ISCF institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding145
Shares held10,741,356
Reported value$465.2m
Quarter flows17 new, 58 added, 48 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Main Street Research LLC2,027,356$87.8m4.1%
LPL Financial LLC774,242$33.5m0.0%
EVOLVE PRIVATE WEALTH, LLC688,053$29.8m1.8%
Larson Financial Group LLC500,113$21.6m0.6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO399,825$17.3m0.0%
TRB Wealth Management, LLC397,446$17.2m2.3%
Phoenix Wealth Advisors278,022$12.0m4.1%
Causey Wealth LLC274,582$11.9m4.6%
Modern Wealth Management, LLC271,793$11.8m0.1%
Janney Montgomery Scott LLC256,093$11.1m0.0%
Financial Strategies Group, Inc.231,225$10.1m1.6%
Cetera Investment Advisers231,319$10.0m0.0%
Advisors Capital Management, LLC207,092$9.0m0.1%
COURIER CAPITAL LLC190,869$8.3m0.4%
Eagle Strategies LLC180,163$7.8m0.8%
SouthState Bank Corp177,569$7.7m0.3%
Focus Financial Network, Inc.164,366$7.1m0.2%
STIFEL FINANCIAL CORP159,583$6.9m0.0%
McAdam, LLC148,750$6.4m0.2%
Beacon Pointe Advisors, LLC145,343$6.3m0.0%
Cerity Partners LLC131,059$5.7m0.0%
Beaird Harris Wealth Management, LLC127,193$5.5m0.3%
Bedel Financial Consulting, Inc.121,298$5.3m0.5%
EXCHANGE TRADED CONCEPTS, LLC114,460$5.0m0.0%
Williams & Novak, LLC110,204$4.8m3.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ISCF"). ISCF price history · All 13F data

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