ICF — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (ICF)? 20 institutions reported holding $8.61M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: jvl associates llc ($1.4M), Avidian Wealth Enterprises, LLC ($1.2M), McNaughton Wealth Management, LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | jvl associates llc | $1.4M | 21,796 | Hold |
| 2 | Avidian Wealth Enterprises, LLC | $1.2M | 19,682 | Added |
| 3 | McNaughton Wealth Management, LLC | $1.2M | 18,988 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $883,462 | 14,045 | Trimmed |
| 5 | Sound Income Strategies, LLC | $825,703 | 13,152 | Added |
| 6 | Horizons Wealth Management | $743,038 | 11,813 | Trimmed |
| 7 | Post Resch Tallon Group Inc. | $505,716 | 8,040 | Added |
| 8 | Adirondack Capital Advisors, LLC | $468,353 | 7,446 | Trimmed |
| 9 | SAPIENT CAPITAL LLC | $398,312 | 6,332 | Added |
| 10 | Breakwater Capital Group | $308,273 | 4,901 | Added |
| 11 | TITLEIST ASSET MANAGEMENT, LLC | $267,149 | 4,247 | Hold |
| 12 | GILPIN WEALTH MANAGEMENT, LLC | $193,103 | 3,070 | Hold |
| 13 | Bank of New Hampshire | $72,335 | 1,150 | Hold |
| 14 | CX Institutional | $50,000 | 796 | Added |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $34,236 | 544 | Added |
| 16 | TOMPKINS FINANCIAL CORP | $22,581 | 359 | Hold |
| 17 | GAMMA Investing LLC | $15,473 | 246 | Hold |
| 18 | Bullock Wealth Management Group | $14,502 | 232 | Hold |
| 19 | Investors Research Corp | $4,592 | 73 | Hold |
| 20 | Noble Wealth Management PBC | $3,145 | 50 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30