Who Owns ISHARES TR (ISCG)? -- Institutional Holders (2026-06-30)
179 institutions reported holding $609.9M of ISHARES TR (ISCG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($59.8M), JPMORGAN CHASE & CO ($54.6M), LPL Financial LLC ($45.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($36.7M), OSAIC HOLDINGS, INC. ($36.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $59.8M | 912,075 | Trimmed |
| 2 | JPMORGAN CHASE & CO | $54.6M | 841,940 | Trimmed |
| 3 | LPL Financial LLC | $45.3M | 690,456 | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $36.7M | 560,178 | Added |
| 5 | OSAIC HOLDINGS, INC. | $36.3M | 553,100 | Trimmed |
| 6 | Cetera Investment Advisers | $26.9M | 410,071 | Trimmed |
| 7 | Gallagher Fiduciary Advisors, LLC | $20.8M | 317,469 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $20.7M | 316,433 | Added |
| 9 | Atria Investments, Inc | $20.7M | 316,378 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $18.1M | 276,453 | Added |
| 11 | Foundations Investment Advisors, LLC | $17.3M | 264,025 | Added |
| 12 | MORGAN STANLEY | $17.2M | 262,779 | Added |
| 13 | Black Diamond Financial, LLC | $12.6M | 192,806 | Added |
| 14 | Matrix Trust Co | $11.8M | 180,159 | Added |
| 15 | Steele Capital Management, Inc. | $11.8M | 180,159 | Added |
| 16 | UBS Group AG | $10.9M | 166,628 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $10.4M | 158,473 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $10.1M | 154,376 | Trimmed |
| 19 | Mariner, LLC | $8.7M | 132,530 | Trimmed |
| 20 | EP Wealth Advisors, LLC | $8.4M | 128,722 | New |
| 21 | Ipsen Advisor Group LLC | $7.6M | 115,986 | Added |
| 22 | NorthStar Asset Management LLC /NJ/ | $7.3M | 112,064 | Added |
| 23 | MRA Advisory Group | $7.3M | 110,815 | Added |
| 24 | McKinley Carter Wealth Services, Inc. | $7.0M | 107,441 | Added |
| 25 | BEAM WEALTH ADVISORS, INC. | $6.6M | 101,160 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30