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Disclosery

IMCV ISHARES TR

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SHS (fund)

173 managers (174 13F filers) reported a position in IMCV shares at 2026-03-31, 8,044,222 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
173
13F filers
174
New
17
Added
66
Reduced
46
Sold out
7
Shares held by filers
8,044,222

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
VANTAGEPOINT INVESTMENT ADVISERS LLC965,232$81.8M0.69%-43,08913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY610,518$51.8M<0.01%+25,00213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC444,547$37.7M0.01%-4,30313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC407,779$34.6M0.01%+171,85913F-HR/ATimelineGroup
LPL Financial LLC370,810$31.4M0.01%+32,01813F-HRTimeline
Orgel Wealth Management, LLC342,827$29.1M0.63%-15,38913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.330,315$27.2M0.18%-53213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC270,624$22.9M0.03%-21,20213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN250,708$21.3M<0.01%-10,57413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.230,858$19.6M0.03%+13,46513F-HRTimelineGroup
Black Diamond Financial, LLC217,137$18.4M2.01%-5,49113F-HRTimeline
Matrix Trust Co207,319$17.6M2.92%+66713F-HRTimeline
Steele Capital Management, Inc.207,319$17.6M0.73%+66713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/202,168$17.1M<0.01%-22,96313F-HRTimelineGroup
UBS Group AGin group UBS Group AG195,305$16.6M<0.01%+1,84213F-HRTimelineGroup
GRANVILLE CAPITAL, INC.152,681$12.9M6.77%+11,13813F-HRTimeline
Marietta Wealth Management, LLC130,251$11M1.31%+2,09513F-HRTimeline
swisspartners Advisors Ltd128,740$10.9M6.82%+1,19013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,592$10.7M<0.01%+8,23213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…124,401$10.5M0.01%+27,06313F-HRTimelineGroup
Rodgers & Associates, LTD119,653$10.1M1.03%+8,19713F-HRTimeline
Cetera Investment Advisers109,815$9.31M0.01%+13,38513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA97,441$8.26M<0.01%+4,11013F-HRTimelineGroup
Bedel Financial Consulting, Inc.91,324$7.74M0.89%+5,03613F-HRTimeline
Ipsen Advisor Group LLC84,934$7.2M5.04%+1,27713F-HRTimeline
Clark Capital Management Group, Inc.82,835$7.02M0.04%+1,10313F-HRTimeline
GHP Investment Advisors, Inc.81,317$6.89M0.28%-1,35813F-HRTimeline
DAVENPORT & Co LLC69,972$5.93M0.03%+3,93013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC61,754$5.24M0.76%+1,02713F-HRTimelineGroup
Sovran Advisors, LLC55,996$5.01M0.39%+1,27813F-HRTimeline
Cambridge Investment Research Advisors,…58,208$4.93M0.01%+7,63013F-HRTimeline
Mariner, LLCin group Mariner, LLC57,137$4.84M0.01%+87513F-HRTimelineGroup
Avior Wealth Management, LLC53,240$4.51M0.13%+37,93313F-HRTimeline
DDFG, Inc49,896$4.23M0.91%+3,06013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,062$3.82M0.01%-1,56413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,779$3.8M<0.01%-99913F-HRTimelineGroup
Creative Planningin group Creative Planning44,425$3.77M<0.01%-313F-HRTimelineGroup
EP Wealth Advisors, LLC43,037$3.65M0.02%-12913F-HRTimeline
AIRE ADVISORS, LLC40,489$3.43M0.63%-5613F-HRTimeline
Millstone Evans Group, LLC38,313$3.25M1.95%-8713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,683$3.03M<0.01%+17,84213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding28,936$2.45M+16,879Timeline
Merit Financial Group, LLC28,039$2.38M0.02%+26713F-HRTimeline
Dynamic Advisor Solutions LLC27,600$2.34M0.07%+52613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP27,109$2.3M0.32%-43313F-HRTimeline
MML INVESTORS SERVICES, LLC26,543$2.25M0.01%-1,58213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC24,931$2.11M1.03%-36813F-HRTimeline
Caliber Wealth Management, LLC / KS24,638$2.09M0.23%-14013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,447$2.07M<0.01%+4613F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding22,513$1.99M+2,162Timeline
