ISHARES TR (IMCG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
410
Reporting holders
$2.7B
Reported value
0.0%
Held as options
+26
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 |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $295.5M | 3,006,105 | 2.21% | 4q | HELD |
| LPL Financial LLC | $282.3M | 2,871,946 | 0.06% | 31q | +10.3%+$26.4M |
| RMG Wealth Management LLC | $133.9M | 1,332,132 | 13.81% | new | NEW |
| MORGAN STANLEY | $129.4M | 1,316,703 | 0.01% | 35q | +2.9%+$3.7M |
| RAYMOND JAMES FINANCIAL INC | $111.8M | 1,137,839 | 0.03% | 7q | +11.2%+$11.3M |
| AMERIPRISE FINANCIAL INC | $100.4M | 1,021,825 | 0.02% | 31q | -45.1%-$82.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $97.6M | 993,164 | 0.05% | 31q | +20.0%+$16.3M |
| Cetera Investment Advisers | $95.4M | 970,838 | 0.09% | 25q | +2.9%+$2.7M |
| Allegheny Financial Group | $61.2M | 622,184 | 6.49% | 21q | +182.3%+$39.5M |
| BANK OF AMERICA CORP /DE/ | $56.8M | 577,867 | 0.00% | 31q | +1.8%+$1.0M |
| OSAIC HOLDINGS, INC. | $53.4M | 542,966 | 0.06% | 26q | +12.1%+$5.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $52.1M | 529,891 | 0.07% | 31q | -7.7%-$4.3M |
| BEAM WEALTH ADVISORS, INC. | $44.1M | 500,369 | 5.16% | 9q | +92.2%+$21.2M |
| UBS Group AG | $43.3M | 440,630 | 0.01% | 9q | -1.8%-$774.0K |
| Mariner, LLC | $42.9M | 436,059 | 0.05% | 16q | -8.6%-$4.0M |
| VICTORY FINANCIAL GROUP, LLC | $42.4M | 430,919 | 4.45% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $41.5M | 422,531 | 0.01% | 31q | -48.9%-$39.8M |
| Cornerstone Planning Group LLC | $37.3M | 390,783 | 4.70% | 14q | +2.2%+$792.0K |
| Avior Wealth Management, LLC | $30.5M | 310,631 | 0.80% | 11q | -30.4%-$13.3M |
| Arax Advisory Partners | $30.1M | 305,921 | 0.20% | 3q | +5.7%+$1.6M |
| Orgel Wealth Management, LLC | $27.9M | 284,164 | 0.53% | 17q | -2.6%-$732.6K |
| Cosner Financial Group, LLC | $27.3M | 277,581 | 14.02% | 13q | +1.5%+$404.7K |
| ECLECTIC ASSOCIATES INC /ADV | $25.9M | 263,644 | 2.95% | 6q | +6.1%+$1.5M |
| CAPITAL WEALTH MANAGEMENT, LLC | $23.9M | 243,505 | 5.76% | 28q | +7.3%+$1.6M |
| Rodgers & Associates, LTD | $23.3M | 236,684 | 2.11% | 23q | -3.1%-$749.4K |
| IAG Wealth Partners, LLC | $22.1M | 225,135 | 2.19% | 11q | -2.1%-$473.8K |
| ROYAL BANK OF CANADA | $20.9M | 212,859 | 0.00% | 31q | -21.0%-$5.6M |
| Steele Capital Management, Inc. | $20.2M | 205,307 | 0.74% | 11q | +0.7%+$140.3K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $19.3M | 196,090 | 0.36% | 4q | +40.4%+$5.5M |
