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Disclosery

IMCB ISHARES TR

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MRGSTR MD CP ETF (fund)

201 managers (202 13F filers) reported a position in IMCB shares at 2025-12-31, 10,533,192 shares in all. 18 filers opened a position and 14 filers sold out during the quarter.

Managers
201
13F filers
202
New
18
Added
79
Reduced
49
Sold out
14
Shares held by filers
10,533,192

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC1,846,327$153M0.17%+1,799,38713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,501,549$124M0.01%+228,21613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding1,332,280$110M+10,875Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC498,208$41.2M0.01%+181,66113F-HRTimelineGroup
LPL Financial LLC456,261$37.7M0.01%-15,55813F-HRTimeline
MEANS INVESTMENT CO., INC.428,013$35.4M2.98%+16,96613F-HRTimeline
Cetera Investment Advisers237,483$19.6M0.02%-42,87813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN204,827$16.9M<0.01%+122,35213F-HRTimelineGroup
Matrix Trust Co189,190$15.7M2.58%+2,19213F-HRTimeline
Steele Capital Management, Inc.189,190$15.7M0.67%+2,19013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC179,461$14.8M0.02%-6,52813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV179,442$14.8M0.94%+11,16713F-HRTimeline
Fortitude Financial, LLC174,666$14.5M12.26%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC161,135$13.3M<0.01%-11,41113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.137,663$11.4M0.13%+56,41313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC123,175$10.2M0.02%-1,10013F-HRTimeline
Northwest Wealth Advisors, LLC117,988$9.76M7.6%13F-HRTimeline
Aptus Capital Advisors, LLC116,957$9.68M0.08%+3,72313F-HRTimeline
Sunburst Financial Group, LLC115,163$9.53M1.93%+3,72313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,761$9.33M0.01%-5,81113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,533$9.06M<0.01%+13,07613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA106,973$8.85M<0.01%+36,28113F-HRTimelineGroup
Farther Finance Advisors, LLC105,378$8.72M0.09%+16,65713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC101,891$8.43M0.03%+55,97813F-HRTimelineGroup
Cambridge Investment Research Advisors,…83,392$6.9M0.02%-4,47113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,957$6.12M0.01%+33913F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC68,220$5.64M3.14%+8,10513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,419$5.49M<0.01%-11,33813F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC66,278$5.48M2.36%-2,87513F-HRTimeline
Gladstone Institutional Advisory LLC64,130$5.31M0.2%-2,49213F-HRTimeline
Carnegie Investment Counsel60,468$5M0.09%+4,79213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,153$4.48M0.01%-4,33013F-HRTimeline
Bedel Financial Consulting, Inc.53,735$4.45M0.48%+3,43313F-HRTimeline
Summit Financial, LLC44,878$3.71M0.05%+3,95913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,380$3.59M<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…41,254$3.41M<0.01%+6,59713F-HR/ATimelineGroup
Goldstein Advisors, LLC38,341$3.17M0.36%-1,15613F-HRTimeline
Sowell Financial Services LLC37,891$3.13M0.12%-4613F-HRTimeline
Brand Asset Management Group, Inc.36,080$2.98M0.83%-67813F-HRTimeline
GTS SECURITIES LLC35,168$2.91M0.1%-1,48813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,802$2.88M0.02%-1,19813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,457$2.6M<0.01%+2013F-HRTimeline
United Advisor Group, LLC31,223$2.58M0.33%+66713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,700$2.46M<0.01%+36413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,906$2.39M<0.01%+5,09213F-HRTimelineGroup
Merit Financial Group, LLC27,659$2.29M0.02%+31113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,311$2.26M<0.01%+2,33413F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…24,514$2.03M0.32%-23,28313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,979$1.74M<0.01%+4813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,834$1.64M<0.01%new13F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI17,198$1.42M0.08%-30013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,797$1.39M0.72%+20813F-HRTimeline
Pitti Group Wealth Management, LLC16,266$1.35M1.11%+23813F-HRTimeline
VestGen Advisors, LLC15,767$1.3M0.06%-53,08013F-HRTimeline
FMR LLCin group FMR LLC15,632$1.29M<0.01%+95713F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,377$1.19M<0.01%+44413F-HRTimelineGroup
