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Disclosery

IMCV ISHARES TR

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SHS (fund)

148 managers (149 13F filers) reported a position in IMCV shares at 2025-03-31, 5,220,603 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
148
13F filers
149
New
12
Added
55
Reduced
44
Sold out
3
Shares held by filers
5,220,603

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
MORGAN STANLEYin group MORGAN STANLEY717,270$53.2M<0.01%-88,83613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.396,704$29.4M0.28%-56,50113F-HRTimelineGroup
Orgel Wealth Management, LLC340,525$25.3M0.66%-2,83713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC334,939$24.8M0.01%+36,20413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.207,732$15.4M0.03%+45,07013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/205,955$15.3M<0.01%+14,01013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC202,990$15.1M0.02%+5,13813F-HRTimeline
Matrix Trust Co198,515$14.7M2.48%+29013F-HRTimeline
Steele Capital Management, Inc.198,515$14.7M0.77%+29013F-HRTimeline
LPL Financial LLC170,079$12.6M<0.01%+12,31513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN167,211$12.4M<0.01%+53113F-HRTimelineGroup
Black Diamond Financial, LLC126,111$9.36M1.41%+12,71913F-HRTimeline
UBS Group AGin group UBS Group AG102,348$7.59M<0.01%+31513F-HRTimelineGroup
swisspartners Advisors Ltd108,110$7.09M7.47%+3,62013F-HRTimeline
Rodgers & Associates, LTD94,180$6.99M0.85%+8,73713F-HRTimeline
GHP Investment Advisors, Inc.83,472$6.19M0.3%-1,21313F-HRTimeline
Ipsen Advisor Group LLC80,098$5.94M5.11%+1,50113F-HRTimeline
Marietta Wealth Management, LLC76,747$5.69M0.84%+2,84113F-HRTimeline
Bedel Financial Consulting, Inc.74,804$5.39M0.77%+2,70813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,381$4.86M<0.01%+2,62513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.58,183$4.32M0.03%-70213F-HRTimeline
Mariner, LLCin group Mariner, LLC55,753$4.14M0.01%-2,33513F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC55,382$4.11M0.77%+2,75013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,180$3.8M<0.01%+4,33813F-HRTimelineGroup
EP Wealth Advisors, LLC43,166$3.2M0.03%-69613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,106$3.2M<0.01%+17513F-HRTimelineGroup
Millstone Evans Group, LLC40,011$2.97M2.01%-1,80013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,503$2.78M<0.01%+1,16813F-HR/ATimelineGroup
AIRE ADVISORS, LLC37,266$2.76M0.58%+15013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,739$2.58M<0.01%+21,42913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC33,798$2.51M0.01%-76913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,923$2.29M0.01%-274,75413F-HR/ATimelineGroup
DDFG, Inc30,034$2.23M0.62%+23,00513F-HRTimeline
DAVENPORT & Co LLC29,411$2.18M0.01%+2,96313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,268$2.1M<0.01%-1,92613F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC28,022$2.08M1.62%+1,18913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC27,394$2.03M0.52%-99613F-HRTimelineGroup
Atria Wealth Solutions, Inc.27,086$2.01M0.02%-3,38413F-HRTimeline
Caliber Wealth Management, LLC / KS25,602$1.9M0.26%13F-HRTimeline
Merit Financial Group, LLC24,435$1.81M0.03%-1,91213F-HRTimeline
LRI Investments, LLC22,656$1.68M0.16%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP22,583$1.68M0.27%+21713F-HRTimeline
Cetera Investment Advisers22,155$1.64M<0.01%+40913F-HRTimeline
Courage Miller Partners, LLC20,575$1.53M0.52%-29713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,049$1.41M<0.01%-3,13513F-HRTimelineGroup
Retirement Planning Group, LLC17,967$1.33M0.06%-1,13913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,895$1.33M<0.01%-2,06813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,244$1.09M0.07%+1,06213F-HRTimelineGroup
Burt Wealth Advisors14,480$1.07M0.27%-45613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,260$1.06M<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,229$1.06M<0.01%-59,38713F-HRTimelineGroup
PCA Investment Advisory Services Inc.13,966$1.04M0.55%-3,22313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,771$1.02M<0.01%013F-HRTimeline
COMERICA BANK13,359$991K<0.01%-2213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,366$917K0.04%+113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding9,962$739K-954Timeline
Jackson Creek Investment Advisors LLC9,347$693K0.22%+25413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,267$688K<0.01%+3,26413F-HRTimelineGroup
Pacific Sun Financial Corp8,670$643K0.37%+3013F-HRTimeline
LaFleur & Godfrey LLC8,400$623K0.08%+11413F-HRTimeline
Geneos Wealth Management Inc.8,090$600K0.01%+5,40313F-HRTimeline
Madison Wealth Partners, Inc7,894$586K0.14%-50813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…7,862$583K0.12%-39,71513F-HRTimeline
FIRST MANHATTAN CO. LLC.7,438$552K<0.01%013F-HRTimeline
ALTFEST L J & CO INC7,330$544K0.07%013F-HRTimeline
SAGE FINANCIAL GROUP INC7,211$535K0.04%-27513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,718$498K0.03%+13413F-HRTimeline
