Skip to content
Disclosery

IMCV ISHARES TR

Follow

SHS (fund)

155 managers (157 13F filers) reported a position in IMCV shares at 2025-06-30, 5,887,387 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
155
13F filers
157
New
14
Added
71
Reduced
31
Sold out
9
Shares held by filers
5,887,387

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
MORGAN STANLEYin group MORGAN STANLEY679,807$51.7M<0.01%-37,46313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC395,910$30.1M0.01%+60,97113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.390,168$29.6M0.24%-6,53613F-HRTimelineGroup
Orgel Wealth Management, LLC359,977$27.4M0.66%+19,45213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC270,105$20.5M0.03%+67,11513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/219,604$16.7M<0.01%+13,64913F-HRTimelineGroup
LPL Financial LLC218,922$16.6M0.01%+48,84313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.218,051$16.6M0.03%+10,31913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN212,788$16.2M<0.01%+45,57713F-HRTimelineGroup
Steele Capital Management, Inc.201,752$15.3M0.74%+3,23713F-HRTimeline
Matrix Trust Co201,752$15.3M2.44%+3,23713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,020$9.35M<0.01%+94,75213F-HRTimelineGroup
swisspartners Advisors Ltd111,620$8.47M7.99%+3,51013F-HRTimeline
Black Diamond Financial, LLC110,769$8.42M1.31%-15,34213F-HRTimeline
UBS Group AGin group UBS Group AG103,060$7.83M<0.01%+71213F-HRTimelineGroup
Rodgers & Associates, LTD100,912$7.67M0.84%+6,73213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,623$7.04M<0.01%+55,12013F-HR/ATimelineGroup
Clark Capital Management Group, Inc.90,046$6.84M0.05%new13F-HRTimeline
GHP Investment Advisors, Inc.83,380$6.34M0.28%-9213F-HRTimeline
Ipsen Advisor Group LLC82,303$6.25M4.76%+2,20513F-HRTimeline
Marietta Wealth Management, LLC81,441$6.19M0.81%+4,69413F-HRTimeline
Bedel Financial Consulting, Inc.75,666$5.75M0.79%+86213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC66,651$5.07M<0.01%+1,27013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.60,956$4.63M0.03%+2,77313F-HRTimeline
Mariner, LLCin group Mariner, LLC58,333$4.43M0.01%+2,58013F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC55,748$4.24M0.79%+36613F-HRTimelineGroup
DAVENPORT & Co LLC52,522$3.99M0.02%+23,11113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50,321$3.82M<0.01%-85913F-HRTimelineGroup
Cetera Investment Advisers47,852$3.64M0.01%+25,69713F-HRTimeline
Cambridge Investment Research Advisors,…43,890$3.33M0.01%+37,18713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,502$3.31M<0.01%+39613F-HRTimelineGroup
EP Wealth Advisors, LLC43,166$3.28M0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC42,420$3.22M0.01%+8,62213F-HRTimeline
AIRE ADVISORS, LLC40,696$3.09M0.6%+3,43013F-HRTimeline
Millstone Evans Group, LLC38,783$2.95M2.01%-1,22813F-HRTimeline
DDFG, Inc31,915$2.42M0.61%+1,88113F-HRTimeline
Burt Wealth Advisors27,722$2.11M0.48%+13,24213F-HRTimeline
Merit Financial Group, LLC27,450$2.09M0.02%+3,01513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP26,647$2.02M0.3%+4,06413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC26,375$2M1.37%-1,64713F-HRTimeline
Dynamic Advisor Solutions LLC25,742$1.96M0.06%new13F-HRTimeline
Caliber Wealth Management, LLC / KS25,541$1.94M0.21%-6113F-HRTimeline
Atria Wealth Solutions, Inc.25,407$1.93M0.04%-1,67913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,892$1.89M<0.01%-6,03113F-HRTimelineGroup
Sovran Advisors, LLC24,024$1.86M0.19%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,119$1.76M0.49%-4,27513F-HRTimelineGroup
LRI Investments, LLC22,656$1.72M0.15%013F-HRTimeline
James J. Burns & Company, LLC20,510$1.56M0.25%+14,39113F-HRTimeline
Courage Miller Partners, LLC20,296$1.54M0.49%-27913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,007$1.52M0.03%+19,42513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,300$1.39M<0.01%-74913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,151$1.38M<0.01%+8,88413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,237$1.31M<0.01%+3,00813F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,776$1.31M0.05%+1,53213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,662$1.3M<0.01%-1,23313F-HRTimeline
Retirement Planning Group, LLC16,780$1.27M0.05%-1,18713F-HRTimeline
PCA Investment Advisory Services Inc.13,988$1.06M0.45%+2213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,727$1.04M<0.01%-53313F-HRTimelineGroup
COMERICA BANK13,501$1.03M<0.01%+14213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,272$1.01M0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,367$940K0.03%+113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,311$935K<0.01%-1,46013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,358$863K+1,396Timeline
Jackson Creek Investment Advisors LLC9,460$719K0.19%+11313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,252$703K<0.01%+3,81513F-HRTimelineGroup
Madison Wealth Partners, Inc8,616$655K0.14%+72213F-HRTimeline
LaFleur & Godfrey LLC8,456$642K0.08%+5613F-HRTimeline
Pacific Sun Financial Corp8,130$618K0.32%-54013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,643$581K<0.01%-27,09613F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.7,438$565K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,021$533K0.03%+30313F-HRTimeline
