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Disclosery

IMCG ISHARES TR

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ETF (fund)

364 managers (367 13F filers) reported a position in IMCG shares at 2025-06-30, 21,114,206 shares in all. 36 filers opened a position and 30 filers sold out during the quarter.

Managers
364
13F filers
367
New
36
Added
121
Reduced
134
Sold out
30
Shares held by filers
21,114,206

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC6,088$488K<0.01%-33413F-HRTimelineGroup
Fermata Advisors, LLC6,058$486K0.13%-1,21013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,006$482K<0.01%-1,65013F-HRTimelineGroup
Gladstone Institutional Advisory LLC5,964$479K0.02%+18613F-HRTimeline
WealthTrak Capital Management LLC5,727$459K0.38%+11313F-HRTimeline
BlueChip Wealth Advisors LLC5,689$456K0.2%+15013F-HRTimeline
Advisory Services Network, LLC5,520$451K0.01%-1,22613F-HRTimeline
PINNACLE ASSOCIATES LTD5,597$449K0.01%-1,30013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,516$443K0.11%-3413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,493$441K<0.01%+88713F-HRTimelineGroup
Everstar Asset Management, LLC5,450$437K0.27%-1,20013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,295$425K0.01%-11413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,289$424K0.03%013F-HRTimeline
Westside Investment Management, Inc.5,250$421K0.08%013F-HRTimeline
Kaizen Financial Strategies5,113$410K0.21%-69113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,020$403K0.01%+113F-HRTimelineGroup
IFG Advisory, LLC4,985$400K0.02%+15913F-HRTimeline
Summit Financial, LLC4,959$398K0.01%new13F-HRTimeline
Kaydan Wealth Management, Inc.4,950$397K0.13%013F-HRTimeline
Elevation Capital Advisory, LLC4,913$394K0.16%-117,34713F-HRTimeline
Towne Trust Company, N.A4,844$389K0.14%+4,29013F-HR/ATimeline
LexAurum Advisors, LLC4,819$387K0.06%-1913F-HRTimeline
Foundations Investment Advisors, LLC4,774$383K0.01%-37913F-HRTimeline
Unified Investment Management4,748$381K0.41%+3513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,735$380K0.06%+713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,706$378K0.11%+53713F-HRTimeline
BLALOCK WILLIAMS, LLC4,700$377K0.38%013F-HRTimeline
GWN SECURITIES INC.4,680$376K0.07%+80213F-HRTimeline
American Money Management, LLC4,630$371K0.07%-1,03813F-HRTimeline
MEANS INVESTMENT CO., INC.4,601$369K0.03%+313F-HRTimeline
Asset Management Group, Inc.4,536$364K0.06%+813F-HRTimeline
High Net Worth Advisory Group LLC4,500$361K0.1%013F-HRTimeline
rebel Financial LLC4,477$359K0.16%13F-HRTimeline
MAI Capital Management4,471$359K<0.01%-12213F-HRTimeline
Signal Advisors Wealth, LLC4,469$359K0.03%+69113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,438$359K0.18%+66013F-HRTimeline
DAVENPORT & Co LLC4,454$357K<0.01%-35,02013F-HRTimeline
Journey Advisory Group, LLC4,385$352K0.03%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,148$333K<0.01%-11,47613F-HRTimelineGroup
Larson Financial Group LLC4,130$331K0.01%-19913F-HRTimeline
WealthCare Investment Partners, LLC4,065$330K0.12%+713F-HRTimeline
PRIVATE TRUST CO NA4,102$329K0.03%+9913F-HRTimeline
Revisor Wealth Management LLC4,027$326K0.12%-12613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,990$320K0.02%-12113F-HRTimelineGroup
Clearstead Advisors, LLC3,890$312K<0.01%-113F-HRTimeline
Northern Capital Management, Inc.3,880$311K0.18%013F-HRTimeline
Horizon Family Wealth, Inc.3,845$308K0.19%+713F-HRTimeline
Dynamic Advisor Solutions LLC3,831$307K0.01%-4313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,800$305K<0.01%-5,80013F-HRTimeline
Rede Wealth, LLC3,786$304K0.11%013F-HRTimeline
Modern Wealth Management, LLC3,776$303K0.01%new13F-HR/ATimeline
Richwood Investment Advisors, LLC3,750$301K0.25%013F-HRTimeline
TAGStone Capital, Inc.3,746$301K0.12%+413F-HRTimeline
LongView Wealth Management3,684$296K0.09%new13F-HRTimeline
Brand Asset Management Group, Inc.3,623$291K0.11%-6313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,569$286K0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,555$285K0.01%+3113F-HRTimelineGroup
Pinnacle Financial Partners Inc3,544$284K0.01%+6113F-HRTimeline
High Falls Advisors, Inc3,503$281K0.06%-12213F-HRTimeline
Avalon Trust Co3,500$281K0.02%-1,50013F-HRTimeline
Orion Porfolio Solutions, LLC3,479$279K<0.01%013F-HR/ATimeline
Jacobi Capital Management LLC3,423$275K0.02%new13F-HRTimeline
FC Advisory LLC3,385$272K0.08%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,360$270K0.02%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,352$269K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,285$264K<0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC3,281$261K0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC3,221$258K0.04%-24813F-HRTimeline
Secure Asset Management, LLC3,182$255K0.05%new13F-HRTimeline
Bogart Wealth, LLC3,160$254K0.01%013F-HRTimeline
Kendall Capital Management3,065$246K0.07%+213F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,954$244K0.07%-78813F-HRTimeline
Evanson Asset Management, LLC3,000$241K0.01%013F-HRTimeline
DAHRING | CUSMANO LLC2,923$235K0.18%-6413F-HRTimeline
Integrated Capital Management, LLC2,856$232K0.11%-113F-HRTimeline
Milestones Private Investment Advisors …2,884$231K0.17%13F-HRTimeline
