iSHARES TRUST - ISCV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
EXCHANGE TRADED CONCEPTS, LLC History No change 1,105,961 86,617 0.4% 0.4% 1 0 0.0% Q2 2026 Aug 11, 2026
VAUGHAN & Co SECURITIES, INC. History No change 290,935 22,785 10.63% 10.63% 2 0 0.0% Q2 2026 Aug 03, 2026
MORGAN STANLEY History No change 289,008 22,634 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 279,159 21,863 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 211,190 16,540 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 195,089 15,279 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 189,995 14,880 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 07, 2026
Steele Capital Management, Inc. History No change 189,142 14,813 0.55% 0.55% 8 0 0.0% Q2 2026 Jul 28, 2026
Matrix Trust Co History No change 189,142 14,813 2.15% 2.15% 9 0 0.0% Q2 2026 Jul 09, 2026
UBS Group AG History No change 137,101 10,737 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 132,339 10,364 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 23, 2026
GRANVILLE CAPITAL, INC. History No change 122,866 9,622 4.3% 4.3% 12 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 109,773 8,597 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 102,383 8,018 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
MB Generational Wealth, LLC History No change 86,870 6,803 3.34% 3.34% 15 0 0.0% Q2 2026 Jul 31, 2026
WELLS FARGO & COMPANY/MN History No change 84,708 6,634 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 61,248 4,796 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 60,183 4,713 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 12, 2026
Ipsen Advisor Group LLC History No change 55,971 4,383 2.82% 2.82% 19 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 51,648 4,045 0.01% 0.01% 20 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 49,964 3,909 0.08% 0.08% 21 0 0.0% Q2 2026 Jul 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 48,303 3,783 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 46,552 3,645 0.01% 0.01% 23 0 0.0% Q2 2026 Jul 28, 2026
JPMORGAN CHASE & CO History No change 45,893 3,595 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 12, 2026
Rodgers & Associates, LTD History No change 40,697 3,187 0.29% 0.29% 25 0 0.0% Q2 2026 Jul 21, 2026
AMERIPRISE FINANCIAL INC History No change 39,488 3,092 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 36,766 2,879 0.01% 0.01% 27 0 0.0% Q2 2026 Jul 27, 2026
EP Wealth Advisors, LLC History No change 35,354 2,768 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 11, 2026
Viewpoint Capital Management LLC History No change 34,744 2,721 1.39% 1.39% 29 0 0.0% Q2 2026 Aug 04, 2026
CAPTRUST FINANCIAL ADVISORS History No change 34,603 2,710 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 33,407 2,616 0.1% 0.1% 31 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 30,000 2,349 0.04% 0.04% 32 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 29,046 2,274 0.15% 0.15% 33 0 0.0% Q2 2026 Aug 14, 2026
Twin Cities Retirement Group LLC History No change 28,028 2,195 1.88% 1.88% 34 0 0.0% Q2 2026 Jul 07, 2026
IHT Wealth Management, LLC History No change 22,823 1,787 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History No change 21,412 1,676 0.15% 0.15% 36 0 0.0% Q2 2026 Aug 04, 2026
D.A. DAVIDSON & CO. History No change 20,330 1,592 0.01% 0.01% 37 0 0.0% Q2 2026 Jul 24, 2026
SGL Investment Advisors, Inc. History No change 17,984 1,455 0.5% 0.5% 38 0 0.0% Q2 2026 Aug 11, 2026
LRI Investments, LLC History No change 17,976 1,407 0.11% 0.11% 39 0 0.0% Q2 2026 Jul 14, 2026
Quantinno Capital Management LP History No change 16,850 1,319 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 16,836 1,318 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 15,150 1,186 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 14,116 1,106 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 05, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 13,625 1,067 0.51% 0.51% 44 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 12,729 996 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 11,423 895 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 11,012 862 0.14% 0.14% 47 0 0.0% Q2 2026 Jul 24, 2026
Merit Financial Group, LLC History No change 10,558 826 0.01% 0.01% 48 0 0.0% Q2 2026 Jul 20, 2026
Abel Hall, LLC History No change 10,172 796 0.14% 0.14% 49 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 9,491 743 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 9,399 736 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 8,835 691 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 8,810 689 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 02, 2026
PACIFIC SUN FINANCIAL CORP History No change 8,719 682 0.28% 0.28% 54 0 0.0% Q2 2026 Aug 07, 2026
KELLY FINANCIAL GROUP LLC History No change 8,573 671 0.15% 0.15% 55 0 0.0% Q2 2026 Jul 14, 2026
Equitable Holdings, Inc. History No change 7,856 615 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 17, 2026
Geneos Wealth Management Inc. History No change 7,255 568 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 06, 2026
Courage Miller Partners, LLC History No change 6,897 540 0.14% 0.14% 58 0 0.0% Q2 2026 Jul 23, 2026
Madison Wealth Partners, Inc History No change 6,820 534 0.07% 0.07% 59 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 6,675 522 0.0% 0.0% 60 0 0.0% Q2 2026 Jul 15, 2026
Northwest Wealth Advisors, LLC History No change 6,514 510 0.29% 0.29% 61 0 0.0% Q2 2026 Jul 23, 2026
HighTower Advisors, LLC History No change 6,452 505 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 05, 2026
GWN SECURITIES INC. History No change 6,129 479 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 5,859 458 0.03% 0.03% 64 0 0.0% Q2 2026 Jul 30, 2026
