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Disclosery

IMCG ISHARES TR

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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
LPL Financial LLC2,011,284$144M0.06%+821,69213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,828,545$131M0.04%+434,63013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY970,692$69.3M<0.01%+56,56813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC942,937$67.4M0.03%+39,16013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…726,769$51.9M0.04%+88,73813F-HRTimelineGroup
Avior Wealth Management, LLC613,033$43.8M1.66%+55,06513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC612,373$43.7M0.06%+2,51713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN594,238$42.4M0.01%+21,84913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.546,122$39M0.24%+5,86913F-HRTimeline
AdvisorShares Investments LLC537,602$38.6M7.57%-9,12813F-HRTimeline
UBS Group AGin group UBS Group AG476,115$34M0.01%-60613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA468,698$33.5M0.01%+29,37113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.453,498$32.4M0.07%-113,10813F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC365,633$26.1M5.01%+47,29213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/334,650$23.9M<0.01%-12,98413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC321,641$23M0.04%+50,07013F-HRTimelineGroup
Cornerstone Planning Group LLC329,167$22.9M5.47%+18,08713F-HRTimeline
Orgel Wealth Management, LLC300,058$21.4M0.56%-12,21413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV292,636$20.9M1.67%+4,80413F-HRTimeline
Cetera Investment Advisers284,479$20.3M0.04%+27,91113F-HRTimeline
Cosner Financial Group, LLC275,817$19.7M12.05%+22,24513F-HRTimeline
Rodgers & Associates, LTD223,421$16M1.95%+3,94513F-HRTimeline
CWM, LLCin group CWM, LLC207,237$14.8M0.06%+75,48813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.195,130$13.9M0.13%+55,07413F-HRTimelineGroup
Arax Advisory Partners185,219$13.2M0.85%+22,46513F-HRTimeline
IAG Wealth Partners, LLC184,465$13.2M2.05%+13,96213F-HRTimeline
Matrix Trust Co183,907$13.1M2.22%-56513F-HRTimeline
Steele Capital Management, Inc.183,907$13.1M0.68%-56513F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC161,446$11.5M4.78%+5,35613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC160,911$11.5M<0.01%-46,76313F-HRTimelineGroup
Bedel Financial Consulting, Inc.151,151$11M1.58%+58,94213F-HRTimeline
Cambridge Investment Research Advisors,…144,821$10.3M0.03%+4,64113F-HRTimeline
Sigma Planning Corp128,755$9.2M0.29%-3,03313F-HRTimeline
Eagle Strategies LLC124,753$8.91M1.55%+5,67113F-HRTimeline
Employees' Retirement Fund of the City …123,000$8.79M4.33%013F-HRTimeline
Private Advisor Group, LLC122,427$8.75M0.05%-88,92613F-HRTimeline
Elevation Capital Advisory, LLC122,260$8.73M3.81%new13F-HRTimeline
Integrated Investment Consultants, LLC123,849$8.63M1.72%+10,08713F-HR/ATimeline
Scott Capital Advisors, LLC120,501$8.61M2.57%-1,43413F-HRTimeline
MGO ONE SEVEN LLC112,865$8.06M0.31%+4,05913F-HRTimeline
Marmo Financial Group, LLC109,953$7.85M4.3%-7,15713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV108,937$7.78M0.59%+8,16213F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC102,406$7.31M6.52%+85113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,056$7.29M0.01%-7,31613F-HRTimelineGroup
PFS Partners, LLC95,669$6.83M3.64%+2,02613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC106,229$6.73M7.08%13F-HRTimeline
Allegheny Financial Group93,276$6.66M1.71%+35,15613F-HRTimeline
Steward Partners Investment Advisory, L…88,804$6.34M0.06%+95613F-HRTimeline
Wood Tarver Financial Group, LLC88,343$6.31M2.05%+9,02113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …87,886$6.28M0.09%-67113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,660$5.76M0.01%-4,67913F-HRTimeline
Ipsen Advisor Group LLC76,945$5.5M4.73%+64813F-HRTimeline
Wolf Group Capital Advisors73,823$5.27M1.77%-31913F-HRTimeline
OxenFree Capital LLC76,971$5.12M3.89%+5,49213F-HRTimeline
Certified Advisory Corp67,132$4.8M0.54%-46913F-HRTimeline
Tandem Financial, LLC66,428$4.74M5.17%+82713F-HRTimeline
FORTE CAPITAL LLC /ADV63,830$4.56M0.54%-1,83413F-HRTimeline
MML INVESTORS SERVICES, LLC62,349$4.45M0.01%-14,76513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC60,779$4.34M1.7%+1,27913F-HRTimeline
Summit Asset Management, LLC59,265$4.23M0.73%-9713F-HRTimeline
Verde Capital Management59,238$4.23M1.2%+4,09013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding55,918$4.02M+17,043Timeline