Snider Financial Group2,871$230K0.07%013F-HRTimeline
RAM Investment Partners, LLC2,865$230K0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,856$229K<0.01%-9613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …2,842$228K0.01%+113F-HR/ATimeline
Mascagni Wealth Management, Inc.2,827$227K0.19%-35513F-HRTimeline
Allworth Financial LP2,805$225K<0.01%-2413F-HRTimeline
SAGE FINANCIAL GROUP INC2,790$224K0.02%-50713F-HRTimeline
Landing Point Financial Group, LLC2,720$218K0.14%new13F-HRTimeline
Montis Financial, LLC2,682$215K0.06%-64713F-HRTimeline
Brookwood Investment Group LLC2,638$212K0.03%new13F-HRTimeline
Independent Wealth Network Inc.2,634$211K0.08%-99913F-HRTimeline
Smartleaf Asset Management LLC2,647$211K0.02%+31213F-HRTimeline
Valmark Advisers, Inc.2,608$209K<0.01%new13F-HRTimeline
Procyon Advisors, LLC2,596$208K0.02%new13F-HRTimeline
Opal Wealth Advisors, LLC2,572$206K0.06%013F-HRTimeline
D.A. DAVIDSON & CO.2,562$206K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,544$204K0.01%-15513F-HRTimeline
Lansing Street Advisors2,535$203K0.06%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,524$203K<0.01%new13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST2,512$202K0.02%new13F-HRTimeline
Breakwater Capital Group2,497$200K0.03%new13F-HRTimeline
Strategic Wealth Partners, Ltd.2,455$197K0.02%13F-HRTimeline
Pinnacle Bancorp, Inc.2,215$178K0.05%-4013F-HRTimeline
Granite Investment Partners, LLC2,209$177K0.01%new13F-HRTimeline
City State Bank2,148$172K0.05%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,094$168K0.07%013F-HRTimeline
Parallel Advisors, LLC1,848$148K<0.01%+43813F-HRTimeline
EP Wealth Advisors, LLC1,784$143K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,752$141K0.04%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,652$133K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc1,556$125K0.04%+313F-HRTimeline
Beacon Capital Management, LLC1,486$119K0.02%-5013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,316$106K0.01%new13F-HRTimeline
MGB Wealth Management, LLC1,300$104K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,076$86.3K0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.1,098$83K0.01%new13F-HRTimeline
Operose Advisors LLC888$71.2K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC774$62.1K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC742$59.5K<0.01%-51013F-HRTimeline
LANARK FINANCIAL, INC.726$58K<0.01%013F-HRTimeline
TD Capital Management LLC720$57.8K0.01%+113F-HRTimeline
Compass Planning Associates Inc719$57.7K0.05%+21913F-HRTimeline
Glen Eagle Advisors, LLC623$50K0.01%+14813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…613$49.2K<0.01%+13913F-HRTimelineGroup
MCF Advisors LLC550$44.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC517$41.6K<0.01%013F-HRTimeline
TSFG, LLC514$41K0.01%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC460$36.9K<0.01%-3713F-HRTimeline
Capital Advisors, Ltd. LLC453$36K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.420$33.7K<0.01%013F-HRTimeline
St. Johns Investment Management Company…400$32.1K0.01%-10013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$32.1K<0.01%013F-HRTimeline
Nemes Rush Group LLC364$29.2K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton350$28.1K0.01%-4513F-HRTimeline
Archer Investment Corp342$27.4K0.01%013F-HRTimeline
Quaker Wealth Management, LLC336$26.9K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC276$22.1K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.257$20.6K0.02%-913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC255$20.5K0.01%013F-HRTimeline
Main Street Group, LTD241$19.3K0.01%013F-HRTimeline
WHITTIER TRUST CO240$19.3K<0.01%013F-HRTimeline
Transce3nd, LLC232$18.6K0.01%013F-HRTimeline
EASTERN BANK222$17.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…210$16.8K<0.01%013F-HRTimeline
Creekmur Asset Management LLC182$14.6K<0.01%new13F-HRTimeline
ORG Partners LLC151$12.1K<0.01%-10013F-HRTimeline
Mascoma Wealth Management LLC127$10.2K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC121$9.71K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$8.42K<0.01%013F-HRTimelineGroup
Key Financial Inc96$7.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management91$7.3K<0.01%-7813F-HRTimelineGroup
Barnes Dennig Private Wealth Management…78$6.26K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/63$5.05K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC60$4.81K<0.01%013F-HRTimeline
North Capital, Inc.56$4.52K<0.01%013F-HRTimeline
Pineridge Advisors LLC56$4.5K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp52$4.17K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC48$3.87K<0.01%013F-HRTimeline
EPG Wealth Management LLC48$3.85K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC46$3.69K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.40$3.24K<0.01%013F-HRTimeline
PrairieView Partners, LLC42$3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC23$1.81K<0.01%+1013F-HRTimeline
Central Pacific Bank - Trust Division18$1.44K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…14$1.11K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC5$401<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$80<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.