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Disclosery

ISCV ISHARES TR

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ETF (fund)

115 managers (115 13F filers) reported a position in ISCV shares at 2025-03-31, 3,206,849 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
115
13F filers
115
New
11
Added
42
Reduced
26
Sold out
11
Shares held by filers
3,206,849

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY387,730$23M<0.01%-11,65013F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.265,688$15.8M9.76%+5,16513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth236,017$14M0.04%+177,82013F-HR/ATimelineGroup
Steele Capital Management, Inc.186,326$11M0.58%+23013F-HRTimeline
Matrix Trust Co186,326$11M1.86%+23013F-HRTimeline
LPL Financial LLC150,439$8.92M<0.01%+17,19913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/148,918$8.83M<0.01%-7,38413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC144,332$8.56M<0.01%-4,86413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,414$6.55M<0.01%-6,21713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,858$6.46M<0.01%+17,18213F-HRTimelineGroup
UBS Group AGin group UBS Group AG95,261$5.65M<0.01%+6,13713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.64,446$3.82M0.02%+21313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,978$3.38M<0.01%+14,22813F-HRTimelineGroup
Ipsen Advisor Group LLC54,531$3.23M2.78%+46713F-HRTimeline
Chicago Partners Investment Group LLC49,900$2.87M0.1%+4313F-HRTimeline
Prosperity Consulting Group, LLC46,700$2.77M0.21%+3613F-HRTimeline
Cetera Investment Advisers46,677$2.77M0.01%+5,12013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,952$2.72M<0.01%-42,26213F-HRTimelineGroup
Viewpoint Capital Management LLC45,397$2.69M1.45%-71113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,420$2.57M<0.01%013F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,972$2.55M0.01%+85913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC38,558$2.29M<0.01%+1,20113F-HRTimeline
EP Wealth Advisors, LLC35,204$2.09M0.02%-3,19113F-HRTimeline
Cambridge Investment Research Advisors,…34,891$2.07M0.01%+73513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,664$2M0.01%-6,60613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,652$2M<0.01%-4,91413F-HRTimelineGroup
Rodgers & Associates, LTD31,690$1.88M0.23%-1,00113F-HRTimeline
IHT Wealth Management, LLC26,976$1.6M0.05%-8313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP24,800$1.47M<0.01%new13F-HRTimelineGroup
MB Generational Wealth, LLC23,415$1.39M1.04%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC19,506$1.16M0.14%013F-HRTimeline
D.A. DAVIDSON & CO.18,611$1.1M0.01%+1,34313F-HRTimeline
LRI Investments, LLC17,976$1.07M0.1%-22513F-HRTimeline
COMERICA BANK17,279$1.02M<0.01%013F-HRTimeline
Black Diamond Financial, LLC15,843$939K0.14%+4,40213F-HRTimeline
Janney Montgomery Scott LLC14,569$864K<0.01%-22213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,754$816K0.55%+5213F-HRTimeline
Mariner, LLCin group Mariner, LLC11,978$710K<0.01%+213F-HRTimelineGroup
Geneos Wealth Management Inc.10,913$647K0.01%+7,25513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC10,602$629K0.49%+41213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,404$617K<0.01%new13F-HRTimelineGroup
Courage Miller Partners, LLC10,229$607K0.21%-13513F-HRTimeline
Pacific Sun Financial Corp10,199$605K0.34%-30013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,848$584K<0.01%+8313F-HRTimeline
Mill Creek Capital Advisors, LLC9,432$559K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,406$558K<0.01%+67113F-HRTimelineGroup
Merit Financial Group, LLC9,165$544K0.01%-2,28713F-HRTimeline
Key Financial Inc8,576$509K0.11%+9013F-HRTimeline
Sigma Planning Corp7,051$418K0.01%+2,59913F-HRTimeline
KELLY FINANCIAL GROUP LLC6,644$394K0.12%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,298$374K<0.01%+2,60713F-HRTimelineGroup
