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Disclosery

IMCV ISHARES TR

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SHS (fund)

156 managers (157 13F filers) reported a position in IMCV shares at 2025-09-30, 7,136,964 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
156
13F filers
157
New
15
Added
68
Reduced
36
Sold out
10
Shares held by filers
7,136,964

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
VANTAGEPOINT INVESTMENT ADVISERS LLC978,800$78.6M0.64%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY632,597$50.8M<0.01%-47,21013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC409,104$32.9M0.01%+13,19413F-HRTimelineGroup
Orgel Wealth Management, LLC360,195$28.9M0.66%+21813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.339,328$27.3M0.2%-50,84013F-HRTimelineGroup
LPL Financial LLC277,426$22.3M0.01%+58,50413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC272,231$21.9M0.03%+2,12613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.233,207$18.7M0.03%+15,15613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/228,185$18.3M<0.01%+8,58113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN218,738$17.6M<0.01%+5,95013F-HRTimelineGroup
Matrix Trust Co204,066$16.4M2.57%+2,31413F-HRTimeline
Steele Capital Management, Inc.204,066$16.4M0.73%+2,31413F-HRTimeline
Black Diamond Financial, LLC189,922$15.3M1.71%+79,15313F-HRTimeline
UBS Group AGin group UBS Group AG187,737$15.1M<0.01%+84,67713F-HRTimelineGroup
Marietta Wealth Management, LLC126,698$10.2M1.24%+45,25713F-HRTimeline
swisspartners Advisors Ltd125,760$10.1M8.32%+14,14013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,480$10M<0.01%+1,46013F-HRTimelineGroup
Rodgers & Associates, LTD105,150$8.45M0.87%+4,23813F-HRTimeline
Cetera Investment Advisers103,241$8.3M0.01%+55,38913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,846$7.46M<0.01%+22313F-HRTimelineGroup
Clark Capital Management Group, Inc.84,881$6.82M0.04%-5,16513F-HRTimeline
GHP Investment Advisors, Inc.83,155$6.68M0.28%-22513F-HRTimeline
Ipsen Advisor Group LLC83,020$6.67M4.8%+71713F-HRTimeline
Bedel Financial Consulting, Inc.81,837$6.58M0.84%+6,17113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,367$6.07M<0.01%+8,71613F-HRTimelineGroup
DAVENPORT & Co LLC62,845$5.05M0.03%+10,32313F-HRTimeline
MML INVESTORS SERVICES, LLC57,894$4.65M0.01%+15,47413F-HRTimeline
Mariner, LLCin group Mariner, LLC57,093$4.59M0.01%-1,24013F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC57,037$4.58M0.8%+1,28913F-HRTimelineGroup
Sovran Advisors, LLC56,837$4.51M0.4%+32,81313F-HRTimeline
Cambridge Investment Research Advisors,…50,415$4.05M0.01%+6,52513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…47,458$3.81M<0.01%-2,86313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,373$3.65M<0.01%+1,87113F-HRTimelineGroup
DDFG, Inc45,069$3.62M0.84%+13,15413F-HRTimeline
AIRE ADVISORS, LLC40,704$3.27M0.59%+813F-HRTimeline
Millstone Evans Group, LLC36,205$2.91M1.85%-2,57813F-HRTimeline
Merit Financial Group, LLC27,593$2.22M0.02%+14313F-HR/ATimeline
Burt Wealth Advisors27,418$2.2M0.54%-30413F-HRTimeline
Dynamic Advisor Solutions LLC26,138$2.1M0.06%+39613F-HRTimeline
Caliber Wealth Management, LLC / KS25,146$2.02M0.23%-39513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC25,051$2.01M1.12%-1,32413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,807$1.99M<0.01%-8513F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP24,665$1.98M0.28%-1,98213F-HRTimeline
LRI Investments, LLC22,656$1.82M0.15%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,929$1.68M0.03%+92213F-HRTimelineGroup
Courage Miller Partners, LLC19,753$1.59M0.48%-54313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …19,621$1.56M0.05%+2,84513F-HRTimelineGroup
James J. Burns & Company, LLC19,093$1.53M0.23%-1,41713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,455$1.48M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,198$1.46M<0.01%-10213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,750$1.43M<0.01%+51313F-HRTimelineGroup
Retirement Planning Group, LLC16,633$1.34M0.05%-14713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,331$1.31M<0.01%-33113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,253$1.31M0.4%-6,86613F-HRTimelineGroup
Creative Planningin group Creative Planning16,136$1.3M<0.01%+9,69413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,248$1.15M0.01%+97613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp13,727$1.1M<0.01%013F-HRTimelineGroup
COMERICA BANK13,590$1.09M<0.01%+8913F-HRTimeline
PCA Investment Advisory Services Inc.13,524$1.09M0.4%-46413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,648$1.02M<0.01%-5,50313F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,367$994K0.03%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,311$989K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding12,296$988K+938Timeline
CITIGROUP INCin group CITIGROUP INC10,319$829K<0.01%+1,06713F-HRTimelineGroup
Brand Asset Management Group, Inc.10,053$808K0.23%new13F-HRTimeline
Madison Wealth Partners, Inc8,983$722K0.14%+36713F-HRTimeline
LaFleur & Godfrey LLC8,776$705K0.09%+32013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,268$664K<0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp8,110$652K0.31%-2013F-HRTimeline
