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Disclosery

IMCG ISHARES TR

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ETF (fund)

354 managers (357 13F filers) reported a position in IMCG shares at 2025-09-30, 24,802,103 shares in all. 24 filers opened a position and 29 filers sold out during the quarter.

Managers
354
13F filers
357
New
24
Added
162
Reduced
88
Sold out
29
Shares held by filers
24,802,103

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,508$538K0.16%-1113F-HRTimelineGroup
Prospera Financial Services Inc6,494$537K0.01%+24013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,475$536K<0.01%+46913F-HRTimelineGroup
Davis Investment Partners, LLC6,300$519K0.18%013F-HRTimeline
CFS Investment Advisory Services, LLC6,232$518K0.04%-8013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,089$504K0.06%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,913$489K0.25%+1,47513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,907$489K<0.01%-18413F-HRTimelineGroup
WealthTrak Capital Management LLC5,807$480K0.4%+8013F-HRTimeline
Farther Finance Advisors, LLC5,798$480K0.01%+5,77513F-HRTimeline
Gladstone Institutional Advisory LLC5,680$470K0.02%-28413F-HRTimeline
PINNACLE ASSOCIATES LTD5,597$463K0.01%013F-HRTimeline
Fermata Advisors, LLC5,508$456K0.12%-55013F-HRTimeline
Advisory Services Network, LLC5,497$455K0.01%-2313F-HRTimeline
Everstar Asset Management, LLC5,450$451K0.26%013F-HRTimeline
Kaizen Financial Strategies5,523$445K0.2%+41013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,289$438K0.03%013F-HRTimeline
Westside Investment Management, Inc.5,250$434K0.07%013F-HRTimeline
LexAurum Advisors, LLC5,157$427K0.06%+33813F-HRTimeline
Summit Financial, LLC5,092$421K0.01%+13313F-HRTimeline
IFG Advisory, LLC5,050$418K0.02%+6513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,021$415K<0.01%+113F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC4,955$410K0.06%+22013F-HRTimeline
Kaydan Wealth Management, Inc.4,950$410K0.12%013F-HRTimeline
GWN SECURITIES INC.4,788$397K0.09%+10813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,709$390K0.1%+313F-HRTimeline
BLALOCK WILLIAMS, LLC4,700$389K0.34%013F-HRTimeline
American Money Management, LLC4,630$383K0.06%013F-HRTimeline
Asset Management Group, Inc.4,544$376K0.06%+813F-HRTimeline
High Net Worth Advisory Group LLC4,500$372K0.09%013F-HRTimeline
MAI Capital Management4,478$370K<0.01%+713F-HRTimeline
rebel Financial LLC0$366K0.16%-4,47713F-HRTimelineAmount filed as zero, left out of ratios.
Journey Advisory Group, LLC4,385$363K0.03%013F-HRTimeline
MEANS INVESTMENT CO., INC.4,352$360K0.03%-24913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,293$355K<0.01%-1,20013F-HRTimelineGroup
Secure Asset Management, LLC4,269$352K0.06%+1,08713F-HRTimeline
Edge Financial Advisors LLC4,222$349K0.16%new13F-HRTimeline
Revisor Wealth Management LLC4,195$348K0.12%+16813F-HRTimeline
Larson Financial Group LLC4,200$347K0.01%+7013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,148$343K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA4,072$337K0.03%-3013F-HRTimeline
WealthCare Investment Partners, LLC4,073$336K0.11%+813F-HRTimeline
Unified Investment Management4,048$335K0.33%-70013F-HRTimeline
Clearstead Advisors, LLC3,890$322K<0.01%013F-HRTimeline
Northern Capital Management, Inc.3,880$321K0.17%013F-HRTimeline
Horizon Family Wealth, Inc.3,852$319K0.18%+713F-HRTimeline
LongView Wealth Management3,786$313K0.08%+10213F-HRTimeline
Modern Wealth Management, LLC3,769$312K0.01%-713F-HRTimeline
Richwood Investment Advisors, LLC3,750$310K0.24%013F-HRTimeline
TAGStone Capital, Inc.3,749$310K0.12%+313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,708$307K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC3,679$304K0.01%-15213F-HRTimeline
Brand Asset Management Group, Inc.3,560$295K0.08%-6313F-HRTimeline
Pinnacle Financial Partners Inc3,544$293K0.01%013F-HRTimeline
Jacobi Capital Management LLC3,520$291K0.02%+9713F-HRTimeline
Allworth Financial LP3,509$290K<0.01%+70413F-HRTimeline
High Falls Advisors, Inc3,503$290K0.06%013F-HRTimeline
D.A. DAVIDSON & CO.3,452$286K<0.01%+89013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,430$284K0.01%-12513F-HRTimelineGroup
FC Advisory LLC3,385$280K0.08%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,360$278K0.02%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,353$277K<0.01%+113F-HRTimeline
Valmark Advisers, Inc.3,335$276K<0.01%+72713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,285$272K<0.01%013F-HRTimelineGroup
Strategic Financial Concepts, LLC3,227$267K0.04%+613F-HRTimeline
Bogart Wealth, LLC3,110$257K0.01%-5013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,109$257K0.01%-46013F-HRTimelineGroup
Kendall Capital Management3,067$254K0.06%+213F-HRTimeline
Evanson Asset Management, LLC3,000$248K0.01%013F-HRTimeline
Milestones Private Investment Advisors …2,884$239K0.16%013F-HRTimeline
Snider Financial Group2,871$238K0.06%013F-HRTimeline
