IMCVISHARES TR
CUSIP 464288406 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IMCV) has 175 institutional holders in Filings Flow’s 13F database, together reporting 8.02M shares worth $653M as of Q1 2026. The largest reported holders are Vantagepoint Investment Advisers LLC, Morgan Stanley, and Raymond James Financial Inc.
Institutional Holders
175
Q1 2026
Reported Value
$653M
Ticker
IMCV
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| swisspartners Advisors Ltd$159M AUM | 6.82% | $11M | 128.7K | Q1 2026 |
| GRANVILLE CAPITAL, INC.$191M AUM | 6.77% | $13M | 152.7K | Q1 2026 |
| Ipsen Advisor Group LLC$143M AUM | 5.04% | $7M | 84.9K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 2.01% | $18M | 217.1K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 1.95% | $3M | 38.3K | Q1 2026 |
| Marietta Wealth Management, LLC$841M AUM | 1.31% | $11M | 130.3K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 1.03% | $10M | 119.7K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 1.03% | $2M | 24.9K | Q1 2026 |
| DDFG, Inc$464M AUM | 0.91% | $4M | 49.9K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.87% | $8M | 91.3K | Q1 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 0.76% | $5M | 61.8K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 0.73% | $18M | 207.3K | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 0.69% | $82M | 965.2K | Q1 2026 |
| AIRE ADVISORS, LLC$547M AUM | 0.63% | $3M | 40.5K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 0.63% | $29M | 342.8K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 0.54% | $2M | 27.4K | Q3 2025OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.45% | $1M | 14.7K | Q1 2026 |
| Courage Miller Partners, LLC$354M AUM | 0.44% | $2M | 18.5K | Q1 2026 |
| Sentinel Advisory Group, LLC$205M AUM | 0.42% | $866,341 | 10.2K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.39% | $5M | 56.0K | Q1 2026 |
| PCA Investment Advisory Services Inc.$300M AUM | 0.39% | $1M | 13.9K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.34% | $703,298 | 8.3K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.32% | $2M | 27.1K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.28% | $7M | 81.3K | Q1 2026 |
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.28% | $513,293 | 6.1K | Q1 2026 |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.26% | $453,189 | 5.5K | Q4 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.25% | $349,540 | 4.1K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.23% | $2M | 24.6K | Q1 2026 |
| LAWOOD & CO$108M AUM | 0.22% | $241,131 | 2.8K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.22% | $2M | 18.9K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.20% | $787,830 | 9.3K | Q1 2026 |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.20% | $223,919 | 2.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.18% | $27M | 330.3K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.17% | $2M | 22.7K | Q1 2026 |
| rebel Financial LLC$231M AUM | 0.16% | $371,570 | 4.4K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.15% | $1M | 13.3K | Q1 2026 |
| Madison Wealth Partners, Inc$627M AUM | 0.13% | $826,983 | 9.8K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.13% | $5M | 53.2K | Q1 2026 |
| Trust Investment Advisors$171M AUM | 0.13% | $224,894 | 2.8K | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.12% | $359,218 | 4.2K | Q1 2026 |
| LaFleur & Godfrey LLC$803M AUM | 0.10% | $829,714 | 9.8K | Q1 2026 |
| New Insight Wealth Advisors$279M AUM | 0.10% | $287,593 | 3.4K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.08% | $213,915 | 2.5K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.08% | $140,618 | 1.7K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.08% | $404,420 | 4.8K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $2M | 27.6K | Q1 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.06% | $404,307 | 4.8K | Q1 2026 |
| Revisor Wealth Management LLC$362M AUM | 0.06% | $214,254 | 2.5K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.06% | $2M | 20.4K | Q4 2025OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.05% | $77,137 | 960 | Q3 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.05% | $148,450 | 1.8K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 0.05% | $357,457 | 4.2K | Q1 2026 |
| M. Kulyk & Associates, LLC$536M AUM | 0.05% | $243,844 | 2.9K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.04% | $2M | 25.4K | Q2 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.04% | $7M | 82.8K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.04% | $1M | 15.8K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $298,121 | 3.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 22.5K | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.04% | $539,408 | 6.4K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $1M | 12.4K | Q4 2025OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.03% | $305,314 | 3.6K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $6M | 70.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $23M | 270.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $20M | 230.9K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.03% | $264,205 | 3.1K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $640,279 | 7.6K | Q1 2026 |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.03% | $26,453 | 312 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 20.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.03% | $5M | 61.0K | Q2 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.02% | $241,623 | 2.9K | Q1 2026 |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.02% | $384,020 | 4.5K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $251,899 | 3.0K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.02% | $27,979 | 330 | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.02% | $42,895 | 506 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.02% | $292,765 | 3.5K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.02% | $245,337 | 2.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 43.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 28.0K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $31,454 | 417 | Q2 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.02% | $290,815 | 3.4K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.01% | $106,676 | 1.4K | Q2 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $35,570 | 432 | Q4 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $54,432 | 642 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $543,974 | 6.4K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $401,954 | 4.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $38M | 444.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 109.8K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $10,683 | 126 | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $463,235 | 5.