ISHARES TR (IMCV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
164
Reporting holders
$710.9M
Reported value
0.0%
Held as options
-5
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 | $93.0M | 1,017,719 | 0.70% | 4q | +5.4%+$4.8M |
| MORGAN STANLEY | $55.9M | 612,281 | 0.00% | 35q | HELD |
| AMERIPRISE FINANCIAL INC | $44.5M | 487,500 | 0.01% | 31q | -40.2%-$30.0M |
| RAYMOND JAMES FINANCIAL INC | $42.8M | 467,937 | 0.01% | 7q | +5.3%+$2.1M |
| LPL Financial LLC | $39.7M | 434,283 | 0.01% | 31q | +17.1%+$5.8M |
| Orgel Wealth Management, LLC | $31.2M | 341,915 | 0.59% | 17q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 257,449 | 0.03% | 31q | -4.9%-$1.2M |
| WELLS FARGO & COMPANY/MN | $22.7M | 247,957 | 0.00% | 31q | -50.5%-$23.2M |
| Black Diamond Financial, LLC | $22.4M | 245,612 | 1.98% | 19q | +13.1%+$2.6M |
| OSAIC HOLDINGS, INC. | $21.5M | 234,849 | 0.03% | 26q | +1.7%+$364.7K |
| Steele Capital Management, Inc. | $19.2M | 209,721 | 0.71% | 11q | +1.2%+$219.5K |
| BANK OF AMERICA CORP /DE/ | $18.6M | 203,099 | 0.00% | 31q | HELD |
| UBS Group AG | $17.5M | 191,890 | 0.00% | 21q | -1.7%-$312.1K |
| GRANVILLE CAPITAL, INC. | $14.3M | 156,194 | 6.38% | 3q | +2.3%+$321.0K |
| Marietta Wealth Management, LLC | $12.4M | 135,955 | 1.28% | 31q | +4.4%+$521.2K |
| swisspartners Advisors Ltd | $11.7M | 128,320 | 7.90% | 8q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $11.5M | 125,527 | 0.00% | 31q | -0.8%-$97.3K |
| Cetera Investment Advisers | $11.2M | 122,941 | 0.01% | 25q | +12.0%+$1.2M |
| Rodgers & Associates, LTD | $11.0M | 120,448 | 1.00% | 23q | +0.7%+$72.6K |
| ROYAL BANK OF CANADA | $9.5M | 104,198 | 0.00% | 31q | +6.9%+$617.4K |
| Bedel Financial Consulting, Inc. | $8.9M | 97,819 | 0.84% | 18q | +7.1%+$593.5K |
| Ipsen Advisor Group LLC | $7.8M | 85,523 | 5.03% | 8q | +0.7%+$53.8K |
| Clark Capital Management Group, Inc. | $7.5M | 82,103 | 0.04% | 5q | -0.9%-$66.9K |
| GHP Investment Advisors, Inc. | $7.4M | 81,185 | 0.27% | 31q | HELD |
| DAVENPORT & Co LLC | $6.8M | 74,249 | 0.03% | 22q | +6.1%+$390.8K |
| Lebenthal Global Advisors, LLC | $5.9M | 64,544 | 0.80% | 7q | +4.5%+$254.9K |
| Merit Financial Group, LLC | $5.4M | 58,798 | 0.02% | 16q | +109.7%+$2.8M |
| Mariner, LLC | $5.2M | 57,329 | 0.01% | 15q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 54,253 | 0.00% | 31q | -56.4%-$6.4M |
| DDFG, Inc | $4.7M | 51,272 | 0.93% | 15q | +2.8%+$125.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.4M | 48,593 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $4.3M | 46,998 | 0.03% | 27q | -85.8%-$25.9M |
| Creative Planning | $4.2M | 45,464 | 0.00% | 21q | +2.3%+$94.9K |
| STIFEL FINANCIAL CORP | $4.1M | 44,919 | 0.00% | 28q | HELD |
| Sovran Advisors, LLC | $4.0M | 41,718 | 0.30% | 5q | -25.5%-$1.4M |
| CAPTRUST FINANCIAL ADVISORS | $4.0M | 43,733 | 0.01% | 11q | -2.9%-$121.4K |
| EP Wealth Advisors, LLC | $4.0M | 43,487 | 0.02% | 7q | +1.0%+$41.1K |
| JANE STREET GROUP, LLC | $3.6M | 39,000 | 0.00% | 2q | +1175.8%+$3.3M |
| AIRE ADVISORS, LLC | $3.5M | 38,156 | 0.57% | 16q | -5.8%-$213.2K |
| Millstone Evans Group, LLC | $3.4M | 36,762 | 1.82% | 7q | -4.0%-$141.7K |
| Baird Financial Group, Inc. | $3.3M | 35,588 | 0.00% | 21q | HELD |
