ISHARES TR (ISCF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
140
Reporting holders
$458.2M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Main Street Research LLC | $87.8M | 2,027,356 | 4.14% | 4q | +3.5%+$3.0M |
| LPL Financial LLC | $33.5M | 774,242 | 0.01% | 31q | +8.8%+$2.7M |
| EVOLVE PRIVATE WEALTH, LLC | $29.8M | 688,053 | 1.82% | 3q | +6.3%+$1.8M |
| Larson Financial Group LLC | $21.6M | 500,113 | 0.57% | 6q | +30.4%+$5.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.3M | 399,825 | 0.01% | 18q | -1.9%-$337.7K |
| TRB Wealth Management, LLC | $17.2M | 397,446 | 2.29% | 2q | +4.0%+$654.8K |
| Phoenix Wealth Advisors | $12.0M | 278,022 | 4.06% | 7q | +6.0%+$685.8K |
| Causey Wealth LLC | $11.9M | 274,582 | 4.65% | 7q | HELD |
| Modern Wealth Management, LLC | $11.8M | 271,793 | 0.14% | 8q | -3.7%-$457.0K |
| Financial Strategies Group, Inc. | $10.1M | 231,225 | 1.62% | 14q | +3.9%+$376.7K |
| Cetera Investment Advisers | $10.0M | 231,319 | 0.01% | 10q | +29.0%+$2.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $9.9M | 228,920 | 0.02% | 7q | +63.1%+$3.8M |
| Advisors Capital Management, LLC | $9.0M | 207,092 | 0.09% | 6q | +41.8%+$2.6M |
| COURIER CAPITAL LLC | $8.3M | 190,869 | 0.41% | 9q | +5.5%+$432.0K |
| Eagle Strategies LLC | $7.8M | 180,163 | 0.77% | 15q | -0.9%-$70.4K |
| SouthState Bank Corp | $7.7M | 177,569 | 0.32% | 2q | +8.8%+$619.0K |
| Focus Financial Network, Inc. | $7.1M | 164,366 | 0.22% | 3q | +1170.8%+$6.6M |
| STIFEL FINANCIAL CORP | $6.9M | 159,583 | 0.01% | 10q | +11.8%+$729.3K |
| McAdam, LLC | $6.4M | 148,750 | 0.25% | 19q | -6.4%-$437.3K |
| Beacon Pointe Advisors, LLC | $6.3M | 145,343 | 0.03% | 18q | -2.2%-$138.7K |
| Cerity Partners LLC | $5.7M | 131,059 | 0.01% | 13q | -1.4%-$82.3K |
| Beaird Harris Wealth Management, LLC | $5.5M | 127,193 | 0.34% | 18q | -1.3%-$75.0K |
| Bedel Financial Consulting, Inc. | $5.3M | 121,298 | 0.49% | 20q | HELD |
| Williams & Novak, LLC | $4.8M | 110,204 | 3.16% | 11q | +88.8%+$2.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 106,428 | 0.00% | 30q | +97.2%+$2.3M |
| Bell Investment Advisors, Inc | $4.5M | 104,448 | 0.66% | 10q | -4.0%-$189.9K |
| MML INVESTORS SERVICES, LLC | $4.4M | 101,461 | 0.01% | 17q | +10.6%+$422.6K |
| White Wing Wealth Management | $3.9M | 89,517 | 2.02% | 10q | +4.5%+$168.2K |
| Financial Freedom, LLC | $3.5M | 80,592 | 1.60% | 15q | +11.8%+$368.4K |
| BANK OF AMERICA CORP /DE/ | $3.4M | 79,035 | 0.00% | 31q | +12.0%+$365.4K |
| HighTower Advisors, LLC | $3.4M | 78,282 | 0.00% | 15q | -5.8%-$209.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 77,646 | 0.00% | 31q | -21.0%-$893.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 74,742 | 0.00% | 2q | +522.3%+$2.7M |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 71,491 | 0.00% | 31q | +0.8%+$23.5K |
| Intrua Financial, LLC | $3.0M | 69,266 | 0.27% | 6q | +12.9%+$342.1K |
| JBF Capital, Inc. | $2.4M | 56,312 | 0.32% | 5q | HELD |
| Farther Finance Advisors, LLC | $2.4M | 55,975 | 0.02% | 15q | -2.7%-$67.8K |
| AllGen Financial Advisors, Inc. | $2.3M | 53,150 | 0.50% | 15q | -6.9%-$171.2K |
| KWB Wealth | $2.2M | 51,346 | 0.19% | 5q | +50.4%+$744.5K |
| Faithward Advisors, LLC | $2.2M | 51,063 | 0.27% | 7q | +125.6%+$1.2M |
