Who Owns ISHARES TR (ISCG)? -- Institutional Holders (2026-03-31)
174 institutions reported holding $516.6M of ISHARES TR (ISCG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($52.4M), JPMORGAN CHASE & CO ($44.9M), LPL Financial LLC ($34.7M), OSAIC HOLDINGS, INC. ($31.1M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($29.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $52.4M | 955,722 | Trimmed |
| 2 | JPMORGAN CHASE & CO | $44.9M | 848,248 | Trimmed |
| 3 | LPL Financial LLC | $34.7M | 633,237 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $31.1M | 566,750 | Trimmed |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.7M | 541,335 | Added |
| 6 | Cetera Investment Advisers | $22.6M | 412,639 | Added |
| 7 | Gallagher Fiduciary Advisors, LLC | $17.8M | 325,545 | Added |
| 8 | Atria Investments, Inc | $17.8M | 324,060 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $14.8M | 269,357 | Added |
| 10 | Systelligence, LLC | $14.3M | 260,499 | New |
| 11 | MORGAN STANLEY | $14.3M | 260,124 | Added |
| 12 | Foundations Investment Advisors, LLC | $14.2M | 259,715 | New |
| 13 | AMERIPRISE FINANCIAL INC | $13.8M | 251,281 | Added |
| 14 | Matrix Trust Co | $9.8M | 178,503 | Added |
| 15 | Steele Capital Management, Inc. | $9.8M | 178,503 | Added |
| 16 | Black Diamond Financial, LLC | $9.7M | 176,121 | Trimmed |
| 17 | UBS Group AG | $9.1M | 166,828 | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $9.1M | 165,289 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $8.5M | 155,780 | Trimmed |
| 20 | Mariner, LLC | $7.7M | 140,546 | Added |
| 21 | Opes Wealth Management LLC | $7.1M | 128,657 | Added |
| 22 | Ipsen Advisor Group LLC | $6.3M | 115,493 | Added |
| 23 | MRA Advisory Group | $6.0M | 109,752 | New |
| 24 | McKinley Carter Wealth Services, Inc. | $5.8M | 105,477 | Trimmed |
| 25 | NorthStar Asset Management LLC /NJ/ | $5.7M | 104,431 | Added |
Source: SEC Form 13F filings · as of 2026-03-31