MONECO ADVISORS, LLC6,109$362K0.04%-49013F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,004$356K0.03%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,890$350K<0.01%-4,55613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,868$347K<0.01%+96713F-HR/ATimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC5,727$340K0.02%013F-HRTimeline
Asset Dedication, LLC5,713$339K0.03%+5,61113F-HRTimeline
Towerpoint Wealth, LLC5,669$336K0.17%+113F-HRTimeline
Sensible Money, LLC5,611$333K0.14%+2413F-HRTimeline
HighTower Advisors, LLC5,514$327K<0.01%+113F-HRTimeline
Madison Wealth Partners, Inc5,123$304K0.08%-49113F-HRTimeline
FMR LLCin group FMR LLC4,904$291K<0.01%+1,08713F-HRTimelineGroup
Argent Trust Co4,889$290K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,725$280K0.02%+4,72113F-HRTimeline
GWN SECURITIES INC.4,473$265K0.01%new13F-HRTimeline
Abel Hall, LLC4,208$250K0.15%+89213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,200$249K<0.01%-1,63313F-HRTimelineGroup
Lansing Street Advisors4,155$246K0.08%new13F-HRTimeline
Creative Planningin group Creative Planning4,113$244K<0.01%+213F-HRTimelineGroup
Perigon Wealth Management, LLC4,051$240K0.01%new13F-HRTimeline
Unified Investment Management4,047$240K0.28%013F-HRTimeline
CWM, LLCin group CWM, LLC3,942$234K<0.01%+24713F-HRTimelineGroup
Gryphon Financial Partners LLC3,772$224K0.03%new13F-HRTimeline
RMR Capital Management, LLC3,699$219K0.16%013F-HRTimeline
Summit Financial, LLC3,672$218K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,459$205K0.01%new13F-HRTimelineGroup
Blackhawk Capital Partners, LLC3,450$205K0.11%-4,57813F-HRTimeline
SAGE FINANCIAL GROUP INC3,444$204K0.02%+3113F-HRTimeline
BARRETT & COMPANY, INC.3,276$194K0.08%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,565$163K<0.01%013F-HRTimelineGroup
Christopher J. Hasenberg, Inc2,545$151K0.06%-71,12413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,500$148K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,420$143K0.01%+52513F-HRTimeline
City State Bank2,196$130K0.04%013F-HRTimeline
Global Financial Private Client, LLC1,800$107K0.04%013F-HRTimeline
Farther Finance Advisors, LLC1,440$85.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,405$83.3K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,200$71.2K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,075$63.7K0.01%013F-HRTimeline
Brentview Investment Management LLC1,000$59.3K0.03%new13F-HRTimeline
Laurel Wealth Advisors LLC840$49.8K0.01%013F-HRTimeline
MATHER GROUP, LLC.827$49K<0.01%+60713F-HRTimeline
Stuart Chaussee & Associates, Inc.800$47.4K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC759$45K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC727$43.1K0.01%013F-HRTimeline
Rise Advisors, LLC657$38.9K0.02%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…519$30.8K<0.01%new13F-HRTimelineGroup
Wealth Preservation Advisors, LLC480$28.5K0.02%13F-HRTimeline
Archer Investment Corp468$27.8K0.01%013F-HRTimeline
MAI Capital Management372$22.1K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC351$20.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC330$19.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…222$13.2K<0.01%013F-HRTimeline
Sandy Spring Bank204$12.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$11.9K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC175$10.4K<0.01%013F-HRTimeline
Eukles Asset Management117$6.94K<0.01%013F-HRTimeline
Olistico Wealth, LLC109$6.46K<0.01%-4113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC87$5.16K<0.01%-513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…83$4.91K<0.01%+113F-HRTimelineGroup
Arax Advisory Partners78$4.65K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust72$4.27K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC54$3.21K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL50$2.96K<0.01%-1013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,44013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.