# ISHARES TR (IMCV)

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

- Reporting holders: 4
- Reported value: $739.6K
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $396.0K | 4,316 | 0.0% | 5 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $260.9K | 2,844 | 0.2% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $75.7K | 825 | 0.0% | 1 |
| [Matrix Trust Co](https://holderbook.com/funds/1784277-matrix-trust-co/) | $19.3K | 210,165 | 2.8% | 30 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $6.9K | 76 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $739.6K |
| Q2 2026 | 171 | $754.5M |
| Q1 2026 | 175 | $738.4M |
| Q4 2025 | 166 | $636.7M |
| Q3 2025 | 158 | $574.7M |
| Q2 2025 | 157 | $454.5M |
| Q1 2025 | 149 | $386.2M |
| Q4 2024 | 141 | $431.7M |
| Q3 2024 | 140 | $382.0M |
| Q2 2024 | 130 | $349.0M |
| Q1 2024 | 129 | $491.6M |
| Q4 2023 | 129 | $413.7M |