# ISHARES TR (ISCF)

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

- Reporting holders: 5
- Reported value: $11.9M
- 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 |
|---|---|---|---|---|
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $5.8M | 130,627 | 3.5% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.4M | 53,079 | 0.0% | 16 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.9M | 43,400 | 0.2% | 16 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $1.0M | 22,555 | 0.6% | 12 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $785.7K | 17,593 | 0.7% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $11.9M |
| Q2 2026 | 146 | $476.8M |
| Q1 2026 | 139 | $426.2M |
| Q4 2025 | 132 | $370.2M |
| Q3 2025 | 123 | $313.5M |
| Q2 2025 | 117 | $225.9M |
| Q1 2025 | 102 | $197.5M |
| Q4 2024 | 104 | $445.0M |
| Q3 2024 | 99 | $467.8M |
| Q2 2024 | 97 | $422.2M |
| Q1 2024 | 104 | $217.1M |
| Q4 2023 | 94 | $214.1M |