Virtus Wealth Solutions LLC53,930$3.85M1.17%+9013F-HRTimeline
&PARTNERS53,028$3.78M0.04%+6,18813F-HRTimeline
Kellett Wealth Advisors, LLC52,597$3.76M2.6%+2,57113F-HRTimeline
NWAM LLC52,014$3.72M0.32%+7013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,201$3.59M<0.01%+5,50113F-HRTimelineGroup
Merit Financial Group, LLC49,610$3.54M0.05%+6,41713F-HRTimeline
Janney Montgomery Scott LLC47,805$3.42M0.01%+1,47813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC47,805$3.41M0.31%-1313F-HR/ATimeline
Sovran Advisors, LLC49,235$3.36M0.44%+11,13413F-HRTimeline
Chaney Capital Management, Inc.46,526$3.32M1.48%+3,27813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV42,336$3.02M0.97%+58713F-HRTimeline
VALLEY NATIONAL ADVISERS INC41,719$2.98M0.54%+1,06713F-HRTimeline
PFG Advisors41,391$2.96M0.17%-6,62413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC41,012$2.93M0.65%+10,79213F-HRTimeline
Creative Planningin group Creative Planning40,862$2.92M<0.01%+1,43213F-HRTimelineGroup
Caliber Wealth Management, LLC / KS39,789$2.84M0.39%13F-HRTimeline
DAVENPORT & Co LLC39,474$2.82M0.02%new13F-HRTimeline
Family Legacy, Inc.37,663$2.69M0.92%-3,64113F-HRTimeline
Black Diamond Financial, LLC36,166$2.58M0.39%+2,81913F-HRTimeline
DDFG, Inc35,268$2.52M0.7%+21,43313F-HRTimeline
NewEdge Advisors, LLC34,574$2.47M0.01%-6,30013F-HRTimeline
Visionary Wealth Advisors34,364$2.45M0.15%-1,01213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,262$2.45M-985Timeline
DENVER WEALTH MANAGEMENT, INC.34,016$2.43M1.11%new13F-HRTimeline
Prospect Financial Services LLC33,629$2.4M1.33%+6,39513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29,623$2.24M0.05%+1,17213F-HRTimelineGroup
HighTower Advisors, LLC30,545$2.18M<0.01%-50413F-HRTimeline
Kingsview Wealth Management, LLC30,264$2.16M0.04%+1,41413F-HRTimeline
BLAIR WILLIAM & CO/IL30,216$2.16M0.01%+65113F-HRTimeline
LRI Investments, LLC29,730$2.12M0.21%013F-HRTimeline
Capital Square, LLC29,150$2.08M1.22%-55213F-HRTimeline
Ignite Planners, LLC27,924$2.02M0.39%-8,53713F-HRTimeline
AIRE ADVISORS, LLC27,988$2M0.42%-53013F-HRTimeline
GHP Investment Advisors, Inc.27,489$1.96M0.09%+1013F-HRTimeline
Courage Miller Partners, LLC26,084$1.86M0.63%-59113F-HRTimeline
Arete Wealth Advisors, LLC26,045$1.86M0.14%+31813F-HRTimeline
BEAM WEALTH ADVISORS, INC.25,535$1.82M0.62%+2,28913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…24,773$1.77M0.27%-1,23013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,390$1.67M0.04%+43513F-HRTimeline
COMERICA BANK23,166$1.65M0.01%-75613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,668$1.62M0.1%-1,27213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,344$1.6M<0.01%013F-HR/ATimelineGroup
Betterment LLC22,152$1.58M<0.01%+1,00313F-HRTimeline
Bonfire Financial21,821$1.56M1.44%-1,32813F-HRTimeline
Stanich Group LLC21,735$1.55M1.15%+47813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC21,683$1.55M1.21%+91713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC21,518$1.54M0.59%+413F-HRTimeline
Horizon Investment Services, LLC21,223$1.52M0.74%-89713F-HRTimeline
Truepoint, Inc.21,151$1.51M0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC21,023$1.5M0.02%+2013F-HRTimeline
NOTTINGHAM ADVISORS, INC.20,569$1.47M0.22%013F-HRTimeline
IBEX WEALTH ADVISORS20,428$1.46M0.19%-1,77713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,942$1.42M<0.01%+33013F-HRTimelineGroup
Ausdal Financial Partners, Inc.19,754$1.41M0.11%+1,83513F-HRTimeline
Focus Financial Network, Inc.19,736$1.41M0.06%+1,27013F-HRTimeline
AE Wealth Management LLC19,694$1.41M0.01%+18,46313F-HRTimeline
AdvisorNet Financial, Inc19,652$1.4M0.1%+42213F-HRTimeline
Accel Wealth Management19,400$1.39M0.5%+2,11913F-HRTimeline
Lloyd Advisory Services, LLC.19,310$1.38M0.69%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,269$1.38M0.05%new13F-HRTimeline
Perissos Private Wealth Management, LLC18,562$1.33M1.21%-29713F-HRTimeline
Capital Asset Advisory Services LLC17,515$1.28M0.07%+62013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,829$1.27M<0.01%+5,12313F-HR/ATimelineGroup
PCA Investment Advisory Services Inc.17,783$1.27M0.67%-2,11213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,468$1.25M0.03%+58713F-HRTimeline
United Advisor Group, LLC17,388$1.24M0.25%+2,88013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,998$1.21M0.09%+52313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,739$1.2M<0.01%-1,13113F-HRTimelineGroup
IFP Advisors, Inc16,690$1.19M0.04%-2,32813F-HRTimeline
