# ISHARES TR (IMCB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IMCB/

- Reporting holders: 9
- Reported value: $31.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $21.4M | 226,124 | 3.4% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.5M | 79,761 | 0.1% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.1M | 11,532 | 0.0% | 25 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $636.4K | 6,736 | 0.4% | 4 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $497.0K | 5,260 | 0.2% | 20 |
| [PPS&V ASSET MANAGEMENT CONSULTANTS, INC.](https://holderbook.com/funds/1936380-pps-v-asset-management-consultants-inc/) | $311.0K | 3,292 | 0.2% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $128.5K | 1,360 | 0.0% | 9 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $26.0K | 275 | 0.0% | 4 |
| [Matrix Trust Co](https://holderbook.com/funds/1784277-matrix-trust-co/) | $18.1K | 191,577 | 2.6% | 30 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $13.2K | 140 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $31.6M |
| Q2 2026 | 202 | $1.0B |
| Q1 2026 | 194 | $1.1B |
| Q4 2025 | 203 | $871.6M |
| Q3 2025 | 192 | $741.4M |
| Q2 2025 | 184 | $688.7M |
| Q1 2025 | 175 | $526.7M |
| Q4 2024 | 184 | $567.9M |
| Q3 2024 | 188 | $543.2M |
| Q2 2024 | 183 | $489.7M |
| Q1 2024 | 167 | $600.4M |
| Q4 2023 | 164 | $485.2M |