FIRST MANHATTAN CO. LLC.7,438$598K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,058$567K0.02%+3713F-HRTimeline
SAGE FINANCIAL GROUP INC6,392$514K0.03%-38813F-HRTimeline
Trivant Custom Portfolio Group, LLC5,786$465K0.24%+9913F-HRTimeline
Integrated Wealth Concepts LLC5,738$461K<0.01%-68913F-HRTimeline
J.W. COLE ADVISORS, INC.5,647$454K0.01%-913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,595$450K0.07%-5713F-HRTimeline
Geneos Wealth Management Inc.5,412$435K0.01%+1813F-HRTimeline
Prime Capital Investment Advisors, LLC5,304$426K0.01%013F-HRTimeline
Private Advisor Group, LLC4,988$401K<0.01%+413F-HRTimeline
Janney Montgomery Scott LLC4,871$391K<0.01%-49913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,830$388K<0.01%-76213F-HR/ATimelineGroup
Parallel Advisors, LLC4,768$383K0.01%-8213F-HRTimeline
Willis Johnson & Associates, Inc.4,529$364K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,489$359K<0.01%+19613F-HRTimelineGroup
rebel Financial LLC0$357K0.16%-4,34213F-HRTimelineAmount filed as zero, left out of ratios.
CAHILL FINANCIAL ADVISORS INC4,348$349K0.04%+2313F-HRTimeline
GWN SECURITIES INC.4,225$340K0.08%+13313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,230$340K0.01%new13F-HRTimeline
Summit Asset Management, LLC4,216$339K0.05%013F-HRTimeline
D.A. DAVIDSON & CO.4,202$338K<0.01%+1,00513F-HRTimeline
WealthTrak Capital Management LLC4,167$335K0.28%+6313F-HRTimeline
CWM, LLCin group CWM, LLC3,837$308K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC3,729$300K<0.01%+14313F-HRTimeline
ALTFEST L J & CO INC3,601$289K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,486$280K<0.01%+26513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,453$277K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,430$276K0.02%013F-HRTimeline
FMR LLCin group FMR LLC3,424$275K<0.01%+1913F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,423$275K0.03%new13F-HRTimeline
New Insight Wealth Advisors3,392$273K0.1%013F-HRTimeline
Revisor Wealth Management LLC3,236$258K0.09%-19213F-HRTimeline
Summit Financial, LLC2,922$235K<0.01%-10613F-HRTimeline
BEACON FINANCIAL GROUP2,841$228K0.02%+513F-HRTimeline
Bouchey Financial Group, Ltd.2,808$226K0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,803$225K0.02%013F-HRTimeline
Trust Investment Advisors2,799$225K0.13%+413F-HRTimeline
Cresset Asset Management, LLC2,745$221K<0.01%013F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,706$217K<0.01%013F-HRTimeline
5T Wealth, LLC2,637$212K0.09%new13F-HRTimeline
Western Wealth Management, LLC2,608$210K0.01%-19313F-HRTimeline
Portland Financial Advisors Inc2,600$209K0.45%new13F-HRTimeline
Smartleaf Asset Management LLC2,322$186K0.01%+513F-HRTimeline
Global Retirement Partners, LLC2,193$176K<0.01%-9313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,074$167K0.22%+6213F-HRTimeline
BLAIR WILLIAM & CO/IL1,944$156K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,936$156K<0.01%+99113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$121K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,153$92.6K<0.01%+64813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,010$81.1K<0.01%+43713F-HRTimelineGroup
Wealthspire Advisors, LLC982$78.9K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.960$77.1K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC825$66.3K<0.01%-38313F-HRTimeline
PRIVATE TRUST CO NA822$66K0.01%-1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC692$55.6K<0.01%+21013F-HRTimelineGroup
Operose Advisors LLC642$51.6K0.01%013F-HRTimeline
McIlrath & Eck, LLC540$43.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust510$41K<0.01%013F-HRTimeline
GGM Financial LLC501$40.2K0.02%new13F-HRTimeline
HM PAYSON & CO500$40.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC465$37.3K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC439$35.3K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC432$34.7K0.01%new13F-HRTimeline
Crews Bank & Trust305$24.5K<0.01%013F-HRTimeline
MCF Advisors LLC300$24.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$24.1K<0.01%013F-HRTimeline
Gleason Group, Inc.267$21.5K<0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC255$20.5K0.01%+113F-HR/ATimeline
TD Capital Management LLC203$16.3K<0.01%+113F-HRTimeline
Archer Investment Corp165$13.3K<0.01%+6213F-HRTimeline
Salomon & Ludwin, LLC162$13.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc155$12.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV155$12.4K<0.01%+113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding115$9.24K-768Timeline
Farther Finance Advisors, LLC112$9K<0.01%new13F-HRTimeline
Gladwyn Financial Advisors, Inc.72$5.79K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…71$5.74K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.68$5.46K<0.01%+1213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC66$5.3K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC54$4.31K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.39$3.13K<0.01%+2413F-HRTimeline
WealthShield Partners, LLC36$2.92K<0.01%013F-HRTimeline
Advisory Services Network, LLC33$2.65K<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC30$2.41K<0.01%013F-HRTimeline
Larson Financial Group LLC16$1.29K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC15$1.19K<0.01%013F-HRTimeline
Red Tortoise LLC2$140<0.01%013F-HRTimeline