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Disclosery

ISCG ISHARES TR

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SHS (fund)

159 managers (161 13F filers) reported a position in ISCG shares at 2026-03-31, 9,574,843 shares in all. 22 filers opened a position and 15 filers sold out during the quarter.

Managers
159
13F filers
161
New
22
Added
70
Reduced
46
Sold out
15
Shares held by filers
9,574,843

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Focus Partners Wealthin group Focus Partners Wealth955,722$52.4M0.06%-18,12113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO848,248$44.9M<0.01%-3,26113F-HR/ATimelineGroup
LPL Financial LLC633,237$34.7M0.01%-43,61313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.566,750$31.1M0.05%-50,02313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…541,335$29.7M0.02%+21,78313F-HRTimelineGroup
Cetera Investment Advisers412,639$22.6M0.02%+8,62913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…325,545$17.8M0.7%+18,43413F-HRTimelineGroup
Atria Investments, Inc324,060$17.8M0.2%+18,95313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/269,357$14.8M<0.01%+11,15913F-HRTimelineGroup
Systelligence, LLC260,499$14.3M2.78%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY260,124$14.3M<0.01%+43,88613F-HRTimelineGroup
Foundations Investment Advisors, LLC259,715$14.2M0.18%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC251,281$13.8M<0.01%+103,69813F-HR/ATimelineGroup
Matrix Trust Co178,503$9.78M1.62%+29013F-HRTimeline
Steele Capital Management, Inc.178,503$9.78M0.41%+29013F-HRTimeline
Black Diamond Financial, LLC176,121$9.65M1.05%-33,72213F-HRTimeline
UBS Group AGin group UBS Group AG166,828$9.14M<0.01%-1,66913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN165,289$9.06M<0.01%+5,06313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC155,780$8.54M<0.01%-11,27413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC140,546$7.7M0.01%+14,09613F-HRTimelineGroup
Opes Wealth Management LLC128,657$7.05M1.2%+39613F-HRTimeline
Ipsen Advisor Group LLC115,493$6.33M4.43%+1,87413F-HRTimeline
MRA Advisory Group109,752$6.01M2.46%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.105,477$5.78M0.33%-1,15813F-HRTimeline
NorthStar Asset Management LLC /NJ/104,431$5.72M2.76%+4,36013F-HRTimeline
BEAM WEALTH ADVISORS, INC.104,264$5.71M1.42%+26,45213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…91,144$4.99M1.37%new13F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.86,105$4.72M4.57%+1,19013F-HRTimeline
Certified Advisory Corp82,625$4.53M0.41%+5,84913F-HRTimeline
IAG Wealth Partners, LLC78,077$4.28M0.48%+1,89413F-HRTimeline
HighTower Advisors, LLC66,452$3.64M<0.01%+90213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,860$3.55M<0.01%+24,77113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC64,182$3.52M<0.01%-2,56513F-HRTimeline
Van Diest Capital, LLC58,414$3.2M2.52%+50,80013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,711$3M0.01%+12,91713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…53,311$2.92M0.1%-18,52813F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT51,273$2.81M1.35%+1,63713F-HRTimeline
Atlanta Consulting Group Advisors, LLC50,882$2.79M0.6%-7,52313F-HRTimeline
LRI Investments, LLC45,400$2.49M0.22%-1,09713F-HRTimeline
Key Financial Inc36,467$2M0.36%+3,10513F-HRTimeline
IEQ CAPITAL, LLC35,688$1.96M0.01%-14113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,787$1.85M0.01%-3,91413F-HRTimelineGroup
Perennial Investment Advisors, LLC32,307$1.77M0.14%-6213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,990$1.75M<0.01%+5,85113F-HRTimelineGroup
Rodgers & Associates, LTD31,560$1.73M0.18%-1,03313F-HRTimeline
NewEdge Advisors, LLC30,667$1.68M0.01%+1,95113F-HR/ATimeline
MML INVESTORS SERVICES, LLC25,268$1.38M<0.01%+1,81413F-HRTimeline
VAUGHAN & Co SECURITIES, INC.24,435$1.34M0.7%-11113F-HRTimeline
Kendall Capital Management23,543$1.29M0.26%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,008$1.21M0.03%+2,04913F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,239$1.18M0.01%+68813F-HRTimelineGroup
Creative Planningin group Creative Planning21,485$1.18M<0.01%+23413F-HRTimelineGroup
Gladstone Institutional Advisory LLC20,775$1.14M0.04%new13F-HRTimeline
Phoenix Wealth Advisors19,912$1.09M0.43%+10413F-HRTimeline
Creekside Partners19,784$1.08M0.45%-49813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC18,904$1.04M0.46%-1,38213F-HRTimeline
Arkadios Wealth Advisors17,902$981K0.02%-61113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding16,473$903K+3,966Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,670$859K+5,355Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,464$847K<0.01%+1,35213F-HRTimelineGroup
Crescent Grove Advisors, LLC14,337$786K0.08%013F-HRTimeline
Farther Finance Advisors, LLC14,155$785K0.01%-14,22413F-HRTimeline
Visionary Wealth Advisors13,937$764K0.03%+21413F-HRTimeline
D.A. DAVIDSON & CO.13,486$739K<0.01%+5,62613F-HRTimeline
Gilliland Jeter Wealth Management LLC13,395$734K0.22%+1,17713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,976$711K0.02%+3713F-HRTimelineGroup
FMR LLCin group FMR LLC12,487$684K<0.01%+3,87113F-HRTimelineGroup
Private Advisor Group, LLC12,137$665K<0.01%+96913F-HRTimeline
CWM, LLCin group CWM, LLC11,174$612K<0.01%-215,22213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC11,123$610K<0.01%+3213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,801$579K<0.01%+2,17413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,484$575K<0.01%-213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,213$560K0.01%+1,13413F-HRTimelineGroup
