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Disclosery

ISCV ISHARES TR

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ETF (fund)

136 managers (136 13F filers) reported a position in ISCV shares at 2025-12-31, 4,796,112 shares in all. 18 filers opened a position and 8 filers sold out during the quarter.

Managers
136
13F filers
136
New
18
Added
54
Reduced
21
Sold out
8
Shares held by filers
4,796,112

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EXCHANGE TRADED CONCEPTS, LLC908,467$62.2M0.52%+101,07213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY316,489$21.7M<0.01%+4,42313F-HR/ATimelineGroup
VAUGHAN & Co SECURITIES, INC.300,980$20.6M10.66%+10,32213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth285,323$19.5M0.02%-128,11113F-HRTimelineGroup
LPL Financial LLC231,259$15.8M<0.01%+61,25913F-HRTimeline
Matrix Trust Co187,179$12.8M2.12%+2,20513F-HRTimeline
Steele Capital Management, Inc.187,179$12.8M0.55%+2,20513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/172,374$11.8M<0.01%+16,45213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,228$10.6M<0.01%+18413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN141,015$9.66M<0.01%+5,95213F-HRTimelineGroup
UBS Group AGin group UBS Group AG134,439$9.21M<0.01%+1513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC114,011$7.81M<0.01%+4,39813F-HRTimelineGroup
GRANVILLE CAPITAL, INC.110,306$7.56M4.01%13F-HRTimeline
Cetera Investment Advisers99,281$6.8M0.01%+1,75113F-HRTimeline
MB Generational Wealth, LLC88,015$6.03M3.19%-5,87813F-HRTimeline
Advisory Services Network, LLC56,816$3.89M0.06%+4,69213F-HRTimeline
Ipsen Advisor Group LLC55,982$3.83M2.72%-27213F-HRTimeline
Aptus Capital Advisors, LLC55,773$3.82M0.03%+4,69113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,308$3.79M<0.01%-4,11513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC55,143$3.78M0.01%-48113F-HRTimeline
Chicago Partners Investment Group LLC50,339$3.65M0.09%+20013F-HRTimeline
Black Diamond Financial, LLC46,237$3.17M0.33%+64713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,747$3.13M<0.01%-5,85813F-HRTimelineGroup
Viewpoint Capital Management LLC45,394$3.11M1.35%+12013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC45,146$3.09M<0.01%+25413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,387$3.04M0.01%+75413F-HRTimelineGroup
Rodgers & Associates, LTD44,028$3.02M0.31%+10713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,969$3.01M<0.01%+54913F-HR/ATimelineGroup
Prosperity Consulting Group, LLC37,198$2.55M0.11%-2,75813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,264$2.48M<0.01%+13,15513F-HRTimeline
Cambridge Investment Research Advisors,…34,725$2.38M0.01%-10513F-HRTimeline
IHT Wealth Management, LLC33,806$2.32M0.06%+4,69613F-HRTimeline
EP Wealth Advisors, LLC33,628$2.3M0.01%13F-HRTimeline
Twin Cities Retirement Group LLC29,770$2.04M1.97%13F-HRTimeline
Perennial Investment Advisors, LLC28,132$1.93M0.15%+89013F-HRTimeline
D.A. DAVIDSON & CO.21,487$1.47M0.01%+87413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,886$1.36M0.01%+3,85013F-HRTimelineGroup
LRI Investments, LLC17,976$1.23M0.1%013F-HRTimeline
Mariner, LLCin group Mariner, LLC17,049$1.17M<0.01%+313F-HRTimelineGroup
COMERICA BANK16,870$1.16M<0.01%-25713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,000$1.03M<0.01%new13F-HRTimelineGroup
SGL Investment Advisors, Inc.13,814$1M0.4%+2,04113F-HRTimeline
Janney Montgomery Scott LLC14,197$972K<0.01%+1,39813F-HRTimeline
MGO ONE SEVEN LLC14,088$965K0.02%+1,68913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,525$926K0.5%+8313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,800$877K<0.01%-5,42913F-HR/ATimelineGroup
Key Financial Inc10,749$736K0.13%+45313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,293$729K<0.01%+1,10713F-HRTimeline
HighPoint Advisor Group LLC10,404$713K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,191$698K<0.01%+5,89613F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC10,064$689K0.36%+31613F-HRTimeline
Abel Hall, LLC9,904$678K0.16%-77813F-HRTimeline
Pacific Sun Financial Corp9,559$655K0.32%-46013F-HRTimeline
Mill Creek Capital Advisors, LLC9,399$644K0.01%013F-HRTimeline
Merit Financial Group, LLC9,380$643K0.01%+6313F-HRTimeline
Edge Financial Advisors LLC7,982$547K0.23%+4313F-HRTimeline
Courage Miller Partners, LLC7,830$536K0.16%-85713F-HRTimeline
KELLY FINANCIAL GROUP LLC7,624$522K0.13%013F-HRTimeline
Geneos Wealth Management Inc.7,255$497K0.01%013F-HRTimeline
Quantinno Capital Management LP6,950$476K<0.01%013F-HRTimeline
