13F Insight
DOSSIER · 13F Holders · Q2 2026
ISCG

ISHARES TR

179 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288604·179 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$468M
visible holders
Holders
179
filers reporting
Concentration
12.78%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

179 institutions reported ISCG in Q2 2026. Focus Partners Wealth leads at 12.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$60M912K0.06%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$55M842K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$45M690K0.01%Q2 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$37M560K0.02%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$36M553K0.04%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$27M410K0.02%Q2 202607
Gallagher Fiduciary Advisors, LLC
CIK 0001527781
$21M317K0.68%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$21M316K0.00%Q2 202609
Atria Investments, Inc
CIK 0001535865
$21M316K0.21%Q2 202610
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$19M378K0.10%Q2 202511
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M276K0.00%Q2 202612
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$17M264K0.18%Q2 202613
MORGAN STANLEY
CIK 0000895421
$17M263K0.00%Q2 202614
Black Diamond Financial, LLC
CIK 0001759236
$13M193K1.11%Q2 202615
Steele Capital Management, Inc.
CIK 0001646695
$12M180K0.43%Q2 202616
UBS Group AG
CIK 0001610520
$11M167K0.00%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M158K0.00%Q2 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M154K0.00%Q2 202619
Matrix Trust Co
CIK 0001784277
$10M179K1.62%Q1 202620
Mariner, LLC
CIK 0001373442
$9M133K0.01%Q2 2026
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