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Disclosery

ISCV ISHARES TR

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ETF (fund)

110 managers (110 13F filers) reported a position in ISCV shares at 2025-06-30, 3,888,870 shares in all. 8 filers opened a position and 13 filers sold out during the quarter.

Managers
110
13F filers
110
New
8
Added
43
Reduced
26
Sold out
13
Shares held by filers
3,888,870

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Focus Partners Wealthin group Focus Partners Wealth395,792$24.3M0.05%+159,77513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY352,812$21.7M<0.01%-34,91813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC317,150$19.5M0.25%new13F-HRTimeline
VAUGHAN & Co SECURITIES, INC.281,895$17.3M9.92%+16,20713F-HRTimeline
Steele Capital Management, Inc.189,512$11.6M0.56%+3,18613F-HRTimeline
Matrix Trust Co189,512$11.6M1.85%+3,18613F-HRTimeline
LPL Financial LLC187,790$11.5M<0.01%+37,35113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/162,873$10M<0.01%+13,95513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA158,315$9.72M<0.01%+47,90113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN130,493$8.01M<0.01%+21,63513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC129,154$7.93M<0.01%-15,17813F-HRTimelineGroup
UBS Group AGin group UBS Group AG84,958$5.22M<0.01%-10,30313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.64,197$3.94M0.02%-24913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,117$3.81M<0.01%+5,13913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,270$3.7M<0.01%+50,86413F-HRTimelineGroup
Ipsen Advisor Group LLC56,034$3.44M2.62%+1,50313F-HRTimeline
Chicago Partners Investment Group LLC49,893$3.25M0.09%-713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC50,332$3.23M<0.01%+16,68013F-HRTimelineGroup
Cetera Investment Advisers47,268$2.9M<0.01%+59113F-HRTimeline
Advisory Services Network, LLC45,910$2.87M0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,399$2.79M<0.01%-55313F-HRTimelineGroup
Viewpoint Capital Management LLC45,274$2.78M1.36%-12313F-HRTimeline
Prosperity Consulting Group, LLC44,190$2.71M0.2%-2,51013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,430$2.67M0.01%+45813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,420$2.67M<0.01%013F-HRTimelineGroup
Rodgers & Associates, LTD43,078$2.64M0.29%+11,38813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,516$2.49M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC40,506$2.49M<0.01%+1,94813F-HRTimeline
Cambridge Investment Research Advisors,…35,563$2.18M0.01%+67213F-HRTimeline
EP Wealth Advisors, LLC33,839$2.08M0.01%-1,36513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,604$1.82M<0.01%-4,06013F-HRTimeline
IHT Wealth Management, LLC27,555$1.69M0.05%+57913F-HRTimeline
Kohmann Bosshard Financial Services, LLC19,506$1.2M0.13%013F-HRTimeline
D.A. DAVIDSON & CO.19,318$1.19M0.01%+70713F-HRTimeline
LRI Investments, LLC17,976$1.1M0.09%013F-HRTimeline
COMERICA BANK17,740$1.09M<0.01%+46113F-HRTimeline
Aptus Capital Advisors, LLC17,329$1.06M0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC17,322$1.06M<0.01%+5,34413F-HRTimelineGroup
Janney Montgomery Scott LLC14,226$873K<0.01%-34313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,380$821K0.5%-37413F-HRTimeline
Abel Hall, LLC10,652$654K0.3%+6,44413F-HRTimeline
Black Diamond Financial, LLC10,574$649K0.1%-5,26913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,854$630K<0.01%+613F-HRTimeline
Pacific Sun Financial Corp10,199$626K0.33%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC10,075$619K0.42%-52713F-HRTimeline
Courage Miller Partners, LLC9,904$608K0.19%-32513F-HRTimeline
Merit Financial Group, LLC9,670$594K0.01%+50513F-HRTimeline
Mill Creek Capital Advisors, LLC9,399$577K0.01%-3313F-HRTimeline
Key Financial Inc9,311$572K0.12%+73513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,190$563K<0.01%+3,30013F-HR/ATimelineGroup
KELLY FINANCIAL GROUP LLC7,780$478K0.14%+1,13613F-HRTimeline
Geneos Wealth Management Inc.7,255$445K0.01%-3,65813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,196$442K<0.01%-3,20813F-HRTimelineGroup
Sigma Planning Corp7,051$433K0.01%013F-HRTimeline
HighTower Advisors, LLC6,793$417K<0.01%+1,27913F-HRTimeline
rebel Financial LLC6,379$392K0.18%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,021$371K<0.01%+15313F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,004$369K0.02%013F-HRTimelineGroup
Asset Dedication, LLC5,741$352K0.03%+2813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,727$352K0.03%013F-HRTimeline
Towerpoint Wealth, LLC5,667$348K0.15%-213F-HRTimeline
Sensible Money, LLC5,639$346K0.13%+2813F-HRTimeline
Lansing Street Advisors5,561$341K0.1%+1,40613F-HRTimeline
Madison Wealth Partners, Inc5,307$326K0.07%+18413F-HRTimeline
MONECO ADVISORS, LLC5,160$317K0.03%-94913F-HRTimeline
GWN SECURITIES INC.5,038$310K0.06%+56513F-HRTimeline
Creative Planningin group Creative Planning4,955$304K<0.01%+84213F-HRTimelineGroup
Argent Trust Co4,889$300K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,735$290K0.02%+1013F-HRTimeline
Perigon Wealth Management, LLC4,355$267K0.01%+30413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,324$265K<0.01%+12413F-HRTimelineGroup
Unified Investment Management4,047$248K0.27%013F-HRTimeline
FMR LLCin group FMR LLC3,708$228K<0.01%-1,19613F-HRTimelineGroup
Summit Financial, LLC3,676$226K0.01%+413F-HRTimeline
CWM, LLCin group CWM, LLC3,642$224K<0.01%-30013F-HRTimelineGroup
World Investment Advisors3,356$206K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.3,276$201K0.08%013F-HRTimeline
Smartleaf Asset Management LLC2,621$161K0.01%+20113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,565$157K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,500$153K<0.01%013F-HRTimeline
City State Bank2,196$135K0.04%013F-HRTimeline
Farther Finance Advisors, LLC1,440$88.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,075$68.2K0.01%013F-HRTimeline
Brentview Investment Management LLC1,000$61.4K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…870$53.4K<0.01%+35113F-HRTimelineGroup
Capital Investment Advisory Services, L…800$49.1K<0.01%-40013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC759$46.6K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC727$44.6K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC480$29.5K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/450$28.8K<0.01%new13F-HRTimelineGroup
Archer Investment Corp468$28.7K0.01%013F-HRTimeline
PRIVATE TRUST CO NA467$28.7K<0.01%-93813F-HRTimeline
Rise Advisors, LLC411$25.3K0.01%-24613F-HRTimeline
MAI Capital Management372$22.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC351$21.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC330$20.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…222$13.6K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp204$12.5K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC175$10.7K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…136$8.35K<0.01%new13F-HRTimelineGroup
Eukles Asset Management117$7.18K<0.01%013F-HRTimeline
Olistico Wealth, LLC109$6.69K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92$5.65K<0.01%+513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…83$5.11K<0.01%013F-HRTimelineGroup
Arax Advisory Partners79$4.84K<0.01%+113F-HRTimeline
Parkside Financial Bank & Trust72$4.42K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC54$3.34K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL45$2.76K<0.01%-513F-HRTimeline
Global Retirement Partners, LLC42$2.58K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.