Who Owns ISHARES TR (ILCV)? -- Institutional Holders (2026-06-30)
100 institutions reported holding $319.8M of ISHARES TR (ILCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Steele Capital Management, Inc. ($68.3M), Matrix Trust Co ($67.9M), WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ($23.9M), Cambridge Investment Research Advisors, Inc. ($18.2M), Northwest Wealth Advisors, LLC ($17.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Steele Capital Management, Inc. | $68.3M | 674,771 | Added |
| 2 | Matrix Trust Co | $67.9M | 670,985 | Added |
| 3 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $23.9M | 236,017 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $18.2M | 179,690 | Added |
| 5 | Northwest Wealth Advisors, LLC | $17.5M | 172,952 | Added |
| 6 | Lauer Wealth, LLC | $15.2M | 147,394 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.3M | 138,394 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 116,814 | Added |
| 9 | BARRETT & COMPANY, INC. | $9.9M | 98,106 | Added |
| 10 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $8.5M | 83,900 | Hold |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 63,628 | Added |
| 12 | Strategic Blueprint, LLC | $5.3M | 52,359 | Added |
| 13 | MATHER GROUP, LLC. | $3.8M | 37,891 | Hold |
| 14 | OPPENHEIMER & CO INC | $3.7M | 36,678 | Added |
| 15 | Ipsen Advisor Group LLC | $3.7M | 36,517 | Added |
| 16 | Van Diest Capital, LLC | $3.4M | 33,220 | Added |
| 17 | Systelligence, LLC | $2.2M | 22,045 | Trimmed |
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 18,603 | Trimmed |
| 19 | Asempa Wealth Advisors | $1.7M | 17,168 | Trimmed |
| 20 | GenWealth Group, Inc. | $1.7M | 16,786 | Trimmed |
| 21 | Caliber Wealth Management, LLC / KS | $1.6M | 15,913 | Added |
| 22 | JIM SAULNIER & ASSOCIATES, LLC | $1.6M | 15,639 | Trimmed |
| 23 | CITIGROUP INC | $1.6M | 15,420 | Added |
| 24 | TRUIST FINANCIAL CORP | $1.5M | 15,261 | Trimmed |
| 25 | Horst & Graben Wealth Management LLC | $1.3M | 12,653 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30