Bleakley Financial Group, LLC14,283$1.18M0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,041$1.08M<0.01%+6,30513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,075$1.06M0.03%-7013F-HRTimeline
Advisory Services Network, LLC11,908$985K0.01%+2613F-HRTimeline
S.A. Mason LLC11,668$965K0.38%-37513F-HRTimeline
Apella Capital, LLC11,532$954K0.02%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,409$944K0.32%-12,25513F-HRTimelineGroup
Rede Wealth, LLC11,357$940K0.33%new13F-HRTimeline
American Trust10,443$864K0.07%-1,68713F-HRTimeline
Janney Montgomery Scott LLC10,229$846K<0.01%-1,26013F-HRTimeline
Liberty Capital Management, Inc.10,200$844K0.16%013F-HRTimeline
Edge Financial Advisors LLC10,132$838K0.35%+26113F-HRTimeline
Composition Wealth, LLC9,733$805K0.01%-2913F-HRTimeline
Summit Asset Management, LLC9,554$790K0.11%-30113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,407$778K-580Timeline
Opulen Financial Group LLC9,286$768K0.56%+2,13413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,540$735K0.02%-2013F-HRTimelineGroup
TRUEFG, LLC8,619$713K0.19%-19013F-HRTimeline
Capital Planning Advisors, LLC8,537$706K0.09%+52213F-HRTimeline
Global Retirement Partners, LLC8,037$665K0.01%-3,74913F-HRTimeline
Financial Perspectives, Inc8,036$665K0.18%+1,65313F-HRTimeline
Geneos Wealth Management Inc.8,019$663K0.02%+2,65913F-HRTimeline
Triad Wealth Partners, LLC8,004$662K0.06%+37213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,953$658K0.04%+28213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,728$639K0.01%-2,18013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,316$605K<0.01%+19513F-HRTimelineGroup
Three Seasons Wealth, LLC6,861$568K0.05%+11213F-HRTimeline
SB Capital Management Inc6,756$559K0.2%13F-HRTimeline
LAWOOD & CO6,736$557K0.53%13F-HRTimeline
Compound Planning, Inc.6,637$549K0.02%013F-HRTimeline
Haverford Trust Co6,601$546K<0.01%+4413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,543$541K<0.01%-1,16013F-HR/ATimelineGroup
Mutual Advisors, LLC6,496$537K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC6,462$535K0.01%-40213F-HRTimeline
COMERICA BANK6,407$530K<0.01%+38913F-HRTimeline
GWN SECURITIES INC.6,365$527K0.11%new13F-HRTimeline
PFG Investments, LLC6,154$509K0.02%013F-HRTimeline
IHT Wealth Management, LLC5,665$469K0.01%+15813F-HRTimeline
Financial Futures Ltd Liability Co.5,561$460K0.21%-2513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,394$446K<0.01%013F-HRTimelineGroup
Kaydan Wealth Management, Inc.5,392$446K0.13%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT5,337$442K0.21%+413F-HRTimeline
Hoxton Planning & Management, LLC5,197$430K0.13%+17713F-HRTimeline
OPAL CAPITAL LLC4,828$422K0.11%13F-HRTimeline
Vise Technologies, Inc.4,978$412K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,954$410K0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,828$404K<0.01%+2013F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC4,828$399K0.03%+2013F-HRTimeline
Wealthspire Retirement, LLC4,803$397K0.02%013F-HRTimeline
Marshall Financial Group, LLC4,759$394K0.08%-67913F-HRTimeline
IFP Advisors, Inc4,630$383K0.01%+4,39013F-HRTimeline
Procyon Advisors, LLC4,587$379K0.02%-713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,551$376K0.01%+7713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,544$376K<0.01%+49613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,332$358K<0.01%-27513F-HRTimelineGroup
Proactive Wealth Strategies LLC4,290$355K0.14%+1813F-HRTimeline
Creative Planningin group Creative Planning4,131$342K<0.01%+15713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,101$339K<0.01%-58713F-HRTimelineGroup
Evolution Wealth Advisors, LLC4,000$331K0.03%013F-HRTimeline
Glenview Trust Co3,887$322K<0.01%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,851$319K0.18%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,825$316K0.04%new13F-HRTimeline
Wealth Management Associates, Inc.3,822$316K0.11%013F-HRTimeline
XML Financial, LLC3,740$309K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…3,560$295K0.01%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,553$294K0.03%-50013F-HRTimeline
Philip James Wealth Mangement, LLC3,476$288K0.03%-49113F-HRTimeline
Clearwater Capital Advisors, LLC3,446$285K0.02%013F-HRTimeline
Allegheny Financial Group3,273$271K0.04%new13F-HRTimeline
Detalus Advisors, LLC3,243$268K0.07%+3213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,241$268K<0.01%-99713F-HR/ATimelineGroup
