Skip to content
Disclosery

IMCG ISHARES TR

Follow

ETF (fund)

356 managers (359 13F filers) reported a position in IMCG shares at 2025-03-31, 21,246,326 shares in all. 30 filers opened a position and 26 filers sold out during the quarter.

Managers
356
13F filers
359
New
30
Added
142
Reduced
102
Sold out
26
Shares held by filers
21,246,326

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advisory Services Network, LLC6,746$482K0.01%-1213F-HRTimeline
Everstar Asset Management, LLC6,650$475K0.31%-1,31013F-HR/ATimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,750$467K0.34%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,422$459K<0.01%-7913F-HRTimelineGroup
Addison Advisors LLC6,370$455K0.12%013F-HRTimeline
CFS Investment Advisory Services, LLC6,319$451K0.04%new13F-HRTimeline
Faithward Advisors, LLC6,297$450K0.08%+86913F-HRTimeline
HRT FINANCIAL LP6,083$434K<0.01%new13F-HRTimeline
Davis Investment Partners, LLC6,300$433K0.19%013F-HRTimeline
Kaizen Financial Strategies5,804$415K0.24%-29513F-HRTimeline
Gladstone Institutional Advisory LLC5,778$413K0.02%-23,69213F-HRTimeline
American Money Management, LLC5,668$405K0.08%013F-HRTimeline
WealthTrak Capital Management LLC5,614$401K0.35%-24613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,550$396K0.11%new13F-HRTimeline
BlueChip Wealth Advisors LLC5,539$396K0.19%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,409$386K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,289$378K0.03%+26613F-HRTimeline
Westside Investment Management, Inc.5,250$376K0.08%-1,78913F-HRTimeline
Foundations Investment Advisors, LLC5,153$368K0.01%-32,85313F-HRTimeline
McAdam, LLC5,148$368K0.02%-1,99213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,750$364K<0.01%+5,35013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,019$359K0.01%013F-HRTimelineGroup
Avalon Trust Co5,000$357K0.03%013F-HRTimeline
Kaydan Wealth Management, Inc.4,950$354K0.11%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,840$346K<0.01%+21613F-HRTimelineGroup
LexAurum Advisors, LLC4,838$346K0.07%-14313F-HRTimeline
IFG Advisory, LLC4,826$345K0.02%-2,62313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,728$338K0.06%+713F-HR/ATimeline
Unified Investment Management4,713$337K0.4%-913F-HRTimeline
BLALOCK WILLIAMS, LLC4,700$336K0.38%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,606$329K<0.01%-4113F-HRTimelineGroup
MEANS INVESTMENT CO., INC.4,598$328K0.03%-93613F-HRTimeline
MAI Capital Management4,593$328K<0.01%-55313F-HRTimeline
Asset Management Group, Inc.4,528$323K0.06%+813F-HRTimeline
High Net Worth Advisory Group LLC4,500$321K0.09%013F-HRTimeline
Journey Advisory Group, LLC4,385$313K0.03%013F-HRTimeline
Larson Financial Group LLC4,329$309K0.01%013F-HRTimeline
Nova Wealth Management, Inc.4,319$309K0.27%+4,21913F-HR/ATimeline
McKinley Carter Wealth Services, Inc.4,183$299K0.02%-213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,169$298K0.11%+1,27313F-HRTimeline
Revisor Wealth Management LLC4,153$297K0.13%+81213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,111$296K0.01%-3813F-HRTimelineGroup
PRIVATE TRUST CO NA4,003$286K0.03%+1,83913F-HRTimeline
Clearstead Advisors, LLC3,891$278K<0.01%013F-HRTimeline
Northern Capital Management, Inc.3,880$277K0.18%013F-HRTimeline
GWN SECURITIES INC.3,878$277K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC3,874$277K0.01%+31413F-HRTimeline
Prime Capital Investment Advisors, LLC3,870$276K<0.01%new13F-HRTimeline
Horizon Family Wealth, Inc.3,838$274K0.18%-1,06313F-HRTimeline
Coppell Advisory Solutions LLC2,989$271K0.04%+1,01013F-HRTimeline
Rede Wealth, LLC3,786$270K0.1%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,778$270K0.15%+59513F-HRTimeline
Signal Advisors Wealth, LLC3,778$270K0.03%+59513F-HRTimeline
WealthCare Investment Partners, LLC4,058$270K0.11%+713F-HRTimeline
Richwood Investment Advisors, LLC3,750$268K0.23%013F-HRTimeline
TAGStone Capital, Inc.3,742$267K0.13%+8313F-HRTimeline
Brand Asset Management Group, Inc.3,686$263K0.11%013F-HRTimeline
Independent Wealth Network Inc.3,633$259K0.1%+85213F-HRTimeline
High Falls Advisors, Inc3,625$259K0.06%+12213F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,742$258K0.1%+70513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,524$252K0.01%-15313F-HR/ATimelineGroup
Pinnacle Financial Partners Inc3,483$249K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC3,479$249K<0.01%013F-HRTimeline
Orion Portfolio Solutions, LLC3,479$249K<0.01%013F-HR/ATimeline
Strategic Financial Concepts, LLC3,469$248K0.05%+613F-HRTimeline
Fortis Capital Advisors, LLC3,452$247K0.05%new13F-HRTimeline
FC Advisory LLC3,385$242K0.08%+613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,360$240K0.02%013F-HRTimeline
Montis Financial, LLC3,329$238K0.07%-1,56713F-HRTimeline
SAGE FINANCIAL GROUP INC3,297$236K0.02%+113F-HRTimeline
Mascagni Wealth Management, Inc.3,182$227K0.23%013F-HR/ATimeline
Bogart Wealth, LLC3,160$226K0.01%+24413F-HRTimeline
