Security Snapshot

iSHARES TRUST - Exchange Traded Funds (IMCG) Institutional Ownership

CUSIP: 464288307

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

391

Shares (Excl. Options)

24,834,051

Price

$78.77

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Type / Class
Equity / Exchange Traded Funds
Symbol
IMCG
Shares outstanding
38,966,638
Price per share
$87.14
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
24,834,051
Total reported value
$1,964,531,076
% of total 13F portfolios
0.02%
Share change
+666,524
Value change
+$52,949,261
Number of holders
391
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • IMCG - iSHARES TRUST - Exchange Traded Funds is tracked under CUSIP 464288307.
  • 391 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 394 to 391 between Q4 2025 and Q1 2026.
  • Reported value moved from $2,002,375,113 to $1,964,531,076.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 391 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464288307?
CUSIP 464288307 identifies IMCG - iSHARES TRUST - Exchange Traded Funds in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of iSHARES TRUST - Exchange Traded Funds (IMCG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
International City Management Association Retirement Corp 8% $257,894,612 3,117,331 International City Management Association Retirement Corp 04 Sep 2025

As of 31 Mar 2026, 391 institutional investors reported holding 24,834,051 shares of iSHARES TRUST - Exchange Traded Funds (IMCG). This represents 64% of the company’s total 38,966,638 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Exchange Traded Funds (IMCG) together control 43% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANTAGEPOINT INVESTMENT ADVISERS LLC 7.7% 3,006,105 -2.4% 2% $236,790,891
LPL Financial LLC 6.7% 2,603,354 +6.3% 0.05% $205,066,211
MORGAN STANLEY 3.3% 1,279,461 +11% 0.01% $100,783,262
RAYMOND JAMES FINANCIAL INC 2.6% 1,023,069 +5.7% 0.02% $80,587,159
Cetera Investment Advisers 2.4% 943,563 +2.9% 0.08% $74,324,463
AMERIPRISE FINANCIAL INC 2.4% 931,000 +15% 0.02% $74,537,599
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2.1% 827,372 -1.7% 0.04% $65,172,153
COMMONWEALTH EQUITY SERVICES, LLC 1.5% 573,954 +1.9% 0.06% $45,210,348
OSAIC HOLDINGS, INC. 1.2% 484,222 +2.5% 0.06% $38,150,058
Mariner, LLC 1.2% 477,177 +5.8% 0.04% $37,587,180
UBS Group AG 1.2% 448,504 +3.6% 0.01% $35,328,660
Avior Wealth Management, LLC 1.1% 446,106 -29% 1% $35,139,773
VICTORY FINANCIAL GROUP, LLC 1.1% 431,977 +2.5% 4.2% $34,026,847
WELLS FARGO & COMPANY/MN 1.1% 413,728 -1.4% 0.01% $32,589,370
Cornerstone Planning Group LLC 0.98% 382,492 +8.6% 4.6% $34,259,730
Orgel Wealth Management, LLC 0.75% 291,617 +0.13% 0.49% $22,970,672
Arax Advisory Partners 0.74% 289,294 +5.9% 0.64% $22,787,702
Cosner Financial Group, LLC 0.7% 273,465 +1.1% 12% $21,540,850
ROYAL BANK OF CANADA 0.69% 269,419 -0.33% 0% $21,223,000
BEAM WEALTH ADVISORS, INC. 0.67% 260,379 +530% 5.1% $20,510,063
ECLECTIC ASSOCIATES INC /ADV 0.64% 248,475 +24% 2.6% $19,571,859
Rodgers & Associates, LTD 0.63% 244,308 +5.6% 2% $19,244,141
IAG Wealth Partners, LLC 0.59% 229,955 +2.8% 2% $18,113,555
CAPITAL WEALTH MANAGEMENT, LLC 0.58% 226,883 +14% 4.8% $17,871,553
Allegheny Financial Group 0.57% 220,414 +36% 2.3% $17,362,066

