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Funds Holding ISCB

On this page, we present all of the funds holding ISCB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ISCB, with a link to that fund's top holdings. The next columns indicate the amount of ISCB stock held by each of the funds holding ISCB, followed by the ISCB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 76 funds holding ISCB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding ISCB), click the fund name in the "Holder" column of the funds-holding-ISCB table below.

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
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 LLC34,903$1,871 12/31/2023
     ISCB34,903$1,871 12/31/2023
Brand Asset Management Group Inc.34,024$1,824 12/31/2023
     ISCB34,024$1,824 12/31/2023
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 LLC26,882$1,441 12/31/2023
     ISCB26,882$1,441 12/31/2023
RSM US Wealth Management LLC24,426$1,309 12/31/2023
     ISCB24,426$1,309 12/31/2023
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 LLC19,609$1,051 12/31/2023
     ISCB19,609$1,051 12/31/2023
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 LLC10,790$578 12/31/2023
     ISCB10,790$578 12/31/2023
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
Private Advisor Group LLC8,683$465 12/31/2023
     ISCB8,683$465 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
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
Janney Montgomery Scott LLC4,008$215 12/31/2023
     ISCB4,008$215 12/31/2023
Beacon Pointe Advisors LLC3,860$207 12/31/2023
     ISCB3,860$207 12/31/2023
Strategic Financial Planning Inc.3,580$201 03/31/2024
     ISCB3,580$201 03/31/2024
Merit Financial Group LLC3,752$201 12/31/2023
     ISCB3,752$201 12/31/2023
Bartlett & Co. LLC3,600$195 12/31/2023
     ISCB3,600$195 12/31/2023
Bartlett & CO. Wealth Management LLC3,600$195 12/31/2023
     ISCB3,600$195 12/31/2023
Franklin Resources Inc.3,500$188 12/31/2023
     ISCB3,500$188 12/31/2023
NBC Securities Inc.2,281$128 03/31/2024
     ISCB2,281$128 03/31/2024
FinTrust Capital Advisors LLC2,140$115 12/31/2023
     ISCB2,140$115 12/31/2023
Farther Finance Advisors LLC1,552$83 12/31/2023
     ISCB1,552$83 12/31/2023
Trifecta Capital Advisors LLC1,276$72 03/31/2024
     ISCB1,276$72 03/31/2024
Steward Partners Investment Advisory LLC1,142$61 12/31/2023
     ISCB1,142$61 12/31/2023
Matrix Private Capital Group LLC792$42 12/31/2023
     ISCB792$42 12/31/2023
Comerica Bank609$33 12/31/2023
     ISCB609$33 12/31/2023
Highlander Capital Management LLC608$33 12/31/2023
     ISCB608$33 12/31/2023
EverSource Wealth Advisors LLC574$31 12/31/2023
     ISCB574$31 12/31/2023
Tsfg LLC420$24 03/31/2024
     ISCB420$24 03/31/2024
Principal Securities Inc.416$22 12/31/2023
     ISCB416$22 12/31/2023
WASHINGTON TRUST Co300$17 03/31/2024
     ISCB300$17 03/31/2024
Global Retirement Partners LLC287$16 03/31/2024
     ISCB287$16 03/31/2024
Cape Investment Advisory Inc.300$16 12/31/2023
     ISCB300$16 12/31/2023
Key Financial Inc265$14 12/31/2023
     ISCB265$14 12/31/2023
Colonial Trust Advisors247$13 12/31/2023
     ISCB247$13 12/31/2023
Huntington National Bank224$12 12/31/2023
     ISCB224$12 12/31/2023
Creative Financial Designs Inc. ADV230$12 12/31/2023
     ISCB230$12 12/31/2023
Archer Investment Corp208$11 12/31/2023
     ISCB208$11 12/31/2023
Focused Wealth Management Inc193$10 12/31/2023
     ISCB193$10 12/31/2023
Security National Bank125$7 03/31/2024
     ISCB125$7 03/31/2024
Russell Investments Group Ltd.119$6 12/31/2023
     ISCB119$6 12/31/2023
Sunbelt Securities Inc.80$4 03/31/2024
     ISCB80$4 03/31/2024
IAG Wealth Partners LLC47$3 03/31/2024
     ISCB47$3 03/31/2024
JPMorgan Chase & Co.36$2 12/31/2023
     ISCB36$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     ISCB0$0 12/31/2023

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

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