Courage Miller Partners, LLC9,712$532K0.15%-4713F-HRTimeline
GWN SECURITIES INC.9,338$512K0.1%+60413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,225$506K0.03%-88213F-HRTimeline
Avior Wealth Management, LLC9,212$505K0.01%-19413F-HRTimeline
Madison Wealth Partners, Inc8,996$493K0.08%+97313F-HRTimeline
Basepoint Wealth LLC8,366$458K0.26%+713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,154$454K<0.01%+3,93713F-HRTimeline
J.M. Arbour, LLC8,094$444K0.43%new13F-HRTimeline
Asset Allocation Strategies LLC8,054$441K0.08%-57813F-HRTimeline
Synergy Financial Group, LTD8,053$441K0.33%+16113F-HRTimeline
Financial Engines Advisors L.L.C.7,959$436K<0.01%-24613F-HRTimeline
CIBC WORLD MARKET INC.7,903$433K<0.01%013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC6,856$415K0.39%-4913F-HRTimeline
Cambridge Investment Research Advisors,…7,185$394K<0.01%-2,34113F-HRTimeline
Procyon Advisors, LLC7,139$391K0.02%new13F-HRTimeline
rebel Financial LLC6,951$381K0.17%-16813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,568$360K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC6,200$340K<0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,056$332K<0.01%+61813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,018$330K<0.01%+60713F-HRTimelineGroup
Breakwater Capital Group5,927$325K0.04%-613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,800$318K0.01%+1,03613F-HRTimelineGroup
Keating Financial Advisory Services, In…5,624$308K0.05%+36513F-HRTimeline
Merit Financial Group, LLC5,530$303K<0.01%+113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,488$301K<0.01%+1,69513F-HRTimelineGroup
Passive Capital Management, LLC.5,483$300K0.09%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,397$296K0.02%-413F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,396$296K0.02%-2,00013F-HRTimeline
AdvisorNet Financial, Inc5,357$294K0.02%+1,63913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC5,121$281K0.14%+2513F-HRTimeline
Independent Advisor Alliance4,965$272K<0.01%new13F-HRTimeline
MAI Capital Management4,947$271K<0.01%+23913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,882$268K<0.01%+613F-HRTimelineGroup
Wick Capital Partners, LLC4,995$266K0.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,688$257K<0.01%+113F-HRTimeline
Keel Point, LLC4,422$242K0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,358$239K<0.01%013F-HRTimelineGroup
Asempa Wealth Advisors4,305$239K0.21%-1513F-HRTimeline
Opulen Financial Group LLC4,020$220K0.16%+613F-HRTimeline
Destiny Wealth Partners, LLC3,914$214K0.02%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,908$214K0.01%-37613F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,867$212K0.08%+13213F-HR/ATimelineGroup
BURKE & HERBERT BANK & TRUST CO3,820$209K0.06%013F-HRTimeline
PRIVATE TRUST CO NA3,820$209K0.02%-2,69413F-HRTimeline
Advisory Services Network, LLC3,657$200K<0.01%-18913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,619$198K0.03%-38513F-HRTimeline
Whipplewood Advisors, LLC3,300$181K0.09%013F-HRTimeline
Opal Wealth Advisors, LLC3,146$172K0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,794$153K<0.01%+113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,523$138K<0.01%+1,80913F-HRTimeline
Smartleaf Asset Management LLC2,484$132K<0.01%+11013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,963$108K<0.01%-18913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,944$107K0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,291$70.7K<0.01%013F-HRTimeline
Archer Investment Corp1,270$69.6K0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.1,262$69.2K0.02%+213F-HRTimeline
Physician Wealth Advisors, Inc.1,063$58.3K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,062$58.2K<0.01%013F-HRTimeline
Arax Advisory Partners982$53.8K<0.01%+5213F-HRTimeline
Merkkuri Wealth Advisors LLC899$49.2K0.03%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC866$47.5K<0.01%-513F-HRTimelineGroup
MATHER GROUP, LLC.852$46.7K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC622$34.1K0.01%new13F-HRTimeline
Atomic Invest LLC626$33.2K0.02%-4713F-HRTimeline
Westend Capital Management, LLC579$31.7K0.01%new13F-HRTimeline
IFP Advisors, Inc569$31.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.495$27.1K<0.01%+6013F-HRTimeline
Wealth Enhancement Trust Services, Inc.469$25.7K<0.01%new13F-HRTimeline
Manchester Capital Management LLC390$21.4K<0.01%013F-HRTimeline
MCF Advisors LLC343$18.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.304$16.6K<0.01%+7013F-HRTimeline
Millstone Evans Group, LLC292$16K0.01%-15013F-HRTimeline
PlanVest Financial, Inc250$13.7K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.226$12.4K<0.01%-3213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/186$10.2K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC174$9.54K<0.01%new13F-HR/ATimeline
Qube Research & Technologies Ltd174$9.54K<0.01%-18713F-HRTimeline
WPG Advisers, LLC113$6.17K<0.01%+113F-HRTimeline
Integrity Financial Corp /WA76$4.17K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC76$4.17K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…51$2.79K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division48$2.63K<0.01%013F-HRTimeline
GeoWealth Management, LLC46$2.52K<0.01%new13F-HRTimeline
Copia Wealth Management25$1.37K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC20$1.1K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC14$767<0.01%-48513F-HRTimeline