13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
ISCV

ISHARES TR

137 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288703·137 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.5%
vs prior quarter
13F value held
$265M
61.0% inst. owned
of float
Holders
137
+95 QoQ
filers reporting
Activity
+75 / −56
+1,019 added · −940 reduced
this quarter
Concentration
24.84%
EXCHANGE TRADED CONCEPTS, LLC #1
top holder share
AI Holders Summary · Q1 2026

137 institutions reported ISCV in Q1 2026. EXCHANGE TRADED CONCEPTS, LLC leads at 24.8% of the visible book. +95 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$66M946K0.47%Q1 202602
MORGAN STANLEY
CIK 0000895421
$21M300K0.00%Q1 202603
VAUGHAN & Co SECURITIES, INC.
CIK 0000805870
$20M293K10.59%Q1 202604
Focus Partners Wealth
CIK 0001542153
$20M285K0.02%Q4 202505
ROYAL BANK OF CANADA
CIK 0001000275
$16M235K0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$16M227K0.00%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M202K0.00%Q1 202608
Steele Capital Management, Inc.
CIK 0001646695
$13M188K0.54%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M149K0.00%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M134K0.00%Q1 202611
UBS Group AG
CIK 0001610520
$9M132K0.00%Q1 202612
GRANVILLE CAPITAL, INC.
CIK 0001404784
$8M119K4.33%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M112K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$7M103K0.01%Q1 202615
MB Generational Wealth, LLC
CIK 0002009056
$6M88K3.38%Q1 202616
Merriman Wealth Management, LLC
CIK 0001568389
$5M80K0.21%Q4 202417
Advisory Services Network, LLC
CIK 0001573876
$4M58K0.05%Q1 202618
Aptus Capital Advisors, LLC
CIK 0001664193
$4M57K0.03%Q1 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M64K0.02%Q2 202520
Ipsen Advisor Group LLC
CIK 0001964922
$4M56K2.71%Q1 2026
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