| Rockport Wealth LLC | $19.1M | 194,329 | 3.21% | 5q | -7.6%-$1.6M |
| Bedel Financial Consulting, Inc. | $16.5M | 167,366 | 1.55% | 18q | +1.3%+$218.8K |
| Eagle Strategies LLC | $15.7M | 159,643 | 1.56% | 17q | -1.0%-$160.0K |
| PTM WEALTH MANAGEMENT, LLC | $15.5M | 163,480 | 7.00% | 6q | +4.1%+$611.6K |
| GRANVILLE CAPITAL, INC. | $14.8M | 150,569 | 6.61% | 3q | +3.3%+$479.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $14.3M | 145,713 | 0.68% | 15q | +5.0%+$686.9K |
| Vestmark Advisory Solutions, Inc. | $14.2M | 144,173 | 0.13% | 4q | +5.0%+$681.1K |
| ENVESTNET ASSET MANAGEMENT INC | $14.2M | 144,107 | 0.00% | 29q | -11.0%-$1.8M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $14.1M | 142,953 | 0.67% | 29q | -6.4%-$962.6K |
| Integrated Investment Consultants, LLC | $12.9M | 136,468 | 2.55% | 20q | +9.2%+$1.1M |
| Sigma Planning Corp | $12.9M | 130,983 | 0.32% | 31q | +0.8%+$107.7K |
| WELLINGTON MANAGEMENT GROUP LLP | $12.1M | 122,950 | 0.00% | new | NEW |
| Scott Capital Advisors, LLC | $11.1M | 113,384 | 1.75% | 19q | -1.4%-$155.6K |
| Tandem Financial, LLC | $11.1M | 112,506 | 3.33% | 7q | +4.7%+$494.2K |
| Certified Advisory Corp | $10.9M | 111,060 | 0.88% | 23q | +13.5%+$1.3M |
| OxenFree Capital LLC | $10.8M | 111,446 | 4.95% | 11q | +0.9%+$95.3K |
| NewEdge Advisors, LLC | $10.7M | 109,197 | 0.03% | new | NEW |
| Merit Financial Group, LLC | $10.7M | 108,694 | 0.03% | 16q | +99.2%+$5.3M |
| PFS Partners, LLC | $10.2M | 103,991 | 4.14% | 11q | +2.0%+$202.4K |
| Equitable Holdings, Inc. | $9.7M | 98,557 | 0.06% | 27q | -52.4%-$10.6M |
| TRUIST FINANCIAL CORP | $9.7M | 98,428 | 0.01% | 25q | -8.5%-$901.9K |
| Steward Partners Investment Advisory, LLC | $8.9M | 90,518 | 0.05% | 23q | -9.0%-$880.9K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $8.3M | 84,468 | 4.97% | 7q | -4.5%-$390.2K |
| Private Advisor Group, LLC | $8.2M | 83,528 | 0.04% | 30q | +15.9%+$1.1M |
| Verde Capital Management | $8.0M | 81,701 | 1.48% | 19q | +5.4%+$411.2K |
| Ipsen Advisor Group LLC | $7.9M | 80,652 | 5.10% | 8q | HELD |
| OPPENHEIMER & CO INC | $7.9M | 79,975 | 0.08% | 14q | HELD |
| DDFG, Inc | $7.8M | 79,702 | 1.56% | 15q | +2.7%+$208.5K |
| MARINO, STRAM & ASSOCIATES LLC | $7.2M | 73,252 | 1.15% | 18q | +3.9%+$271.3K |
| DENVER WEALTH MANAGEMENT, INC. | $7.2M | 72,745 | 2.05% | 6q | +22.1%+$1.3M |
| JPMORGAN CHASE & CO | $6.9M | 71,217 | 0.00% | 11q | -22.5%-$2.0M |
| Kestra Advisory Services, LLC | $6.8M | 69,500 | 0.02% | 24q | -2.8%-$198.7K |
