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Disclosery

ISCV ISHARES TR

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ETF (fund)

127 managers (128 13F filers) reported a position in ISCV shares at 2026-03-31, 4,935,455 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
127
13F filers
128
New
11
Added
47
Reduced
38
Sold out
13
Shares held by filers
4,935,455

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EXCHANGE TRADED CONCEPTS, LLC946,217$65.8M0.51%+37,75013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY299,793$20.8M<0.01%-16,69613F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.293,423$20.4M10.66%-7,55713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth288,137$20M0.02%+2,81413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA234,525$16.3M<0.01%+79,29713F-HRTimelineGroup
LPL Financial LLC226,955$15.8M<0.01%-4,30413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/201,871$14M<0.01%+29,49713F-HRTimelineGroup
Steele Capital Management, Inc.187,603$13M0.54%+42413F-HRTimeline
Matrix Trust Co187,603$13M2.17%+42413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN148,789$10.3M<0.01%+7,77413F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding136,374$9.48M+1,935Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,805$9.3M<0.01%+78,49713F-HRTimelineGroup
GRANVILLE CAPITAL, INC.119,235$8.29M4.33%+8,92913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,685$7.76M<0.01%-2,32613F-HRTimelineGroup
Cetera Investment Advisers102,633$7.13M0.01%+3,35213F-HRTimeline
MB Generational Wealth, LLC88,015$6.12M3.38%013F-HRTimeline
Advisory Services Network, LLC58,356$4.06M0.05%+1,54013F-HRTimeline
Aptus Capital Advisors, LLC57,300$3.98M0.03%+1,52713F-HRTimeline
Ipsen Advisor Group LLC55,811$3.88M2.71%-17113F-HRTimeline
Chicago Partners Investment Group LLC50,384$3.73M0.08%+4513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,107$3.55M<0.01%-4,03613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,233$3.21M0.01%+1,84613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,867$3.18M<0.01%+1,12013F-HR/ATimelineGroup
Viewpoint Capital Management LLC45,394$3.16M1.47%013F-HRTimeline
Rodgers & Associates, LTD41,835$2.91M0.3%-2,19313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,406$2.67M<0.01%-6,74013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…36,535$2.54M0.01%+1,81013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,730$2.41M<0.01%-1,53413F-HRTimeline
Prosperity Consulting Group, LLC34,637$2.41M0.11%-2,56113F-HRTimeline
IHT Wealth Management, LLC33,664$2.34M0.05%-14213F-HRTimeline
EP Wealth Advisors, LLC33,628$2.34M0.01%013F-HRTimeline
Twin Cities Retirement Group LLC29,093$2.02M1.85%-67713F-HRTimeline
Perennial Investment Advisors, LLC27,895$1.94M0.15%-23713F-HRTimeline
D.A. DAVIDSON & CO.22,290$1.55M0.01%+80313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,730$1.42M0.01%+84413F-HRTimelineGroup
Black Diamond Financial, LLC19,629$1.36M0.15%-26,60813F-HRTimeline
LRI Investments, LLC17,976$1.25M0.11%013F-HRTimeline
SGL Investment Advisors, Inc.15,951$1.19M0.44%+2,13713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,836$1.17M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,631$1.09M<0.01%-1,41813F-HRTimelineGroup
MGO ONE SEVEN LLC15,568$1.08M0.02%+1,48013F-HRTimeline
Janney Montgomery Scott LLC13,988$972K<0.01%-20913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,572$943K0.51%+4713F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,113$911K<0.01%+31313F-HRTimelineGroup
Independent Advisor Alliance12,695$882K0.01%new13F-HRTimeline
Key Financial Inc11,031$767K0.14%+28213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC10,052$699K0.34%-1213F-HRTimeline
Abel Hall, LLC9,817$682K0.15%-8713F-HRTimeline
HighPoint Advisor Group LLC9,631$669K0.03%-77313F-HRTimeline
Merit Financial Group, LLC9,416$654K<0.01%+3613F-HRTimeline
Mill Creek Capital Advisors, LLC9,399$653K0.01%013F-HRTimeline
Pacific Sun Financial Corp9,319$648K0.31%-24013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,778$610K<0.01%new13F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC8,586$597K0.15%+96213F-HRTimeline
Courage Miller Partners, LLC7,774$540K0.15%-5613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,752$528K<0.01%+1,15813F-HRTimelineGroup
Geneos Wealth Management Inc.7,255$504K0.01%013F-HRTimeline
