143 institutions reported holding $421.7M of ISHARES TR (ISCF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Main Street Research LLC ($81.9M), LPL Financial LLC ($29.7M), EVOLVE PRIVATE WEALTH, LLC ($27.1M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($17.0M), Larson Financial Group LLC ($16.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Main Street Research LLC | $81.9M | 2.0M | Added |
| 2 | LPL Financial LLC | $29.7M | 711,625 | Added |
| 3 | EVOLVE PRIVATE WEALTH, LLC | $27.1M | 647,545 | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.0M | 407,626 | Added |
| 5 | Larson Financial Group LLC | $16.0M | 383,573 | Added |
| 6 | TRB Wealth Management, LLC | $16.0M | 382,319 | New |
| 7 | Modern Wealth Management, LLC | $12.0M | 282,349 | Trimmed |
| 8 | Causey Wealth LLC | $11.4M | 273,860 | Trimmed |
| 9 | Phoenix Wealth Advisors | $11.0M | 262,181 | Trimmed |
| 10 | Janney Montgomery Scott LLC | $10.7M | 257,086 | Added |
| 11 | Financial Strategies Group, Inc. | $9.8M | 222,638 | Added |
| 12 | Eagle Strategies LLC | $7.6M | 181,789 | Added |
| 13 | COURIER CAPITAL LLC | $7.6M | 180,890 | Added |
| 14 | Cetera Investment Advisers | $7.5M | 179,253 | Added |
| 15 | Systelligence, LLC | $6.9M | 165,457 | Added |
| 16 | SouthState Bank Corp | $6.8M | 163,270 | New |
| 17 | McAdam, LLC | $6.6M | 158,851 | Trimmed |
| 18 | Beacon Pointe Advisors, LLC | $6.2M | 148,548 | Added |
| 19 | Advisors Capital Management, LLC | $6.1M | 146,005 | Added |
| 20 | STIFEL FINANCIAL CORP | $6.0M | 142,736 | Added |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | $5.9M | 140,332 | Trimmed |
| 22 | Cerity Partners LLC | $5.6M | 132,959 | Added |
| 23 | Beaird Harris Wealth Management, LLC | $5.4M | 128,925 | Trimmed |
| 24 | Bedel Financial Consulting, Inc. | $5.1M | 121,055 | Added |
| 25 | Bell Investment Advisors, Inc | $4.5M | 108,835 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31