SAGE FINANCIAL GROUP INC6,780$515K0.04%-43113F-HRTimeline
Creative Planningin group Creative Planning6,442$489K<0.01%+3913F-HRTimelineGroup
Integrated Wealth Concepts LLC6,427$488K<0.01%+64913F-HRTimeline
Trivant Custom Portfolio Group, LLC5,687$432K0.24%+68613F-HRTimeline
J.W. COLE ADVISORS, INC.5,656$430K0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,652$429K0.08%-2,21013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,592$425K<0.01%+14013F-HR/ATimelineGroup
Geneos Wealth Management Inc.5,394$410K0.01%-2,69613F-HRTimeline
Janney Montgomery Scott LLC5,370$408K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,304$403K0.01%013F-HRTimeline
Private Advisor Group, LLC4,984$379K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,850$369K0.01%+1,30013F-HRTimeline
Willis Johnson & Associates, Inc.4,529$344K0.02%013F-HRTimeline
rebel Financial LLC4,342$330K0.15%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,325$329K0.04%+2513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,293$324K<0.01%+1,27513F-HRTimelineGroup
Cape Investment Advisory, Inc.4,258$324K0.12%+113F-HRTimeline
Summit Asset Management, LLC4,216$320K0.05%-26013F-HRTimeline
WealthTrak Capital Management LLC4,104$312K0.26%+9913F-HRTimeline
GWN SECURITIES INC.4,092$312K0.06%+43113F-HRTimeline
CWM, LLCin group CWM, LLC3,837$292K<0.01%-1,33313F-HRTimelineGroup
ALTFEST L J & CO INC3,601$274K0.03%-3,72913F-HRTimeline
HighTower Advisors, LLC3,586$272K<0.01%new13F-HRTimeline
Revisor Wealth Management LLC3,428$267K0.1%-16013F-HRTimeline
Plante Moran Financial Advisors, LLC3,453$262K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,430$261K0.02%013F-HRTimeline
FMR LLCin group FMR LLC3,405$259K<0.01%-61313F-HRTimelineGroup
New Insight Wealth Advisors3,392$258K0.11%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,221$245K<0.01%+2113F-HRTimelineGroup
D.A. DAVIDSON & CO.3,197$243K<0.01%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,098$235K<0.01%013F-HRTimelineGroup
Summit Financial, LLC3,028$230K0.01%+1513F-HRTimeline
BEACON FINANCIAL GROUP2,836$215K0.02%+513F-HRTimeline
Bouchey Financial Group, Ltd.2,808$213K0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,803$213K0.02%013F-HRTimeline
Western Wealth Management, LLC2,801$213K0.01%+113F-HRTimeline
Trust Investment Advisors2,795$212K0.13%+513F-HRTimeline
Cresset Asset Management, LLC2,745$209K<0.01%013F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,706$206K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,317$175K0.02%+36713F-HRTimeline
Global Retirement Partners, LLC2,286$174K<0.01%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,012$153K0.19%+413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$114K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC1,404$107K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,208$91.8K<0.01%-20113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,208$91.8K0.01%-20113F-HRTimeline
Hopwood Financial Services, Inc.960$72.9K0.06%013F-HRTimeline
NewEdge Advisors, LLC945$71.8K<0.01%+513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding883$67.1K+768Timeline
PRIVATE TRUST CO NA832$63.2K0.01%+11913F-HRTimeline
Operose Advisors LLC642$48.8K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…573$43.5K<0.01%-8913F-HRTimelineGroup
McIlrath & Eck, LLC540$41K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust510$38.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\505$38.4K<0.01%013F-HRTimelineGroup
HM PAYSON & CO500$38K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC482$36.6K<0.01%+8113F-HRTimelineGroup
Bogart Wealth, LLC464$35.2K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC439$33.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.417$31.5K0.02%013F-HRTimeline
Crews Bank & Trust305$23.2K<0.01%013F-HRTimeline
MCF Advisors LLC300$22.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$22K<0.01%013F-HRTimeline
Gleason Group, Inc.266$20.2K<0.01%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC254$19.3K0.01%+213F-HRTimeline
First Horizon Advisors, Inc.217$16.5K<0.01%new13F-HRTimeline
TD Capital Management LLC202$15.4K<0.01%+113F-HRTimeline
Silicon Valley Capital Partners180$13.7K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC162$12.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc155$11.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV154$11.7K<0.01%+113F-HRTimeline
Archer Investment Corp103$7.83K<0.01%+2013F-HRTimeline
Gladwyn Financial Advisors, Inc.72$5.45K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…71$5.39K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC66$5.01K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.56$4.25K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC54$4.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC36$2.75K<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC30$2.28K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC15$1.16K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15$1.14K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13$988<0.01%013F-HRTimeline
Red Tortoise LLC2$132<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.