Skip to content
Disclosery

IMCV ISHARES TR

Follow

SHS (fund)

164 managers (165 13F filers) reported a position in IMCV shares at 2025-12-31, 7,727,800 shares in all. 13 filers opened a position and 13 filers sold out during the quarter.

Managers
164
13F filers
165
New
13
Added
65
Reduced
46
Sold out
13
Shares held by filers
7,727,800

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
VANTAGEPOINT INVESTMENT ADVISERS LLC1,008,321$83M0.67%+29,52113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY585,516$48.2M<0.01%-47,08113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC448,850$37M0.01%+39,74613F-HRTimelineGroup
Orgel Wealth Management, LLC358,216$29.5M0.65%-1,97913F-HRTimeline
LPL Financial LLC338,792$27.9M0.01%+61,36613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.330,847$27.2M0.19%-8,48113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC291,826$24M0.03%+19,59513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN261,282$21.5M<0.01%+42,54413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC235,920$19.4M<0.01%+160,55313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/225,131$18.5M<0.01%-3,05413F-HRTimelineGroup
Black Diamond Financial, LLC222,628$18.3M1.93%+32,70613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.217,393$17.9M0.03%-15,81413F-HRTimelineGroup
Steele Capital Management, Inc.206,652$17M0.73%+2,58613F-HRTimeline
Matrix Trust Co206,652$17M2.81%+2,58613F-HRTimeline
UBS Group AGin group UBS Group AG193,463$15.9M<0.01%+5,72613F-HRTimelineGroup
GRANVILLE CAPITAL, INC.141,543$11.7M6.18%13F-HRTimeline
Marietta Wealth Management, LLC128,156$10.6M1.22%+1,45813F-HRTimeline
swisspartners Advisors Ltd127,550$10.5M7.62%+1,79013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,360$9.75M<0.01%-6,12013F-HRTimelineGroup
Rodgers & Associates, LTD111,456$9.18M0.93%+6,30613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97,338$8.01M0.01%+49,88013F-HR/ATimelineGroup
Cetera Investment Advisers96,430$7.94M0.01%-6,81113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,331$7.68M<0.01%+48513F-HRTimelineGroup
Bedel Financial Consulting, Inc.86,288$7.1M0.76%+4,45113F-HRTimeline
Ipsen Advisor Group LLC83,657$6.89M4.89%+63713F-HRTimeline
GHP Investment Advisors, Inc.82,675$6.81M0.28%-48013F-HRTimeline
Clark Capital Management Group, Inc.81,732$6.73M0.04%-3,14913F-HRTimeline
DAVENPORT & Co LLC66,042$5.44M0.03%+3,19713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC60,727$5M0.77%+3,69013F-HRTimelineGroup
Sovran Advisors, LLC54,718$4.69M0.4%-2,11913F-HRTimeline
Mariner, LLCin group Mariner, LLC56,262$4.63M0.01%-83113F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,578$4.16M0.01%+16313F-HRTimeline
DDFG, Inc46,836$3.86M0.84%+1,76713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS46,626$3.84M0.01%+34,31513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,778$3.77M<0.01%+40513F-HRTimelineGroup
Creative Planningin group Creative Planning44,428$3.66M<0.01%+28,29213F-HRTimelineGroup
EP Wealth Advisors, LLC43,166$3.55M0.02%13F-HRTimeline
AIRE ADVISORS, LLC40,545$3.34M0.61%-15913F-HRTimeline
Millstone Evans Group, LLC38,400$3.16M1.86%+2,19513F-HRTimeline
MML INVESTORS SERVICES, LLC28,125$2.32M0.01%-29,76913F-HRTimeline
Merit Financial Group, LLC27,772$2.29M0.02%+17913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP27,542$2.27M0.31%+2,87713F-HRTimeline
Dynamic Advisor Solutions LLC27,074$2.23M0.07%+93613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC25,299$2.08M1.08%+24813F-HRTimeline
Caliber Wealth Management, LLC / KS24,778$2.04M0.22%-36813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,401$2.01M<0.01%-40613F-HRTimelineGroup
LRI Investments, LLC22,656$1.87M0.15%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …20,351$1.74M0.06%+73013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,101$1.66M0.03%-82813F-HRTimelineGroup
James J. Burns & Company, LLC19,080$1.57M0.22%-1313F-HRTimeline
Courage Miller Partners, LLC18,761$1.54M0.47%-99213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,624$1.49M<0.01%+1,29313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,841$1.47M<0.01%+9113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP17,336$1.43M<0.01%-86213F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,498$1.36M<0.01%-1,95713F-HR/ATimelineGroup
Retirement Planning Group, LLC16,311$1.34M0.04%-32213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,070$1.32M0.44%-18313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,308$1.26M<0.01%+2,66013F-HRTimelineGroup
Avior Wealth Management, LLC15,307$1.26M0.04%new13F-HRTimeline
PCA Investment Advisory Services Inc.13,837$1.14M0.4%+31313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,727$1.13M<0.01%013F-HR/ATimelineGroup
COMERICA BANK13,530$1.11M<0.01%-6013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,368$1.02M0.03%+113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding12,057$993K-239Timeline
LaFleur & Godfrey LLC9,836$810K0.1%+1,06013F-HRTimeline
Brand Asset Management Group, Inc.9,638$794K0.22%-41513F-HRTimeline
Madison Wealth Partners, Inc8,889$732K0.13%-9413F-HRTimeline
Pacific Sun Financial Corp8,200$675K0.33%+9013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,919$652K<0.01%-2,40013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.7,438$612K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,047$580K0.03%-1113F-HRTimeline
Allegheny Financial Group6,863$565K0.08%new13F-HRTimeline
Geneos Wealth Management Inc.6,397$527K0.01%+98513F-HRTimeline
