ISHARES TR (IMCB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
194
Reporting holders
$982.6M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $156.7M | 1,622,630 | 0.15% | 31q | -15.8%-$29.4M |
| UBS Group AG | $132.8M | 1,374,939 | 0.02% | 21q | +0.8%+$1.0M |
| MORGAN STANLEY | $114.5M | 1,185,395 | 0.01% | 35q | -21.4%-$31.2M |
| RAYMOND JAMES FINANCIAL INC | $49.1M | 508,246 | 0.01% | 7q | -10.7%-$5.9M |
| LPL Financial LLC | $45.8M | 474,114 | 0.01% | 31q | +6.4%+$2.8M |
| MEANS INVESTMENT CO., INC. | $39.3M | 407,204 | 2.97% | 17q | -5.8%-$2.4M |
| Aptus Capital Advisors, LLC | $23.5M | 243,185 | 0.16% | 8q | +9.5%+$2.0M |
| Cetera Investment Advisers | $23.4M | 242,800 | 0.02% | 23q | +0.8%+$196.7K |
| Sunburst Financial Group, LLC | $23.3M | 241,685 | 3.78% | 18q | +9.5%+$2.0M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $20.6M | 213,786 | 0.98% | 11q | +14.7%+$2.6M |
| WELLS FARGO & COMPANY/MN | $19.7M | 203,536 | 0.00% | 31q | -51.9%-$21.2M |
| Stratos Wealth Partners, LTD. | $19.7M | 203,531 | 0.20% | 4q | +8.3%+$1.5M |
| Steele Capital Management, Inc. | $18.7M | 193,311 | 0.69% | 11q | +0.9%+$170.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.7M | 183,052 | 0.02% | 31q | +4.2%+$714.2K |
| Northwest Wealth Advisors, LLC | $15.8M | 163,319 | 9.06% | 3q | +14.1%+$2.0M |
| AMERIPRISE FINANCIAL INC | $14.8M | 153,511 | 0.00% | 31q | -48.6%-$14.0M |
| Fortitude Financial, LLC | $14.5M | 149,902 | 13.01% | 3q | -17.9%-$3.2M |
| OSAIC HOLDINGS, INC. | $14.3M | 147,937 | 0.02% | 26q | +23.9%+$2.8M |
| MML INVESTORS SERVICES, LLC | $11.6M | 119,628 | 0.02% | 31q | +21.9%+$2.1M |
| Kestra Advisory Services, LLC | $11.4M | 117,549 | 0.04% | 24q | HELD |
| BANK OF AMERICA CORP /DE/ | $10.5M | 109,011 | 0.00% | 31q | -3.8%-$419.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $10.1M | 104,428 | 0.01% | 5q | +101.3%+$5.1M |
| ROYAL BANK OF CANADA | $9.4M | 97,209 | 0.00% | 31q | -6.9%-$700.8K |
| Farther Finance Advisors, LLC | $8.3M | 86,445 | 0.07% | 15q | -24.4%-$2.7M |
| ENVESTNET ASSET MANAGEMENT INC | $7.9M | 81,961 | 0.00% | 31q | +1.1%+$83.0K |
| STIFEL FINANCIAL CORP | $7.1M | 73,517 | 0.01% | 31q | +1.2%+$84.5K |
| Carnegie Investment Counsel | $6.6M | 68,570 | 0.13% | 5q | +13.7%+$795.6K |
| PACIFIC FINANCIAL GROUP INC | $6.4M | 65,814 | 3.05% | 18q | -1.4%-$88.6K |
| YARGER WEALTH STRATEGIES, LLC | $6.3M | 64,819 | 2.26% | 19q | HELD |
| Bedel Financial Consulting, Inc. | $6.2M | 63,707 | 0.58% | 14q | +6.8%+$392.2K |
| Gladstone Institutional Advisory LLC | $5.8M | 60,135 | 0.18% | 18q | -5.2%-$318.2K |
| Merit Financial Group, LLC | $5.6M | 58,318 | 0.02% | 16q | +110.0%+$2.9M |
| Summit Financial, LLC | $5.2M | 53,774 | 0.06% | 4q | +8.9%+$426.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.2M | 43,762 | 0.00% | 31q | -1.2%-$49.3K |
| Equitable Holdings, Inc. | $4.0M | 41,534 | 0.02% | 27q | +1.2%+$49.2K |
| Goldstein Advisors, LLC | $3.7M | 38,426 | 0.34% | 15q | +1.7%+$61.8K |
| Brand Asset Management Group, Inc. | $3.4M | 34,967 | 0.75% | 31q | -2.0%-$70.6K |
| United Advisor Group, LLC | $3.1M | 32,306 | 0.33% | 7q | +5.1%+$151.3K |
| JANE STREET GROUP, LLC | $2.9M | 30,404 | 0.00% | 3q | +880.8%+$2.6M |
