Wealth Concepts LLC8,624$897K0.01%-71913F-HRTimeline
Drake & Associates, LLC8,601$895K0.18%+2,44913F-HRTimeline
Livet Wealth, LLC8,529$887K0.55%13F-HRTimeline
Nvest Financial, LLC8,504$885K0.37%+38913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,444$879K0.02%+1,38013F-HRTimelineGroup
Summit Asset Management, LLC8,285$862K0.12%013F-HRTimeline
PRIVATE TRUST CO NA8,194$853K0.07%013F-HRTimeline
HB Wealth Management, LLC8,085$841K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,000$832K0.29%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,850$817K0.09%013F-HRTimeline
Key Financial Inc7,740$805K0.15%+36013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,677$799K0.04%-3213F-HRTimeline
HHM Wealth Advisors, LLC7,625$793K0.09%013F-HRTimeline
Cedar Point Capital Partners, LLC7,622$793K0.51%-94613F-HRTimeline
Janney Montgomery Scott LLC7,625$793K<0.01%013F-HRTimeline
Wharton Business Group, LLC7,400$770K0.03%013F-HRTimeline
LRI Investments, LLC7,230$752K0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,191$748K0.02%+66913F-HRTimeline
Fortune 45 LLC6,935$723K0.35%+1013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,795$707K<0.01%+3,88713F-HRTimelineGroup
Vision Capital Management, Inc.6,740$701K0.08%013F-HRTimeline
Sunbelt Securities, Inc.6,533$680K0.05%-8713F-HRTimeline
Bowman & Co S.C.6,505$677K0.29%-11113F-HRTimeline
PATTEN & PATTEN INC/TN6,222$647K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,157$641K<0.01%+413F-HRTimeline
Red Tortoise LLC6,074$632K0.27%013F-HRTimeline
Outlook Wealth Advisors, LLC6,031$627K0.14%013F-HRTimeline
MKT Advisors LLC5,808$609K0.21%+113F-HRTimeline
MATHER GROUP, LLC.5,837$607K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding5,829$607K+3,036Timeline
Plotkin Financial Advisors, LLC5,715$595K0.29%+77513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,709$594K<0.01%013F-HRTimelineGroup
Indivisible Partners5,708$594K0.06%13F-HRTimeline
Optivise Advisory Services LLC5,659$589K0.34%+96813F-HRTimeline
Atria Investments, Inc5,648$588K0.01%+85313F-HRTimeline
INVESTED ADVISORS5,585$581K0.6%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,546$577K0.01%-77613F-HRTimelineGroup
Midwest Financial Partners Investments,…5,505$573K0.32%13F-HRTimeline
Avantra Family Wealth, Inc.5,400$562K0.41%013F-HRTimeline
Milestone Investment Advisors LLC5,275$549K0.13%new13F-HRTimeline
Courage Miller Partners, LLC5,180$539K0.16%-2313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,139$535K0.06%013F-HRTimeline
Bouchey Financial Group, Ltd.5,060$526K0.04%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,032$524K0.37%+713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,976$518K0.17%-1813F-HRTimelineGroup
SK Wealth Management, LLC4,860$514K0.14%+713F-HRTimeline
Cornerstone Wealth Group, LLC4,860$506K0.03%013F-HRTimeline
Aspect Partners, LLC4,755$495K0.22%013F-HRTimeline
Wealthspire Advisors, LLC4,647$483K<0.01%+1513F-HRTimeline
SCS Capital Management LLC4,575$476K0.01%013F-HRTimeline
Valpey Financial Services, LLC4,565$475K0.3%-613F-HR/ATimeline
Mutual Advisors, LLC4,538$472K0.01%+1013F-HRTimeline
Paladin Advisory Group, LLC4,490$467K0.34%013F-HRTimeline
New Insight Wealth Advisors4,428$461K0.16%-38513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,383$456K<0.01%-8113F-HRTimelineGroup
LJI Wealth Management, LLC4,360$454K0.07%013F-HRTimeline
Accel Wealth Management4,354$453K0.12%+213F-HRTimeline