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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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,393,915$105M0.03%+182,63913F-HRTimelineGroup
LPL Financial LLC1,189,592$89.8M0.04%+203,05513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY914,124$69M<0.01%+120,61913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC903,777$68.3M0.03%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…638,031$48.2M0.04%+34,55913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC609,856$46.1M0.07%+140,17113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN572,389$43.2M0.01%+185,43513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.566,606$42.8M0.1%+311,68513F-HR/ATimelineGroup
Avior Wealth Management, LLC557,968$42.1M1.54%+10,05813F-HRTimeline
AdvisorShares Investments LLC546,730$41.3M7.97%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.540,253$40.8M0.26%+39,34513F-HRTimeline
UBS Group AGin group UBS Group AG476,721$36M0.01%+38,23213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA439,327$33.2M0.01%+84,46213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/347,634$26.3M<0.01%+85,32813F-HRTimelineGroup
Cornerstone Planning Group LLC311,080$24.5M6.01%+93413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC318,341$24M6.32%13F-HRTimeline
Orgel Wealth Management, LLC312,272$23.6M0.62%-10,66913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV287,832$21.7M1.77%+6,43113F-HRTimeline
Mariner, LLCin group Mariner, LLC271,571$20.5M0.03%+4,45213F-HRTimelineGroup
Cetera Investment Advisers256,568$19.4M0.04%+16,31613F-HRTimeline
Cosner Financial Group, LLC253,572$19.2M12.13%+9,60713F-HRTimeline
Rodgers & Associates, LTD219,476$16.6M1.98%-45913F-HRTimeline
Private Advisor Group, LLC211,353$16M0.09%+106,14513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC207,674$15.7M0.01%-16,17813F-HRTimelineGroup
Steele Capital Management, Inc.184,472$13.9M0.73%-1,56213F-HRTimeline
Matrix Trust Co184,472$13.9M2.42%-1,56213F-HRTimeline
GeoWealth Management, LLC178,430$13.5M0.44%+49,68513F-HRTimeline
IAG Wealth Partners, LLC170,503$12.9M2.27%-30213F-HRTimeline
Arax Advisory Partners162,754$12.3M0.77%+162,59613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC156,090$11.8M5.05%-46513F-HRTimeline
Cambridge Investment Research Advisors,…140,180$10.6M0.04%+18,82413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.140,056$10.6M0.1%-38,09413F-HRTimelineGroup
Sigma Planning Corp131,788$9.95M0.31%+13,13413F-HRTimeline
CWM, LLCin group CWM, LLC131,749$9.95M0.04%+48,87613F-HRTimelineGroup
Employees' Retirement Fund of the City …123,000$9.29M4.33%013F-HRTimeline
Scott Capital Advisors, LLC121,935$9.2M2.64%-30213F-HRTimeline
Eagle Strategies LLC119,082$8.99M1.56%+8,18013F-HRTimeline
Marmo Financial Group, LLC117,110$8.84M4.78%-1,93813F-HRTimeline
Integrated Investment Consultants, LLC113,762$8.37M1.73%+99913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP109,372$8.26M0.01%+13,81713F-HRTimelineGroup
MGO ONE SEVEN LLC108,806$8.22M0.32%-2,34413F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC101,555$7.67M6.64%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV100,775$7.61M0.56%+13,35913F-HRTimeline
Bedel Financial Consulting, Inc.92,209$7.37M1.02%+4,36513F-HRTimeline
