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Disclosery

ISCB ISHARES TR

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MRGSTR SM CP ETF (fund)

88 managers (88 13F filers) reported a position in ISCB shares at 2026-06-30, 1,603,079 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
88
13F filers
88
New
9
Added
24
Reduced
27
Sold out
5
Shares held by filers
1,603,079

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY349,227$26.4M<0.01%-3,43213F-HRTimelineGroup
Cetera Investment Advisers271,969$20.5M0.02%+1,71713F-HRTimeline
LPL Financial LLC198,078$15M<0.01%+8,42813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN72,111$5.44M<0.01%+40713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/63,984$4.83M<0.01%+38013F-HRTimelineGroup
Goldstein Advisors, LLC36,131$2.73M0.25%-83213F-HRTimeline
Gladstone Institutional Advisory LLC34,130$2.58M0.08%-2,01013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,640$2.54M<0.01%-2513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,413$2.22M<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC26,647$2.01M<0.01%-113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,509$2M<0.01%-4,50313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,267$1.98M<0.01%-4,08413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,966$1.96M<0.01%-9513F-HR/ATimeline
CHOREO, LLC25,010$1.89M0.02%+7413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,567$1.7M<0.01%+38513F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,740$1.64M<0.01%-65813F-HRTimelineGroup
Brand Asset Management Group, Inc.21,119$1.59M0.35%-40913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,184$1.52M<0.01%-1,24513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,907$1.5M<0.01%+8,27513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,651$1.48M0.07%-28913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,214$1.29M<0.01%-6313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,208$915K<0.01%+5,03613F-HRTimelineGroup
Perigon Wealth Management, LLC10,940$826K0.01%+1,62213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,299$778K<0.01%+83213F-HRTimelineGroup
Richwood Investment Advisors, LLC8,934$675K0.47%-22513F-HRTimeline
Legacy Wealth Partners, LLC8,463$639K0.14%-16313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,000$604K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC7,776$587K<0.01%+4813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,748$585K<0.01%-64413F-HRTimelineGroup
Private Advisor Group, LLC6,926$523K<0.01%-2913F-HRTimeline
Mariner, LLCin group Mariner, LLC6,477$489K<0.01%-20713F-HRTimelineGroup
Opulen Financial Group LLC6,216$469K0.3%+1813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,180$467K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC6,099$461K<0.01%013F-HRTimeline
BRIGHTON JONES LLC6,018$454K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,956$450K<0.01%+1913F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,833$440K<0.01%-64513F-HR/ATimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,755$435K0.23%013F-HRTimeline
Steward Partners Investment Advisory, L…5,446$411K<0.01%+1913F-HRTimeline
New Insight Wealth Advisors4,880$368K0.11%-66313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC4,836$365K0.15%-5,31213F-HRTimeline
Christensen, King & Associates Investme…4,777$361K0.14%013F-HRTimeline
Merit Financial Group, LLC4,692$354K<0.01%+1,16113F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,348$328K0.1%+713F-HRTimelineGroup
Pathway Financial Advisors LLC4,350$326K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC4,110$310K<0.01%+1113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,041$305K0.02%+1013F-HRTimeline
Creative Planningin group Creative Planning3,923$296K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,840$290K<0.01%-1513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,750$283K<0.01%-6,96313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,645$275K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,600$272K<0.01%013F-HRTimeline
Strategic Financial Planning, Inc.3,580$270K0.14%+2,43113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,541$264K<0.01%+313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,226$244K<0.01%-32213F-HRTimelineGroup
Janney Montgomery Scott LLC3,088$233K<0.01%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,040$230K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,998$226K<0.01%new13F-HRTimelineGroup
Compass Ion Advisors, LLC2,936$222K0.02%new13F-HRTimeline
Savant Capital, LLC2,858$216K<0.01%new13F-HRTimeline
SAGE FINANCIAL GROUP INC2,685$203K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,325$176K0.01%013F-HRTimeline
Key Financial Inc2,320$175K0.03%+51213F-HRTimeline
John A. Wolfe & Associates, Inc.2,240$169K0.23%013F-HRTimeline
PRIVATE TRUST CO NA2,135$161K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,111$159K<0.01%+1413F-HRTimelineGroup
WPG Advisers, LLC1,616$122K0.07%013F-HRTimeline
Farther Finance Advisors, LLC1,552$117K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,378$104K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC997$75.3K<0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC792$59.8K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC778$58.7K<0.01%-11413F-HRTimelineGroup
Larson Financial Group LLC649$49K<0.01%+63913F-HRTimeline
SFAM, LLC629$47.5K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…574$43.3K<0.01%-57413F-HRTimelineGroup
NewEdge Advisors, LLC561$42.4K<0.01%+113F-HRTimeline
Asset Dedication, LLC518$39.1K<0.01%new13F-HRTimeline
TSFG, LLC420$32K<0.01%013F-HRTimeline
Synergy Investment Management, LLC400$30.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.374$28.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.300$22.7K0.01%new13F-HRTimeline
Global Retirement Partners, LLC287$21.7K<0.01%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors247$18.6K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/143$10.8K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC93$7.02K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management91$6.87K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC64$4.85K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$254<0.01%-8813F-HRTimelineGroup