| OSAIC HOLDINGS, INC. | $1.9M | 44,061 | 0.00% | 26q | -22.1%-$539.8K |
| Glass Jacobson Investment Advisors llc | $1.9M | 43,524 | 0.59% | 14q | -1.8%-$35.2K |
| RAYMOND JAMES FINANCIAL INC | $1.9M | 42,993 | 0.00% | 7q | +7.1%+$123.7K |
| Breakwater Capital Group | $1.8M | 40,916 | 0.21% | 15q | +17.1%+$258.7K |
| BENJAMIN EDWARDS INC | $1.7M | 39,083 | 0.02% | 2q | -1.8%-$31.3K |
| Bank of New York Mellon Corp | $1.6M | 37,123 | 0.00% | 31q | +3.0%+$47.0K |
| Waverly Advisors, LLC | $1.5M | 35,340 | 0.01% | 19q | +0.7%+$10.3K |
| Modera Wealth Management, LLC | $1.5M | 34,684 | 0.02% | 13q | HELD |
| Integrated Wealth Concepts LLC | $1.4M | 33,495 | 0.01% | 15q | +105.2%+$743.2K |
| &PARTNERS | $1.4M | 32,076 | 0.01% | 8q | HELD |
| Horizon Investment Services, LLC | $1.4M | 32,029 | 0.39% | 17q | +1.8%+$24.3K |
| VISTA INVESTMENT MANAGEMENT | $1.3M | 29,444 | 0.38% | 14q | -1.1%-$14.6K |
| Layline Advisors, LLC | $1.3M | 29,305 | 1.14% | new | FIRST |
| Certified Advisory Corp | $1.3M | 29,186 | 0.10% | 24q | -2.6%-$33.5K |
| Equitable Holdings, Inc. | $1.1M | 25,264 | 0.01% | 14q | +4.1%+$43.3K |
| Longview Financial Advisors, Inc. | $1.1M | 25,068 | 0.63% | 11q | HELD |
| Chicago Partners Investment Group LLC | $1.1M | 24,437 | 0.02% | 31q | HELD |
| Montis Financial, LLC | $1.0M | 24,009 | 0.21% | 8q | -8.0%-$90.6K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $1.0M | 23,644 | 0.28% | 6q | -2.3%-$24.1K |
| J.W. COLE ADVISORS, INC. | $994.1K | 22,963 | 0.02% | 5q | +0.6%+$6.1K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $973.5K | 22,488 | 0.35% | 7q | +1.7%+$15.9K |
| RHS Financial, LLC | $868.7K | 20,067 | 0.35% | 31q | -2.2%-$19.1K |
| CAPTRUST FINANCIAL ADVISORS | $859.8K | 19,862 | 0.00% | 22q | +6.8%+$54.4K |
| Stonebridge Wealth Management, LLC | $818.8K | 18,914 | 0.73% | 5q | -1.9%-$15.7K |
| D.A. DAVIDSON & CO. | $776.5K | 17,938 | 0.00% | 4q | +3.1%+$23.7K |
| AQR CAPITAL MANAGEMENT LLC | $774.5K | 17,891 | 0.00% | 2q | +78.9%+$341.6K |
| RED REEF ADVISORS LLC | $761.5K | 17,590 | 0.70% | 3q | HELD |
| Merit Financial Group, LLC | $745.8K | 17,228 | 0.00% | 5q | +69.6%+$306.1K |
| Index Fund Advisors, Inc. | $730.2K | 16,868 | 0.03% | 15q | HELD |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $727.7K | 16,809 | 0.06% | new | NEW |
| Narus Financial Partners, LLC | $684.3K | 15,807 | 0.18% | 11q | +16.1%+$94.9K |
| Savant Capital, LLC | $651.4K | 14,599 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $641.3K | 14,814 | 0.05% | 6q | +10.3%+$59.8K |
| Arkadios Wealth Advisors | $634.7K | 14,661 | 0.01% | 6q | +0.6%+$3.7K |
| Mariner, LLC | $611.4K | 14,123 | 0.00% | 2q | -6.3%-$41.0K |
| JANE STREET GROUP, LLC | $542.0K | 12,520 | 0.00% | 2q | -86.3%-$3.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $517.3K | 11,949 | 0.01% | 7q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $508.6K | 11,748 | 0.14% | 4q | +16.6%+$72.5K |
| Perigon Wealth Management, LLC | $498.9K | 11,526 | 0.01% | 10q | -3.5%-$18.1K |
| RWA WEALTH PARTNERS, LLC | $498.3K | 11,511 | 0.00% | 13q | -4.8%-$25.4K |
| TCI Wealth Advisors, Inc. | $435.6K | 10,063 | 0.02% | 7q | HELD |
| ROYAL BANK OF CANADA | $427.0K | 9,860 | 0.00% | 31q | +7.3%+$29.1K |
| Dynamic Financial Group | $414.3K | 9,570 | 0.31% | 4q | +17.9%+$62.9K |