PFS Partners, LLC93,643$7.07M3.85%+1,30113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …88,557$6.69M0.1%+96313F-HRTimelineGroup
Steward Partners Investment Advisory, L…87,848$6.64M0.06%+1,82013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,339$6.45M0.01%-4,46413F-HR/ATimeline
Wood Tarver Financial Group, LLC79,322$5.99M2%13F-HRTimeline
MML INVESTORS SERVICES, LLC77,114$5.82M0.02%+5,89213F-HRTimeline
Ipsen Advisor Group LLC76,297$5.76M4.92%13F-HRTimeline
OxenFree Capital LLC71,479$5.4M4.06%+2,93613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…71,164$5.39M0.01%+29,50813F-HRTimelineGroup
Certified Advisory Corp67,601$5.11M0.55%+3,56613F-HRTimeline
FORTE CAPITAL LLC /ADV65,664$4.96M0.56%-10,67013F-HRTimeline
Tandem Financial, LLC65,601$4.95M5.25%13F-HRTimeline
Bouvel Investment Partners, LLC61,080$4.61M1.66%new13F-HRTimeline
Wolf Group Capital Advisors74,142$4.52M2.19%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC59,500$4.49M1.77%-1,67613F-HRTimeline
Summit Asset Management, LLC59,362$4.48M0.79%-34013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.58,181$4.39M0.01%+70513F-HRTimelineGroup
Allegheny Financial Group58,120$4.39M1.13%+35,13613F-HRTimeline
Verde Capital Management55,148$4.17M1.18%+4,09613F-HRTimeline
Virtus Wealth Solutions LLC53,840$4.07M0.96%13F-HRTimeline
NWAM LLC51,944$3.92M0.24%+24213F-HRTimeline
Kellett Wealth Advisors, LLC50,026$3.78M2.6%+2,80213F-HRTimeline
PFG Advisors48,015$3.63M0.22%-1,32413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC47,818$3.61M0.27%+31,82413F-HRTimeline
&PARTNERS46,840$3.59M0.04%+69713F-HRTimeline
Janney Montgomery Scott LLC46,327$3.5M0.01%+2,66313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,700$3.38M<0.01%+23,30613F-HRTimelineGroup
Chaney Capital Management, Inc.43,248$3.27M1.55%+6,78513F-HRTimeline
Merit Financial Group, LLC43,193$3.26M0.06%+1813F-HRTimeline
American Trust42,014$3.17M0.24%new13F-HRTimeline
Family Legacy, Inc.41,304$3.16M1.07%-55313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV41,749$3.15M1.13%+5,56713F-HRTimeline
Global Retirement Partners, LLC41,236$3.11M0.09%+3,33513F-HRTimeline
NewEdge Advisors, LLC40,874$3.09M0.02%+7,73713F-HRTimeline
VALLEY NATIONAL ADVISERS INC40,652$3.07M0.55%+3,52113F-HRTimeline
Creative Planningin group Creative Planning39,430$2.98M<0.01%-10,50913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding38,875$2.93M+6,806Timeline
Sovran Advisors, LLC38,101$2.9M0.41%13F-HRTimeline
Leo Wealth, LLC38,388$2.9M0.26%+1,08513F-HRTimeline
Essential Planning, LLC.37,830$2.89M0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC38,006$2.87M0.06%+35,17113F-HRTimeline
Ignite Planners, LLC36,461$2.79M0.61%+43313F-HRTimeline
Visionary Wealth Advisors35,376$2.67M0.16%+95413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding35,247$2.66M+1,798Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,116$2.58M<0.01%+15,01713F-HRTimelineGroup
Prospera Financial Services Inc33,400$2.52M0.06%+28,43613F-HRTimeline
Black Diamond Financial, LLC33,347$2.52M0.38%+35513F-HRTimeline
Black Swift Group, LLC31,700$2.39M0.51%new13F-HRTimeline
Capital Square, LLC29,702$2.36M1.34%+1,51613F-HRTimeline
HighTower Advisors, LLC31,049$2.35M<0.01%-2,74413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC30,220$2.28M0.51%+3,41413F-HRTimeline
LRI Investments, LLC29,730$2.25M0.22%013F-HRTimeline