| CASTLE WEALTH MANAGEMENT LLC | $6.5M | 66,107 | 1.93% | 17q | +0.7%+$43.8K |
| MML INVESTORS SERVICES, LLC | $6.4M | 65,227 | 0.01% | 31q | +22.1%+$1.2M |
| Premier Private Wealth Management LLC | $6.4M | 65,033 | 5.59% | 3q | +13.5%+$761.2K |
| Cerro Pacific Wealth Advisors LLC | $6.3M | 63,687 | 1.42% | 7q | +9.2%+$528.5K |
| Chaney Capital Management, Inc. | $6.1M | 62,511 | 1.93% | 9q | +5.4%+$315.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.0M | 61,627 | 0.01% | 12q | +10.2%+$554.2K |
| Kellett Wealth Advisors, LLC | $5.8M | 59,428 | 2.72% | 9q | +5.0%+$276.1K |
| Diversify Advisory Services, LLC | $5.6M | 58,498 | 0.09% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $5.6M | 58,498 | 0.09% | 8q | HELD |
| American Trust | $5.5M | 56,431 | 0.43% | 5q | -9.0%-$550.8K |
| Summit Asset Management, LLC | $5.5M | 56,256 | 0.71% | 31q | -2.0%-$110.2K |
| Employees' Retirement Fund of the City of Fort Worth | $5.5M | 55,500 | 1.95% | 12q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $5.3M | 55,403 | 0.00% | 9q | +46.0%+$1.7M |
| Creative Planning | $5.3M | 53,560 | 0.00% | 30q | +7.7%+$377.1K |
| Virtus Wealth Solutions LLC | $5.1M | 52,133 | 0.70% | 7q | -1.2%-$64.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $5.1M | 51,858 | 0.21% | 10q | HELD |
| Faithward Advisors, LLC | $5.1M | 51,753 | 0.62% | 8q | +132.0%+$2.9M |
| &PARTNERS | $5.1M | 51,762 | 0.02% | 10q | -4.4%-$235.3K |
| STEINBERGANNA WEALTH MANAGEMENT | $5.0M | 50,878 | 2.03% | 4q | -3.6%-$184.5K |
| NWAM LLC | $4.9M | 49,612 | 0.24% | 8q | -4.5%-$230.1K |
| BLAIR WILLIAM & CO/IL | $4.7M | 48,132 | 0.01% | 29q | +13.8%+$573.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 47,064 | 0.00% | 23q | +76.1%+$2.0M |
| Prospect Financial Services LLC | $4.6M | 46,859 | 2.33% | 11q | +23.6%+$878.5K |
| Black Diamond Financial, LLC | $4.2M | 42,962 | 0.37% | 18q | +0.9%+$36.1K |
| James J. Burns & Company, LLC | $4.2M | 42,266 | 0.45% | 16q | -2.7%-$115.0K |
| VALLEY NATIONAL ADVISERS INC | $4.0M | 40,673 | 0.44% | 16q | HELD |
| Horizon Family Wealth, Inc. | $4.0M | 40,541 | 1.82% | 12q | HELD |
| Retirement Planning Group, LLC | $3.7M | 37,847 | 0.09% | new | NEW |
| Towne Trust Company, N.A | $3.6M | 37,100 | 1.11% | 6q | HELD |
| Accel Wealth Management | $3.3M | 33,332 | 0.74% | 23q | -1.6%-$52.6K |
| SUMMIT WEALTH GROUP LLC / CO | $3.2M | 32,674 | 0.27% | 3q | +1.9%+$61.3K |
| Ignite Planners, LLC | $3.2M | 32,575 | 0.44% | 12q | +2.3%+$73.0K |
