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

ISHARES TR

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

CUSIP 464288703·140 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$307M
visible holders
Holders
140
filers reporting
Concentration
28.20%
EXCHANGE TRADED CONCEPTS, LLC #1
top holder share
AI Holders Summary · Q2 2026

140 institutions reported ISCV in Q2 2026. EXCHANGE TRADED CONCEPTS, LLC leads at 28.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$87M1.1M0.40%Q2 202602
VAUGHAN & Co SECURITIES, INC.
CIK 0000805870
$23M291K10.63%Q2 202603
MORGAN STANLEY
CIK 0000895421
$23M289K0.00%Q2 202604
Focus Partners Wealth
CIK 0001542153
$22M279K0.02%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$17M211K0.00%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M195K0.00%Q2 202607
LPL Financial LLC
CIK 0001403438
$15M190K0.00%Q2 202608
Steele Capital Management, Inc.
CIK 0001646695
$15M189K0.55%Q2 202609
Matrix Trust Co
CIK 0001784277
$13M188K2.17%Q1 202610
UBS Group AG
CIK 0001610520
$11M137K0.00%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M132K0.00%Q2 202612
GRANVILLE CAPITAL, INC.
CIK 0001404784
$10M123K4.30%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M110K0.00%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$8M102K0.01%Q2 202615
MB Generational Wealth, LLC
CIK 0002009056
$7M87K3.34%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M85K0.00%Q2 202617
Advisory Services Network, LLC
CIK 0001573876
$5M61K0.05%Q2 202618
Aptus Capital Advisors, LLC
CIK 0001664193
$5M60K0.03%Q2 202619
Ipsen Advisor Group LLC
CIK 0001964922
$4M56K2.82%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M52K0.01%Q2 2026
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