| Sowell Financial Services LLC | $2.9M | 30,300 | 0.10% | 5q | -15.8%-$548.9K |
| JPMORGAN CHASE & CO | $2.9M | 30,193 | 0.00% | 13q | +7.7%+$207.7K |
| TRUIST FINANCIAL CORP | $2.6M | 26,829 | 0.00% | 27q | -1.2%-$32.6K |
| JONES FINANCIAL COMPANIES LLLP | $2.5M | 26,399 | 0.00% | 9q | +35.8%+$668.2K |
| Ameritas Investment Partners, Inc. | $2.5M | 25,670 | 0.07% | 31q | +90.6%+$1.2M |
| Cerity Partners LLC | $2.3M | 23,765 | 0.00% | 11q | -4.9%-$117.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 22,412 | 0.00% | 12q | -0.7%-$14.7K |
| HARBOUR INVESTMENTS, INC. | $2.1M | 21,493 | 0.03% | 21q | +394.2%+$1.7M |
| Pitti Group Wealth Management, LLC | $1.7M | 17,876 | 1.26% | 19q | +1.1%+$19.5K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1.7M | 17,198 | 0.08% | 31q | HELD |
| FMR LLC | $1.6M | 16,739 | 0.00% | 31q | +5.8%+$89.3K |
| RITHOLTZ WEALTH MANAGEMENT | $1.5M | 15,274 | 0.01% | 2q | +65.6%+$584.2K |
| J.W. COLE ADVISORS, INC. | $1.3M | 13,515 | 0.02% | new | NEW |
| VestGen Advisors, LLC | $1.3M | 13,224 | 0.04% | 4q | -9.0%-$126.5K |
| Integrated Wealth Concepts LLC | $1.2M | 12,930 | 0.01% | 31q | +99.8%+$623.7K |
| Corient Private Wealth LP | $1.2M | 12,504 | 0.00% | 15q | +96.1%+$591.7K |
| Bleakley Financial Group, LLC | $1.2M | 12,379 | 0.02% | 3q | -7.7%-$99.4K |
| Rede Wealth, LLC | $1.2M | 12,051 | 0.39% | 3q | -23.3%-$352.6K |
| Advisory Services Network, LLC | $1.1M | 11,624 | 0.01% | 31q | HELD |
| Apella Capital, LLC | $1.1M | 11,532 | 0.02% | 24q | HELD |
| S.A. Mason LLC | $1.1M | 11,263 | 0.33% | 27q | -2.0%-$22.7K |
| Liberty Capital Management, Inc. | $984.9K | 10,200 | 0.17% | 29q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $944.2K | 9,778 | 0.00% | 4q | -1.6%-$15.1K |
| Financial Perspectives, Inc | $930.6K | 9,638 | 0.23% | 23q | +12.2%+$101.1K |
| Summit Asset Management, LLC | $922.5K | 9,554 | 0.12% | 31q | HELD |
| Opulen Financial Group LLC | $888.8K | 9,205 | 0.56% | 7q | HELD |
| Geneos Wealth Management Inc. | $863.6K | 8,944 | 0.02% | 42q | HELD |
| FLAGSTAR SECURITIES, INC | $834.5K | 8,642 | 0.25% | 20q | -1.7%-$14.8K |
| Proactive Wealth Strategies LLC | $801.1K | 8,297 | 0.13% | 8q | -3.6%-$29.6K |
| Diversify Advisory Services, LLC | $794.3K | 8,161 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $794.3K | 8,161 | 0.01% | 2q | -4.1%-$34.3K |
| TRUEFG, LLC | $784.4K | 8,123 | 0.18% | 16q | -5.2%-$43.3K |
| Composition Wealth, LLC | $778.9K | 8,067 | 0.01% | 15q | -8.2%-$69.1K |
| Hilltop Holdings Inc. | $767.9K | 7,953 | 0.06% | 5q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $760.5K | 7,876 | 0.31% | 8q | -52.8%-$852.3K |
| Triad Wealth Partners, LLC | $747.4K | 7,632 | 0.04% | 5q | HELD |
| Apollon Wealth Management, LLC | $746.2K | 7,728 | 0.01% | 19q | HELD |
| Bluespring Wealth Management, LLC | $727.7K | 7,536 | 0.01% | new | NEW |
| Glenview Trust Co | $699.6K | 7,774 | 0.01% | 14q | +100.0%+$349.8K |
| Three Seasons Wealth, LLC | $654.3K | 6,776 | 0.06% | 12q | -5.5%-$38.0K |
| LAWOOD & CO | $650.4K | 6,736 | 0.44% | 3q | HELD |
| GWN SECURITIES INC. | $645.3K | 6,683 | 0.11% | 3q | +1.6%+$9.9K |
| Haverford Trust Co | $637.4K | 6,601 | 0.01% | 22q | HELD |
| Mutual Advisors, LLC | $631.3K | 6,538 | 0.01% | 26q | +0.6%+$4.1K |
