13F Insight
DOSSIER · 13F Holders · Q4 2025Mega-capCrowded
ISCG

ISHARES TR

169 institutions still hold ISHARES TR as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288604·169 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$397M
71.0% inst. owned
of float
Holders
169
+122 QoQ
filers reporting
Activity
+30 / −77
+780 added · −875 reduced
this quarter
Concentration
13.62%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

169 institutions reported ISCG in Q4 2025. Focus Partners Wealth leads at 13.6% of the visible book. +122 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$54M974K0.06%Q4 202502
JPMORGAN CHASE & CO
CIK 0000019617
$45M848K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$35M633K0.01%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$31M567K0.05%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$30M541K0.02%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$23M413K0.02%Q1 202607
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$19M378K0.10%Q2 202508
Gallagher Fiduciary Advisors, LLC
CIK 0001527781
$18M326K0.69%Q1 202609
Atria Investments, Inc
CIK 0001535865
$18M324K0.20%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M269K0.00%Q1 202611
Systelligence, LLC
CIK 0001882691
$14M260K2.78%Q1 202612
MORGAN STANLEY
CIK 0000895421
$14M260K0.00%Q1 202613
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$14M260K0.18%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$14M251K0.00%Q1 202615
Steele Capital Management, Inc.
CIK 0001646695
$10M179K0.41%Q1 202616
Black Diamond Financial, LLC
CIK 0001759236
$10M176K1.05%Q1 202617
UBS Group AG
CIK 0001610520
$9M167K0.00%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M165K0.00%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M156K0.00%Q1 202620
Mariner, LLC
CIK 0001373442
$8M141K0.01%Q1 2026
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