# ISHARES TR (ISCG)

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

- Reporting holders: 9
- Reported value: $8.5M
- 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 |
|---|---|---|---|---|
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $5.2M | 84,769 | 1.9% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.7M | 28,540 | 0.2% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $612.2K | 10,006 | 0.0% | 12 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $348.3K | 5,693 | 0.0% | 16 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $265.3K | 4,305 | 0.2% | 4 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $208.6K | 3,409 | 0.0% | 2 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $118.9K | 1,944 | 0.0% | 19 |
| [Matrix Trust Co](https://holderbook.com/funds/1784277-matrix-trust-co/) | $11.0K | 179,901 | 1.6% | 30 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.9K | 48 | 0.0% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.8K | 30 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $8.5M |
| Q2 2026 | 170 | $619.1M |
| Q1 2026 | 160 | $539.5M |
| Q4 2025 | 157 | $489.6M |
| Q3 2025 | 151 | $487.5M |
| Q2 2025 | 147 | $396.4M |
| Q1 2025 | 139 | $390.5M |
| Q4 2024 | 137 | $371.6M |
| Q3 2024 | 124 | $388.3M |
| Q2 2024 | 133 | $327.3M |
| Q1 2024 | 134 | $341.8M |
| Q4 2023 | 131 | $315.6M |