LRI Investments, LLC22,656$1.92M0.17%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,620$1.89M<0.01%+7,31213F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,867$1.77M0.03%+76613F-HRTimelineGroup
James J. Burns & Company, LLC18,922$1.6M0.22%-15813F-HRTimeline
Courage Miller Partners, LLC18,515$1.57M0.44%-24613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,287$1.38M<0.01%-1,04913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,119$1.37M0.01%new13F-HRTimelineGroup
Retirement Planning Group, LLC15,790$1.34M0.04%-52113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,728$1.25M0.45%-1,34213F-HR/ATimelineGroup
PCA Investment Advisory Services Inc.13,852$1.17M0.39%+1513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,727$1.16M<0.01%013F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,447$1.14M<0.01%new13F-HRTimelineGroup
Allegheny Financial Group13,279$1.13M0.15%+6,41613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,231$956K<0.01%-6,39313F-HRTimeline
Sentinel Advisory Group, LLC10,218$866K0.42%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,341$865K<0.01%+4,71813F-HRTimelineGroup
LaFleur & Godfrey LLC9,786$830K0.1%-5013F-HRTimeline
Madison Wealth Partners, Inc9,754$827K0.13%+86513F-HRTimeline
Brand Asset Management Group, Inc.9,292$788K0.2%-34613F-HRTimeline
Pacific Sun Financial Corp8,295$703K0.34%+9513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,094$686K<0.01%+17513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,866$667K<0.01%-8,63213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC7,552$640K0.03%+50513F-HRTimeline
FIRST MANHATTAN CO. LLC.7,438$631K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,416$544K0.01%+1913F-HRTimeline
SAGE FINANCIAL GROUP INC6,362$539K0.04%-3013F-HRTimeline
D.A. DAVIDSON & CO.6,172$523K<0.01%+65013F-HRTimeline
Trivant Custom Portfolio Group, LLC6,054$513K0.28%+55013F-HRTimeline
Janney Montgomery Scott LLC5,757$488K<0.01%013F-HRTimeline
Vise Technologies, Inc.5,626$463K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,304$450K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC5,107$433K<0.01%-61013F-HRTimeline
Private Advisor Group, LLC5,059$429K<0.01%+913F-HRTimeline
GWN SECURITIES INC.4,769$404K0.08%+16113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,769$404K0.06%+6213F-HRTimeline
Brooklyn Investment Group4,741$402K0.01%+1,52513F-HRTimeline
Parallel Advisors, LLC4,703$399K0.01%013F-HR/ATimeline
Willis Johnson & Associates, Inc.4,529$384K0.02%013F-HRTimeline
rebel Financial LLC4,382$372K0.16%-21313F-HRTimeline
Cape Investment Advisory, Inc.4,237$359K0.12%+113F-HRTimeline
Summit Asset Management, LLC4,216$357K0.05%013F-HRTimeline
WealthTrak Capital Management LLC4,123$350K0.25%-3213F-HRTimeline
HighTower Advisors, LLC4,097$347K<0.01%+34113F-HRTimeline
CWM, LLCin group CWM, LLC3,837$325K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC3,707$314K<0.01%-4613F-HRTimelineGroup
ALTFEST L J & CO INC3,601$305K0.03%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,516$298K0.04%-15413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,466$294K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,453$293K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,430$291K0.02%013F-HRTimeline
New Insight Wealth Advisors3,392$288K0.1%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,263$277K<0.01%-44013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC3,116$264K0.03%+513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,057$259K<0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC2,971$252K0.02%+16813F-HRTimeline
Bouchey Financial Group, Ltd.2,808$245K0.02%013F-HRTimeline
M. Kulyk & Associates, LLC2,876$244K0.05%new13F-HRTimeline
BEACON FINANCIAL GROUP2,850$242K0.02%+413F-HRTimeline
