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Disclosery

IMCV ISHARES TR

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SHS (fund)

168 managers (169 13F filers) reported a position in IMCV shares at 2026-06-30, 8,013,475 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
168
13F filers
169
New
15
Added
67
Reduced
41
Sold out
15
Shares held by filers
8,013,475

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
VANTAGEPOINT INVESTMENT ADVISERS LLC1,017,719$93M0.7%+52,48713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY612,281$55.9M<0.01%+1,76313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC487,500$44.5M0.01%+79,72113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC467,937$42.8M0.01%+23,39013F-HRTimelineGroup
LPL Financial LLC434,283$39.7M0.01%+63,47313F-HRTimeline
Orgel Wealth Management, LLC341,915$31.2M0.59%-91213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC257,449$23.5M0.03%-13,17513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN247,957$22.7M<0.01%-2,75113F-HRTimelineGroup
Black Diamond Financial, LLC245,612$22.4M1.98%+28,47513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.234,849$21.5M0.03%+3,99113F-HRTimelineGroup
Matrix Trust Co209,721$19.2M2.78%+2,40213F-HRTimeline
Steele Capital Management, Inc.209,721$19.2M0.71%+2,40213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/203,099$18.6M<0.01%+93113F-HRTimelineGroup
UBS Group AGin group UBS Group AG191,890$17.5M<0.01%-3,41513F-HRTimelineGroup
GRANVILLE CAPITAL, INC.156,194$14.3M6.38%+3,51313F-HRTimeline
Marietta Wealth Management, LLC135,955$12.4M1.28%+5,70413F-HRTimeline
swisspartners Advisors Ltd128,320$11.7M7.9%-42013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,527$11.5M<0.01%-1,06513F-HRTimelineGroup
Cetera Investment Advisers122,941$11.2M0.01%+13,12613F-HRTimeline
Rodgers & Associates, LTD120,448$11M1%+79513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,198$9.52M<0.01%+6,75713F-HRTimelineGroup
Bedel Financial Consulting, Inc.97,819$8.94M0.86%+6,49513F-HRTimeline
Ipsen Advisor Group LLC85,523$7.81M5.03%+58913F-HRTimeline
Clark Capital Management Group, Inc.82,103$7.5M0.04%-73213F-HRTimeline
GHP Investment Advisors, Inc.81,185$7.42M0.27%-13213F-HRTimeline
DAVENPORT & Co LLC74,249$6.78M0.03%+4,27713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC64,544$5.9M0.8%+2,79013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC57,329$5.24M0.01%+19213F-HRTimelineGroup
Cambridge Investment Research Advisors,…56,506$5.16M0.01%-1,70213F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,253$4.96M<0.01%-70,14813F-HRTimelineGroup
DDFG, Inc51,272$4.69M0.93%+1,37613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding47,810$4.56M+25,297Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,593$4.44M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,998$4.29M0.03%-283,31713F-HRTimelineGroup
Creative Planningin group Creative Planning45,464$4.15M<0.01%+1,03913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,919$4.1M<0.01%+14013F-HRTimelineGroup
Sovran Advisors, LLC41,718$4.03M0.3%-14,27813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,733$4M0.01%-1,32913F-HRTimeline
EP Wealth Advisors, LLC43,487$3.97M0.02%+45013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,000$3.56M<0.01%+35,94313F-HRTimelineGroup
AIRE ADVISORS, LLC38,156$3.49M0.57%-2,33313F-HRTimeline
Millstone Evans Group, LLC36,762$3.36M1.82%-1,55113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,588$3.25M<0.01%-9513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,284$2.95M<0.01%+24,41813F-HRTimelineGroup
Merit Financial Group, LLC29,399$2.69M0.02%+1,36013F-HR/ATimeline
Dynamic Advisor Solutions LLC28,581$2.61M0.07%+98113F-HRTimeline
MML INVESTORS SERVICES, LLC26,015$2.38M<0.01%-52813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,445$2.33M-3,491Timeline
Caliber Wealth Management, LLC / KS24,639$2.25M0.22%+113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth23,030$2.1M<0.01%-1,41713F-HRTimelineGroup
LRI Investments, LLC22,656$2.07M0.17%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,873$1.91M0.02%+613F-HRTimelineGroup
James J. Burns & Company, LLC19,016$1.74M0.19%+9413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,769$1.73M<0.01%+8,42813F-HRTimelineGroup
Allegheny Financial Group17,676$1.62M0.17%+4,39713F-HRTimeline
Courage Miller Partners, LLC17,464$1.6M0.42%-1,05113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,217$1.48M<0.01%-7013F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,071$1.47M0.01%-4813F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,289$1.31M0.39%-43913F-HRTimelineGroup
PCA Investment Advisory Services Inc.13,755$1.26M0.35%-9713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,727$1.25M<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,352$1.23M<0.01%-9,26813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,221$1.21M<0.01%-22613F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC11,959$1.09M0.44%-12,97213F-HRTimeline
J.W. COLE ADVISORS, INC.11,824$1.08M0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,811$1.01M<0.01%-42013F-HRTimeline
LaFleur & Godfrey LLC10,340$945K0.11%+55413F-HRTimeline
Retirement Planning Group, LLC10,049$918K0.02%-5,74113F-HRTimeline
Madison Wealth Partners, Inc9,906$905K0.12%+15213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,849$900K0.01%+7,13913F-HRTimelineGroup
Sentinel Advisory Group, LLC9,809$896K0.37%-40913F-HRTimeline
Brand Asset Management Group, Inc.9,209$841K0.19%-8313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,315$760K<0.01%+22113F-HRTimelineGroup
Pacific Sun Financial Corp8,295$758K0.31%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,503$686K0.03%-4913F-HRTimeline
