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

447 institutions reported holding $2.77B of ISHARES TR (IMCG) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($295.5M), LPL Financial LLC ($282.3M), RMG Wealth Management LLC ($133.9M), MORGAN STANLEY ($129.4M), RAYMOND JAMES FINANCIAL INC ($111.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VANTAGEPOINT INVESTMENT ADVISERS LLC$295.5M3.0MHold
2LPL Financial LLC$282.3M2.9MAdded
3RMG Wealth Management LLC$133.9M1.3MNew
4MORGAN STANLEY$129.4M1.3MAdded
5RAYMOND JAMES FINANCIAL INC$111.8M1.1MAdded
6AMERIPRISE FINANCIAL INC$100.4M1.0MAdded
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$97.6M993,164Added
8Cetera Investment Advisers$95.4M970,838Added
9Allegheny Financial Group$61.2M622,184Added
10BANK OF AMERICA CORP /DE/$56.8M577,867Added
11OSAIC HOLDINGS, INC.$53.4M542,966Added
12COMMONWEALTH EQUITY SERVICES, LLC$52.1M529,891Trimmed
13UBS Group AG$43.3M440,630Trimmed
14Mariner, LLC$42.9M436,059Trimmed
15VICTORY FINANCIAL GROUP, LLC$42.4M430,919Trimmed
16WELLS FARGO & COMPANY/MN$41.5M422,531Added
17Cornerstone Planning Group LLC$37.3M390,783Added
18Avior Wealth Management, LLC$30.5M310,631Trimmed
19Arax Advisory Partners$30.1M305,921Added
20Orgel Wealth Management, LLC$27.9M284,164Trimmed
21Cosner Financial Group, LLC$27.3M277,581Added
22ECLECTIC ASSOCIATES INC /ADV$25.9M263,644Added
23CAPITAL WEALTH MANAGEMENT, LLC$23.9M243,505Added
24BEAM WEALTH ADVISORS, INC.$23.6M239,990Trimmed
25Rodgers & Associates, LTD$23.3M236,684Trimmed

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