Nilsine Partners, LLC16,030$1.15M0.13%+10213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,828$1.13M0.01%+1513F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,624$1.12M<0.01%-42,55713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,501$1.11M<0.01%+34313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,434$1.1M<0.01%+7913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,173$1.08M<0.01%-18,94313F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC14,338$1.08M0.35%+9,45013F-HRTimeline
Neumann Capital Management, LLC15,076$1.08M0.37%013F-HRTimeline
Compound Planning, Inc.14,919$1.07M0.05%+1,12713F-HRTimeline
IEQ CAPITAL, LLC14,525$1.04M0.01%013F-HRTimeline
Geneos Wealth Management Inc.14,411$1.03M0.02%+8,50313F-HRTimeline
James J. Burns & Company, LLC14,294$1.02M0.18%+10113F-HRTimeline
Belpointe Asset Management LLC14,259$1.02M0.05%+3,65313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,816$1.02M<0.01%-57,34813F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.14,178$1.01M0.01%+43413F-HRTimeline
Carnegie Investment Counsel15,211$981K0.02%+73213F-HRTimeline
OneDigital Investment Advisors LLC13,654$975K0.01%+10,52113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,088$933K0.09%+2,02713F-HR/ATimeline
HF Advisory Group, LLC12,869$919K0.4%+15713F-HRTimeline
Mayfair Advisory Group, LLC12,843$917K0.53%+3,55213F-HRTimeline
Private Advisory Group LLC12,729$909K0.1%-1,85113F-HRTimeline
Pacific Sun Financial Corp12,658$904K0.51%+32013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV12,632$902K0.24%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,590$899K<0.01%+9,85313F-HRTimelineGroup
FMR LLCin group FMR LLC12,480$891K<0.01%-3,83413F-HRTimelineGroup
Financial Freedom, LLC12,111$865K0.5%-7,37713F-HRTimeline
Cape Investment Advisory, Inc.11,708$836K0.33%-52113F-HRTimeline
HRC WEALTH MANAGEMENT, LLC11,706$836K0.52%-1,99413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,672$834K0.03%-18713F-HRTimelineGroup
Full Sail Capital, LLC11,520$823K0.05%013F-HRTimeline
Asset Allocation Strategies LLC11,512$822K0.2%-3,91313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,207$799K<0.01%+6,40413F-HR/ATimelineGroup
Cresset Asset Management, LLC11,114$794K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,086$792K<0.01%-3,75513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10,930$781K0.08%013F-HRTimeline
KEYVANTAGE WEALTH, LLC10,578$756K0.37%-13,14713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,525$752K0.03%-24013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,232$731K0.02%-1,11713F-HRTimeline
WILLNER & HELLER, LLC9,687$692K0.64%+9013F-HRTimeline
LaFleur & Godfrey LLC9,627$688K0.09%+10213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,600$686K<0.01%-9,50013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,600$686K<0.01%-1,33813F-HRTimelineGroup
G&S Capital LLC9,488$678K0.29%+36413F-HRTimeline
Ridgewood Investments LLC9,370$669K0.31%013F-HRTimeline
Prospera Financial Services Inc9,280$663K0.02%-24,12013F-HRTimeline
IHT Wealth Management, LLC9,164$655K0.02%+1313F-HRTimeline
AtlasMark Financial, Inc9,000$643K0.6%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,000$643K0.02%+9413F-HRTimeline
First Horizon Advisors, Inc.8,963$640K0.02%-3,28013F-HRTimeline
Armstrong, Fleming & Moore, Inc8,849$632K0.77%new13F-HRTimeline
Madison Wealth Partners, Inc8,609$615K0.15%-59713F-HRTimeline
Michels Family Financial, LLC8,515$608K0.55%-1913F-HRTimeline
Burt Wealth Advisors8,402$600K0.15%+1413F-HRTimeline
Franklin Resourcesgroup of 2 filers holding8,385$599K+7,558Timeline
Mutual Advisors, LLC8,323$593K0.02%-64413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,242$589K0.01%new13F-HRTimeline
KPP Advisory Services LLC8,032$574K0.11%-17713F-HRTimeline
Falcon Wealth Planning8,003$572K0.06%013F-HRTimeline
First Bank & Trust7,749$554K0.11%+3,56013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,660$547K0.01%-20,45013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,656$547K<0.01%+1,60013F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.7,643$546K0.15%-27713F-HRTimeline
Regal Investment Advisors LLC7,458$533K0.04%+16913F-HRTimeline
Key Client Fiduciary Advisors, LLC7,411$529K0.24%+1,28713F-HRTimeline
Atria Investments, Inc7,341$524K0.01%-1213F-HRTimeline
Fermata Advisors, LLC7,268$519K0.09%-22013F-HRTimeline
MidAtlantic Capital Management, Inc.7,155$511K0.4%013F-HRTimeline
PINNACLE ASSOCIATES LTD6,897$493K0.01%+2,09713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,794$485K0.12%-84413F-HRTimelineGroup