BLAIR WILLIAM & CO/IL29,565$2.23M0.01%+3,78813F-HRTimeline
Gladstone Institutional Advisory LLC29,470$2.23M0.1%+24,36213F-HRTimeline
Kingsview Wealth Management, LLC28,850$2.18M0.04%-44,39313F-HRTimeline
AIRE ADVISORS, LLC28,518$2.15M0.44%+76713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,451$2.15M0.05%+1,60413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,110$2.12M0.02%+4,14713F-HRTimelineGroup
GHP Investment Advisors, Inc.27,479$2.08M0.1%-2113F-HRTimeline
Prospect Financial Services LLC27,234$2.06M1.12%+4,38813F-HRTimeline
Courage Miller Partners, LLC26,675$2.01M0.69%-40913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…26,003$1.96M0.3%+1,69213F-HRTimeline
Arete Wealth Advisors, LLC25,727$1.94M0.14%+1,21513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,940$1.81M0.11%+1,89313F-HRTimelineGroup
COMERICA BANK23,922$1.81M0.01%-2,66013F-HR/ATimeline
KEYVANTAGE WEALTH, LLC23,725$1.79M1.28%13F-HRTimeline
BEAM WEALTH ADVISORS, INC.23,246$1.76M0.56%+5,23813F-HRTimeline
Bonfire Financial23,149$1.75M1.58%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,955$1.73M0.05%13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC21,514$1.71M0.62%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,344$1.69M<0.01%013F-HRTimelineGroup
IBEX WEALTH ADVISORS22,205$1.68M0.2%new13F-HRTimeline
Horizon Investment Services, LLC22,120$1.67M0.71%-7113F-HRTimeline
Stanich Group LLC21,257$1.61M1.2%13F-HRTimeline
Betterment LLC21,149$1.6M<0.01%+3,47413F-HRTimeline
Integrated Wealth Concepts LLC21,003$1.59M0.02%+37713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC20,766$1.57M1.35%+3,91913F-HRTimeline
NOTTINGHAM ADVISORS, INC.20,569$1.55M0.2%-8213F-HRTimeline
PCA Investment Advisory Services Inc.19,895$1.5M0.7%-57113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,612$1.48M<0.01%+113F-HRTimelineGroup
Financial Freedom, LLC19,488$1.47M0.78%-40013F-HRTimeline
AdvisorNet Financial, Inc19,230$1.45M0.12%-92313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,100$1.44M<0.01%+10,20013F-HRTimeline
IFP Advisors, Inc19,018$1.44M0.05%+14,75213F-HRTimeline
Perissos Private Wealth Management, LLC18,859$1.42M1.06%+513F-HRTimeline
Focus Financial Network, Inc.18,466$1.39M0.06%+1,53713F-HRTimeline
Ausdal Financial Partners, Inc.17,919$1.35M0.12%+1,30313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,870$1.35M<0.01%-1,74013F-HRTimelineGroup
Trinity Wealth Management, LLC17,647$1.33M0.6%new13F-HRTimeline
Accel Wealth Management17,281$1.31M0.49%+41613F-HRTimeline
Capital Asset Advisory Services LLC16,895$1.29M0.06%+93013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,881$1.28M0.03%+1,05513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,475$1.24M0.09%-10513F-HRTimeline
FMR LLCin group FMR LLC16,314$1.23M<0.01%+4,97313F-HRTimelineGroup
Asset Allocation Strategies LLC15,425$1.22M0.29%-5,23113F-HRTimeline
Nilsine Partners, LLC15,928$1.2M0.13%+76113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,813$1.19M0.01%-12,59713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,355$1.16M<0.01%-10,06813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,158$1.15M<0.01%+4,06113F-HRTimelineGroup
Neumann Capital Management, LLC15,076$1.14M0.38%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,841$1.12M<0.01%-9,35513F-HRTimelineGroup
Private Advisory Group LLC14,580$1.1M0.12%new13F-HR/ATimeline