SAGE FINANCIAL GROUP INC6,392$526K0.03%013F-HRTimeline
Janney Montgomery Scott LLC5,757$474K<0.01%+88613F-HRTimeline
Integrated Wealth Concepts LLC5,717$471K0.01%-2113F-HRTimeline
Vise Technologies, Inc.5,626$463K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,623$463K<0.01%+1,13413F-HRTimelineGroup
D.A. DAVIDSON & CO.5,522$455K<0.01%+1,32013F-HRTimeline
Trivant Custom Portfolio Group, LLC5,504$453K0.26%-28213F-HRTimeline
Runnymede Capital Advisors, Inc.5,504$453K0.26%new13F-HRTimeline
Prime Capital Investment Advisors, LLC5,304$437K0.01%013F-HRTimeline
Private Advisor Group, LLC5,050$416K<0.01%+6213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,707$388K0.06%-88813F-HRTimeline
Parallel Advisors, LLC4,703$387K0.01%-6513F-HRTimeline
GWN SECURITIES INC.4,608$379K0.08%+38313F-HRTimeline
rebel Financial LLC4,595$378K0.16%+4,59513F-HRTimeline
Willis Johnson & Associates, Inc.4,529$373K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.4,236$349K0.11%new13F-HRTimeline
Summit Asset Management, LLC4,216$347K0.05%013F-HRTimeline
WealthTrak Capital Management LLC4,155$342K0.24%-1213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,880$319K0.01%-35013F-HRTimeline
CWM, LLCin group CWM, LLC3,837$316K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC3,756$309K<0.01%+2713F-HRTimeline
FMR LLCin group FMR LLC3,753$309K<0.01%+32913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,703$305K<0.01%+2,55013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,670$302K0.04%+24713F-HRTimeline
ALTFEST L J & CO INC3,601$296K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,466$285K<0.01%-2013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,453$284K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,430$282K0.02%013F-HRTimeline
New Insight Wealth Advisors3,392$279K0.1%013F-HRTimeline
Brooklyn Investment Group3,216$267K0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,111$256K0.03%-1,23713F-HRTimeline
Summit Financial, LLC2,995$247K<0.01%+7313F-HRTimeline
BEACON FINANCIAL GROUP2,846$234K0.02%+513F-HRTimeline
LAWOOD & CO2,844$234K0.22%13F-HRTimeline
Bouchey Financial Group, Ltd.2,808$231K0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,803$231K0.02%013F-HRTimeline
Cresset Asset Management, LLC2,745$226K<0.01%013F-HRTimeline
Revisor Wealth Management LLC2,628$225K0.06%-60813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,710$223K<0.01%new13F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC2,706$223K<0.01%013F-HRTimeline
Odyssey Capital Advisors, Inc.2,641$217K0.19%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,635$217K<0.01%+2,19613F-HRTimeline
Portland Financial Advisors Inc2,600$214K0.46%013F-HRTimeline
5T Wealth, LLC2,523$208K0.08%-11413F-HRTimeline
Global Retirement Partners, LLC2,168$179K<0.01%-2513F-HRTimeline
Aptus Capital Advisors, LLC2,091$172K<0.01%+1,26613F-HRTimeline
Smartleaf Asset Management LLC2,026$168K0.01%-29613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,017$166K<0.01%+1,97813F-HRTimeline
NewEdge Advisors, LLC1,928$159K<0.01%-813F-HRTimeline
Basepoint Wealth LLC1,658$137K0.08%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$124K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA854$70.3K0.01%+3213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC711$58.5K<0.01%+1913F-HRTimelineGroup
Farther Finance Advisors, LLC698$57.5K<0.01%+58613F-HRTimeline
Operose Advisors LLC642$52.9K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…574$47.3K<0.01%-43613F-HRTimelineGroup
McIlrath & Eck, LLC540$44.5K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust510$42K<0.01%013F-HRTimeline
GGM Financial LLC504$41.5K0.02%+313F-HRTimeline
HM PAYSON & CO500$41.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC466$38.4K<0.01%+113F-HRTimeline
Wealth Watch Advisors, INC432$35.6K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.414$34.1K0.03%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…351$28.9K<0.01%+28013F-HRTimelineGroup
Sunrise Financial Services, LLC330$27.2K0.02%13F-HRTimeline
Crews Bank & Trust305$25.1K<0.01%013F-HRTimeline
MCF Advisors LLC300$24.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$24.7K<0.01%013F-HRTimeline
Gleason Group, Inc.269$22.2K<0.01%+213F-HRTimeline
Allworth Financial LP268$22.1K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC262$21.6K<0.01%new13F-HRTimeline
TD Capital Management LLC204$16.8K<0.01%+113F-HRTimeline
Barnes Dennig Private Wealth Management…164$13.5K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC161$13.5K<0.01%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV156$12.8K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc155$12.8K<0.01%013F-HRTimeline
Atomic Invest LLC116$9.63K0.01%13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…115$9.47K<0.01%013F-HRTimelineGroup
Archer Investment Corp93$7.66K<0.01%-7213F-HRTimeline
Gladwyn Financial Advisors, Inc.73$5.97K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC66$5.43K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.57$4.69K<0.01%-1113F-HRTimeline
Sound Income Strategies, LLC54$4.61K<0.01%013F-HRTimeline
WealthShield Partners, LLC37$3.02K<0.01%+113F-HRTimeline
Nvest Wealth Strategies, Inc.35$2.88K<0.01%13F-HRTimeline
one8zero8, LLC31$2.55K<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC30$2.47K<0.01%013F-HRTimeline
Signature Equity Partners, LLC24$1.98K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC15$1.28K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.3$249<0.01%new13F-HRTimeline
Red Tortoise LLC1$113<0.01%-113F-HRTimeline