Latest Period
Q1 2026
Security Snapshot
iSHARES TRUST - Exchange Traded Funds (IMCG) Institutional Ownership
CUSIP: 464288307
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
400
Shares (Excl. Options)
25,585,351
Price
$78.77
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- Security type / class
- Equity / Exchange Traded Funds
- Symbol
- IMCG
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 25,585,351
- Total 13F value
- $2,023,710,979
- Portfolio coverage rank
- 0.02%
- Share change
- +709,363
- Value change
- +$56,318,268
- Number of holders
- 400
- Shares outstanding
- 38,966,638
- SEC-reported price per share
- $90.11
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IMCG - iSHARES TRUST - Exchange Traded Funds is tracked under CUSIP 464288307.
- 400 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 394 to 400 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $2,002,375,113 to $2,023,710,979.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 400 institutions filings for Q1 2026.
Security key
464288307
Latest holder period
Q1 2026
13F holders
400
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464288307:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IMCG
| 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, 400 institutional investors reported holding 25,585,351 shares of iSHARES TRUST - Exchange Traded Funds (IMCG). This represents 66% of the company’s total 38,966,638 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
44%
| 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 |
| BANK OF AMERICA CORP /DE/ | 1.5% | 567,589 | +2.8% | 0% | $44,708,983 |
| 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 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 25,585,351 | $2,023,710,979 | +$56,318,268 | $78.77 | 400 |
| 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 |