LAWOOD & CO2,844$241K0.22%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,789$236K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC2,745$233K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,710$230K<0.01%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC2,706$229K<0.01%013F-HRTimeline
Odyssey Capital Advisors, Inc.2,641$224K0.2%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,635$223K<0.01%013F-HRTimeline
Portland Financial Advisors Inc2,600$220K0.46%013F-HRTimeline
Revisor Wealth Management LLC2,527$214K0.06%-10113F-HRTimeline
5T Wealth, LLC2,523$214K0.08%013F-HRTimeline
&PARTNERS2,477$210K<0.01%new13F-HRTimeline
Independent Advisor Alliance2,411$204K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,245$190K<0.01%+22813F-HRTimeline
Smartleaf Asset Management LLC2,119$177K0.01%+9313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,035$173K0.27%new13F-HRTimeline
NewEdge Advisors, LLC1,932$164K<0.01%+413F-HR/ATimeline
Glass Jacobson Investment Advisors llc1,751$148K0.05%new13F-HRTimeline
Basepoint Wealth LLC1,659$141K0.08%+113F-HRTimeline
Farther Finance Advisors, LLC1,584$135K<0.01%+88613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$127K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,225$104K<0.01%-2,65513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,179$100K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC825$69.9K<0.01%-1,26613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC825$69.9K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC804$68.2K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA750$63.6K0.01%-10413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC722$61.2K<0.01%+1113F-HRTimelineGroup
Operose Advisors LLC642$54.4K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC621$53K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…575$48.8K<0.01%+113F-HRTimelineGroup
McIlrath & Eck, LLC540$45.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust512$43.4K<0.01%+213F-HRTimeline
GGM Financial LLC506$42.9K0.02%+213F-HRTimeline
HM PAYSON & CO500$42.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…462$39.2K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…351$29.8K<0.01%013F-HRTimelineGroup
Sunrise Financial Services, LLC330$28K0.02%013F-HRTimeline
Barnes Dennig Private Wealth Management…312$26.5K0.03%+14813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…306$25.7K<0.01%new13F-HRTimeline
MCF Advisors LLC300$25.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$25.4K<0.01%013F-HRTimeline
Allworth Financial LP268$22.7K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC262$22.2K<0.01%013F-HRTimeline
TD Capital Management LLC205$17.4K<0.01%+113F-HRTimeline
Crews Bank & Trust205$17.4K<0.01%-10013F-HRTimeline
Bogart Wealth, LLC179$15.1K<0.01%-28713F-HRTimeline
Atomic Invest LLC181$15.1K0.01%+6513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV156$13.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc155$13.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC153$13K<0.01%-813F-HRTimeline
Godfrey Financial Associates, Inc.126$10.7K0.01%-28813F-HRTimeline
Archer Investment Corp93$7.88K<0.01%013F-HRTimeline
Gleason Group, Inc.92$7.84K<0.01%-17713F-HRTimeline
one8zero8, LLC81$6.87K<0.01%+5013F-HRTimeline
Gladwyn Financial Advisors, Inc.75$6.35K<0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC66$5.6K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.57$4.83K<0.01%013F-HRTimeline
Sound Income Strategies, LLC54$4.59K<0.01%013F-HRTimeline
WealthShield Partners, LLC37$3.11K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…35$2.97K<0.01%-8013F-HRTimelineGroup
Nvest Wealth Strategies, Inc.35$2.97K<0.01%013F-HRTimeline
Signature Equity Partners, LLC24$2.04K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC15$1.33K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9$763<0.01%new13F-HRTimeline
Red Tortoise LLC0$31<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.