# ISHARES TR (IMCG)

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

- Reporting holders: 21
- Reported value: $46.7M
- 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 |
|---|---|---|---|---|
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $25.1M | 266,843 | 2.8% | 7 |
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $11.2M | 115,293 | 4.8% | 12 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $2.5M | 27,070 | 1.8% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.9M | 20,685 | 0.0% | 16 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.5M | 15,772 | 0.4% | 16 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $777.6K | 8,282 | 0.3% | 16 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $566.6K | 6,035 | 0.0% | 5 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $546.3K | 5,818 | 0.3% | 2 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $504.2K | 5,370 | 0.2% | 14 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $374.3K | 3,987 | 0.1% | 16 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $352.1K | 3,750 | 0.1% | 20 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $319.8K | 3,341 | 0.0% | 1 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $265.3K | 2,800 | 0.2% | 4 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $247.6K | 2,637 | 0.1% | 12 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $235.9K | 2,512 | 0.0% | 6 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $218.5K | 2,327 | 0.0% | 3 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $20.9K | 223 | 0.0% | 10 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $20.8K | 222 | 0.0% | 9 |
| [Matrix Trust Co](https://holderbook.com/funds/1784277-matrix-trust-co/) | $19.3K | 205,084 | 2.8% | 30 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.8K | 30 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.3K | 24 | 0.0% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.7K | 18 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $194 | 2,065 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $46.7M |
| Q2 2026 | 425 | $2.8B |
| Q1 2026 | 400 | $2.1B |
| Q4 2025 | 396 | $2.0B |
| Q3 2025 | 357 | $2.1B |
| Q2 2025 | 367 | $1.7B |
| Q1 2025 | 360 | $1.5B |
| Q4 2024 | 356 | $1.5B |
| Q3 2024 | 316 | $1.2B |
| Q2 2024 | 295 | $1.1B |
| Q1 2024 | 297 | $1.3B |
| Q4 2023 | 295 | $1.1B |