iSHARES TRUST - IMCG

Sector: Funds · Industry: ETF / Fund

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.034B

QoQ value delta ($000)

+$30.59M (+1.53%)

Implied price effect (QoQ)

-0.97%

Total shares

25,720,316

QoQ shares delta

+633,069 (+2.52%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 398 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
VANTAGEPOINT INVESTMENT ADVISERS LLC	236,790	3,006,105	2.01%
LPL Financial LLC	205,066	2,603,354	0.05%
MORGAN STANLEY	100,783	1,279,461	0.01%
RAYMOND JAMES FINANCIAL INC	80,587	1,023,069	0.02%
AMERIPRISE FINANCIAL INC	74,537	931,000	0.02%
Cetera Investment Advisers	74,324	943,563	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	65,172	827,372	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	45,210	573,954	0.06%
BANK OF AMERICA CORP /DE/	44,708	567,589	0.0%
OSAIC HOLDINGS, INC.	38,150	484,222	0.06%
Mariner, LLC	37,587	477,177	0.04%
UBS Group AG	35,328	448,504	0.01%
Avior Wealth Management, LLC	35,139	446,106	1.0%
Cornerstone Planning Group LLC	34,259	382,492	4.57%
VICTORY FINANCIAL GROUP, LLC	34,026	431,977	4.18%
WELLS FARGO & COMPANY/MN	32,589	413,728	0.01%
Orgel Wealth Management, LLC	22,970	291,617	0.49%
Arax Advisory Partners	22,787	289,294	0.64%
Cosner Financial Group, LLC	21,540	273,465	11.83%
ROYAL BANK OF CANADA	21,223	269,419	0.0%
BEAM WEALTH ADVISORS, INC.	20,510	260,379	5.11%
ECLECTIC ASSOCIATES INC /ADV	19,571	248,475	2.6%
Rodgers & Associates, LTD	19,244	244,308	1.96%
IAG Wealth Partners, LLC	18,113	229,955	2.02%
CAPITAL WEALTH MANAGEMENT, LLC	17,871	226,883	4.84%