HoldingsChannel.com
Funds Holding ISCG

On this page, we present all of the funds holding ISCG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ISCG, with a link to that fund's top holdings. The next columns indicate the amount of ISCG stock held by each of the funds holding ISCG, followed by the ISCG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 128 funds holding ISCG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding ISCG), click the fund name in the "Holder" column of the funds-holding-ISCG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,337,365$58,844 12/31/2023
     ISCG1,337,365$58,844 12/31/2023
Northwestern Mutual Wealth Management Co.417,245$18,359 12/31/2023
     ISCG417,245$18,359 12/31/2023
Morgan Stanley356,873$15,702 12/31/2023
     ISCG356,873$15,702 12/31/2023
Gallagher Fiduciary Advisors LLC337,504$14,850 12/31/2023
     ISCG337,504$14,850 12/31/2023
Avantax Advisory Services Inc.328,885$14,471 12/31/2023
     ISCG328,885$14,471 12/31/2023
Atria Investments LLC327,373$14,404 12/31/2023
     ISCG327,373$14,404 12/31/2023
LPL Financial LLC311,129$13,690 12/31/2023
     ISCG311,129$13,690 12/31/2023
Colony Group LLC275,571$12,125 12/31/2023
     ISCG275,571$12,125 12/31/2023
Wells Fargo & Company MN224,259$9,867 12/31/2023
     ISCG224,259$9,867 12/31/2023
Ameriprise Financial Inc.171,090$7,574 12/31/2023
     ISCG171,090$7,574 12/31/2023
CWM LLC148,948$6,937 03/31/2024
     ISCG148,948$6,937 03/31/2024
Steele Capital Management Inc.145,882$6,794 03/31/2024
     ISCG145,882$6,794 03/31/2024
Matrix Trust Co149,754$6,589 12/31/2023
     ISCG149,754$6,589 12/31/2023
Opes Wealth Management LLC107,454$4,728 12/31/2023
     ISCG107,454$4,728 12/31/2023
Creative Financial Designs Inc. ADV91,178$4,012 12/31/2023
     ISCG91,178$4,012 12/31/2023
Royal Bank of Canada91,171$4,012 12/31/2023
     ISCG91,171$4,012 12/31/2023
Raymond James Financial Services Advisors Inc.84,944$3,738 12/31/2023
     ISCG84,944$3,738 12/31/2023
Black Diamond Financial LLC84,830$3,733 12/31/2023
     ISCG84,830$3,733 12/31/2023
Commonwealth Equity Services LLC82,386$3,625 12/31/2023
     ISCG82,386$3,625 12/31/2023
MML Investors Services LLC77,949$3,430 12/31/2023
     ISCG77,949$3,430 12/31/2023
Advisor Group Holdings Inc.71,545$3,148 12/31/2023
     ISCG71,545$3,148 12/31/2023
UBS Group AG67,088$2,952 12/31/2023
     ISCG67,088$2,952 12/31/2023
NorthStar Asset Management LLC NJ 65,547$2,884 12/31/2023
     ISCG65,547$2,884 12/31/2023
Atria Wealth Solutions Inc.63,387$2,789 12/31/2023
     ISCG63,387$2,789 12/31/2023
IAG Wealth Partners LLC62,604$2,755 12/31/2023
     ISCG62,604$2,755 12/31/2023
Certified Advisory Corp61,961$2,726 12/31/2023
     ISCG61,961$2,726 12/31/2023
Members Advisory Group LLC59,435$2,615 12/31/2023
     ISCG59,435$2,615 12/31/2023
Mariner LLC51,964$2,286 12/31/2023
     ISCG51,964$2,286 12/31/2023
M Holdings Securities Inc.49,920$2,196 12/31/2023
     ISCG49,920$2,196 12/31/2023
Susquehanna International Group LLP47,490$2,090 12/31/2023
     ISCG47,490$2,090 12/31/2023
Level Four Advisory Services LLC47,416$2,086 12/31/2023
     ISCG47,416$2,086 12/31/2023
HighTower Advisors LLC41,874$1,839 12/31/2023
     ISCG41,874$1,839 12/31/2023
Raymond James & Associates40,276$1,772 12/31/2023
     ISCG40,276$1,772 12/31/2023
Shelton Wealth Management LLC38,885$1,711 12/31/2023
     ISCG38,885$1,711 12/31/2023
Asset Allocation Strategies LLC38,424$1,691 12/31/2023
     ISCG38,424$1,691 12/31/2023
Goldman Sachs Group Inc.35,400$1,558 12/31/2023
     ISCG35,400$1,558 12/31/2023
