IMCG — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IMCG? 23 Institutions Hold $66.1M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IMCG)? 23 institutions reported holding $66.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Eclectic Associates Inc ($25.1M), Matrix Trust Co ($19.3M), OxenFree Capital LLC ($11.2M).

Rank	Institution	Value	Shares	Change
1	ECLECTIC ASSOCIATES INC /ADV	$25.1M	266,843	Added
2	Matrix Trust Co	$19.3M	205,084	Trimmed
3	OxenFree Capital LLC	$11.2M	115,293	Added
4	RHODES INVESTMENT ADVISORS INC /ADV	$2.5M	27,070	Added
5	Farther Finance Advisors, LLC	$1.9M	20,685	Trimmed
6	HF Advisory Group, LLC	$1.5M	15,772	Added
7	Ridgewood Investments LLC	$777,597	8,282	Hold
8	Heartwood Wealth Advisors LLC	$566,626	6,035	Hold
9	Investment Partners Asset Management, Inc.	$546,252	5,818	Added
10	Kaizen Financial Strategies	$504,235	5,370	Added
11	Whitaker-Myers Wealth Managers, LTD.	$374,316	3,987	Trimmed
12	Kaydan Wealth Management, Inc.	$352,088	3,750	Trimmed
13	FINANCIAL MANAGEMENT NETWORK INC	$319,814	3,341	New
14	Asempa Wealth Advisors	$265,287	2,800	Added
15	FC Advisory LLC	$247,551	2,637	Hold
16	AMERICAN NATIONAL BANK & TRUST	$235,851	2,512	Hold
17	Breakwater Capital Group	$218,479	2,327	Trimmed
18	CX Institutional	$194,000	2,065	Trimmed
19	ELEVATION WEALTH PARTNERS, LLC	$20,896	223	Added
20	EASTERN BANK	$20,844	222	Hold
21	GK Wealth Management LLC	$2,817	30	New
22	CoreCap Advisors, LLC	$2,307	24	Added
23	Central Pacific Bank - Trust Division	$1,690	18	Hold

Source: SEC Form 13F filings · as of 2026-09-30