ISCFISHARES TR
CUSIP 46434V266 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (ISCF) has 136 institutional holders in Filings Flow’s 13F database, together reporting 10.07M shares worth $421M as of Q1 2026. The largest reported holders are Main Street Research LLC, Lpl Financial LLC, and Evolve Private Wealth, LLC.
Institutional Holders
136
Q1 2026
Reported Value
$421M
Ticker
ISCF
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Causey Wealth LLC$205M AUM | 5.47% | $11M | 272.6K | Q1 2026 |
| Main Street Research LLC$1.7B AUM | 4.76% | $82M | 1.96M | Q1 2026 |
| Phoenix Wealth Advisors$253M AUM | 4.33% | $11M | 262.2K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 2.27% | $16M | 382.3K | Q1 2026 |
| White Wing Wealth Management$192M AUM | 2.15% | $4M | 85.6K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 1.86% | $2M | 58.4K | Q1 2026 |
| Financial Strategies Group, Inc.$598M AUM | 1.64% | $10M | 222.6K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 1.50% | $3M | 72.1K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 1.45% | $27M | 647.5K | Q1 2026 |
| Systelligence, LLC$514M AUM | 1.34% | $7M | 165.5K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.91% | $8M | 181.8K | Q1 2026 |
| Stonebridge Wealth Management, LLC$104M AUM | 0.77% | $805,586 | 19.3K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.71% | $5M | 108.8K | Q1 2026 |
| AllGen Financial Advisors, Inc.$422M AUM | 0.70% | $3M | 71.3K | Q4 2025OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.64% | $1M | 25.1K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.64% | $2M | 44.3K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.57% | $5M | 121.1K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.51% | $16M | 383.6K | Q1 2026 |
| Horizon Investment Services, LLC$288M AUM | 0.46% | $1M | 31.5K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.42% | $8M | 180.9K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.41% | $1M | 29.8K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 0.41% | $857,071 | 20.5K | Q1 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.39% | $479,210 | 10.8K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.38% | $924,429 | 22.1K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.37% | $5M | 128.9K | Q1 2026 |
| JBF Capital, Inc.$676M AUM | 0.35% | $2M | 56.3K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.32% | $7M | 163.3K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.30% | $7M | 158.9K | Q1 2026 |
| Dynamic Financial Group$122M AUM | 0.28% | $339,254 | 8.1K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.26% | $3M | 61.4K | Q1 2026 |
| Wealth Advisory Team LLC$113M AUM | 0.24% | $271,894 | 6.6K | Q4 2025OLDER |
| Montis Financial, LLC$484M AUM | 0.23% | $1M | 26.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.21% | $12M | 282.3K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.20% | $1M | 34.9K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.18% | $396,902 | 9.5K | Q1 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.18% | $268,626 | 6.4K | Q1 2026 |
| Vantus Wealth LLC$136M AUM | 0.16% | $220,010 | 5.3K | Q4 2025OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.15% | $568,980 | 13.6K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.14% | $143,000 | 3.5K | Q4 2025OLDER |
| KWB Wealth$1.0B AUM | 0.14% | $1M | 34.1K | Q1 2026 |
| Faithward Advisors, LLC$701M AUM | 0.13% | $945,990 | 22.6K | Q1 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.13% | $420,948 | 10.1K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 0.12% | $423,583 | 10.1K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.11% | $1M | 30.0K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 0.10% | $497,558 | 11.9K | Q1 2026 |
| WorthPointe, LLC$369M AUM | 0.09% | $325,001 | 7.8K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.07% | $6M | 146.0K | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.05% | $349,195 | 8.4K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.05% | $386,608 | 9.3K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $561,326 | 13.4K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.04% | $6M | 140.3K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.04% | $274,344 | 6.6K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.04% | $112,123 | 2.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 148.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $953,767 | 22.8K | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 0.03% | $706,985 | 16.9K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $1M | 24.4K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $213,585 | 5.2K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 57.5K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.02% | $314,786 | 7.5K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.02% | $420,533 | 10.1K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.02% | $201,592 | 4.9K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $540,512 | 12.9K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $247,822 | 5.9K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $254,402 | 6.1K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.02% | $1M | 34.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $354,281 | 8.5K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 39.8K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $195,995 | 4.7K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $386,608 | 9.3K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $446,719 | 10.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 35.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 91.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $17M | 407.6K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $609,090 | 14.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $260,481 | 6.2K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $241,598 | 5.9K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $499,179 | 11.9K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $499,086 | 11.9K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $9,904 | 237 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 179.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $30M | 711.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 133.0K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.01% | $182,205 | 4.4K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $32,686 | 768 | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 32.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $616,430 | 14.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 24.3K | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $63,228 | 1.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 98.3K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $505,534 | 12.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 142.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $682,308 | 16.3K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $70,500 | 1.7K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $10,071 | 241 | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $232,851 | 5.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $726,770 | 17.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 83.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 56.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 54.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $424,503 | 10.2K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $230,305 | 5.5K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $5,851 | 140 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $33,432 | 800 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $273,850 | 6.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $777,545 | 18.6K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $212,462 | 5.1K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $206,729 | 5.3K | Q2 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $30,945 | 746 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $220,330 | 5.3K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 70.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $629,817 | 15.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $41,125 | 1.0K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $17,757 | 458 | Q2 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $8,776 | 210 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $305,389 | 7.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $553,383 | 13.2K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $356,469 | 8.5K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $13,793 | 330 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $299,667 | 7.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 40.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 91.2K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $2,215 | 53 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $22,859 | 547 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $18,889 | 452 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 36.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $390,037 | 9.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9,212 | 224 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 70.6K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $417,900 | 10.0K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $5,776 | 149 | Q2 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $1,630 | 39 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $34,108 | 806 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $8,835 | 213 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $544,259 | 13.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $384,000 | 9.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $501,940 | 12.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $13,038 | 312 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $7,128 | 184 | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $253,874 | 6.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $390,711 | 9.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $3,761 | 90 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $23,704 | 585 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $140,991 | 3.4K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $1,713 | 41 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $74,494 | 1.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2,591 | 62 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3,260 | 78 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $34,582 | 828 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $41 | 1 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $33 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.