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Disclosery

IMCV ISHARES TR

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SHS (fund)

139 managers (140 13F filers) reported a position in IMCV shares at 2024-12-31, 5,514,282 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
139
13F filers
140
New
8
Added
54
Reduced
35
Sold out
10
Shares held by filers
5,514,282

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
MORGAN STANLEYin group MORGAN STANLEY806,106$59.9M<0.01%-14,82913F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.453,205$33.7M0.32%+49,02813F-HRTimelineGroup
Orgel Wealth Management, LLC343,362$25.5M0.67%-1,59613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth305,677$22.7M0.06%+292,50613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC298,735$22.2M0.01%13F-HR/ATimelineGroup
Steele Capital Management, Inc.198,225$14.7M0.77%+45913F-HRTimeline
Matrix Trust Co198,225$14.7M2.56%+45913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC197,852$14.7M0.02%+4,92113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,945$14.3M<0.01%-3,44513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN166,680$12.4M<0.01%-15,18313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.162,662$12.1M0.03%+31,27513F-HR/ATimelineGroup
LPL Financial LLC157,764$11.7M<0.01%-5,60113F-HRTimeline
Black Diamond Financial, LLC113,392$8.42M1.26%+9,15013F-HRTimeline
UBS Group AGin group UBS Group AG102,033$7.58M<0.01%-22613F-HRTimelineGroup
swisspartners Advisors Ltd104,490$7.04M7.59%+1,13013F-HRTimeline
Rodgers & Associates, LTD85,443$6.35M0.76%+5,86813F-HRTimeline
GHP Investment Advisors, Inc.84,685$6.29M0.29%-8913F-HRTimeline
Ipsen Advisor Group LLC78,597$5.84M4.99%13F-HRTimeline
Bedel Financial Consulting, Inc.72,096$5.52M0.77%+5,00713F-HRTimeline
Marietta Wealth Management, LLC73,906$5.49M0.79%+1,71813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.73,616$5.47M0.01%+86713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC62,756$4.66M<0.01%+10,79113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.58,885$4.37M0.03%-1313F-HRTimeline
Mariner, LLCin group Mariner, LLC58,088$4.31M0.01%+1,65913F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC52,632$3.91M0.71%new13F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…47,577$3.53M0.76%-99213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…46,842$3.48M<0.01%-2,73413F-HRTimelineGroup
EP Wealth Advisors, LLC43,862$3.26M0.03%+60013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,931$3.19M<0.01%+1,99713F-HRTimelineGroup
Millstone Evans Group, LLC41,811$3.1M2.12%13F-HRTimeline
AIRE ADVISORS, LLC37,116$2.76M0.57%+79913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,335$2.7M<0.01%-75513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC34,567$2.57M0.01%+91613F-HRTimeline
Atria Wealth Solutions, Inc.30,470$2.26M0.02%-1,10113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,194$2.24M<0.01%-76313F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC28,390$2.11M0.53%+7313F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC26,833$1.99M1.72%+5,98313F-HRTimeline
DAVENPORT & Co LLC26,448$1.96M0.01%+11,31513F-HRTimeline
Merit Financial Group, LLC26,347$1.96M0.04%-99813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP22,366$1.73M0.27%+1,15813F-HRTimeline
LRI Investments, LLC22,656$1.68M0.16%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,184$1.65M<0.01%-96713F-HRTimelineGroup
Cetera Investment Advisers21,746$1.61M<0.01%+40013F-HRTimeline
Courage Miller Partners, LLC20,872$1.55M0.53%-3313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,963$1.48M<0.01%+3,80113F-HR/ATimeline
Retirement Planning Group, LLC19,106$1.42M0.07%+36613F-HRTimeline
PCA Investment Advisory Services Inc.17,189$1.28M0.59%-74213F-HRTimeline
Burt Wealth Advisors14,936$1.11M0.28%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,260$1.06M<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …14,182$1.04M0.06%-3,02713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS13,771$1.02M<0.01%+20613F-HRTimeline
COMERICA BANK13,381$994K<0.01%-313F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,310$988K<0.01%-2,20713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,365$918K0.04%-22213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding10,916$811K+2,521Timeline
Jackson Creek Investment Advisors LLC9,093$675K0.2%+1,21513F-HRTimeline
Pacific Sun Financial Corp8,640$642K0.35%013F-HRTimeline
Madison Wealth Partners, Inc8,402$624K0.17%013F-HRTimeline
LaFleur & Godfrey LLC8,286$615K0.08%+47913F-HR/ATimeline
SAGE FINANCIAL GROUP INC7,486$556K0.04%013F-HRTimeline
FIRST MANHATTAN CO. LLC.7,438$552K<0.01%013F-HRTimeline
ALTFEST L J & CO INC7,330$544K0.07%013F-HRTimeline
DDFG, Inc7,029$522K0.15%+1,05913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,584$489K0.03%+2,40413F-HRTimeline