| Family Legacy, Inc. | $3.1M | 31,889 | 0.84% | 22q | -0.9%-$28.1K |
| Integrated Wealth Concepts LLC | $3.1M | 31,764 | 0.02% | 14q | -1.4%-$45.2K |
| HighTower Advisors, LLC | $3.1M | 31,469 | 0.00% | 31q | -5.0%-$164.4K |
| Caliber Wealth Management, LLC / KS | $3.0M | 30,934 | 0.29% | 6q | -0.8%-$24.4K |
| Capital Square, LLC | $3.0M | 30,581 | 1.31% | 10q | -2.0%-$59.5K |
| Kingsview Wealth Management, LLC | $3.0M | 30,105 | 0.04% | 14q | -0.7%-$19.8K |
| Balanced Rock Investment Advisors LLC | $2.9M | 29,812 | 1.83% | new | NEW |
Showing the largest 100 of 425 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 | 410 | $2.7B | 27,748,860 | 49 | 111 | 116 | 0.0% |
| Q1 2026 | 384 | $2.1B | 26,203,215 | 23 | 131 | 108 | 0.0% |
| Q4 2025 | 378 | $1.9B | 24,220,227 | 43 | 124 | 87 | 0.0% |
| Q3 2025 | 339 | $1.9B | 23,496,882 | 24 | 124 | 70 | 0.0% |
| Q2 2025 | 345 | $1.6B | 19,934,719 | 35 | 103 | 110 | 0.0% |
| Q1 2025 | 337 | $1.4B | 19,770,683 | 28 | 118 | 81 | 0.0% |
| Q4 2024 | 334 | $1.4B | 18,130,572 | 39 | 105 | 58 | 0.0% |
| Q3 2024 | 295 | $1.1B | 15,019,651 | 30 | 93 | 65 | 0.0% |
| Q2 2024 | 272 | $997.8M | 14,736,146 | 22 | 94 | 66 | 0.0% |
| Q1 2024 | 271 | $1.2B | 16,359,214 | 25 | 95 | 71 | 0.0% |
| Q4 2023 | 265 | $1.0B | 16,218,993 | 37 | 84 | 55 | 0.0% |
| Q3 2023 | 224 | $736.1M | 12,884,247 | 20 | 86 | 42 | 0.0% |
| Q2 2023 | 214 | $720.5M | 11,786,678 | 16 | 83 | 54 | 0.0% |
| Q1 2023 | 210 | $637.2M | 11,109,966 | 22 | 80 | 51 | 0.0% |
| Q4 2022 | 189 | $566.5M | 10,561,951 | 20 | 71 | 42 | 0.0% |
| Q3 2022 | 215 | $573.2M | 10,644,258 | 27 | 69 | 59 | 0.0% |
| Q2 2022 | 215 | $483.5M | 9,192,980 | 27 | 58 | 69 | 0.0% |
| Q1 2022 | 218 | $581.4M | 8,935,914 | 24 | 59 | 68 | 0.0% |
| Q4 2021 | 218 | $683.3M | 9,351,252 | 29 | 58 | 47 | 0.0% |
| Q3 2021 | 180 | $557.7M | 8,085,609 | 14 | 55 | 47 | 0.0% |
| Q2 2021 | 183 | $540.4M | 7,800,247 | 12 | 158 | 9 | 0.0% |
| Q1 2021 | 190 | $803.6M | 2,205,191 | 20 | 50 | 63 | 0.0% |
| Q4 2020 | 185 | $983.2M | 2,612,496 | 21 | 62 | 34 | 0.0% |
| Q3 2020 | 156 | $705.0M | 2,241,739 | 22 | 52 | 29 | 0.0% |
| Q2 2020 | 141 | $407.9M | 1,433,500 | 37 | 41 | 26 | 0.0% |
| Q1 2020 | 114 | $182.3M | 946,343 | 15 | 26 | 37 | 0.0% |
| Q4 2019 | 119 | $224.5M | 892,217 | 24 | 19 | 34 | 0.0% |
| Q3 2019 | 95 | $286.6M | 1,215,215 | 14 | 30 | 20 | 0.0% |
| Q2 2019 | 89 | $269.6M | 1,110,072 | 16 | 29 | 10 | 0.0% |
| Q1 2019 | 81 | $197.4M | 876,222 | 16 | 17 | 19 | 0.0% |
| Q4 2018 | 68 | $85.2M | 438,357 | 2 | 2 | 0 | 0.0% |