Latest Period
Q1 2026
Security Snapshot
iSHARES TRUST - Exchange Traded Funds (IMCV) Institutional Ownership
CUSIP: 464288406
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
173
Shares (Excl. Options)
8,044,042
Price
$84.79
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Exchange Traded Funds
- Symbol
- IMCV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 8,044,042
- Total 13F value
- $681,457,394
- Portfolio coverage rank
- 0%
- Share change
- +321,775
- Value change
- +$27,390,658
- Number of holders
- 173
- Shares outstanding
- 10,639,130
- SEC-reported price per share
- $91.39
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
- IMCV - iSHARES TRUST - Exchange Traded Funds is tracked under CUSIP 464288406.
- 173 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 173 to 4 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $681,457,394 to $21,785,764.
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 173 institutions filings for Q1 2026.
Security key
464288406
Latest holder period
Q1 2026
13F holders
173
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464288406:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IMCV
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| International City Management Association Retirement Corp | 9.2% | $77,726,508 | 978,800 | International City Management Association Retirement Corp | 18 Aug 2025 |
As of 31 Mar 2026, 173 institutional investors reported holding 8,044,042 shares of iSHARES TRUST - Exchange Traded Funds (IMCV). This represents 76% of the company’s total 10,639,130 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
60%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 9.1% | 965,232 | -4.3% | 0.69% | $81,837,967 |
| MORGAN STANLEY | 5.7% | 610,518 | +4.3% | 0% | $51,763,370 |
| RAYMOND JAMES FINANCIAL INC | 4.2% | 444,547 | -0.96% | 0.01% | $37,691,262 |
| AMERIPRISE FINANCIAL INC | 3.8% | 407,779 | +73% | 0.01% | $34,581,517 |
| LPL Financial LLC | 3.5% | 370,810 | +9.5% | 0.01% | $31,439,444 |
| Orgel Wealth Management, LLC | 3.2% | 342,827 | -4.3% | 0.63% | $29,066,862 |
| Equitable Holdings, Inc. | 3.1% | 330,315 | -0.16% | 0.19% | $27,197,543 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.5% | 270,624 | -7.3% | 0.03% | $22,945,074 |
| WELLS FARGO & COMPANY/MN | 2.4% | 250,708 | -4% | 0% | $21,256,495 |
| OSAIC HOLDINGS, INC. | 2.2% | 230,858 | +6.2% | 0.03% | $19,575,696 |
| Black Diamond Financial, LLC | 2% | 217,137 | -2.5% | 2% | $18,410,144 |
| Matrix Trust Co | 1.9% | 207,319 | +0.32% | 2.9% | $17,578,000 |
| Steele Capital Management, Inc. | 1.9% | 207,319 | +0.32% | 0.73% | $17,577,774 |
| BANK OF AMERICA CORP /DE/ | 1.9% | 202,168 | -10% | 0% | $17,140,941 |
| UBS Group AG | 1.8% | 195,305 | +0.95% | 0% | $16,559,130 |
| GRANVILLE CAPITAL, INC. | 1.4% | 152,681 | +7.9% | 6.8% | $12,945,143 |
| Marietta Wealth Management, LLC | 1.2% | 130,251 | +1.6% | 1.3% | $11,043,435 |
| swisspartners Advisors Ltd | 1.2% | 128,740 | +0.93% | 6.8% | $10,854,908 |
| ENVESTNET ASSET MANAGEMENT INC | 1.2% | 126,592 | +7% | 0% | $10,733,197 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2% | 124,401 | +28% | 0.01% | $10,547,479 |
| Rodgers & Associates, LTD | 1.1% | 119,653 | +7.4% | 1% | $10,144,912 |
| Cetera Investment Advisers | 1% | 109,815 | +14% | 0.01% | $9,310,793 |
| ROYAL BANK OF CANADA | 0.92% | 97,441 | +4.4% | 0% | $8,262,000 |
| Bedel Financial Consulting, Inc. | 0.86% | 91,324 | +5.8% | 0.89% | $7,742,979 |
| Ipsen Advisor Group LLC | 0.8% | 84,934 | +1.5% | 5% | $7,201,204 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 238,412 | $21,785,764 | -$4,502,952 | $91.39 | 4 |
| 2026 Q1 | 8,044,042 | $681,457,394 | +$27,390,658 | $84.79 | 173 |
| 2025 Q4 | 7,727,747 | $636,579,490 | +$35,261,522 | $82.34 | 165 |
| 2025 Q3 | 7,136,965 | $573,341,466 | +$110,937,219 | $80.35 | 157 |
| 2025 Q2 | 5,887,388 | $447,419,093 | +$50,769,401 | $75.98 | 157 |
| 2025 Q1 | 5,215,604 | $385,819,952 | -$24,094,831 | $74.19 | 149 |
| 2024 Q4 | 5,514,283 | $409,002,128 | +$30,905,667 | $74.26 | 141 |
| 2024 Q3 | 4,989,807 | $381,380,960 | -$898,338 | $76.64 | 139 |
| 2024 Q2 | 4,965,452 | $348,763,454 | -$15,376,461 | $70.24 | 130 |
| 2024 Q1 | 5,187,815 | $375,845,767 | -$8,628,512 | $72.55 | 130 |
| 2023 Q4 | 5,301,103 | $358,930,081 | +$35,242,828 | $67.72 | 130 |
| 2023 Q3 | 4,594,609 | $278,328,487 | +$5,885,214 | $60.59 | 123 |
| 2023 Q2 | 4,434,961 | $282,675,652 | +$3,474,607 | $63.70 | 122 |
| 2023 Q1 | 4,369,122 | $270,363,348 | +$12,830,120 | $61.88 | 122 |
| 2022 Q4 | 4,199,881 | $260,641,790 | +$20,206,223 | $62.05 | 112 |
| 2022 Q3 | 3,831,244 | $214,614,864 | -$3,267,061 | $55.94 | 100 |
| 2022 Q2 | 3,885,388 | $230,720,250 | -$15,587,616 | $59.36 | 102 |
| 2022 Q1 | 4,126,079 | $284,180,785 | +$31,086,985 | $68.89 | 104 |
| 2021 Q4 | 3,653,816 | $249,347,890 | +$223,815 | $68.27 | 96 |
| 2021 Q3 | 3,635,847 | $229,881,162 | -$6,269,392 | $63.22 | 88 |
| 2021 Q2 | 3,644,819 | $234,064,532 | +$155,433,373 | $64.22 | 92 |
| 2021 Q1 | 1,198,371 | $220,938,361 | +$3,529,285 | $184.37 | 80 |
| 2020 Q4 | 1,183,680 | $185,433,609 | -$4,426,628 | $156.42 | 76 |
| 2020 Q3 | 1,192,858 | $156,214,035 | +$5,930,745 | $131.01 | 69 |
| 2020 Q2 | 1,141,322 | $143,963,779 | -$10,910,864 | $126.28 | 70 |