James J. Burns & Company, LLC6,468$480K0.08%+3213F-HRTimeline
Cambridge Investment Research Advisors,…6,181$459K<0.01%+4713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,003$446K<0.01%+2,28213F-HRTimelineGroup
Integrated Wealth Concepts LLC5,954$442K0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC5,674$421K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning5,585$415K<0.01%+52213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,450$405K<0.01%-5,44413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,439$404K<0.01%-10113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,409$402K0.02%-2213F-HRTimeline
Janney Montgomery Scott LLC5,370$399K<0.01%-47113F-HRTimeline
Prime Capital Investment Advisors, LLC5,304$394K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,919$365K<0.01%+2,26713F-HRTimelineGroup
Willis Johnson & Associates, Inc.4,529$336K0.03%+1013F-HRTimeline
Summit Asset Management, LLC4,476$332K0.06%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,274$317K0.04%+3013F-HRTimeline
Cape Investment Advisory, Inc.4,256$316K0.12%+213F-HRTimeline
WealthTrak Capital Management LLC4,233$314K0.27%13F-HRTimeline
FMR LLCin group FMR LLC4,081$303K<0.01%+8813F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC3,931$292K0.17%+10213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,574$265K<0.01%-2,51713F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,453$256K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,430$255K0.02%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,404$253K<0.01%-1513F-HRTimelineGroup
New Insight Wealth Advisors3,392$252K0.13%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,270$243K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC3,217$239K0.02%-1,25713F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,200$238K<0.01%013F-HRTimelineGroup
Revisor Wealth Management LLC3,015$226K0.21%new13F-HRTimeline
BEACON FINANCIAL GROUP2,826$210K0.02%+613F-HRTimeline
Bouchey Financial Group, Ltd.2,808$209K0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,803$208K0.02%-15113F-HRTimeline
Cresset Asset Management, LLC2,745$204K<0.01%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,706$201K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,701$201K<0.01%+1,82913F-HRTimelineGroup
Geneos Wealth Management Inc.2,687$200K0.01%+1213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,567$191K0.01%+25913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,010$149K0.19%+6013F-HRTimeline
Smartleaf Asset Management LLC1,528$113K0.01%+4913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$111K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,407$104K<0.01%-60313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,407$104K0.01%-60313F-HRTimeline
Beacon Capital Management, LLC1,404$104K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,200$89.1K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,022$75.9K<0.01%-2713F-HRTimeline
Hopwood Financial Services, Inc.960$71.3K0.05%13F-HRTimeline
Parkside Financial Bank & Trust783$58.1K0.01%+27313F-HRTimeline
HM PAYSON & CO685$50.9K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…662$49.1K<0.01%+113F-HRTimelineGroup
Operose Advisors LLC642$47.7K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC582$43.2K<0.01%-513F-HRTimelineGroup
McIlrath & Eck, LLC540$40.1K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC439$32.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.417$31.9K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…325$25K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA310$23K<0.01%013F-HRTimeline
Crews Bank & Trust305$22.6K<0.01%13F-HRTimeline
MCF Advisors LLC300$22.3K<0.01%013F-HRTimeline
Gleason Group, Inc.263$19.5K<0.01%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC251$18.6K0.01%new13F-HRTimeline
IFP Advisors, Inc222$16.5K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…200$14.9K<0.01%013F-HRTimelineGroup
TD Capital Management LLC200$14.8K<0.01%+213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC198$14.7K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC162$12K<0.01%-813F-HRTimeline
AdvisorNet Financial, Inc155$11.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV152$11.3K<0.01%+113F-HRTimeline
Archer Investment Corp83$6.16K<0.01%013F-HRTimeline
Red Tortoise LLC73$5.4K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…70$5.21K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC66$4.9K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC54$4.01K<0.01%013F-HRTimeline
Global Retirement Partners, LLC54$4.01K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC30$2.23K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13$965<0.01%013F-HRTimeline
AE Wealth Management LLC3$223<0.01%-3,23113F-HRTimeline