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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
LPL Financial LLC2,133,487$171M0.06%+122,20313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,487,645$119M0.03%-340,90013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,014,690$81.4M0.01%+43,99813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC972,592$78M0.03%+29,65513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…781,778$62.7M0.05%+55,00913F-HRTimelineGroup
Avior Wealth Management, LLC635,237$51M1.76%+22,20413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC613,744$49.2M0.07%+1,37113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.541,319$43.4M0.24%-4,80313F-HRTimeline
UBS Group AGin group UBS Group AG439,102$35.2M0.01%-37,01313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN412,119$33.1M0.01%-182,11913F-HRTimelineGroup
Rockport Wealth LLC405,015$32.5M7.53%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.402,123$32.3M0.06%-51,37513F-HR/ATimelineGroup
VICTORY FINANCIAL GROUP, LLC387,221$31.1M4.93%+21,58813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA377,337$30.3M0.01%-91,36113F-HR/ATimelineGroup
Cornerstone Planning Group LLC354,086$28.7M5.85%+24,91913F-HRTimeline
Mariner, LLCin group Mariner, LLC344,483$27.6M0.04%+22,84213F-HRTimelineGroup
Cetera Investment Advisers331,524$26.6M0.04%+47,04513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/300,933$24.1M<0.01%-33,71713F-HRTimelineGroup
Orgel Wealth Management, LLC295,906$23.7M0.57%-4,15213F-HRTimeline
Cosner Financial Group, LLC273,347$22M12.23%-2,47013F-HRTimeline
Arax Advisory Partners255,590$20.5M0.94%+70,37113F-HRTimeline
Rodgers & Associates, LTD226,108$18.1M1.99%+2,68713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.204,815$16.4M0.14%+9,68513F-HRTimelineGroup
IAG Wealth Partners, LLC195,304$15.7M2.07%+10,83913F-HRTimeline
CWM, LLCin group CWM, LLC192,487$15.4M0.05%-14,75013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC187,680$15.1M<0.01%+26,76913F-HRTimelineGroup
Steele Capital Management, Inc.186,218$14.9M0.72%+2,31113F-HRTimeline
Matrix Trust Co186,218$14.9M2.38%+2,31113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC172,391$13.8M5.16%+10,94513F-HRTimeline
Fortitude Financial, LLC169,283$13.5M11.98%new13F-HRTimeline
Bedel Financial Consulting, Inc.151,145$12.1M1.66%-613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV146,812$11.8M0.85%-145,82413F-HRTimeline
Cambridge Investment Research Advisors,…139,361$11.2M0.03%-5,46013F-HRTimeline
Eagle Strategies LLC136,006$10.9M1.66%+11,25313F-HRTimeline
Sigma Planning Corp131,523$10.6M0.32%+2,76813F-HRTimeline
Private Advisor Group, LLC130,413$10.5M0.06%+7,98613F-HRTimeline
Allegheny Financial Group128,055$10.3M2.28%+34,77913F-HRTimeline
Scott Capital Advisors, LLC120,266$9.75M2.64%-23513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC119,309$9.7M6.42%+13,08013F-HRTimeline
Integrated Investment Consultants, LLC122,662$9.6M1.89%-1,18713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV112,897$9.06M0.62%+3,96013F-HRTimeline
Marmo Financial Group, LLC111,569$8.95M4.46%+1,61613F-HRTimeline
Employees' Retirement Fund of the City …123,000$8.79M4.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,082$7.79M0.01%-4,97413F-HRTimelineGroup
PFS Partners, LLC96,377$7.73M3.9%+70813F-HRTimeline
MGO ONE SEVEN LLC95,356$7.65M0.25%-17,50913F-HRTimeline
