Who Owns ISHARES TR (IMCG)? -- Institutional Holders (2026-03-31)

420 institutions reported holding $2.02B of ISHARES TR (IMCG) in SEC 13F filings for 2026-03-31. Largest institutional holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($236.8M), LPL Financial LLC ($205.1M), MORGAN STANLEY ($100.8M), RAYMOND JAMES FINANCIAL INC ($80.6M), AMERIPRISE FINANCIAL INC ($74.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VANTAGEPOINT INVESTMENT ADVISERS LLC$236.8M3.0MTrimmed
2LPL Financial LLC$205.1M2.6MAdded
3MORGAN STANLEY$100.8M1.3MAdded
4RAYMOND JAMES FINANCIAL INC$80.6M1.0MAdded
5AMERIPRISE FINANCIAL INC$74.5M931,000Added
6Cetera Investment Advisers$74.3M943,563Added
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$65.2M827,372Trimmed
8COMMONWEALTH EQUITY SERVICES, LLC$45.2M573,954Added
9BANK OF AMERICA CORP /DE/$44.7M567,589Added
10OSAIC HOLDINGS, INC.$38.2M484,222Added
11Mariner, LLC$37.6M477,177Added
12UBS Group AG$35.3M448,504Added
13Avior Wealth Management, LLC$35.1M446,106Trimmed
14Cornerstone Planning Group LLC$34.3M382,492Added
15VICTORY FINANCIAL GROUP, LLC$34.0M431,977Added
16WELLS FARGO & COMPANY/MN$32.6M413,728Trimmed
17Orgel Wealth Management, LLC$23.0M291,617Added
18Arax Advisory Partners$22.8M289,294Added
19Cosner Financial Group, LLC$21.5M273,465Added
20Royal Bank of Canada$21.2M269,419Trimmed
21BEAM WEALTH ADVISORS, INC.$20.5M260,379Added
22ECLECTIC ASSOCIATES INC /ADV$19.6M248,475Added
23Rodgers & Associates, LTD$19.2M244,308Added
24IAG Wealth Partners, LLC$18.1M229,955Added
25CAPITAL WEALTH MANAGEMENT, LLC$17.9M226,883Added

Source: SEC Form 13F filings · as of 2026-03-31