Rodgers & Associates LTD32,646$1,436 12/31/2023
     ISCG32,646$1,436 12/31/2023
Ieq Capital LLC32,100$1,412 12/31/2023
     ISCG32,100$1,412 12/31/2023
Envestnet Asset Management Inc.31,743$1,397 12/31/2023
     ISCG31,743$1,397 12/31/2023
CI Private Wealth LLC28,873$1,270 12/31/2023
     ISCG28,873$1,270 12/31/2023
Global Retirement Partners LLC28,659$1,217 12/31/2023
     ISCG28,659$1,217 12/31/2023
Stifel Financial Corp27,016$1,189 12/31/2023
     ISCG27,016$1,189 12/31/2023
BEAM Asset Management LLC26,428$1,163 12/31/2023
     ISCG26,428$1,163 12/31/2023
VAUGHAN & Co SECURITIES INC.25,278$1,112 12/31/2023
     ISCG25,278$1,112 12/31/2023
Flagship Harbor Advisors LLC21,778$1,014 03/31/2024
     ISCG21,778$1,014 03/31/2024
Merit Financial Group LLC21,052$926 12/31/2023
     ISCG21,052$926 12/31/2023
Captrust Financial Advisors19,636$864 12/31/2023
     ISCG19,636$864 12/31/2023
Cetera Advisor Networks LLC19,239$847 12/31/2023
     ISCG19,239$847 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC19,100$840 12/31/2023
     ISCG19,100$840 12/31/2023
Citadel Advisors LLC18,933$833 12/31/2023
     ISCG18,933$833 12/31/2023
Private Advisor Group LLC18,527$815 12/31/2023
     ISCG18,527$815 12/31/2023
Visionary Wealth Advisors17,291$761 12/31/2023
     ISCG17,291$761 12/31/2023
Courage Miller Partners LLC15,398$717 03/31/2024
     ISCG15,398$717 03/31/2024
Phoenix Wealth Advisors15,707$682 12/31/2023
     ISCG15,707$682 12/31/2023
Crescent Grove Advisors LLC14,337$631 12/31/2023
     ISCG14,337$631 12/31/2023
Creative Planning13,626$600 12/31/2023
     ISCG13,626$600 12/31/2023
Private Wealth Strategies L.L.C.13,333$587 12/31/2023
     ISCG13,333$587 12/31/2023
Summit Global Investments12,787$563 12/31/2023
     ISCG12,787$563 12/31/2023
Transamerica Financial Advisors Inc.12,611$555 12/31/2023
     ISCG12,611$555 12/31/2023
Equitable Holdings Inc.12,501$550 12/31/2023
     ISCG12,501$550 12/31/2023
SILVER OAK SECURITIES Inc12,000$528 12/31/2023
     ISCG12,000$528 12/31/2023
Change Path LLC10,917$480 12/31/2023
     ISCG10,917$480 12/31/2023
Smith Chas P & Associates PA Cpas10,854$478 12/31/2023
     ISCG10,854$478 12/31/2023
GUNN & Co INVESTMENT MANAGEMENT INC.10,854$478 12/31/2023
     ISCG10,854$478 12/31/2023
Northern Trust Corp10,835$477 12/31/2023
     ISCG10,835$477 12/31/2023
Adell Harriman & Carpenter Inc.8,796$387 12/31/2023
     ISCG8,796$387 12/31/2023
Breakwater Capital Group8,068$376 03/31/2024
     ISCG8,068$376 03/31/2024
Cambridge Investment Research Advisors Inc.8,266$364 12/31/2023
     ISCG8,266$364 12/31/2023
GWM Advisors LLC8,112$352 12/31/2023
     ISCG8,112$352 12/31/2023
CIBC World Markets Inc.7,942$349 12/31/2023
     ISCG7,942$349 12/31/2023
Madison Wealth Partners Inc7,749$341 12/31/2023
     ISCG7,749$341 12/31/2023
Aspire Wealth Management Corp6,457$284 12/31/2023
     ISCG6,457$284 12/31/2023
Cetera Advisors LLC6,346$279 12/31/2023
     ISCG6,346$279 12/31/2023
Comerica Bank6,286$277 12/31/2023
     ISCG6,286$277 12/31/2023
DAVENPORT & Co LLC6,200$273 12/31/2023
     ISCG6,200$273 12/31/2023
AE Wealth Management LLC6,311$271 12/31/2023
     ISCG6,311$271 12/31/2023
Kestra Advisory Services LLC5,870$258 12/31/2023
     ISCG5,870$258 12/31/2023
Pathstone Holdings LLC5,710$251 12/31/2023
     ISCG5,710$251 12/31/2023
Signature Securities Group Corporation5,366$250 03/31/2024
     ISCG5,366$250 03/31/2024
Citigroup Inc.5,344$235 12/31/2023
     ISCG5,344$235 12/31/2023
Towerpoint Wealth LLC4,993$233 03/31/2024
     ISCG4,993$233 03/31/2024
Key Financial Inc5,200$229 12/31/2023