Steward Partners Investment Advisory, L…94,763$7.6M0.06%+5,95913F-HRTimeline
American Trust93,044$7.46M0.7%new13F-HRTimeline
Wood Tarver Financial Group, LLC92,614$7.43M2.24%+4,27113F-HRTimeline
Tandem Financial, LLC89,169$7.15M6.72%+22,74113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …87,639$7.03M0.09%-24713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC87,601$7.03M0.02%+25,25213F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC83,628$6.71M4.83%-18,77813F-HRTimeline
OxenFree Capital LLC80,414$6.45M3.97%+3,44313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…78,321$6.37M0.01%-2,33913F-HRTimeline
Ipsen Advisor Group LLC78,555$6.3M4.8%+1,61013F-HRTimeline
Certified Advisory Corp76,543$6.14M0.64%+9,41113F-HRTimeline
CW Advisors, LLC76,060$6.1M0.06%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding72,448$5.81M+38,186Timeline
FORTE CAPITAL LLC /ADV68,994$5.54M0.59%+5,16413F-HRTimeline
NewEdge Advisors, LLC66,253$5.32M0.03%+31,67913F-HRTimeline
Verde Capital Management63,803$5.12M1.26%+4,56513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO63,701$5.11M<0.01%+13,50013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV63,638$5.11M1.11%+51,00613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC61,708$4.95M1.8%+92913F-HRTimeline
Summit Asset Management, LLC58,989$4.73M0.77%-27613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding57,258$4.63M+1,340Timeline
&PARTNERS55,966$4.49M0.03%+2,93813F-HRTimeline
Virtus Wealth Solutions LLC53,862$4.32M0.89%-6813F-HRTimeline
NWAM LLC51,918$4.24M0.25%-9613F-HR/ATimeline
Kellett Wealth Advisors, LLC51,809$4.16M2.71%-78813F-HRTimeline
Chaney Capital Management, Inc.50,816$4.08M1.6%+4,29013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC49,020$3.93M0.79%+8,00813F-HRTimeline
Merit Financial Group, LLC48,249$3.87M0.04%-1,36113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC48,213$3.87M0.31%+40813F-HRTimeline
Janney Montgomery Scott LLC47,656$3.82M0.01%-14913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV42,409$3.4M1.03%+7313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.42,350$3.4M1.41%+8,33413F-HRTimeline
VALLEY NATIONAL ADVISERS INC41,564$3.33M0.54%-15513F-HRTimeline
Caliber Wealth Management, LLC / KS39,091$3.14M0.34%-69813F-HRTimeline
Global Retirement Partners, LLC38,840$3.12M0.08%13F-HRTimeline
Family Legacy, Inc.38,140$3.06M0.99%+47713F-HRTimeline
Creative Planningin group Creative Planning37,845$3.04M<0.01%-3,01713F-HRTimelineGroup
DDFG, Inc37,684$3.02M0.76%+2,41613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO37,304$2.99M0.75%13F-HRTimeline
Leo Wealth, LLC36,298$2.91M0.23%new13F-HRTimeline
Visionary Wealth Advisors35,027$2.81M0.14%+66313F-HRTimeline
Prospect Financial Services LLC34,120$2.74M1.71%+49113F-HR/ATimeline
James J. Burns & Company, LLC34,053$2.73M0.45%+19,75913F-HRTimeline
Sovran Advisors, LLC33,274$2.68M0.28%-15,96113F-HRTimeline
Black Diamond Financial, LLC32,840$2.63M0.41%-3,32613F-HRTimeline
Cerro Pacific Wealth Advisors LLC32,709$2.62M0.73%+18,37113F-HRTimeline
AIRE ADVISORS, LLC31,642$2.54M0.49%+3,65413F-HRTimeline
BEAM WEALTH ADVISORS, INC.31,410$2.52M0.75%+5,87513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,804$2.47M0.05%+1,18113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL30,694$2.46M0.01%+47813F-HRTimeline
LRI Investments, LLC29,730$2.39M0.2%013F-HRTimeline
