ISCG ISHARES TR
FollowSHS (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in ISCG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Matrix Trust Co | 179,901 | $11M | 1.6% | -258 | 13F-HRTimeline |
| MRA Advisory Group | 84,769 | $5.19M | 1.94% | -26,046 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 28,540 | $1.75M | 0.19% | +13,962 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 10,006 | $612K | <0.01% | -6,273 | 13F-HRTimeline |
| Asempa Wealth Advisors | 4,305 | $265K | 0.21% | 0 | 13F-HRTimeline |
| Everhart Financial Group, Inc. | 3,409 | $209K | 0.01% | 0 | 13F-HRTimeline |
| TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP | 1,944 | $119K | 0.01% | 0 | 13F-HRTimelineGroup |
| Central Pacific Bank - Trust Division | 48 | $2.94K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 30 | $1.83K | <0.01% | +16 | 13F-HRTimeline |