IMCV institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding168
Shares held8,069,894
Reported value$737.9m
Quarter flows16 new, 69 added, 39 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
VANTAGEPOINT INVESTMENT ADVISERS LLC1,017,719$93.0m0.7%
MORGAN STANLEY612,281$55.9m0.0%
AMERIPRISE FINANCIAL INC487,500$44.5m0.0%
RAYMOND JAMES FINANCIAL INC467,937$42.8m0.0%
LPL Financial LLC434,283$39.7m0.0%
Orgel Wealth Management, LLC341,915$31.2m0.7%
COMMONWEALTH EQUITY SERVICES, LLC257,449$23.5m0.0%
WELLS FARGO & COMPANY/MN247,957$22.7m0.0%
Black Diamond Financial, LLC245,612$22.4m2.0%
OSAIC HOLDINGS, INC.234,849$21.5m0.0%
Matrix Trust Co209,721$19.2m2.8%
Steele Capital Management, Inc.209,721$19.2m0.7%
BANK OF AMERICA CORP /DE/203,099$18.6m0.0%
UBS Group AG191,890$17.5m0.0%
GRANVILLE CAPITAL, INC.156,194$14.3m6.4%
Marietta Wealth Management, LLC135,955$12.4m1.3%
swisspartners Advisors Ltd128,320$11.7m7.9%
ENVESTNET ASSET MANAGEMENT INC125,527$11.5m0.0%
Cetera Investment Advisers122,941$11.2m0.0%
Rodgers & Associates, LTD120,448$11.0m1.0%
Cambridge Investment Research Advisors, Inc.113,012$10.3m0.0%
ROYAL BANK OF CANADA104,198$9.5m0.0%
Bedel Financial Consulting, Inc.97,819$8.9m0.8%
Ipsen Advisor Group LLC85,523$7.8m5.0%
Clark Capital Management Group, Inc.82,103$7.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IMCV"). IMCV price history · All 13F data

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