Kendall Capital Management3,063$219K0.06%+213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,028$216K0.08%-35513F-HRTimeline
Evanson Asset Management, LLC3,000$214K0.02%013F-HRTimeline
DAHRING | CUSMANO LLC2,987$213K0.18%-38313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,952$211K<0.01%new13F-HRTimelineGroup
Snider Financial Group2,871$205K0.07%-9813F-HRTimeline
RAM Investment Partners, LLC2,865$205K0.05%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,841$204K0.02%-16913F-HRTimeline
Integrated Capital Management, LLC2,857$204K0.11%-11713F-HRTimeline
Allworth Financial LP2,829$201K<0.01%-2713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,699$193K0.01%-7,83013F-HRTimeline
Opal Wealth Advisors, LLC2,572$184K0.06%new13F-HRTimeline
Smartleaf Asset Management LLC2,335$166K0.02%+38813F-HRTimeline
Pinnacle Bancorp, Inc.2,255$161K0.05%013F-HRTimeline
City State Bank2,148$153K0.05%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,094$150K0.07%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,752$125K0.04%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,652$118K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc1,553$111K0.04%+16313F-HRTimeline
Beacon Capital Management, LLC1,536$110K0.01%013F-HRTimeline
Parallel Advisors, LLC1,410$101K<0.01%+31013F-HRTimeline
MGB Wealth Management, LLC1,300$92.9K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,252$89.4K<0.01%+61513F-HRTimeline
Blue Trust, Inc.1,080$77.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,011$72.2K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC980$70K0.03%013F-HRTimeline
Operose Advisors LLC888$63.4K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC886$63.3K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC774$55.3K0.01%013F-HRTimeline
TD Capital Management LLC719$51.4K0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.726$51K<0.01%new13F-HRTimeline
Towne Trust Company, N.A554$39.6K0.01%new13F-HRTimeline
MCF Advisors LLC550$39.3K<0.01%013F-HRTimeline
TSFG, LLC513$37K0.01%013F-HRTimeline
Salomon & Ludwin, LLC517$36.9K<0.01%013F-HRTimeline
GeoWealth Management, LLC514$36.7K<0.01%-177,91613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.510$36.4K0.02%013F-HRTimeline
St. Johns Investment Management Company…500$35.7K0.02%-30013F-HRTimeline
Compass Planning Associates Inc500$35.7K0.04%+21413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC497$35.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC475$33.9K0.01%+8013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…474$33.8K<0.01%+36813F-HRTimelineGroup
Capital Advisors, Ltd. LLC453$32K<0.01%-45313F-HRTimeline
OAKWORTH CAPITAL, INC.420$30K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$28.6K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton395$28.2K0.01%-5713F-HRTimeline
Nemes Rush Group LLC364$26K<0.01%new13F-HRTimeline
Archer Investment Corp342$24.4K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC276$19.7K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.266$19K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC255$18.2K0.01%013F-HRTimeline
ORG Partners LLC251$18K<0.01%new13F-HRTimeline
Main Street Group, LTD241$17.2K0.01%013F-HRTimeline
WHITTIER TRUST CO240$17.1K<0.01%013F-HRTimeline
Transce3nd, LLC232$16.6K0.01%new13F-HRTimeline
EASTERN BANK222$15.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…210$15K<0.01%013F-HRTimeline
NorthRock Partners, LLC182$13K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management169$12.1K<0.01%+7513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc126$9.52K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC121$8.64K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$7.5K<0.01%013F-HRTimelineGroup
Key Financial Inc96$6.86K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…78$5.57K0.01%13F-HRTimeline
SIGNATUREFD, LLC60$4.29K<0.01%-7213F-HRTimeline
North Capital, Inc.56$4.02K<0.01%13F-HRTimeline
Pineridge Advisors LLC56$4K<0.01%new13F-HRTimeline
Sandy Spring Bank52$3.71K<0.01%new13F-HRTimeline
Asset Dedication, LLC48$3.44K<0.01%013F-HRTimeline
EPG Wealth Management LLC48$3.43K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC46$3.29K<0.01%013F-HRTimeline
PrairieView Partners, LLC42$3K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.40$2.89K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.35$2.5K<0.01%013F-HRTimeline
Lord & Richards Wealth Management, LLC30$2.14K<0.01%new13F-HRTimeline
Continuum Advisory, LLC22$1.57K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$1.29K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC16$1.15K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…14$987<0.01%-2,39913F-HRTimeline
Farther Finance Advisors, LLC13$959<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC5$357<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$71<0.01%013F-HRTimeline
Anderson Financial Strategies, LLC1$71<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-43013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.