| Creative Planning | $630.5K | 6,529 | 0.00% | 10q | +56.4%+$227.3K |
| Global Retirement Partners, LLC | $599.6K | 6,210 | 0.01% | 16q | -22.7%-$176.4K |
| IHT Wealth Management, LLC | $569.3K | 5,896 | 0.01% | 25q | +4.4%+$23.9K |
| Financial Futures Ltd Liability Co. | $529.2K | 5,481 | 0.20% | 19q | HELD |
| Mariner, LLC | $525.5K | 5,442 | 0.00% | 16q | -1.8%-$9.8K |
| CIBC Bancorp USA Inc. | $520.8K | 5,394 | 0.00% | 2q | HELD |
| Kaydan Wealth Management, Inc. | $520.7K | 5,392 | 0.16% | 19q | HELD |
| PFG Investments, LLC | $517.2K | 5,356 | 0.02% | 10q | HELD |
| Hoxton Planning & Management, LLC | $512.5K | 5,308 | 0.13% | 5q | -5.0%-$26.8K |
| IFP Advisors, Inc | $503.7K | 5,216 | 0.01% | 7q | +2.5%+$12.3K |
| AQR CAPITAL MANAGEMENT LLC | $493.3K | 5,109 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $492.9K | 5,104 | 0.01% | 5q | +2.5%+$12.2K |
| NewEdge Advisors, LLC | $492.2K | 5,098 | 0.00% | new | NEW |
| American Trust | $475.9K | 4,929 | 0.04% | 4q | HELD |
| Wealthspire Retirement, LLC | $463.8K | 4,803 | 0.03% | 10q | HELD |
| Private Advisor Group, LLC | $462.6K | 4,791 | 0.00% | 11q | +50.1%+$154.4K |
| Marshall Financial Group, LLC | $459.9K | 4,763 | 0.07% | 23q | -1.0%-$4.7K |
Showing the largest 100 of 201 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 194 | $982.6M | 10,176,377 | 21 | 52 | 52 | 0.0% |
| Q1 2026 | 185 | $1.0B | 12,211,278 | 13 | 52 | 48 | 0.0% |
| Q4 2025 | 195 | $846.5M | 10,230,629 | 18 | 54 | 41 | 0.0% |
| Q3 2025 | 182 | $700.3M | 8,434,562 | 25 | 45 | 38 | 0.0% |
| Q2 2025 | 172 | $625.1M | 7,829,345 | 17 | 45 | 38 | 0.0% |
| Q1 2025 | 161 | $464.7M | 6,274,880 | 6 | 35 | 42 | 0.0% |
| Q4 2024 | 171 | $508.7M | 6,676,829 | 12 | 41 | 43 | 0.0% |
| Q3 2024 | 175 | $485.4M | 6,387,247 | 13 | 42 | 49 | 0.0% |
| Q2 2024 | 172 | $438.7M | 6,258,965 | 18 | 36 | 52 | 0.0% |
| Q1 2024 | 155 | $549.3M | 7,546,267 | 11 | 33 | 39 | 0.0% |
| Q4 2023 | 152 | $439.3M | 6,545,092 | 13 | 40 | 46 | 0.0% |
| Q3 2023 | 145 | $329.6M | 5,517,779 | 9 | 31 | 40 | 0.0% |
| Q2 2023 | 140 | $349.6M | 5,523,015 | 10 | 27 | 36 | 0.0% |
| Q1 2023 | 134 | $338.7M | 5,551,481 | 12 | 22 | 36 | 0.0% |
| Q4 2022 | 132 | $338.9M | 5,701,080 | 13 | 29 | 31 | 0.0% |
| Q3 2022 | 142 | $339.9M | 6,302,148 | 14 | 41 | 34 | 0.0% |
| Q2 2022 | 135 | $350.9M | 6,222,470 | 6 | 27 | 39 | 0.0% |
| Q1 2022 | 149 | $423.3M | 6,291,778 | 20 | 33 | 36 | 0.0% |
| Q4 2021 | 143 | $428.0M | 6,022,862 | 9 | 31 | 29 | 0.0% |
| Q3 2021 | 126 | $402.1M | 6,039,520 | 15 | 31 | 26 | 0.0% |
| Q2 2021 | 120 | $414.4M | 6,179,952 | 9 | 106 | 4 | 0.0% |
| Q1 2021 | 117 | $337.2M | 1,373,127 | 9 | 27 | 35 | 0.0% |
| Q4 2020 | 117 | $363.3M | 1,553,637 | 12 | 33 | 27 | 0.0% |
| Q3 2020 | 110 | $301.1M | 1,504,100 | 10 | 21 | 42 | 0.0% |
| Q2 2020 | 109 | $288.1M | 1,562,546 | 14 | 23 | 35 | 0.0% |
| Q1 2020 | 103 | $253.8M | 1,657,886 | 9 | 19 | 44 | 0.0% |
| Q4 2019 | 127 | $367.2M | 1,753,223 | 10 | 30 | 33 | 0.0% |
| Q3 2019 | 117 | $300.8M | 1,523,490 | 13 | 19 | 38 | 0.0% |
| Q2 2019 | 111 | $295.4M | 1,524,280 | 11 | 27 | 28 | 0.0% |
| Q1 2019 | 109 | $273.0M | 1,453,235 | 9 | 27 | 32 | 0.0% |
| Q4 2018 | 102 | $257.5M | 1,592,584 | 3 | 2 | 2 | 0.0% |