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Disclosery

IMCG ISHARES TR

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ETF (fund)

354 managers (356 13F filers) reported a position in IMCG shares at 2024-12-31, 19,697,089 shares in all. 40 filers opened a position and 19 filers sold out during the quarter.

Managers
354
13F filers
356
New
40
Added
141
Reduced
75
Sold out
19
Shares held by filers
19,697,089

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Cerity Partners LLCin group Cerity Partners LLC6,501$491K<0.01%+1,61413F-HRTimelineGroup
Addison Advisors LLC6,370$481K0.13%-513F-HRTimeline
Davis Investment Partners, LLC6,300$475K0.2%013F-HRTimeline
Key Client Fiduciary Advisors, LLC6,124$463K0.21%+1313F-HRTimeline
Kaizen Financial Strategies6,099$461K0.26%+51413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,056$457K<0.01%+5013F-HRTimelineGroup
Geneos Wealth Management Inc.5,908$446K0.02%+14113F-HRTimeline
WealthTrak Capital Management LLC5,860$443K0.37%13F-HRTimeline
American Money Management, LLC5,668$428K0.08%013F-HRTimeline
MEANS INVESTMENT CO., INC.5,534$418K0.04%+93513F-HRTimeline
PROMETHIUM ADVISORS,LLC5,491$415K0.28%-2013F-HRTimeline
Faithward Advisors, LLC5,428$410K0.07%+2,25113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,409$409K0.01%013F-HRTimeline
MAI Capital Management5,146$389K<0.01%+63513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,023$379K0.03%-15513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,019$379K0.01%+213F-HRTimelineGroup
Avalon Trust Co5,000$378K0.03%013F-HRTimeline
LexAurum Advisors, LLC4,981$376K0.07%-113F-HRTimeline
Kaydan Wealth Management, Inc.4,950$374K0.12%013F-HRTimeline
TAP Consulting, LLC4,913$371K0.08%+1013F-HRTimeline
Horizon Family Wealth, Inc.4,901$370K0.25%+1,07713F-HRTimeline
Montis Financial, LLC4,896$370K0.11%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,803$363K<0.01%+2,48413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD4,800$363K<0.01%-4,35013F-HRTimeline
Unified Investment Management4,722$357K0.41%13F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,888$357K0.12%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,721$357K0.06%-5813F-HRTimeline
BLALOCK WILLIAMS, LLC4,700$355K0.41%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,647$351K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,624$349K<0.01%+51813F-HRTimelineGroup
Asset Management Group, Inc.4,520$341K0.06%+1013F-HRTimeline
High Net Worth Advisory Group LLC4,500$340K0.09%013F-HRTimeline
Parcion Private Wealth LLC4,377$331K0.03%new13F-HRTimeline
Larson Financial Group LLC4,329$327K0.02%013F-HRTimeline
First Bank & Trust4,189$316K0.06%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.4,185$316K0.02%-3,21213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,149$313K0.01%+76213F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.4,096$309K0.1%-8,37913F-HRTimeline
WealthCare Investment Partners, LLC4,051$306K0.13%+913F-HRTimeline
Journey Advisory Group, LLC4,385$297K0.04%013F-HRTimeline
Clearstead Advisors, LLC3,891$294K<0.01%013F-HRTimeline
Northern Capital Management, Inc.3,880$293K0.18%013F-HRTimeline
Rede Wealth, LLC3,786$286K0.11%013F-HRTimeline
Richwood Investment Advisors, LLC3,750$283K0.24%-27013F-HRTimeline
Brand Asset Management Group, Inc.3,686$278K0.11%-6013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,677$278K0.02%+813F-HR/ATimelineGroup
TAGStone Capital, Inc.3,659$276K0.14%+513F-HRTimeline
Dynamic Advisor Solutions LLC3,560$269K0.01%-813F-HRTimeline
High Falls Advisors, Inc3,503$265K0.06%013F-HRTimeline
Pinnacle Financial Partners Inc3,483$263K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC3,479$263K<0.01%013F-HRTimeline
Orion Portfolio Solutions, LLC3,479$263K<0.01%013F-HRTimeline
Revisor Wealth Management LLC3,341$262K0.24%new13F-HRTimeline
Strategic Financial Concepts, LLC3,463$262K0.05%+26013F-HR/ATimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,383$256K0.09%new13F-HRTimeline
FC Advisory LLC3,379$255K0.09%+813F-HRTimeline
DAHRING | CUSMANO LLC3,370$255K0.23%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,360$254K0.02%013F-HRTimeline
SAGE FINANCIAL GROUP INC3,296$249K0.02%013F-HRTimeline
Modern Wealth Management, LLC3,241$245K0.01%new13F-HR/ATimeline
MARIPAU WEALTH MANAGEMENT LLC3,183$240K0.14%new13F-HRTimeline
Signal Advisors Wealth, LLC3,183$240K0.03%-5113F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,037$239K0.08%-22913F-HRTimeline
Quantitative Strategies, Inc.3,119$237K0.13%new13F-HRTimeline
OneDigital Investment Advisors LLC3,133$237K<0.01%+113F-HRTimeline
Kendall Capital Management3,061$231K0.07%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,010$227K0.02%-413F-HR/ATimeline
Mascagni Wealth Management, Inc.3,182$227K0.23%13F-HR/ATimeline
Allworth Financial LP2,856$227K<0.01%-5313F-HRTimeline
Evanson Asset Management, LLC3,000$227K0.02%013F-HRTimeline
Integrated Capital Management, LLC2,974$225K0.12%-31,88513F-HRTimeline
Snider Financial Group2,969$224K0.07%new13F-HRTimeline