FIRST MANHATTAN CO. LLC.7,438$680K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC7,236$661K<0.01%+2,12913F-HRTimeline
Nuveen, LLCin group TIAA6,523$596K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.6,447$589K<0.01%+27513F-HRTimeline
Geneos Wealth Management Inc.6,436$588K0.01%+2013F-HRTimeline
Trivant Custom Portfolio Group, LLC6,205$567K0.3%+15113F-HRTimeline
SAGE FINANCIAL GROUP INC6,207$567K0.03%-15513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,053$553K0.01%+4,87413F-HRTimelineGroup
Janney Montgomery Scott LLC5,757$526K<0.01%013F-HRTimeline
Vise Technologies, Inc.5,626$514K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,304$485K<0.01%013F-HRTimeline
GWN SECURITIES INC.5,113$467K0.08%+34413F-HRTimeline
FMR LLCin group FMR LLC4,952$453K<0.01%+1,24513F-HRTimelineGroup
Farther Finance Advisors, LLC4,922$450K<0.01%+3,33813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,726$432K0.06%-4313F-HRTimeline
Parallel Advisors, LLC4,703$430K0.01%013F-HRTimeline
Willis Johnson & Associates, Inc.4,529$414K0.02%013F-HRTimeline
NewEdge Advisors, LLC4,311$394K<0.01%+2,37913F-HRTimeline
Cape Investment Advisory, Inc.4,238$387K0.1%+113F-HRTimeline
Summit Asset Management, LLC4,216$385K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,048$370K<0.01%+1,25913F-HR/ATimeline
WealthTrak Capital Management LLC4,040$369K0.24%-8313F-HRTimeline
Revisor Wealth Management LLC3,745$342K0.08%+1,21813F-HRTimeline
ALTFEST L J & CO INC3,601$329K0.03%013F-HRTimeline
HighTower Advisors, LLC3,500$320K<0.01%-59713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,466$317K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,453$316K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,430$313K0.01%013F-HRTimeline
New Insight Wealth Advisors3,392$310K0.09%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,199$292K0.02%+22813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,139$287K<0.01%-12413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC3,131$286K0.03%+1513F-HRTimeline
Odyssey Capital Advisors, Inc.3,074$281K0.2%+43313F-HRTimeline
Bellecapital International Ltd.2,980$272K0.04%new13F-HRTimeline
BEACON FINANCIAL GROUP2,854$261K0.02%+413F-HRTimeline
LAWOOD & CO2,844$260K0.18%013F-HRTimeline
Bouchey Financial Group, Ltd.2,808$257K0.02%013F-HRTimeline
Cresset Asset Management, LLC2,745$251K<0.01%013F-HRTimeline
Portland Financial Advisors Inc2,712$248K0.45%+11213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,706$247K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,609$238K0.07%+85813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,554$236K0.01%+2,24813F-HRTimeline
&PARTNERS2,477$226K<0.01%013F-HRTimeline
KINTRA WEALTH, LLC2,138$210K0.01%new13F-HRTimeline
NWAM LLC2,280$208K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,233$204K<0.01%-1213F-HRTimeline
Lifeworks Advisors, LLC2,225$203K0.02%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,196$201K0.04%new13F-HRTimeline
Horst & Graben Wealth Management LLC2,179$200K0.03%new13F-HRTimeline
Smartleaf Asset Management LLC2,119$195K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,916$175K<0.01%13F-HRTimeline
Basepoint Wealth LLC1,659$152K0.09%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$137K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC900$82.2K<0.01%-32513F-HRTimeline
Aptus Capital Advisors, LLC825$75.4K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC804$73.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA762$69.6K0.01%+1213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC724$66.2K<0.01%+213F-HRTimelineGroup
Arax Advisory Partners684$62.5K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…656$60K0.05%+34413F-HRTimeline
Operose Advisors LLC642$58.7K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC600$54.8K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC591$54K<0.01%-2,04413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…576$52.6K<0.01%+113F-HRTimelineGroup
GGM Financial LLC508$46.4K0.02%+213F-HRTimeline
HM PAYSON & CO500$45.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…331$30.3K<0.01%-2013F-HRTimelineGroup
Sunrise Financial Services, LLC330$30.2K0.02%013F-HRTimeline
MCF Advisors LLC300$27.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$27.4K<0.01%013F-HRTimeline
Allworth Financial LP268$24.5K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC262$24K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.214$20K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD Capital Management LLC206$18.8K<0.01%+113F-HRTimeline
Crews Bank & Trust205$18.7K<0.01%013F-HRTimeline
Atomic Invest LLC180$16.5K<0.01%-113F-HRTimeline
Bogart Wealth, LLC179$16.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV157$14.4K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc155$14.2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC153$14.1K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.126$11.5K0.01%013F-HRTimeline
Archer Investment Corp93$8.5K<0.01%013F-HR/ATimeline
Pinnacle Bancorp, Inc.81$7.4K<0.01%+2413F-HRTimeline
one8zero8, LLC81$7.4K<0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.75$6.87K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …40$3.71K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC37$3.35K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.35$3.2K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…35$3.2K<0.01%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.27$2.47K<0.01%+1813F-HRTimeline
Continuum Advisory, LLC25$2.28K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC24$2.19K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC15$1.41K<0.01%013F-HRTimeline