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Disclosery

ISCV ISHARES TR

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ETF (fund)

129 managers (130 13F filers) reported a position in ISCV shares at 2026-06-30, 4,982,209 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
129
13F filers
130
New
14
Added
39
Reduced
48
Sold out
7
Shares held by filers
4,982,209

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
EXCHANGE TRADED CONCEPTS, LLC1,105,961$86.6M0.43%+159,74413F-HR/ATimeline
VAUGHAN & Co SECURITIES, INC.290,935$22.8M10.63%-2,48813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY289,008$22.6M<0.01%-10,78513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth279,159$21.9M0.02%-8,97813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA211,190$16.5M<0.01%-23,33513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,089$15.3M<0.01%-6,78213F-HRTimelineGroup
LPL Financial LLC189,995$14.9M<0.01%-36,96013F-HRTimeline
Steele Capital Management, Inc.189,142$14.8M0.55%+1,53913F-HRTimeline
Matrix Trust Co189,142$14.8M2.15%+1,53913F-HRTimeline
UBS Group AGgroup of 2 filers holding140,997$11M+4,623Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC132,339$10.4M<0.01%-1,46613F-HRTimelineGroup
GRANVILLE CAPITAL, INC.122,866$9.62M4.3%+3,63113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,773$8.6M<0.01%-1,91213F-HRTimelineGroup
Cetera Investment Advisers102,383$8.02M0.01%-25013F-HRTimeline
MB Generational Wealth, LLC86,870$6.8M3.34%-1,14513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,708$6.63M<0.01%-64,08113F-HRTimelineGroup
Advisory Services Network, LLC61,248$4.8M0.05%+2,89213F-HRTimeline
Aptus Capital Advisors, LLC60,183$4.71M0.03%+2,88313F-HRTimeline
Ipsen Advisor Group LLC55,971$4.38M2.82%+16013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,648$4.05M0.01%+54113F-HRTimeline
Chicago Partners Investment Group LLC49,964$3.91M0.08%-42013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,303$3.78M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,552$3.65M0.01%+31913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,893$3.6M<0.01%-97413F-HRTimelineGroup
Rodgers & Associates, LTD40,697$3.19M0.29%-1,13813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC39,488$3.09M<0.01%+1,08213F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,766$2.88M0.01%+23113F-HR/ATimeline
EP Wealth Advisors, LLC35,354$2.77M0.01%+1,72613F-HRTimeline
Viewpoint Capital Management LLC34,744$2.72M1.39%-10,65013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,603$2.71M<0.01%-12713F-HRTimeline
Prosperity Consulting Group, LLC33,407$2.62M0.1%-1,23013F-HRTimeline
HUB Investment Partners, LLC30,000$2.35M0.04%new13F-HRTimeline
Perennial Investment Advisors, LLC29,046$2.27M0.15%+1,15113F-HRTimeline
Twin Cities Retirement Group LLC28,028$2.2M1.88%-1,06513F-HRTimeline
IHT Wealth Management, LLC22,823$1.79M0.04%-10,84113F-HRTimeline
Black Diamond Financial, LLC21,412$1.68M0.15%+1,78313F-HRTimeline
D.A. DAVIDSON & CO.20,330$1.59M0.01%-1,96013F-HRTimeline
SGL Investment Advisors, Inc.17,984$1.46M0.5%+2,03313F-HRTimeline
LRI Investments, LLC17,976$1.41M0.11%013F-HRTimeline
Quantinno Capital Management LP16,850$1.32M<0.01%+9,90013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,836$1.32M<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,150$1.19M0.03%+9,55913F-HRTimelineGroup
Janney Montgomery Scott LLC14,116$1.11M<0.01%+12813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,625$1.07M0.51%+5313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,729$997K<0.01%-38413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,423$896K<0.01%+3,67113F-HRTimelineGroup
Key Financial Inc11,012$862K0.14%-1913F-HRTimeline
Merit Financial Group, LLC10,558$827K0.01%+1,14213F-HR/ATimeline
Abel Hall, LLC10,172$797K0.14%+35513F-HRTimeline
HighPoint Advisor Group LLC9,491$743K0.03%-14013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,399$736K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,835$692K<0.01%-6,79613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,810$690K<0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp8,719$683K0.28%-60013F-HRTimeline
KELLY FINANCIAL GROUP LLC8,573$671K0.15%-1313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,856$615K<0.01%-12,87413F-HRTimelineGroup
Geneos Wealth Management Inc.7,255$568K0.01%013F-HRTimeline
Courage Miller Partners, LLC6,897$540K0.14%-87713F-HRTimeline
