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IMCG ISHARES TR

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ETF (fund)

419 managers (423 13F filers) reported a position in IMCG shares at 2026-06-30, 28,158,228 shares in all. 48 filers opened a position and 22 filers sold out during the quarter.

Managers
419
13F filers
423
New
48
Added
143
Reduced
136
Sold out
22
Shares held by filers
28,158,228

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Asset Dedication, LLC49$4.77K<0.01%013F-HRTimeline
EPG Wealth Management LLC48$4.72K<0.01%013F-HRTimeline
BFSG, LLC44$4.33K<0.01%-5613F-HRTimeline
Keystone Financial Group, Inc.40$3.93K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp38$3.74K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.36$3.55K<0.01%-49513F-HRTimeline
Key Financial Inc36$3.54K<0.01%-6013F-HRTimeline
one8zero8, LLC30$2.95K<0.01%013F-HRTimeline
Brooklyn FI, LLC31$2.93K<0.01%new13F-HRTimeline
Continuum Advisory, LLC28$2.75K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.26$2.56K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC18$1.77K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$1.77K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC5$492<0.01%013F-HRTimeline
Signature Equity Partners, LLC5$492<0.01%013F-HRTimeline
Signature Resources Capital Management,…2$197<0.01%new13F-HRTimeline
Provident Wealth Management, LLC1$98<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1$80<0.01%013F-HRTimeline
CoreCap Advisors, LLC1$56<0.01%+113F-HRTimeline