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $453,766 | 5.6K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $31M | 370.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 25.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $35M | 407.8K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $20,494 | 255 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $398,748 | 4.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 45.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $11M | 124.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $176,812 | 2.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 26.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $63,589 | 750 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 57.1K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $449,704 | 5.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $131,672 | 1.6K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 35.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 13.5K | Q4 2025OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.00% | $6,349 | 75 | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $69,919 | 825 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $21M | 250.7K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $1M | 13.7K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $307,750 | 3.6K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $246,607 | 3.0K | Q4 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $103,863 | 1.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 44.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $432,961 | 5.1K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $45,784 | 540 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $43,423 | 512 | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $523,353 | 6.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $178,521 | 2.2K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $58,353 | 768 | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $190,344 | 2.2K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48M | 585.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 126.6K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $229,778 | 2.7K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $99,962 | 1.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 44.4K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $17,381 | 205 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $17M | 195.3K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 24.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $204,418 | 2.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 13.4K | Q1 2026 |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.00% | $2,968 | 35 | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $388,115 | 4.8K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $428,913 | 5.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 16.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $956,427 | 11.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $25,435 | 300 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $25,703 | 306 | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $630,637 | 7.4K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $7,885 | 93 | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $22,226 | 262 | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $229,462 | 2.7K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $68,168 | 804 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $17,409 | 205 | Q1 2026 |
| one8zero8, LLC$449M AUM | 0.00% | $6,868 | 81 | Q1 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.00% | $2,470 | 30 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 97.4K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $4,833 | 57 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $134,521 | 1.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $17M | 202.2K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $13,030 | 153 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $25,436 | 300 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $223,411 | 2.6K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $2,035 | 24 | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $210,014 | 2.5K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $232,737 | 2.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $325,323 | 3.8K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $13,262 | 156 | Q1 2026 |
| Gleason Group, Inc.$1.0B AUM | 0.00% | $7,837 | 92 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $13,142 | 155 | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $235,386 | 3.1K | Q2 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $42,393 | 500 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $15,146 | 179 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $158,754 | 1.9K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $69,948 | 825 | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $763 | 9 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $16,487 | 217 | Q2 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $156,201 | 1.9K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $865,053 | 10.3K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $78,905 | 982 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $347,406 | 4.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $236,428 | 2.8K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $3,107 | 37 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $276,656 | 3.3K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $686,256 | 8.1K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $4,586 | 54 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $39,171 | 462 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,334 | 15 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $61,215 | 722 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 22.6K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $5,596 | 66 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $293,868 | 3.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $22,723 | 268 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $2,968 | 35 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $580,716 | 7.6K | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $666,925 | 7.9K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,286 | 16 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,652 | 33 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $259,190 | 3.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $29,772 | 351 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $48,751 | 575 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $249 | 3 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $314,304 | 3.7K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.00% | $31 | 0 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $127,179 | 1.5K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $85 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.