Cambridge Investment Research Advisors,…6,703$497K<0.01%+52213F-HRTimeline
Creative Planningin group Creative Planning6,403$475K<0.01%+81813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,178$458K0.01%new13F-HRTimelineGroup
James J. Burns & Company, LLC6,119$454K0.08%-34913F-HRTimeline
Integrated Wealth Concepts LLC5,778$429K<0.01%-17613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,452$405K<0.01%+213F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC5,437$403K<0.01%-213F-HRTimelineGroup
Janney Montgomery Scott LLC5,370$398K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,304$394K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,170$384K<0.01%-50413F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC5,001$371K0.21%+1,07013F-HRTimeline
Quantinno Capital Management LP4,919$365K<0.01%new13F-HRTimeline
Willis Johnson & Associates, Inc.4,529$336K0.03%013F-HRTimeline
Summit Asset Management, LLC4,476$332K0.06%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,300$319K0.04%+2613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,265$316K<0.01%+69113F-HR/ATimelineGroup
Cape Investment Advisory, Inc.4,257$316K0.13%+113F-HRTimeline
FMR LLCin group FMR LLC4,018$298K<0.01%-6313F-HRTimelineGroup
WealthTrak Capital Management LLC4,005$297K0.26%-22813F-HRTimeline
GWN SECURITIES INC.3,661$272K0.02%new13F-HRTimeline
Revisor Wealth Management LLC3,588$266K0.12%+57313F-HRTimeline
Parallel Advisors, LLC3,550$263K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC3,453$256K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,430$254K0.02%013F-HRTimeline
New Insight Wealth Advisors3,392$252K0.11%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,200$237K<0.01%013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,098$230K<0.01%-30613F-HRTimelineGroup
Summit Financial, LLC3,013$224K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,018$221K<0.01%+31713F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,889$214K<0.01%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP2,831$210K0.02%+513F-HRTimeline
Bouchey Financial Group, Ltd.2,808$208K0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,803$208K0.01%013F-HRTimeline
Western Wealth Management, LLC2,800$208K0.01%-41713F-HRTimeline
Trust Investment Advisors2,790$207K0.13%new13F-HRTimeline
Cresset Asset Management, LLC2,745$204K<0.01%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,706$201K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,008$149K0.2%-213F-HRTimeline
Smartleaf Asset Management LLC1,950$143K0.01%+42213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$111K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,409$105K<0.01%+213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,409$105K0.01%+213F-HRTimeline
Beacon Capital Management, LLC1,404$104K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.960$71.2K0.05%013F-HRTimeline
NewEdge Advisors, LLC940$69.7K<0.01%-8213F-HRTimeline
PRIVATE TRUST CO NA713$52.9K0.01%+40313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…662$49.1K<0.01%013F-HRTimelineGroup
Operose Advisors LLC642$47.6K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC582$43.2K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC540$40.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC515$38.2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust510$37.8K<0.01%-27313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\505$37.5K<0.01%-69513F-HRTimelineGroup
HM PAYSON & CO500$37.1K<0.01%-18513F-HRTimeline
Bogart Wealth, LLC463$34.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC439$32.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.417$30.9K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC401$29.8K<0.01%-2,86913F-HRTimelineGroup
Crews Bank & Trust305$22.6K<0.01%013F-HRTimeline
MCF Advisors LLC300$22.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$22K<0.01%new13F-HRTimeline
Gleason Group, Inc.264$19.6K<0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC252$18.7K0.01%+113F-HRTimeline
TD Capital Management LLC201$14.9K<0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC198$14.7K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC162$12K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…160$11.9K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc155$11.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV153$11.4K<0.01%+113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…115$8.53K<0.01%-8513F-HRTimelineGroup
Archer Investment Corp83$6.16K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.81$6.04K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…71$5.24K<0.01%+113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC66$4.9K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC54$4.01K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC30$2.23K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15$1.11K<0.01%-2,55213F-HRTimeline
Steward Partners Investment Advisory, L…13$964<0.01%013F-HRTimeline
AE Wealth Management LLC3$223<0.01%013F-HRTimeline
Red Tortoise LLC2$128<0.01%-7113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-32513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.