rebel Financial LLC6,797$466K0.2%+6,79713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,594$452K<0.01%+55213F-HRTimelineGroup
Northwest Wealth Advisors, LLC6,568$450K0.35%13F-HRTimeline
HighTower Advisors, LLC6,441$441K<0.01%-2813F-HRTimeline
Towerpoint Wealth, LLC5,884$403K0.16%+23613F-HRTimeline
Madison Wealth Partners, Inc5,856$401K0.07%+2813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,848$401K0.02%013F-HRTimelineGroup
Asset Dedication, LLC5,811$398K0.03%+4013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,727$392K0.03%013F-HRTimeline
Sensible Money, LLC5,709$391K0.12%+4013F-HRTimeline
GWN SECURITIES INC.5,355$367K0.07%+10613F-HRTimeline
John A. Wolfe & Associates, Inc.5,114$350K0.19%13F-HRTimeline
Creative Planningin group Creative Planning4,960$340K<0.01%+313F-HRTimelineGroup
Argent Trust Co4,889$335K0.01%013F-HRTimeline
Lansing Street Advisors4,863$333K0.09%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.4,850$332K0.01%+2,35013F-HRTimeline
MONECO ADVISORS, LLC4,850$332K0.03%-19513F-HRTimeline
LANARK FINANCIAL, INC.4,537$311K0.02%-13513F-HRTimeline
Unified Investment Management4,047$277K0.28%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,872$265K<0.01%-1,17313F-HRTimelineGroup
Western Wealth Management, LLC3,705$254K0.01%new13F-HRTimeline
NewEdge Advisors, LLC3,700$253K<0.01%+3413F-HRTimeline
FMR LLCin group FMR LLC3,689$253K<0.01%+7713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC3,681$252K0.02%013F-HRTimeline
RMR Capital Management, LLC3,621$248K0.18%013F-HRTimeline
Summit Financial, LLC3,594$246K<0.01%-313F-HRTimeline
CWM, LLCin group CWM, LLC3,521$241K<0.01%-9613F-HRTimelineGroup
Vise Technologies, Inc.3,376$231K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.3,276$224K0.07%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,258$223K<0.01%+21313F-HRTimeline
World Investment Advisors3,249$223K<0.01%-10713F-HR/ATimeline
Richwood Investment Advisors, LLC2,775$206K0.15%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,955$202K<0.01%new13F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC2,925$200K0.06%new13F-HRTimeline
Smartleaf Asset Management LLC2,839$196K0.01%+24613F-HRTimeline
Greykasell Wealth Strategies, Inc.2,536$174K0.07%+1813F-HRTimeline
WELLINGTON-ALTUS USA INC.2,475$170K0.13%13F-HRTimeline
City State Bank2,196$150K0.04%013F-HRTimeline
Basepoint Wealth LLC1,762$121K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC1,440$98.6K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,073$73.5K<0.01%+15013F-HR/ATimelineGroup
Brentview Investment Management LLC1,000$68.5K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…870$59.6K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC840$57.5K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$54.8K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…800$54.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC759$52K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC727$49.8K0.01%013F-HRTimeline
Sunbelt Securities, Inc.641$43.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/553$37.9K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC480$32.9K0.02%013F-HRTimeline
Archer Investment Corp468$32.1K0.01%013F-HRTimeline
PRIVATE TRUST CO NA467$32K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC428$29.4K<0.01%new13F-HRTimeline
MAI Capital Management372$25.5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC351$24K<0.01%013F-HRTimelineGroup
Litman Gregory Wealth Management LLC345$23.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC330$22.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC257$17.6K<0.01%+16813F-HRTimelineGroup
Steward Partners Investment Advisory, L…222$15.2K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp204$14K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC187$13.4K<0.01%013F-HRTimeline
MGB Wealth Management, LLC176$12.1K<0.01%+113F-HRTimeline
Fortitude Family Office, LLC128$8.77K<0.01%new13F-HRTimeline
Eukles Asset Management117$8.02K<0.01%013F-HRTimeline
Evolution Advisers, Inc.130$8K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.100$6.85K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…84$5.77K<0.01%013F-HRTimelineGroup
Arax Advisory Partners80$5.47K<0.01%new13F-HRTimeline
Olistico Wealth, LLC75$5.14K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust72$4.93K<0.01%013F-HRTimeline
Caitlin John, LLC59$4.04K<0.01%013F-HRTimeline
ATWOOD & PALMER INC45$3.08K<0.01%013F-HRTimeline
Global Retirement Partners, LLC42$2.88K<0.01%013F-HRTimeline
one8zero8, LLC37$2.54K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL35$2.4K<0.01%013F-HRTimeline