Who Owns ISHARES (IMCV)? -- Institutional Holders (2026-06-30)

184 institutions reported holding $732.6M of ISHARES (IMCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($93.0M), MORGAN STANLEY ($55.9M), AMERIPRISE FINANCIAL INC ($44.5M), RAYMOND JAMES FINANCIAL INC ($42.8M), LPL Financial LLC ($39.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VANTAGEPOINT INVESTMENT ADVISERS LLC$93.0M1.0MAdded
2MORGAN STANLEY$55.9M612,281Added
3AMERIPRISE FINANCIAL INC$44.5M487,500Added
4RAYMOND JAMES FINANCIAL INC$42.8M467,937Added
5LPL Financial LLC$39.7M434,283Added
6Orgel Wealth Management, LLC$31.2M341,915Trimmed
7COMMONWEALTH EQUITY SERVICES, LLC$23.5M257,449Trimmed
8WELLS FARGO & COMPANY/MN$22.7M247,957Trimmed
9Black Diamond Financial, LLC$22.4M245,612Added
10OSAIC HOLDINGS, INC.$21.5M234,849Added
11Matrix Trust Co$19.2M209,721Added
12Steele Capital Management, Inc.$19.2M209,721Added
13BANK OF AMERICA CORP /DE/$18.6M203,099Added
14UBS Group AG$17.5M191,890Trimmed
15GRANVILLE CAPITAL, INC.$14.3M156,194Added
16Marietta Wealth Management, LLC$12.4M135,955Added
17swisspartners Advisors Ltd$11.7M128,320Trimmed
18ENVESTNET ASSET MANAGEMENT INC$11.5M125,527Trimmed
19Cetera Investment Advisers$11.2M122,941Added
20Rodgers & Associates, LTD$11.0M120,448Added
21Royal Bank of Canada$9.5M104,198Added
22Bedel Financial Consulting, Inc.$8.9M97,819Added
23Ipsen Advisor Group LLC$7.8M85,523Added
24Clark Capital Management Group, Inc.$7.5M82,103Trimmed
25GHP Investment Advisors, Inc.$7.4M81,185Trimmed

Source: SEC Form 13F filings · as of 2026-06-30