| Ariadne Wealth Management, LP | $411.1K | 9,498 | 0.18% | 9q | HELD |
| Creative Planning | $408.7K | 9,440 | 0.00% | 5q | +1.1%+$4.6K |
| JPMORGAN CHASE & CO | $407.5K | 9,435 | 0.00% | 5q | -2.0%-$8.2K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $405.1K | 9,351 | 0.40% | 11q | -13.4%-$62.9K |
| Private Advisor Group, LLC | $376.4K | 8,694 | 0.00% | new | NEW |
| BROWN ADVISORY INC | $369.3K | 8,530 | 0.00% | 3q | HELD |
| SENTINEL PENSION ADVISORS, LLC | $369.2K | 8,487 | 0.05% | 26q | +1.6%+$5.7K |
| Belpointe Asset Management LLC | $366.9K | 8,476 | 0.01% | 6q | -8.4%-$33.6K |
| Fortis Capital Advisors, LLC | $366.9K | 8,476 | 0.04% | 6q | -8.4%-$33.6K |
| Vantus Wealth LLC | $347.8K | 8,035 | 0.19% | 2q | +51.5%+$118.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $346.5K | 7,905 | 0.00% | 5q | +9.4%+$29.8K |
| WorthPointe, LLC | $335.8K | 7,757 | 0.08% | 5q | HELD |
| Western Wealth Management, LLC | $303.8K | 7,018 | 0.01% | 3q | +12.6%+$34.0K |
| Comprehensive Money Management Services LLC | $278.3K | 6,428 | 0.18% | 5q | HELD |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $276.4K | 6,386 | 0.04% | 3q | -2.7%-$7.7K |
| MONECO ADVISORS, LLC | $263.8K | 6,093 | 0.02% | 14q | +2.7%+$7.1K |
| Beaumont Financial Advisors, LLC | $257.9K | 5,957 | 0.02% | 3q | -2.2%-$5.7K |
Showing the largest 100 of 145 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 140 | $458.2M | 10,580,507 | 15 | 56 | 41 | 0.0% |
| Q1 2026 | 134 | $412.9M | 9,859,947 | 14 | 49 | 29 | 0.0% |
| Q4 2025 | 127 | $359.6M | 8,663,130 | 9 | 51 | 42 | 0.0% |
| Q3 2025 | 118 | $299.9M | 7,297,002 | 11 | 37 | 40 | 0.0% |
| Q2 2025 | 111 | $208.4M | 5,376,116 | 19 | 39 | 34 | 0.0% |
| Q1 2025 | 95 | $179.2M | 5,310,432 | 14 | 24 | 33 | 0.0% |
| Q4 2024 | 97 | $427.2M | 13,217,753 | 12 | 34 | 26 | 0.0% |
| Q3 2024 | 92 | $448.4M | 12,760,186 | 7 | 31 | 36 | 0.0% |
| Q2 2024 | 89 | $403.4M | 12,515,053 | 4 | 31 | 36 | 0.0% |
| Q1 2024 | 93 | $194.4M | 5,896,552 | 13 | 29 | 33 | 0.0% |
| Q4 2023 | 86 | $204.7M | 6,390,747 | 9 | 28 | 34 | 0.0% |
| Q3 2023 | 79 | $236.5M | 8,030,015 | 9 | 29 | 27 | 0.0% |
| Q2 2023 | 77 | $259.4M | 8,419,558 | 6 | 32 | 23 | 0.0% |
| Q1 2023 | 73 | $215.0M | 6,920,916 | 10 | 27 | 20 | 0.0% |
| Q4 2022 | 67 | $167.5M | 5,572,255 | 20 | 19 | 15 | 0.0% |
| Q3 2022 | 63 | $117.9M | 4,493,218 | 8 | 22 | 14 | 0.0% |
| Q2 2022 | 63 | $125.6M | 4,355,831 | 11 | 26 | 12 | 0.0% |
| Q1 2022 | 61 | $113.3M | 3,302,799 | 13 | 16 | 19 | 0.0% |
| Q4 2021 | 53 | $120.7M | 3,336,273 | 8 | 20 | 8 | 0.0% |
| Q3 2021 | 39 | $94.9M | 2,611,283 | 6 | 17 | 9 | 0.0% |
| Q2 2021 | 37 | $83.8M | 2,288,348 | 4 | 13 | 12 | 0.0% |
| Q1 2021 | 37 | $86.0M | 2,427,594 | 6 | 10 | 12 | 0.0% |
| Q4 2020 | 35 | $74.0M | 2,235,962 | 6 | 12 | 8 | 0.0% |
| Q3 2020 | 30 | $75.4M | 2,526,491 | 4 | 6 | 11 | 0.0% |
| Q2 2020 | 33 | $69.1M | 2,530,248 | 5 | 8 | 14 | 0.0% |
| Q1 2020 | 35 | $63.6M | 2,786,692 | 10 | 8 | 10 | 0.0% |
| Q4 2019 | 30 | $63.1M | 2,005,247 | 3 | 12 | 9 | 0.0% |
| Q3 2019 | 29 | $47.8M | 1,672,571 | 3 | 13 | 7 | 0.0% |
| Q2 2019 | 26 | $43.7M | 1,509,528 | 2 | 11 | 7 | 0.0% |
| Q1 2019 | 28 | $47.3M | 1,654,771 | 3 | 10 | 10 | 0.0% |
| Q4 2018 | 25 | $42.1M | 1,624,721 | 1 | 0 | 0 | 0.0% |