HighTower Advisors, LLC29,443$2.36M<0.01%-1,10213F-HRTimeline
Ignite Planners, LLC28,849$2.35M0.41%+92513F-HR/ATimeline
Kingsview Wealth Management, LLC29,136$2.34M0.04%-1,12813F-HRTimeline
Capital Square, LLC28,251$2.27M1.21%-89913F-HRTimeline
GHP Investment Advisors, Inc.27,499$2.21M0.1%+1013F-HRTimeline
Arete Wealth Advisors, LLC26,005$2.09M0.15%-4013F-HRTimeline
Courage Miller Partners, LLC25,509$2.05M0.65%-57513F-HRTimeline
Betterment LLC24,515$1.97M<0.01%+2,36313F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…23,769$1.91M0.28%-1,00413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,429$1.8M0.04%-96113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,344$1.79M<0.01%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,163$1.78M0.11%-50513F-HRTimelineGroup
Bonfire Financial21,716$1.74M1.43%-10513F-HRTimeline
Focus Financial Network, Inc.21,558$1.73M0.07%+1,82213F-HRTimeline
Integrated Wealth Concepts LLC21,290$1.71M0.02%+26713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC21,251$1.7M0.59%-26713F-HRTimeline
Ausdal Financial Partners, Inc.21,015$1.69M0.11%+1,26113F-HRTimeline
Accel Wealth Management20,764$1.67M0.56%+1,36413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,942$1.6M<0.01%013F-HRTimelineGroup
COMERICA BANK19,723$1.58M0.01%-3,44313F-HRTimeline
Horizon Investment Services, LLC19,582$1.57M0.69%-1,64113F-HRTimeline
McAdam, LLC19,563$1.57M0.09%+14,41513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC19,450$1.56M1.06%-2,23313F-HRTimeline
NOTTINGHAM ADVISORS, INC.18,682$1.5M0.22%-1,88713F-HRTimeline
Perissos Private Wealth Management, LLC18,488$1.48M1.17%-7413F-HRTimeline
Stanich Group LLC18,101$1.46M1.31%-3,63413F-HRTimeline
AE Wealth Management LLC18,166$1.46M0.01%-1,52813F-HRTimeline
United Advisor Group, LLC18,115$1.45M0.25%+72713F-HRTimeline
Lloyd Advisory Services, LLC.18,019$1.45M0.7%-1,29113F-HRTimeline
PCA Investment Advisory Services Inc.17,664$1.42M0.6%-11913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,653$1.41M<0.01%+6,44613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP17,239$1.38M0.09%+24113F-HRTimeline
Capital Asset Advisory Services LLC17,070$1.37M0.06%-44513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,039$1.37M0.03%-42913F-HRTimeline
Nilsine Partners, LLC16,892$1.36M0.14%+86213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,239$1.3M<0.01%+80513F-HRTimeline
Nova Wealth Management, Inc.16,168$1.3M0.95%+11,84913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,633$1.25M<0.01%-1,10613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC15,589$1.25M0.01%-23913F-HR/ATimelineGroup
AdvisorNet Financial, Inc15,293$1.23M0.08%-4,35913F-HRTimeline
OneDigital Investment Advisors LLC15,267$1.22M0.01%+1,61313F-HRTimeline
Carnegie Investment Counsel15,083$1.21M0.02%-12813F-HRTimeline
Neumann Capital Management, LLC15,076$1.21M0.38%013F-HRTimeline
KPP Advisory Services LLC14,877$1.19M0.2%+6,84513F-HR/ATimeline
Atria Wealth Solutions, Inc.14,816$1.19M0.03%+63813F-HRTimeline
IEQ CAPITAL, LLC14,525$1.17M0.01%013F-HRTimeline
Compound Planning, Inc.13,849$1.11M0.04%-1,07013F-HRTimeline
HF Advisory Group, LLC13,681$1.1M0.43%+81213F-HRTimeline
Regal Investment Advisors LLC13,037$1.05M0.08%+5,57913F-HRTimeline
Pacific Sun Financial Corp12,198$979K0.51%-46013F-HRTimeline
FMR LLCin group FMR LLC12,187$978K<0.01%-29313F-HRTimelineGroup