     ISCG5,200$229 12/31/2023
Raymond James Trust N.A.5,126$226 12/31/2023
     ISCG5,126$226 12/31/2023
MAI Capital Management4,800$211 12/31/2023
     ISCG4,800$211 12/31/2023
Arkadios Wealth Advisors4,746$209 12/31/2023
     ISCG4,746$209 12/31/2023
Ellis Investment Partners LLC4,452$207 03/31/2024
     ISCG4,452$207 03/31/2024
Prospera Financial Services Inc4,700$207 12/31/2023
     ISCG4,700$207 12/31/2023
LexAurum Advisors LLC4,431$206 03/31/2024
     ISCG4,431$206 03/31/2024
AdvisorNet Financial Inc4,077$190 03/31/2024
     ISCG4,077$190 03/31/2024
FMR LLC4,034$177 12/31/2023
     ISCG4,034$177 12/31/2023
West Oak Capital LLC3,270$152 03/31/2024
     ISCG3,270$152 03/31/2024
Cape Investment Advisory Inc.3,417$150 12/31/2023
     ISCG3,417$150 12/31/2023
IFP Advisors Inc3,324$146 12/31/2023
     ISCG3,324$146 12/31/2023
Ritter Daniher Financial Advisory LLC DE3,180$140 12/31/2023
     ISCG3,180$140 12/31/2023
Private Trust Co. NA3,080$136 12/31/2023
     ISCG3,080$136 12/31/2023
Principal Securities Inc.2,866$126 12/31/2023
     ISCG2,866$126 12/31/2023
Harbour Investments Inc.2,421$107 12/31/2023
     ISCG2,421$107 12/31/2023
Advisory Services Network LLC2,377$105 12/31/2023
     ISCG2,377$105 12/31/2023
Tompkins Financial Corp1,944$91 03/31/2024
     ISCG1,944$91 03/31/2024
JPMorgan Chase & Co.2,000$88 12/31/2023
     ISCG2,000$88 12/31/2023
Smartleaf Asset Management LLC1,830$81 12/31/2023
     ISCG1,830$81 12/31/2023
Qube Research & Technologies Ltd1,405$62 12/31/2023
     ISCG1,405$62 12/31/2023
Laurel Wealth Advisors LLC1,410$62 12/31/2023
     ISCG1,410$62 12/31/2023
US Bancorp DE1,360$60 12/31/2023
     ISCG1,360$60 12/31/2023
Archer Investment Corp1,092$48 12/31/2023
     ISCG1,092$48 12/31/2023
Benjamin F. Edwards & Company Inc.910$40 12/31/2023
     ISCG910$40 12/31/2023
Assetmark Inc.753$33 12/31/2023
     ISCG753$33 12/31/2023
Asset Dedication LLC695$32 03/31/2024
     ISCG695$32 03/31/2024
Blair William & Co. IL660$29 12/31/2023
     ISCG660$29 12/31/2023
NBC Securities Inc.486$22 03/31/2024
     ISCG486$22 03/31/2024
Steward Partners Investment Advisory LLC468$21 12/31/2023
     ISCG468$21 12/31/2023
McClarren Financial Advisors Inc.475$21 12/31/2023
     ISCG475$21 12/31/2023
Manchester Capital Management LLC390$17 12/31/2023
     ISCG390$17 12/31/2023
MCF Advisors LLC343$16 03/31/2024
     ISCG343$16 03/31/2024
Aptus Capital Advisors LLC312$14 12/31/2023
     ISCG312$14 12/31/2023
Guardian Wealth Advisors LLC NC312$14 12/31/2023
     ISCG312$14 12/31/2023
Tyler Stone Wealth Management300$13 12/31/2023
     ISCG300$13 12/31/2023
Lowe Wealth Advisors LLC210$10 03/31/2024
     ISCG210$10 03/31/2024
Webster Bank N. A.150$7 03/31/2024
     ISCG150$7 03/31/2024
Gleason Group Inc.126$6 03/31/2024
     ISCG126$6 03/31/2024
Geneos Wealth Management Inc.86$4 12/31/2023
     ISCG86$4 12/31/2023
Investors Research Corp72$3 12/31/2023
     ISCG72$3 12/31/2023
Cherry Tree Wealth Management LLC76$3 12/31/2023
     ISCG76$3 12/31/2023
Farther Finance Advisors LLC54$2 12/31/2023
     ISCG54$2 12/31/2023
Tsfg LLC30$1 03/31/2024
     ISCG30$1 03/31/2024
Wetzel Investment Advisors Inc.30$1 12/31/2023
     ISCG30$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     ISCG1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     ISCG0$0 12/31/2023
Mendota Financial Group LLC11$0 12/31/2023
     ISCG11$0 12/31/2023

See Summary: Institutional Holders of ISCG
See Details: Top 10 Hedge Funds Holding ISCG
Also See: ISCG Holdings Changes

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