Quantinno Capital Management LP6,950$483K<0.01%013F-HRTimeline
HighTower Advisors, LLC6,846$476K<0.01%+40513F-HRTimeline
Madison Wealth Partners, Inc6,656$463K0.07%+80013F-HRTimeline
Northwest Wealth Advisors, LLC6,588$458K0.33%+2013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,509$455K<0.01%-3,78413F-HRTimeline
rebel Financial LLC6,524$453K0.2%-27313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,848$406K0.02%013F-HRTimelineGroup
Asset Dedication, LLC5,833$405K0.03%+2213F-HRTimeline
Sensible Money, LLC5,731$398K0.12%+2213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,591$389K0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.5,539$385K0.07%+18413F-HRTimeline
John A. Wolfe & Associates, Inc.5,128$356K0.55%+1413F-HRTimeline
Towerpoint Wealth, LLC5,010$348K0.14%-87413F-HRTimeline
Creative Planningin group Creative Planning4,961$345K<0.01%+113F-HRTimelineGroup
FMR LLCin group FMR LLC4,911$341K<0.01%+1,22213F-HRTimelineGroup
Farther Finance Advisors, LLC4,886$341K<0.01%+3,44613F-HRTimeline
Argent Trust Co4,889$340K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,882$340K<0.01%+1,01013F-HRTimelineGroup
Lansing Street Advisors4,873$339K0.09%+1013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,649$323K0.03%-1,07813F-HRTimeline
MONECO ADVISORS, LLC4,504$313K0.02%-34613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,502$313K<0.01%-5,68913F-HRTimelineGroup
LANARK FINANCIAL, INC.4,501$313K0.02%-3613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,450$309K<0.01%-40013F-HRTimeline
Unified Investment Management4,047$281K0.29%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,681$256K0.02%013F-HR/ATimeline
NewEdge Advisors, LLC3,640$253K<0.01%-6013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC3,634$253K0.01%+37613F-HR/ATimeline
RMR Capital Management, LLC3,621$252K0.18%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,550$247K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,497$243K<0.01%-2413F-HRTimelineGroup
Vise Technologies, Inc.3,376$231K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,298$229K<0.01%+2,22513F-HRTimelineGroup
BARRETT & COMPANY, INC.3,154$219K0.08%-12213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,031$211K<0.01%+7613F-HRTimelineGroup
Western Wealth Management, LLC2,955$205K0.01%-75013F-HR/ATimeline
Eagle Strategies LLC2,953$205K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC3,009$204K0.01%+17013F-HRTimeline
Waverly Advisors, LLC2,925$203K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.2,546$177K0.07%+1013F-HRTimeline
WELLINGTON-ALTUS USA INC.1,975$155K0.09%-50013F-HRTimeline
City State Bank2,196$153K0.04%013F-HRTimeline
Basepoint Wealth LLC1,764$123K0.07%+213F-HRTimeline
Capital Investment Advisory Services, L…1,000$69.5K0.01%+20013F-HRTimeline
Brentview Investment Management LLC1,000$69.5K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…870$60.5K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\800$55.6K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC727$50.5K0.01%013F-HRTimeline
Daytona Street Capital LLC700$49.1K0.04%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC686$48K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.641$44.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/503$35K<0.01%-5013F-HRTimelineGroup
Archer Investment Corp468$32.5K0.01%013F-HRTimeline
PRIVATE TRUST CO NA467$32.5K<0.01%013F-HRTimeline
MATHER GROUP, LLC.432$30K<0.01%new13F-HRTimeline
MAI Capital Management372$25.9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC351$24.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC330$22.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…222$15.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp204$14.2K<0.01%013F-HRTimelineGroup
Eukles Asset Management117$8.13K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…85$5.88K<0.01%+113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC84$5.84K<0.01%-17313F-HRTimelineGroup
Arax Advisory Partners80$5.57K<0.01%013F-HRTimeline
Olistico Wealth, LLC75$5.21K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust72$5.03K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL72$5K<0.01%+3713F-HRTimeline
Fortitude Family Office, LLC61$4.24K<0.01%-6713F-HRTimeline
Caitlin John, LLC59$4.1K<0.01%013F-HRTimeline
one8zero8, LLC37$2.57K<0.01%013F-HRTimeline