IBEX WEALTH ADVISORS11,856$951K0.1%-8,57213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,836$950K0.03%+1,31113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,830$949K<0.01%-3,67113F-HRTimelineGroup
Full Sail Capital, LLC11,520$924K0.05%013F-HRTimeline
Cape Investment Advisory, Inc.11,509$923K0.34%-19913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC11,336$909K0.48%-37013F-HRTimeline
J.W. COLE ADVISORS, INC.11,258$903K0.02%new13F-HRTimeline
Cresset Asset Management, LLC11,114$892K<0.01%013F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED10,948$878K0.07%-2,14013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,930$877K0.08%013F-HRTimeline
Belpointe Asset Management LLC10,882$873K0.04%-3,37713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,839$870K0.03%-83313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,359$831K<0.01%-72713F-HR/ATimelineGroup
WILLNER & HELLER, LLC9,914$795K0.67%+22713F-HRTimeline
KEYVANTAGE WEALTH, LLC9,898$794K0.36%-68013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,870$792K<0.01%-5,30313F-HRTimelineGroup
Asset Allocation Strategies LLC9,797$786K0.17%-1,71513F-HRTimeline
Financial Freedom, LLC9,795$786K0.42%-2,31613F-HRTimeline
LaFleur & Godfrey LLC9,657$775K0.1%+3013F-HRTimeline
Mayfair Advisory Group, LLC9,531$765K0.36%-3,31213F-HRTimeline
Truepoint, Inc.9,515$763K0.02%-11,63613F-HRTimeline
Burt Wealth Advisors9,504$763K0.17%+1,10213F-HRTimeline
First Bank & Trust9,425$756K0.13%+1,67613F-HRTimeline
HARBOUR INVESTMENTS, INC.9,325$748K0.02%+32513F-HRTimeline
Madison Wealth Partners, Inc9,317$748K0.16%+70813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,303$746K<0.01%-4,51313F-HR/ATimelineGroup
IHT Wealth Management, LLC9,164$735K0.02%013F-HRTimeline
AtlasMark Financial, Inc9,000$722K0.55%013F-HRTimeline
First Horizon Advisors, Inc.8,945$718K0.02%-1813F-HRTimeline
Mutual Advisors, LLC8,299$687K0.02%-2413F-HRTimeline
Ridgewood Investments LLC8,534$685K0.3%-83613F-HRTimeline
Michels Family Financial, LLC8,404$674K0.57%-11113F-HRTimeline
Atria Investments, Inc8,347$670K0.01%+1,00613F-HRTimeline
Geneos Wealth Management Inc.8,289$665K0.02%-6,12213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding8,185$657K-200Timeline
Falcon Wealth Planning7,981$640K0.06%-2213F-HRTimeline
Key Client Fiduciary Advisors, LLC7,820$627K0.26%+40913F-HRTimeline
Addison Advisors LLC7,710$619K0.15%+1,34013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC7,566$607K0.29%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,443$597K0.01%-21713F-HRTimelineGroup
Faithward Advisors, LLC7,318$587K0.09%+1,02113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.7,201$578K0.15%-44213F-HRTimeline
MidAtlantic Capital Management, Inc.7,155$574K0.41%013F-HRTimeline
Trilogy Capital Inc.6,925$556K0.03%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,823$547K<0.01%+1,98313F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,750$541K0.35%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,519$523K0.14%-27513F-HRTimelineGroup
IFP Advisors, Inc6,410$514K0.01%-10,28013F-HRTimeline
CFS Investment Advisory Services, LLC6,312$506K0.04%-713F-HRTimeline
Davis Investment Partners, LLC6,300$505K0.18%013F-HRTimeline
Prospera Financial Services Inc6,254$502K0.01%-3,02613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,091$489K<0.01%+34113F-HRTimelineGroup