Essex Financial Services, Inc. History No change 5,848 457 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 10, 2026
Sensible Money, LLC History No change 5,757 450 0.12% 0.12% 66 0 0.0% Q2 2026 Jul 30, 2026
FMR LLC History No change 5,099 399 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 5,069 396 0.16% 0.16% 68 0 0.0% Q2 2026 Jul 28, 2026
John A. Wolfe & Associates, Inc. History No change 5,023 393 0.54% 0.54% 69 0 0.0% Q2 2026 Jul 29, 2026
Towerpoint Wealth, LLC History No change 5,011 392 0.14% 0.14% 70 0 0.0% Q2 2026 Jul 09, 2026
Argent Trust Co History No change 4,889 382 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 06, 2026
Lansing Street Advisors History No change 4,884 382 0.08% 0.08% 72 0 0.0% Q2 2026 Jul 24, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 4,649 364 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 04, 2026
Creative Planning History No change 4,518 353 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 4,511 353 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 4,504 352 0.02% 0.02% 76 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 4,493 351 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 03, 2026
LANARK FINANCIAL, INC. History No change 4,475 350 0.02% 0.02% 78 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 4,450 348 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 4,321 338 0.0% 0.0% 80 0 0.0% Q2 2026 Jul 17, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 3,942 308 0.01% 0.01% 81 0 0.0% Q2 2026 Jul 15, 2026
Unified Investment Management History No change 3,931 307 0.28% 0.28% 82 0 0.0% Q2 2026 Jul 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,896 305 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 3,691 289 0.02% 0.02% 84 0 0.0% Q2 2026 Jul 14, 2026
NewEdge Advisors, LLC History No change 3,569 279 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
RMR Capital Management, LLC History No change 3,486 273 0.19% 0.19% 86 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 3,322 260 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 3,273 256 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 3,154 247 0.07% 0.07% 89 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 3,152 246 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 3,035 237 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 3,009 235 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 2,956 231 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 2,925 229 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 2,838 222 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 2,804 219 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Richwood Investment Advisors, LLC History No change 2,775 217 0.15% 0.15% 97 0 0.0% Q2 2026 Jul 29, 2026
SAGE FINANCIAL GROUP INC History No change 2,758 216 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 21, 2026
PARK AVENUE SECURITIES LLC History No change 2,712 212 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 20, 2026
Greykasell Wealth Strategies, Inc. History No change 2,557 200 0.07% 0.07% 100 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,365 185 0.01% 0.01% 101 0 0.0% Q2 2026 Jul 22, 2026
WELLINGTON-ALTUS USA INC. History No change 2,475 172 0.12% 0.12% 102 0 0.0% Q2 2026 Sep 17, 2026
City State Bank History No change 2,196 171 0.04% 0.04% 103 0 0.0% Q2 2026 Jul 14, 2026
Basepoint Wealth LLC History No change 1,765 138 0.08% 0.08% 104 0 0.0% Q2 2026 Aug 10, 2026
Brentview Investment Management LLC History No change 1,000 78 0.03% 0.03% 105 0 0.0% Q2 2026 Jul 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 886 69 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 800 62 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisory Services, LLC History No change 800 62 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 23, 2026
Cedar Mountain Advisors, LLC History No change 727 56 0.01% 0.01% 109 0 0.0% Q2 2026 Jul 02, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 508 40 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 503 39 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 467 36 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 468 36 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 03, 2026
MATHER GROUP, LLC. History No change 424 33 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 27, 2026
ST GERMAIN D J CO INC History No change 351 27 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 323 25 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 03, 2026
Steward Partners Investment Advisory, LLC History No change 222 17 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 204 15 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 201 15 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
Eukles Asset Management History No change 117 9 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 05, 2026
Cape Investment Advisory, Inc. History No change 100 7 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 23, 2026
ASSETMARK, INC History No change 88 6 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 80 6 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 73 5 0.0% 0.0% 124 0 0.0% Q2 2026 Sep 04, 2026
Olistico Wealth, LLC History No change 75 5 0.0% 0.0% 125 0 0.0% Q3 2026 Oct 05, 2026
Fortitude Family Office, LLC History No change 61 4 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 20, 2026
Caitlin John, LLC History No change 59 4 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 17, 2026
Global Retirement Partners, LLC History No change 42 3 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 35 2 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 11, 2026
one8zero8, LLC History No change 37 2 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026