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Disclosery

ISCV ISHARES TR

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ETF (fund)

120 managers (120 13F filers) reported a position in ISCV shares at 2025-09-30, 4,461,552 shares in all. 19 filers opened a position and 7 filers sold out during the quarter.

Managers
120
13F filers
120
New
19
Added
28
Reduced
42
Sold out
7
Shares held by filers
4,461,552

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
EXCHANGE TRADED CONCEPTS, LLC807,395$53.8M0.51%+490,24513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth413,434$27.5M0.04%+17,64213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY312,066$20.8M<0.01%-40,74613F-HR/ATimelineGroup
VAUGHAN & Co SECURITIES, INC.290,658$19.4M10.29%+8,76313F-HRTimeline
Steele Capital Management, Inc.184,974$12.3M0.55%-4,53813F-HRTimeline
Matrix Trust Co184,974$12.3M1.93%-4,53813F-HRTimeline
LPL Financial LLC170,000$11.3M<0.01%-17,79013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/155,922$10.4M<0.01%-6,95113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,044$10.3M<0.01%-3,27113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN135,063$9M<0.01%+4,57013F-HRTimelineGroup
UBS Group AGin group UBS Group AG134,424$8.96M<0.01%+49,46613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,613$7.3M<0.01%-19,54113F-HRTimelineGroup
Cetera Investment Advisers97,530$6.5M0.01%+50,26213F-HRTimeline
MB Generational Wealth, LLC93,893$6.26M3.97%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,423$3.96M<0.01%-84713F-HRTimelineGroup
Ipsen Advisor Group LLC56,254$3.75M2.7%+22013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,624$3.71M<0.01%+15,11813F-HRTimeline
Advisory Services Network, LLC52,124$3.47M0.05%+6,21413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,605$3.44M<0.01%-10,51213F-HR/ATimelineGroup
Aptus Capital Advisors, LLC51,082$3.4M0.03%+33,75313F-HRTimeline
Chicago Partners Investment Group LLC50,139$3.38M0.09%+24613F-HRTimeline
Black Diamond Financial, LLC45,590$3.04M0.34%+35,01613F-HRTimeline
Viewpoint Capital Management LLC45,274$3.02M1.33%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC44,892$2.99M<0.01%-5,44013F-HRTimelineGroup
Rodgers & Associates, LTD43,921$2.93M0.3%+84313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,633$2.91M0.01%+20313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,420$2.89M<0.01%013F-HRTimelineGroup
Prosperity Consulting Group, LLC39,956$2.66M0.13%-4,23413F-HRTimeline
Cambridge Investment Research Advisors,…34,830$2.32M0.01%-73313F-HRTimeline
IHT Wealth Management, LLC29,110$1.94M0.05%+1,55513F-HRTimeline
Perennial Investment Advisors, LLC27,242$1.82M0.15%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,109$1.54M<0.01%-6,49513F-HRTimeline
D.A. DAVIDSON & CO.20,613$1.37M0.01%+1,29513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,229$1.21M<0.01%-27,17013F-HRTimelineGroup
LRI Investments, LLC17,976$1.2M0.1%013F-HRTimeline
COMERICA BANK17,127$1.14M<0.01%-61313F-HRTimeline
Mariner, LLCin group Mariner, LLC17,046$1.14M<0.01%-27613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,036$1.07M0.01%new13F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC13,442$896K0.5%+6213F-HRTimeline
Janney Montgomery Scott LLC12,799$853K<0.01%-1,42713F-HRTimeline
MGO ONE SEVEN LLC12,399$826K0.02%new13F-HRTimeline
SGL Investment Advisors, Inc.11,773$779K0.32%new13F-HRTimeline
Abel Hall, LLC10,682$712K0.29%+3013F-HRTimeline
Key Financial Inc10,296$690K0.13%+98513F-HRTimeline
Pacific Sun Financial Corp10,019$668K0.32%-18013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC9,748$650K0.36%-32713F-HRTimeline
Mill Creek Capital Advisors, LLC9,399$626K0.01%013F-HRTimeline
Merit Financial Group, LLC9,317$621K0.01%-35313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,186$613K<0.01%-66813F-HRTimeline
Courage Miller Partners, LLC8,687$578K0.17%-1,21713F-HRTimeline
Edge Financial Advisors LLC7,939$529K0.24%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC7,624$508K0.13%-15613F-HRTimeline
Geneos Wealth Management Inc.7,255$483K0.01%013F-HRTimeline
Quantinno Capital Management LP6,950$463K<0.01%new13F-HRTimeline