RAM Investment Partners, LLC2,865$237K0.04%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,843$235K0.01%+113F-HRTimeline
DAHRING | CUSMANO LLC2,771$229K0.17%-15213F-HRTimeline
Landing Point Financial Group, LLC2,720$225K0.12%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC2,712$224K0.04%new13F-HRTimeline
BlueChip Wealth Advisors LLC2,682$222K0.09%-3,00713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,677$221K<0.01%-17913F-HRTimelineGroup
Smartleaf Asset Management LLC2,622$217K0.01%-2513F-HRTimeline
Procyon Advisors, LLC2,596$215K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,594$215K<0.01%+5013F-HRTimeline
Opal Wealth Advisors, LLC2,572$213K0.06%013F-HRTimeline
Triangle Securities Wealth Management2,572$213K0.05%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,524$209K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST2,512$208K0.02%013F-HRTimeline
Breakwater Capital Group2,500$207K0.03%+313F-HRTimeline
Lansing Street Advisors2,466$204K0.05%-6913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,441$202K<0.01%new13F-HRTimelineGroup
Integrated Capital Management, LLC2,394$200K0.09%-46213F-HRTimeline
Pinnacle Bancorp, Inc.2,215$183K0.05%013F-HRTimeline
Granite Investment Partners, LLC2,209$183K0.01%013F-HRTimeline
City State Bank2,148$178K0.05%013F-HRTimeline
Heartwood Wealth Advisors LLC2,141$177K0.02%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC2,094$173K0.07%013F-HRTimeline
Avalon Trust Co2,000$165K0.01%-1,50013F-HRTimeline
Parallel Advisors, LLC1,848$153K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,752$145K0.04%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.83$137K0.01%-1,56913F-HRTimelineGroup
FIRST HORIZON CORP1,627$135K0.01%13F-HRTimeline
Financial Perspectives, Inc1,559$129K0.04%+313F-HRTimeline
AE Wealth Management LLC1,396$115K<0.01%-16,77013F-HRTimeline
CX Institutional1,355$112K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,303$108K0.01%-1313F-HRTimeline
MGB Wealth Management, LLC1,300$108K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,004$83.1K<0.01%+26213F-HRTimeline
Operose Advisors LLC888$73.5K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC774$64K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.731$60.5K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.726$60.1K<0.01%013F-HRTimeline
TD Capital Management LLC722$59.7K0.01%+213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…705$58.3K<0.01%-3,28513F-HRTimelineGroup
Glen Eagle Advisors, LLC686$56.8K0.01%+6313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…645$53.4K<0.01%+3213F-HRTimelineGroup
MCF Advisors LLC550$45.5K<0.01%013F-HRTimeline
GGM Financial LLC534$44.2K0.02%new13F-HRTimeline
TSFG, LLC515$43K0.01%+113F-HRTimeline
Salomon & Ludwin, LLC517$42.9K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC460$38.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC453$37K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…446$36.9K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.420$34.7K<0.01%013F-HRTimeline
St. Johns Investment Management Company…400$33.1K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$33.1K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC370$30.6K0.03%new13F-HRTimeline
Nemes Rush Group LLC365$30.2K<0.01%+113F-HRTimeline
Archer Investment Corp342$28.3K0.01%013F-HRTimeline
Quaker Wealth Management, LLC336$27.8K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC297$24.6K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC276$22.8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC253$20.9K0.01%-213F-HR/ATimeline
Main Street Group, LTD242$20.1K0.01%+113F-HRTimeline
WHITTIER TRUST CO240$19.9K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC230$19K0.01%new13F-HRTimeline
EASTERN BANK222$18.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…210$17.4K<0.01%013F-HRTimeline
ORG Partners LLC151$12.5K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC121$10K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$8.69K<0.01%013F-HRTimelineGroup
Caitlin John, LLC102$8.44K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management98$8.11K<0.01%+713F-HRTimelineGroup
Key Financial Inc96$7.91K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…78$6.45K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/63$5.21K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…62$5.06K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC60$4.96K<0.01%013F-HRTimeline
North Capital, Inc.57$4.75K<0.01%+113F-HRTimeline
Asset Dedication, LLC48$4K<0.01%013F-HRTimeline
EPG Wealth Management LLC48$3.97K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.40$3.29K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp38$3.14K<0.01%-1413F-HRTimelineGroup
Central Pacific Bank - Trust Division18$1.49K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…14$1.14K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC5$414<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$83<0.01%013F-HRTimeline