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

182 institutions reported holding $681.4M of ISHARES TR (IMCV) in SEC 13F filings for 2026-03-31. Largest institutional holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($81.8M), MORGAN STANLEY ($51.8M), RAYMOND JAMES FINANCIAL INC ($37.7M), AMERIPRISE FINANCIAL INC ($34.6M), LPL Financial LLC ($31.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VANTAGEPOINT INVESTMENT ADVISERS LLC$81.8M965,232Trimmed
2MORGAN STANLEY$51.8M610,518Added
3RAYMOND JAMES FINANCIAL INC$37.7M444,547Trimmed
4AMERIPRISE FINANCIAL INC$34.6M407,779Added
5LPL Financial LLC$31.4M370,810Added
6Orgel Wealth Management, LLC$29.1M342,827Trimmed
7Equitable Holdings, Inc.$27.2M330,315Trimmed
8COMMONWEALTH EQUITY SERVICES, LLC$22.9M270,624Trimmed
9WELLS FARGO & COMPANY/MN$21.3M250,708Trimmed
10OSAIC HOLDINGS, INC.$19.6M230,858Added
11Black Diamond Financial, LLC$18.4M217,137Trimmed
12Matrix Trust Co$17.6M207,319Added
13Steele Capital Management, Inc.$17.6M207,319Added
14BANK OF AMERICA CORP /DE/$17.1M202,168Trimmed
15UBS Group AG$16.6M195,305Added
16GRANVILLE CAPITAL, INC.$12.9M152,681Added
17Marietta Wealth Management, LLC$11.0M130,251Added
18swisspartners Advisors Ltd$10.9M128,740Added
19ENVESTNET ASSET MANAGEMENT INC$10.7M126,592Added
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10.5M124,401Added
21Rodgers & Associates, LTD$10.1M119,653Added
22Cetera Investment Advisers$9.3M109,815Added
23Royal Bank of Canada$8.3M97,441Added
24Bedel Financial Consulting, Inc.$7.7M91,324Added
25Ipsen Advisor Group LLC$7.2M84,934Added

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