IMCB — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IMCB)? 11 institutions reported holding $49.72M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sunburst Financial Group, LLC ($21.4M), Matrix Trust Co ($18.1M), Farther Finance Advisors, LLC ($7.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sunburst Financial Group, LLC | $21.4M | 226,124 | Trimmed |
| 2 | Matrix Trust Co | $18.1M | 191,577 | Added |
| 3 | Farther Finance Advisors, LLC | $7.5M | 79,761 | Trimmed |
| 4 | Apella Capital, LLC | $1.1M | 11,532 | Hold |
| 5 | LAWOOD & CO | $636,417 | 6,736 | Hold |
| 6 | Kaydan Wealth Management, Inc. | $496,965 | 5,260 | Trimmed |
| 7 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $311,012 | 3,292 | Hold |
| 8 | CoreCap Advisors, LLC | $128,493 | 1,360 | Trimmed |
| 9 | Olistico Wealth, LLC | $25,982 | 275 | Hold |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $13,228 | 140 | New |
| 11 | Venture Visionary Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30