IEQ CAPITAL, LLC14,525$1.1M0.01%+113F-HRTimeline
United Advisor Group, LLC14,508$1.1M0.22%new13F-HRTimeline
Carnegie Investment Counsel14,479$1.09M0.03%+15013F-HRTimeline
James J. Burns & Company, LLC14,193$1.07M0.19%+54513F-HRTimeline
DDFG, Inc13,835$1.04M0.3%+1,06013F-HRTimeline
Compound Planning, Inc.13,792$1.04M0.05%+3,45713F-HRTimeline
Atria Wealth Solutions, Inc.13,744$1.04M0.01%+1,08013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC13,700$1.03M0.61%+69613F-HRTimeline
HF Advisory Group, LLC12,712$960K0.44%+7413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,706$960K<0.01%-14,64013F-HRTimelineGroup
Pacific Sun Financial Corp12,338$932K0.51%-21013F-HRTimeline
WR Wealth Planners, LLC12,298$929K0.3%-1,87613F-HRTimeline
First Horizon Advisors, Inc.12,243$925K0.03%-1513F-HRTimeline
Cape Investment Advisory, Inc.12,229$924K0.36%-9913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,859$895K0.04%+1613F-HRTimelineGroup
Full Sail Capital, LLC11,520$870K0.06%013F-HRTimeline
B. Riley Wealth Advisors, Inc.11,349$857K0.03%new13F-HRTimeline
Sanctuary Advisors, LLC10,695$854K0.01%-3813F-HRTimeline
Cresset Asset Management, LLC11,114$839K<0.01%-4,44213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,061$837K0.08%-1,11313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,938$826K<0.01%+1713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10,930$826K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,765$813K0.03%+74913F-HRTimeline
Belpointe Asset Management LLC10,606$801K0.05%-23913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,529$795K0.02%-38413F-HRTimeline
J.W. COLE ADVISORS, INC.10,101$763K0.03%+96713F-HRTimeline
WILLNER & HELLER, LLC9,597$725K0.63%+2113F-HRTimeline
LaFleur & Godfrey LLC9,525$719K0.1%+53213F-HR/ATimeline
Ridgewood Investments LLC9,370$708K0.34%-34613F-HRTimeline
Mayfair Advisory Group, LLC9,291$702K0.41%+3,48513F-HRTimeline
Mutual Advisors, LLC8,967$697K0.02%+84813F-HRTimeline
Madison Wealth Partners, Inc9,206$695K0.19%013F-HRTimeline
Rockport Wealth LLC9,498$693K0.31%+1,58513F-HRTimeline
IHT Wealth Management, LLC9,151$691K0.02%+1313F-HRTimeline
G&S Capital LLC9,124$689K0.28%new13F-HRTimeline
AtlasMark Financial, Inc9,000$680K0.62%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,906$673K0.02%+86013F-HRTimeline
Michels Family Financial, LLC8,534$645K0.59%13F-HRTimeline
Burt Wealth Advisors8,388$634K0.16%013F-HRTimeline
KPP Advisory Services LLC8,209$620K0.15%-15113F-HRTimeline
Falcon Wealth Planning8,003$604K0.07%013F-HRTimeline
Everstar Asset Management, LLC7,960$601K0.43%-10013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.7,920$598K0.17%-99313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,638$577K0.14%-4013F-HRTimelineGroup
LongView Wealth Management7,603$574K0.18%+28813F-HRTimeline
Fermata Advisors, LLC7,488$566K0.11%-74713F-HRTimeline
IFG Advisory, LLC7,449$563K0.03%new13F-HRTimeline
Atria Investments, Inc7,353$555K0.01%-7,42913F-HRTimeline
Regal Investment Advisors LLC7,289$551K0.04%+61913F-HRTimeline
MidAtlantic Capital Management, Inc.7,155$540K0.4%013F-HRTimeline
McAdam, LLC7,140$539K0.03%-5613F-HRTimeline
Westside Investment Management, Inc.7,039$532K0.11%-28813F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,750$520K0.37%013F-HRTimeline
Advisory Services Network, LLC6,758$510K0.01%+1,16213F-HRTimeline