BARRETT & COMPANY, INC.3,241$268K0.09%+1413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,115$258K<0.01%-7513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,089$256K<0.01%013F-HRTimeline
Mullaney, Keating & Wright, Inc.3,029$251K0.13%+1213F-HRTimeline
Vestmark Advisory Solutions, Inc.3,019$250K<0.01%+52213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,012$249K0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,988$247K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC2,899$240K<0.01%+413F-HRTimeline
Evernest Financial Advisors, LLC2,646$231K0.05%+23513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,678$222K0.04%13F-HRTimeline
Ellevest, Inc.2,661$220K0.03%+1413F-HRTimeline
Addison Advisors LLC2,650$219K0.05%013F-HRTimeline
Mosley Wealth Management2,621$219K0.1%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,621$217K0.11%+213F-HRTimeline
Fingerlakes Wealth Management, Inc.2,581$213K0.14%+813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,508$207K0.01%+1113F-HRTimeline
Valmark Advisers, Inc.2,501$207K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,988$164K<0.01%-1913F-HRTimeline
Steward Partners Investment Advisory, L…1,918$159K<0.01%+2913F-HRTimeline
Cape Investment Advisory, Inc.1,786$148K0.05%new13F-HRTimeline
HOWE & RUSLING INC1,736$144K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,735$144K<0.01%+11313F-HRTimeline
Plante Moran Financial Advisors, LLC1,675$139K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,629$135K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,601$132K<0.01%+513F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,481$123K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,453$120K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,451$120K0.01%013F-HRTimeline
EPG Wealth Management LLC1,430$118K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC1,245$103K0.01%013F-HRTimeline
AE Wealth Management LLC1,166$96.5K<0.01%-1013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,141$94.4K0.04%+513F-HRTimeline
HighMark Wealth Management LLC1,111$91.9K0.04%013F-HRTimeline
Global Wealth Strategies & Associates1,100$91K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC984$81.4K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc983$81.3K<0.01%+313F-HRTimeline
Archer Investment Corp977$80.8K0.02%-15213F-HRTimeline
Silicon Valley Capital Partners965$79.8K0.01%+413F-HRTimeline
Glass Jacobson Investment Advisors llc924$76.4K0.03%-113F-HRTimeline
Wealth Preservation Advisors, LLC710$58.8K0.03%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…675$55.8K<0.01%+213F-HRTimelineGroup
Avion Wealth643$53K0.01%013F-HRTimeline
one8zero8, LLC600$49.6K0.01%013F-HRTimeline
UMB Bank, n.a.515$42.6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Investment Advisory Services, L…498$41.2K<0.01%+16613F-HRTimeline
Basepoint Wealth LLC487$40.3K0.02%new13F-HRTimeline
Morton Brown Family Wealth, LLC486$40.2K0.01%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC484$40K<0.01%-1013F-HR/ATimelineGroup
Keating Financial Advisory Services, In…480$39.7K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC452$37.4K<0.01%-11413F-HRTimelineGroup
Allworth Financial LP439$36.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/426$35.2K<0.01%013F-HRTimelineGroup
TSFG, LLC420$35K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL400$33.1K<0.01%+38113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…391$32.4K<0.01%+113F-HRTimelineGroup
MAI Capital Management330$27.3K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …328$27.1K0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…306$25.3K<0.01%new13F-HRTimeline
Olistico Wealth, LLC300$24.8K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…297$24.6K<0.01%-2,47513F-HRTimelineGroup
Sound Income Strategies, LLC280$24.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC239$20.2K<0.01%-213F-HRTimeline
SYM FINANCIAL Corp228$18.9K<0.01%013F-HRTimeline
Integrity Financial Corp /WA220$18.2K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH184$15.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC184$15.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.178$14.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.122$10.1K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$5.81K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.62$5.13K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC42$3.48K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.17$1.41K<0.01%013F-HRTimeline
Copia Wealth Management10$827<0.01%013F-HRTimeline