| Corient Private Wealth LP | $3.0M | 32,434 | 0.00% | 15q | +99.1%+$1.5M |
| GOLDMAN SACHS GROUP INC | $3.0M | 32,284 | 0.00% | 4q | +310.4%+$2.2M |
| Dynamic Advisor Solutions LLC | $2.6M | 28,581 | 0.07% | 5q | +3.6%+$89.6K |
| MML INVESTORS SERVICES, LLC | $2.4M | 26,015 | 0.00% | 31q | -2.0%-$48.2K |
| Kestra Advisory Services, LLC | $2.3M | 25,445 | 0.01% | 21q | +0.5%+$12.7K |
| Diversify Advisory Services, LLC | $2.3M | 23,905 | 0.04% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.3M | 23,905 | 0.04% | 2q | +6.2%+$132.8K |
| Caliber Wealth Management, LLC / KS | $2.3M | 24,639 | 0.22% | 6q | HELD |
| Focus Partners Wealth | $2.1M | 23,030 | 0.00% | 11q | -5.8%-$129.5K |
| LRI Investments, LLC | $2.1M | 22,656 | 0.17% | 10q | HELD |
| PRINCIPAL SECURITIES, INC. | $1.9M | 20,873 | 0.02% | 11q | HELD |
| James J. Burns & Company, LLC | $1.7M | 19,016 | 0.19% | 9q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.7M | 18,769 | 0.00% | 9q | +81.5%+$776.7K |
| Allegheny Financial Group | $1.6M | 17,676 | 0.17% | 3q | +33.1%+$401.8K |
| Courage Miller Partners, LLC | $1.6M | 17,464 | 0.42% | 31q | -5.7%-$96.0K |
| FLAGSTAR SECURITIES, INC | $1.3M | 14,289 | 0.39% | 20q | -3.0%-$40.1K |
| PCA Investment Advisory Services Inc. | $1.3M | 13,755 | 0.35% | 14q | -0.7%-$8.9K |
| M&T Bank Corp | $1.3M | 13,727 | 0.00% | 18q | HELD |
| JPMORGAN CHASE & CO | $1.2M | 13,352 | 0.00% | 10q | -41.0%-$852.4K |
| FIFTH THIRD BANCORP | $1.2M | 13,221 | 0.00% | 2q | -1.7%-$20.7K |
| JIM SAULNIER & ASSOCIATES, LLC | $1.1M | 11,959 | 0.44% | 8q | -52.0%-$1.2M |
| J.W. COLE ADVISORS, INC. | $1.1M | 11,824 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 10,811 | 0.00% | 12q | -3.7%-$39.3K |
| LaFleur & Godfrey LLC | $944.8K | 10,340 | 0.11% | 11q | +5.7%+$50.6K |
| Retirement Planning Group, LLC | $918.3K | 10,049 | 0.02% | 16q | -36.4%-$524.6K |
| Madison Wealth Partners, Inc | $905.2K | 9,906 | 0.12% | 15q | +1.6%+$13.9K |
| Stratos Wealth Partners, LTD. | $900.0K | 9,849 | 0.01% | 3q | +263.4%+$652.4K |
| Sentinel Advisory Group, LLC | $896.3K | 9,809 | 0.37% | 2q | -4.0%-$37.4K |
| Brand Asset Management Group, Inc. | $841.5K | 9,209 | 0.19% | 4q | -0.9%-$7.6K |
| CITIGROUP INC | $759.8K | 8,315 | 0.00% | 31q | +2.7%+$20.2K |
| Pacific Sun Financial Corp | $758.0K | 8,295 | 0.31% | 25q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $739.8K | 8,096 | 0.00% | 2q | +190.3%+$485.0K |
| FLAGSHIP HARBOR ADVISORS, LLC | $685.6K | 7,503 | 0.03% | 9q | -0.6%-$4.5K |
| FIRST MANHATTAN CO. LLC. | $679.7K | 7,438 | 0.00% | 15q | HELD |
| Integrated Wealth Concepts LLC | $661.2K | 7,236 | 0.00% | 14q | +41.7%+$194.5K |
| Nuveen, LLC | $596.0K | 6,523 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $589.2K | 6,447 | 0.00% | 5q | +4.5%+$25.1K |
| Geneos Wealth Management Inc. | $588.1K | 6,436 | 0.01% | 42q | HELD |
| Trivant Custom Portfolio Group, LLC | $567.5K | 6,205 | 0.30% | 14q | +2.5%+$13.8K |
| SAGE FINANCIAL GROUP INC | $567.2K | 6,207 | 0.03% | 17q | -2.4%-$14.2K |
| Tower Research Capital LLC (TRC) | $553.1K | 6,053 | 0.01% | 2q | +413.4%+$445.4K |
| Vise Technologies, Inc. | $514.1K | 5,626 | 0.01% | 3q | HELD |