Madison Wealth Partners, Inc6,820$534K0.07%+16413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,675$523K<0.01%+16613F-HRTimeline
Northwest Wealth Advisors, LLC6,514$510K0.29%-7413F-HRTimeline
HighTower Advisors, LLC6,452$505K<0.01%-39413F-HRTimeline
GWN SECURITIES INC.6,129$480K0.08%+59013F-HRTimeline
Asset Dedication, LLC5,859$459K0.03%+2613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,848$458K0.02%013F-HRTimelineGroup
Sensible Money, LLC5,757$451K0.12%+2613F-HRTimeline
FMR LLCin group FMR LLC5,099$399K<0.01%+18813F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC5,069$397K0.16%-4,98313F-HRTimeline
John A. Wolfe & Associates, Inc.5,023$393K0.54%-10513F-HRTimeline
Towerpoint Wealth, LLC5,011$392K0.14%+113F-HRTimeline
Argent Trust Co4,889$383K0.01%013F-HRTimeline
Lansing Street Advisors4,884$382K0.08%+1113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,649$364K0.02%013F-HRTimeline
Creative Planningin group Creative Planning4,518$354K<0.01%-44313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,511$354K<0.01%-37113F-HRTimelineGroup
MONECO ADVISORS, LLC4,504$353K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,493$352K<0.01%-913F-HRTimelineGroup
LANARK FINANCIAL, INC.4,475$350K0.02%-2613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,450$349K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,321$338K<0.01%-56513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,942$309K0.01%+30813F-HRTimeline
Unified Investment Management3,931$308K0.29%-11613F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,691$289K0.02%+1013F-HRTimeline
NewEdge Advisors, LLC3,569$280K<0.01%-7113F-HRTimeline
RMR Capital Management, LLC3,486$273K0.19%-13513F-HRTimeline
Vise Technologies, Inc.3,322$260K<0.01%-5413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,273$256K<0.01%-2513F-HRTimelineGroup
BARRETT & COMPANY, INC.3,154$247K0.07%013F-HRTimeline
Private Advisor Group, LLC3,152$247K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,035$238K<0.01%+413F-HRTimelineGroup
Smartleaf Asset Management LLC3,009$236K0.01%013F-HRTimeline
Western Wealth Management, LLC2,956$231K0.01%+113F-HRTimeline
Waverly Advisors, LLC2,925$229K<0.01%013F-HRTimeline
Summit Financial, LLC2,838$222K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,804$220K<0.01%-5,97413F-HRTimelineGroup
Richwood Investment Advisors, LLC2,775$217K0.15%new13F-HRTimeline
SAGE FINANCIAL GROUP INC2,758$216K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,712$212K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.2,557$200K0.07%+1113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,365$185K0.01%new13F-HRTimeline
City State Bank2,196$172K0.04%013F-HRTimeline
Basepoint Wealth LLC1,765$138K0.08%+113F-HRTimeline
Integrated Wealth Concepts LLC1,179$92.4K<0.01%new13F-HRTimeline
Brentview Investment Management LLC1,000$78.3K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…886$69.4K<0.01%+1613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\800$62.7K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…800$62.7K<0.01%-20013F-HRTimeline
Cedar Mountain Advisors, LLC727$56.9K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.508$40K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/503$39.4K<0.01%013F-HRTimelineGroup
Archer Investment Corp468$36.7K0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA467$36.6K<0.01%013F-HRTimeline
MATHER GROUP, LLC.424$33.2K<0.01%-813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC351$27.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC323$25.3K<0.01%-713F-HRTimeline
Steward Partners Investment Advisory, L…222$17.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp204$16K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.201$15.7K<0.01%new13F-HRTimelineGroup
Eukles Asset Management117$9.16K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.100$7.83K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC88$6.89K<0.01%+413F-HRTimelineGroup
Arax Advisory Partners80$6.3K<0.01%013F-HRTimeline
Olistico Wealth, LLC75$5.87K<0.01%013F-HRTimeline
Fortitude Family Office, LLC61$4.78K<0.01%013F-HRTimeline
Caitlin John, LLC59$4.62K<0.01%013F-HRTimeline
Global Retirement Partners, LLC42$3.29K<0.01%13F-HRTimeline
one8zero8, LLC37$2.9K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL35$2.74K<0.01%-3713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$284<0.01%-8113F-HRTimelineGroup