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Institutional Holders of ISCB

There is a long list of 78 institutional holders of ISCB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ISCB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ISCB table below, the initial column indicates the name of each top institutional holder of ISCB, with a link to that fund's top holdings. The next columns indicate the amount of ISCB stock held by each of the institutional holders of ISCB, followed by the ISCB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley376,290$20,171 12/31/2023
     ISCB376,290$20,171 12/31/2023
Avantax Advisory Services Inc.188,879$10,125 12/31/2023
     ISCB188,879$10,125 12/31/2023
LPL Financial LLC89,501$4,798 12/31/2023
     ISCB89,501$4,798 12/31/2023
Atria Wealth Solutions Inc.62,920$3,373 12/31/2023
     ISCB62,920$3,373 12/31/2023
Wells Fargo & Company MN61,292$3,286 12/31/2023
     ISCB61,292$3,286 12/31/2023
Bank of America Corp DE51,826$2,778 12/31/2023
     ISCB51,826$2,778 12/31/2023
Mittelman Wealth Management45,445$2,555 03/31/2024
     ISCB45,445$2,555 03/31/2024
Goldman Sachs Group Inc.43,648$2,340 12/31/2023
     ISCB43,648$2,340 12/31/2023
Gladstone Institutional Advisory LLC43,086$2,310 12/31/2023
     ISCB43,086$2,310 12/31/2023
Goldstein Advisors LLC40,116$2,150 12/31/2023
     ISCB40,116$2,150 12/31/2023
Ameriprise Financial Inc.35,911$1,923 12/31/2023
     ISCB35,911$1,923 12/31/2023
Commonwealth Equity Services LLC32,876$1,848 03/31/2024
     ISCB32,876$1,848 03/31/2024
Brand Asset Management Group Inc.31,764$1,786 03/31/2024
     ISCB31,764$1,786 03/31/2024
Advisor Group Holdings Inc.31,413$1,686 12/31/2023
     ISCB31,413$1,686 12/31/2023
UBS Group AG31,105$1,667 12/31/2023
     ISCB31,105$1,667 12/31/2023
Rockefeller Capital Management L.P.29,400$1,576 12/31/2023
     ISCB29,400$1,576 12/31/2023
HighTower Advisors LLC27,022$1,518 03/31/2024
     ISCB27,022$1,518 03/31/2024
RSM US Wealth Management LLC24,487$1,376 03/31/2024
     ISCB24,487$1,376 03/31/2024
Mercer Global Advisors Inc. ADV23,289$1,248 12/31/2023
     ISCB23,289$1,248 12/31/2023
Nations Financial Group Inc. IA ADV21,632$1,216 03/31/2024
     ISCB21,632$1,216 03/31/2024
Susquehanna International Group LLP20,155$1,080 12/31/2023
     ISCB20,155$1,080 12/31/2023
Aveo Capital Partners LLC19,978$1,075 03/31/2024
     ISCB19,978$1,075 03/31/2024
CI Private Wealth LLC19,328$1,036 12/31/2023
     ISCB19,328$1,036 12/31/2023
Envestnet Asset Management Inc.17,110$917 12/31/2023
     ISCB17,110$917 12/31/2023
Richwood Investment Advisors LLC13,442$721 12/31/2023
     ISCB13,442$721 12/31/2023
Raymond James Financial Services Advisors Inc.11,685$657 03/31/2024
     ISCB11,685$657 03/31/2024
Raymond James & Associates10,858$610 03/31/2024
     ISCB10,858$610 03/31/2024
Perigon Wealth Management LLC10,746$604 03/31/2024
     ISCB10,746$604 03/31/2024
Private Advisor Group LLC8,683$488 03/31/2024
     ISCB8,683$488 03/31/2024
Cambridge Investment Research Advisors Inc.8,424$474 03/31/2024
     ISCB8,424$474 03/31/2024
Parsons Capital Management Inc. RI8,400$472 03/31/2024
     ISCB8,400$472 03/31/2024
Level Four Advisory Services LLC8,728$468 12/31/2023
     ISCB8,728$468 12/31/2023
Citigroup Inc.8,230$441 12/31/2023
     ISCB8,230$441 12/31/2023
The PNC Financial Services Group Inc.8,000$429 12/31/2023
     ISCB8,000$429 12/31/2023
Kestra Advisory Services LLC7,947$426 12/31/2023
     ISCB7,947$426 12/31/2023
Cetera Advisor Networks LLC7,700$413 12/31/2023
     ISCB7,700$413 12/31/2023
MML Investors Services LLC7,632$409 12/31/2023
     ISCB7,632$409 12/31/2023
Mariner LLC7,496$402 12/31/2023
     ISCB7,496$402 12/31/2023
Signature Securities Group Corporation6,578$370 03/31/2024
     ISCB6,578$370 03/31/2024
PPS&V Asset Management Consultants Inc.5,989$337 03/31/2024
     ISCB5,989$337 03/31/2024
Royal Bank of Canada5,990$321 12/31/2023
     ISCB5,990$321 12/31/2023
Northwestern Mutual Wealth Management Co.4,675$251 12/31/2023
     ISCB4,675$251 12/31/2023
FMR LLC4,436$238 12/31/2023
     ISCB4,436$238 12/31/2023
Janney Montgomery Scott LLC4,009$225 03/31/2024
     ISCB4,009$225 03/31/2024
Continuum Wealth Advisors LLC4,116$221 12/31/2023
     ISCB4,116$221 12/31/2023
Raymond James Trust N.A.3,911$220 03/31/2024
     ISCB3,911$220 03/31/2024
Litman Gregory Asset Management LLC3,900$219 03/31/2024
     ISCB3,900$219 03/31/2024
Beacon Pointe Advisors LLC3,860$207 12/31/2023
     ISCB3,860$207 12/31/2023
Merit Financial Group LLC3,755$202 03/31/2024
     ISCB3,755$202 03/31/2024
Strategic Financial Planning Inc.3,580$201 03/31/2024
     ISCB3,580$201 03/31/2024

See All: Funds Holding ISCB
See Details: Top 10 Hedge Funds Holding ISCB
Also See: ISCB Holdings Changes

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