# ISHARES TR (ILCG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ILCG/

- Reporting holders: 20
- Reported value: $32.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $10.7M | 91,256 | 1.9% | 13 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $6.8M | 58,175 | 1.1% | 20 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $3.7M | 31,317 | 2.8% | 4 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $2.6M | 22,031 | 0.9% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.5M | 21,342 | 0.0% | 5 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $1.4M | 11,605 | 0.5% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $1.1M | 9,676 | 0.1% | 18 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $643.9K | 5,505 | 0.2% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $369.8K | 3,162 | 0.0% | 26 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $339.7K | 2,904 | 0.1% | 26 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $323.3K | 2,764 | 0.0% | 3 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $321.7K | 2,750 | 0.1% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $316.6K | 2,707 | 0.0% | 14 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $304.2K | 2,601 | 0.0% | 1 |
| [Platt Investment Counsel, LLC](https://holderbook.com/funds/1859195-platt-investment-counsel-llc/) | $293.2K | 2,507 | 0.2% | 24 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $237.7K | 2,032 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $237.1K | 2,026 | 0.0% | 9 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $211.1K | 1,805 | 0.0% | 2 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $132.4K | 1,132 | 0.0% | 6 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $45.6K | 388 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $54 | 465 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $32.5M |
| Q2 2026 | 351 | $2.0B |
| Q1 2026 | 325 | $1.5B |
| Q4 2025 | 343 | $1.7B |
| Q3 2025 | 326 | $1.9B |
| Q2 2025 | 302 | $1.6B |
| Q1 2025 | 274 | $1.3B |
| Q4 2024 | 284 | $1.4B |
| Q3 2024 | 252 | $1.3B |
| Q2 2024 | 253 | $1.4B |
| Q1 2024 | 251 | $1.5B |
| Q4 2023 | 235 | $1.2B |