rebel Financial LLC0$438K0.19%-6,37913F-HRTimelineAmount filed as zero, left out of ratios.
HighTower Advisors, LLC6,469$431K<0.01%-32413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,042$403K<0.01%+2113F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,848$390K0.02%-15613F-HRTimelineGroup
Madison Wealth Partners, Inc5,828$388K0.08%+52113F-HRTimeline
Asset Dedication, LLC5,771$385K0.03%+3013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,727$382K0.03%013F-HRTimeline
Sensible Money, LLC5,669$378K0.13%+3013F-HRTimeline
Towerpoint Wealth, LLC5,648$376K0.15%-1913F-HRTimeline
GWN SECURITIES INC.5,249$351K0.08%+21113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,045$337K<0.01%-4,14513F-HRTimelineGroup
MONECO ADVISORS, LLC5,045$336K0.03%-11513F-HRTimeline
Creative Planningin group Creative Planning4,957$330K<0.01%+213F-HRTimelineGroup
Argent Trust Co4,889$326K0.01%013F-HRTimeline
Lansing Street Advisors4,865$324K0.09%-69613F-HRTimeline
LANARK FINANCIAL, INC.4,672$311K0.02%-6313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,295$286K<0.01%-2913F-HRTimelineGroup
Unified Investment Management4,047$270K0.27%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,681$245K0.03%-15,82513F-HRTimeline
NewEdge Advisors, LLC3,666$244K<0.01%new13F-HRTimeline
RMR Capital Management, LLC3,621$241K0.17%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,617$241K<0.01%-2513F-HRTimelineGroup
FMR LLCin group FMR LLC3,612$241K<0.01%-9613F-HRTimelineGroup
Summit Financial, LLC3,597$240K<0.01%-7913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,550$237K0.03%new13F-HRTimeline
World Investment Advisors3,356$224K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.3,276$218K0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,156$210K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,045$203K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2,593$173K0.01%-2813F-HRTimeline
Greykasell Wealth Strategies, Inc.2,518$168K0.07%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,500$167K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,485$166K<0.01%-8013F-HRTimelineGroup
City State Bank2,196$146K0.04%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,833$122K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,440$96K<0.01%013F-HRTimeline
Brentview Investment Management LLC1,000$66.6K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…923$61.5K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…870$58K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…800$53.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC759$50.6K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC727$48.4K0.01%013F-HRTimeline
Sunbelt Securities, Inc.641$42.7K<0.01%-43413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/553$36.9K<0.01%+10313F-HRTimelineGroup
Wealth Preservation Advisors, LLC480$32K0.02%013F-HRTimeline
Archer Investment Corp468$31.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA467$31.1K<0.01%013F-HRTimeline
MAI Capital Management372$24.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC351$23.4K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC330$22K0.01%-8113F-HRTimeline
AE Wealth Management LLC330$22K<0.01%013F-HRTimeline
MATHER GROUP, LLC.287$19.1K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC240$16K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…222$14.8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp204$13.6K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC187$12.3K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC175$11.7K<0.01%013F-HRTimeline
Eukles Asset Management117$7.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC89$5.93K<0.01%-313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…84$5.58K<0.01%+113F-HRTimelineGroup
Parkside Financial Bank & Trust72$4.8K<0.01%013F-HRTimeline
Caitlin John, LLC59$3.93K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC55$3.64K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC45$3K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC42$2.8K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL35$2.33K<0.01%-1013F-HRTimeline