Skip to content
Disclosery

IMCG ISHARES TR

Follow

ETF (fund)

Filings received so far for Q3 2026: 23 13F filers report a position in IMCG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
ECLECTIC ASSOCIATES INC /ADV266,843$25.1M2.8%+3,19913F-HRTimeline
Matrix Trust Co205,084$19.3M2.8%-22313F-HRTimeline
OxenFree Capital LLC115,293$11.2M4.85%+3,84713F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV27,070$2.54M1.8%+1,03513F-HRTimeline
Farther Finance Advisors, LLC20,685$1.94M0.01%-40213F-HRTimeline
HF Advisory Group, LLC15,772$1.48M0.44%+51413F-HRTimeline
Ridgewood Investments LLC8,282$778K0.29%013F-HRTimeline
Heartwood Wealth Advisors LLC6,035$567K0.04%013F-HRTimeline
Investment Partners Asset Management, I…5,818$546K0.3%+5613F-HRTimeline
Kaizen Financial Strategies5,370$504K0.2%+1013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.3,987$374K0.06%-2,53113F-HRTimeline
Kaydan Wealth Management, Inc.3,750$352K0.12%-1,20013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,341$320K0.05%new13F-HRTimeline
Asempa Wealth Advisors2,800$265K0.21%+313F-HRTimeline
FC Advisory LLC2,637$248K0.06%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,512$236K0.02%013F-HRTimeline
Breakwater Capital Group2,327$218K0.03%-3813F-HRTimeline
CX Institutional2,065$194K0.01%-3113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC223$20.9K0.01%+113F-HRTimeline
EASTERN BANK222$20.8K<0.01%013F-HRTimeline
GK Wealth Management LLC30$2.82K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC24$2.31K<0.01%+2313F-HRTimeline
Central Pacific Bank - Trust Division18$1.69K<0.01%013F-HRTimeline