Institutional Holders of iSHARES TRUST - Exchange Traded Funds (IMCG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 24,834,051 $1,964,531,076 +$52,949,261 $78.77 391
2025 Q4 25,050,937 $2,002,375,113 +$3,414,975 $79.84 394
2025 Q3 24,758,540 $2,047,539,177 +$358,068,820 $82.73 353
2025 Q2 21,078,125 $1,690,536,483 -$19,369,169 $80.23 364
2025 Q1 21,209,094 $1,513,325,227 +$103,743,205 $71.43 356
2024 Q4 19,677,733 $1,486,837,675 +$211,877,076 $75.53 355
2024 Q3 16,235,669 $1,184,050,696 +$31,661,127 $72.97 315
2024 Q2 16,012,258 $1,084,141,065 +$10,654,083 $67.75 291
2024 Q1 15,898,824 $1,121,243,212 -$64,565,858 $70.68 297
2023 Q4 16,830,594 $1,085,175,593 +$135,581,676 $64.45 292
2023 Q3 14,051,341 $802,779,583 +$60,066,191 $57.13 250
2023 Q2 12,935,062 $788,073,742 +$24,496,771 $60.94 239
2023 Q1 12,288,147 $707,210,533 +$29,872,056 $57.56 232
2022 Q4 11,908,030 $642,179,523 +$66,396,973 $53.88 220
2022 Q3 10,501,539 $529,764,792 +$67,960,996 $50.38 211
2022 Q2 9,159,561 $476,564,795 +$6,741,677 $51.94 211
2022 Q1 8,886,420 $571,001,762 -$48,689,357 $64.28 214
2021 Q4 9,285,473 $678,512,813 +$78,909,692 $73.24 217
2021 Q3 8,076,231 $556,960,219 +$22,069,916 $68.88 178
2021 Q2 7,775,995 $535,665,649 +$300,553,232 $68.89 181
2021 Q1 2,104,215 $795,757,227 -$160,927,055 $378.15 178
2020 Q4 2,543,590 $973,119,828 +$119,046,038 $382.48 180
2020 Q3 2,187,302 $700,864,512 +$241,557,730 $320.45 153
2020 Q2 1,377,568 $403,550,975 +$169,421,777 $293.20 137
2020 Q1 799,350 $174,403,897 -$6,244,878 $218.10 109
2019 Q4 837,780 $220,462,294 -$96,458,880 $262.97 116
2019 Q3 1,145,552 $278,861,150 +$24,593,254 $243.43 93
2019 Q2 1,035,097 $260,442,151 +$41,215,019 $251.53 86
2019 Q1 823,282 $193,713,204 +$91,874,341 $235.29 80
2018 Q4 438,350 $85,211,954 +$5,608,679 $194.39 68
2018 Q3 387,265 $91,289,438 +$11,426,343 $235.73 64
2018 Q2 421,129 $75,196,706 -$1,240 $218.87 60
2018 Q1 341,321 $71,477,120 +$2,638,057 $209.43 59
2017 Q4 328,822 $66,582,192 -$421,301 $202.47 56
2017 Q3 329,889 $62,578,107 +$9,699,271 $189.69 52
2017 Q2 279,814 $51,161,810 +$1,960,965 $182.90 50
2017 Q1 269,671 $46,825,999 -$6,980,227 $173.98 54
2016 Q4 312,650 $50,680,741 -$7,849,888 $162.05 53
2016 Q3 360,916 $58,740,563 +$744,627 $162.86 50
2016 Q2 361,621 $56,395,779 -$21,164,962 $155.96 53
2016 Q1 489,946 $74,520,434 +$5,225,729 $152.19 48
2015 Q4 459,064 $70,799,462 +$3,427,366 $154.55 50
2015 Q3 440,323 $66,097,433 -$2,781,488 $149.89 45
2015 Q2 456,674 $75,160,306 -$161,367 $164.60 47
2015 Q1 457,551 $76,357,937 +$5,794,655 $166.99 48
2014 Q4 418,347 $65,479,599 +$1,891,321 $156.54 43
2014 Q3 386,347 $57,001,446 -$5,114,536 $147.69 42
2014 Q2 420,267 $62,980,444 +$5,634,298 $149.87 40
2014 Q1 383,616 $55,619,927 +$3,200,435 $144.98 39
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