Who Owns ISHARES TR (ISCV)? -- Institutional Holders (2026-06-30)

62 institutions reported holding $204.7M of ISHARES TR (ISCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: EXCHANGE TRADED CONCEPTS, LLC ($86.6M), VAUGHAN & Co SECURITIES, INC. ($22.8M), Steele Capital Management, Inc. ($14.8M), Matrix Trust Co ($14.8M), ENVESTNET ASSET MANAGEMENT INC ($10.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1EXCHANGE TRADED CONCEPTS, LLC$86.6M1.1MAdded
2VAUGHAN & Co SECURITIES, INC.$22.8M290,935Trimmed
3Steele Capital Management, Inc.$14.8M189,142Added
4Matrix Trust Co$14.8M189,142Added
5ENVESTNET ASSET MANAGEMENT INC$10.4M132,339Trimmed
6MB Generational Wealth, LLC$6.8M86,870Trimmed
7Cambridge Investment Research Advisors, Inc.$5.8M73,532Added
8Ipsen Advisor Group LLC$4.4M55,971Added
9COMMONWEALTH EQUITY SERVICES, LLC$4.0M51,648Added
10Chicago Partners Investment Group LLC$3.9M49,964Trimmed
11Kestra Advisory Services, LLC$3.6M46,552Added
12Rodgers & Associates, LTD$3.2M40,697Trimmed
13Viewpoint Capital Management LLC$2.7M34,744Trimmed
14HUB Investment Partners, LLC$2.3M30,000New
15Twin Cities Retirement Group LLC$2.2M28,028Trimmed
16Black Diamond Financial, LLC$1.7M21,412Added
17D.A. DAVIDSON & CO.$1.6M20,330Trimmed
18LRI Investments, LLC$1.4M17,976Hold
19Key Financial Inc$862,44311,012Trimmed
20Merit Financial Group, LLC$826,83010,558Added
21Abel Hall, LLC$796,65610,172Added
22KELLY FINANCIAL GROUP LLC$671,4258,573Trimmed
23Courage Miller Partners, LLC$540,1636,897Trimmed
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$522,8656,675Added
25Northwest Wealth Advisors, LLC$510,1396,514Trimmed

Source: SEC Form 13F filings · as of 2026-06-30