| Prime Capital Investment Advisors, LLC | $484.7K | 5,304 | 0.00% | 30q | HELD |
| GWN SECURITIES INC. | $467.3K | 5,113 | 0.08% | 6q | +7.2%+$31.4K |
| FMR LLC | $452.5K | 4,952 | 0.00% | 31q | +33.6%+$113.8K |
| Farther Finance Advisors, LLC | $449.8K | 4,922 | 0.00% | 4q | +210.7%+$305.0K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $431.9K | 4,726 | 0.06% | 14q | -0.9%-$3.9K |
| Parallel Advisors, LLC | $429.7K | 4,703 | 0.01% | 6q | HELD |
| Willis Johnson & Associates, Inc. | $413.9K | 4,529 | 0.02% | 9q | HELD |
| NewEdge Advisors, LLC | $394.0K | 4,311 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $387.2K | 4,238 | 0.10% | 3q | HELD |
| Summit Asset Management, LLC | $385.2K | 4,216 | 0.05% | 23q | HELD |
| WealthTrak Capital Management LLC | $369.1K | 4,040 | 0.24% | 7q | -2.0%-$7.6K |
| Revisor Wealth Management LLC | $342.2K | 3,745 | 0.08% | 7q | +48.2%+$111.3K |
| ALTFEST L J & CO INC | $329.1K | 3,601 | 0.03% | 11q | HELD |
| HighTower Advisors, LLC | $319.8K | 3,500 | 0.00% | 5q | -14.6%-$54.6K |
| BANK OF MONTREAL /CAN/ | $316.7K | 3,466 | 0.00% | 11q | HELD |
| Plante Moran Financial Advisors, LLC | $315.5K | 3,453 | 0.01% | 31q | HELD |
| OAKWORTH CAPITAL, INC. | $313.4K | 3,430 | 0.01% | 8q | HELD |
Showing the largest 100 of 169 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 | 164 | $710.9M | 7,774,784 | 15 | 51 | 35 | 0.0% |
| Q1 2026 | 169 | $712.8M | 8,414,126 | 16 | 49 | 40 | 0.0% |
| Q4 2025 | 161 | $614.7M | 7,478,259 | 13 | 57 | 39 | 0.0% |
| Q3 2025 | 152 | $530.5M | 6,599,945 | 15 | 53 | 31 | 0.0% |
| Q2 2025 | 148 | $409.6M | 5,389,605 | 13 | 57 | 29 | 0.0% |
| Q1 2025 | 141 | $351.9M | 4,758,785 | 11 | 37 | 38 | 0.0% |
| Q4 2024 | 132 | $396.9M | 5,351,611 | 8 | 38 | 27 | 0.0% |
| Q3 2024 | 126 | $345.9M | 4,526,476 | 12 | 36 | 36 | 0.0% |
| Q2 2024 | 117 | $313.3M | 4,460,648 | 5 | 29 | 41 | 0.0% |
| Q1 2024 | 119 | $455.1M | 6,280,423 | 12 | 27 | 43 | 0.0% |
| Q4 2023 | 114 | $376.2M | 5,555,396 | 11 | 38 | 28 | 0.0% |
| Q3 2023 | 109 | $249.2M | 4,114,183 | 5 | 37 | 23 | 0.0% |
| Q2 2023 | 109 | $252.8M | 3,966,152 | 5 | 28 | 32 | 0.0% |
| Q1 2023 | 103 | $237.6M | 3,839,498 | 9 | 36 | 24 | 0.0% |
| Q4 2022 | 87 | $224.9M | 3,624,194 | 11 | 27 | 20 | 0.0% |
| Q3 2022 | 100 | $215.1M | 3,834,242 | 8 | 32 | 26 | 0.0% |
| Q2 2022 | 103 | $231.2M | 3,888,510 | 8 | 29 | 24 | 0.0% |
| Q1 2022 | 105 | $284.7M | 4,131,947 | 16 | 27 | 24 | 0.0% |
| Q4 2021 | 96 | $250.0M | 3,663,803 | 10 | 24 | 24 | 0.0% |
| Q3 2021 | 89 | $230.0M | 3,636,818 | 2 | 24 | 26 | 0.0% |
| Q2 2021 | 92 | $234.2M | 3,645,537 | 13 | 75 | 2 | 0.0% |
| Q1 2021 | 84 | $222.1M | 1,214,214 | 8 | 20 | 24 | 0.0% |
| Q4 2020 | 79 | $189.3M | 1,211,747 | 11 | 18 | 21 | 0.0% |
| Q3 2020 | 71 | $156.7M | 1,199,649 | 5 | 14 | 21 | 0.0% |
| Q2 2020 | 73 | $144.4M | 1,148,154 | 8 | 14 | 20 | 0.0% |
| Q1 2020 | 72 | $132.0M | 1,261,324 | 7 | 26 | 18 | 0.0% |
| Q4 2019 | 79 | $188.3M | 1,120,306 | 6 | 27 | 16 | 0.0% |
| Q3 2019 | 82 | $206.2M | 1,284,880 | 6 | 23 | 16 | 0.0% |
| Q2 2019 | 77 | $198.1M | 1,259,572 | 9 | 21 | 22 | 0.0% |
| Q1 2019 | 73 | $167.8M | 1,080,654 | 11 | 23 | 17 | 0.0% |
| Q4 2018 | 68 | $137.9M | 993,225 | 1 | 3 | 0 | 0.0% |