iSHARES TRUST - Exchange Traded Funds (IMCV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange Traded Funds
Symbol
IMCV
Shares outstanding
10,639,130
Price per share
$85.38
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,702,763
Total reported value
$634,522,279
% of total 13F portfolios
0%
Share change
+423,461
Value change
+$34,953,422
Number of holders
160
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - Exchange Traded Funds (IMCV) 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 9.2% $77,726,508 978,800 International City Management Association Retirement Corp 18 Aug 2025

As of 31 Dec 2025, 160 institutional investors reported holding 7,702,763 shares of iSHARES TRUST - Exchange Traded Funds (IMCV). This represents 72% of the company’s total 10,639,130 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Exchange Traded Funds (IMCV) together control 58% 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 9.5% 1,008,321 +3% 0.67% $83,023,336
MORGAN STANLEY 5.5% 585,516 -7.4% 0% $48,210,488
RAYMOND JAMES FINANCIAL INC 4.2% 448,850 +9.7% 0.01% $36,957,489
Orgel Wealth Management, LLC 3.4% 358,216 -0.55% 0.65% $29,494,861
LPL Financial LLC 3.2% 338,792 +22% 0.01% $27,895,476
Equitable Holdings, Inc. 3.1% 330,847 -2.5% 0.19% $27,241,346
COMMONWEALTH EQUITY SERVICES, LLC 2.7% 291,826 +7.2% 0.03% $24,028,437
WELLS FARGO & COMPANY/MN 2.5% 261,282 +19% 0% $21,513,577
AMERIPRISE FINANCIAL INC 2.2% 235,920 +213% 0% $19,425,862
BANK OF AMERICA CORP /DE/ 2.1% 225,131 -1.3% 0% $18,536,819
Black Diamond Financial, LLC 2.1% 222,628 +17% 1.9% $18,330,796
OSAIC HOLDINGS, INC. 2% 217,393 -6.8% 0.03% $17,901,535
Matrix Trust Co 1.9% 206,652 +1.3% 2.8% $17,015,000
Steele Capital Management, Inc. 1.9% 206,652 +1.3% 0.73% $17,015,348
UBS Group AG 1.8% 193,463 +3.1% 0% $15,929,356
GRANVILLE CAPITAL, INC. 1.3% 141,543 0% 6.2% $11,654,394
Marietta Wealth Management, LLC 1.2% 128,156 +1.2% 1.2% $10,552,134
swisspartners Advisors Ltd 1.2% 127,550 +1.4% 7.6% $10,490,488
ENVESTNET ASSET MANAGEMENT INC 1.1% 118,360 -4.9% 0% $9,745,514
Rodgers & Associates, LTD 1% 111,456 +6% 0.93% $9,177,122
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.91% 97,338 +105% 0.01% $8,014,608
Cetera Investment Advisers 0.91% 96,430 -6.6% 0.01% $7,939,846
ROYAL BANK OF CANADA 0.88% 93,331 +0.52% 0% $7,685,000
Bedel Financial Consulting, Inc. 0.81% 86,288 +5.4% 0.76% $7,104,799
Ipsen Advisor Group LLC 0.79% 83,657 +0.77% 4.9% $6,888,190

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,702,763 $634,522,279 +$34,953,422 $82.34 160
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
2020 Q1 1,229,725 $131,448,813 +$15,026,641 $106.91 71
2019 Q4 1,113,511 $187,847,329 -$26,479,677 $168.70 78
2019 Q3 1,144,856 $184,270,755 +$2,007,499 $160.98 80
2019 Q2 1,119,532 $176,681,095 -$8,724,775 $157.43 75
2019 Q1 1,072,884 $167,083,306 +$11,060,987 $155.72 68
2018 Q4 993,216 $137,875,082 +$4,003,568 $138.81 66
2018 Q3 943,993 $152,847,129 +$21,871,514 $161.91 66
2018 Q2 969,009 $129,667,574 +$1,211,220 $159.16 64
2018 Q1 801,775 $125,046,343 +$2,987,428 $155.97 65
2017 Q4 778,949 $124,231,931 +$1,409,871 $159.49 67
2017 Q3 759,982 $114,816,296 +$5,263,118 $151.08 57
2017 Q2 726,057 $107,481,756 -$2,416,217 $148.06 58
2017 Q1 742,190 $110,052,006 -$2,501,812 $148.41 57
2016 Q4 771,295 $111,473,000 +$37,710,925 $144.47 53
2016 Q3 493,229 $66,081,000 +$766,191 $134.08 40
2016 Q2 506,317 $63,753,000 +$9,658,884 $126.13 41
2016 Q1 411,794 $50,807,000 +$291,351 $123.60 36
2015 Q4 415,334 $49,317,000 -$10,835,855 $118.84 35
2015 Q3 505,954 $57,905,000 -$10,078,361 $114.33 34
2015 Q2 593,235 $73,314,134 +$1,204,993 $123.67 37
2015 Q1 583,390 $73,614,149 -$6,211,790 $126.22 40
2014 Q4 632,659 $78,792,147 +$4,126,220 $124.54 38
2014 Q3 599,375 $71,704,296 -$12,285,744 $119.67 36
2014 Q2 700,134 $87,053,606 +$21,711,078 $124.33 36
2014 Q1 525,306 $61,951,343 -$215,038 $117.92 30