Independent Advisor Alliance2,959$224K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,918$220K<0.01%new13F-HR/ATimelineGroup
Bogart Wealth, LLC2,916$220K0.01%+313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,896$219K0.08%new13F-HRTimeline
RAM Investment Partners, LLC2,865$216K0.05%013F-HRTimeline
Landing Point Financial Group, LLC2,720$215K0.16%13F-HRTimeline
Mosley Wealth Management2,690$212K0.13%-6113F-HRTimeline
Independent Wealth Network Inc.2,781$210K0.09%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,737$207K<0.01%-1,52413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding2,715$205K-3,748Timeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,413$182K0.04%-7213F-HRTimeline
Eagle Bay Advisors LLC2,400$181K0.11%013F-HRTimeline
Pinnacle Bancorp, Inc.2,255$170K0.06%new13F-HRTimeline
Granite Investment Partners, LLC2,209$167K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,164$163K0.02%+31513F-HRTimeline
City State Bank2,148$162K0.06%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,094$158K0.07%new13F-HRTimeline
Coppell Advisory Solutions LLC1,979$150K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC1,947$147K0.02%+6313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,752$132K0.04%13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,652$125K0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC1,536$116K0.02%013F-HRTimeline
LEE DANNER & BASS INC1,500$113K0.01%new13F-HRTimeline
Financial Perspectives, Inc1,390$105K0.04%+313F-HRTimeline
Caitlin John, LLC1,373$104K0.07%-113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,360$103K0.01%new13F-HRTimeline
MGB Wealth Management, LLC1,300$98.2K0.03%013F-HRTimeline
AE Wealth Management LLC1,231$93K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,098$83.1K0.01%013F-HRTimeline
Parallel Advisors, LLC1,100$83.1K<0.01%013F-HRTimeline
Blue Trust, Inc.1,080$81.6K<0.01%new13F-HR/ATimeline
Synergy Investment Management, LLC980$74K0.03%13F-HRTimeline
Capital Advisors, Ltd. LLC906$68K0.01%013F-HRTimeline
Operose Advisors LLC888$67.1K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC886$66.9K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources827$62.5K<0.01%013F-HRTimelineGroup
St. Johns Investment Management Company…800$60.4K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC774$58.5K0.01%013F-HRTimeline
TD Capital Management LLC718$54.2K0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC637$48.1K<0.01%013F-HRTimeline
MCF Advisors LLC550$41.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC517$39K<0.01%-2713F-HRTimeline
TSFG, LLC513$39K0.01%+213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.510$38.5K0.02%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC497$37.6K<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…430$34.2K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton452$34.1K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.420$31.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.400$30.6K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC400$30.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC395$29.8K<0.01%+10013F-HRTimeline
Kohmann Bosshard Financial Services, LLC360$27.2K<0.01%new13F-HRTimeline
Archer Investment Corp342$25.8K0.01%013F-HRTimeline
Compass Planning Associates Inc286$21.6K0.02%13F-HRTimeline
Aptus Capital Advisors, LLC276$20.8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC255$19.2K0.01%+25213F-HRTimeline
Main Street Group, LTD241$18.1K0.01%+113F-HRTimeline
WHITTIER TRUST CO240$18.1K<0.01%013F-HRTimeline
EASTERN BANK222$16.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…210$15.9K<0.01%013F-HRTimeline
NorthRock Partners, LLC182$13.7K<0.01%new13F-HR/ATimeline
SIGNATUREFD, LLC132$9.97K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc126$9.52K<0.01%+10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cedar Mountain Advisors, LLC121$9.14K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC113$8.54K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$8.02K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$7.93K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.100$7.55K0.01%13F-HRTimeline
Key Financial Inc96$7.25K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management94$7.1K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC48$3.63K<0.01%013F-HRTimeline
EPG Wealth Management LLC48$3.62K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC46$3.47K<0.01%013F-HRTimeline
PrairieView Partners, LLC42$3K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.40$2.99K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.35$2.78K<0.01%13F-HRTimeline
Continuum Advisory, LLC22$1.66K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$1.36K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC16$1.22K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC13$1.01K<0.01%+1213F-HRTimeline
Morton Brown Family Wealth, LLC5$378<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$76<0.01%013F-HRTimeline