iSHARES TRUST - Exchange Traded Funds (IMCG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange Traded Funds
Symbol
IMCG
Shares outstanding
38,966,638
Price per share
$79.84
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
24,758,541
Total reported value
$2,047,509,663
% of total 13F portfolios
0.02%
Share change
+4,316,402
Value change
+$358,068,906
Number of holders
353
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - Exchange Traded Funds (IMCG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
International City Management Association Retirement Corp 8% $257,894,612 3,117,331 International City Management Association Retirement Corp 04 Sep 2025

As of 30 Sep 2025, 353 institutional investors reported holding 24,758,541 shares of iSHARES TRUST - Exchange Traded Funds (IMCG). This represents 64% of the company’s total 38,966,638 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Exchange Traded Funds (IMCG) together control 44% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANTAGEPOINT INVESTMENT ADVISERS LLC 8% 3,117,331 2.1% $257,896,794
LPL Financial LLC 5.9% 2,288,288 +7.3% 0.06% $189,310,071
AMERIPRISE FINANCIAL INC 3.7% 1,446,243 -2.8% 0.03% $119,646,126
MORGAN STANLEY 2.7% 1,044,772 +3% 0.01% $86,434,027
RAYMOND JAMES FINANCIAL INC 2.6% 1,003,177 +3.1% 0.03% $82,992,828
Cetera Investment Advisers 2.2% 851,984 +157% 0.08% $70,484,639
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2.1% 804,983 +3% 0.04% $66,596,235
Avior Wealth Management, LLC 1.6% 635,258 +0% 1.7% $52,554,934
COMMONWEALTH EQUITY SERVICES, LLC 1.6% 623,801 +1.6% 0.07% $51,607,000
OSAIC HOLDINGS, INC. 1.3% 521,776 +30% 0.06% $42,937,108
UBS Group AG 1.2% 464,745 +5.8% 0.01% $38,448,354
BANK OF AMERICA CORP /DE/ 1.2% 452,420 +50% 0% $37,428,739
WELLS FARGO & COMPANY/MN 1.1% 424,659 +3% 0.01% $35,132,124
VICTORY FINANCIAL GROUP, LLC 1.1% 412,461 +6.5% 4.7% $34,138,740
Rockport Wealth LLC 1% 404,166 -0.21% 6.8% $33,436,631
Mariner, LLC 0.93% 361,754 +5% 0.04% $29,927,924
Cornerstone Planning Group LLC 0.93% 361,000 +2% 5.4% $29,432,368
ROYAL BANK OF CANADA 0.81% 313,685 -17% 0% $25,951,000
Orgel Wealth Management, LLC 0.74% 290,218 -1.9% 0.55% $24,009,736
Cosner Financial Group, LLC 0.69% 268,580 -1.7% 13% $22,219,595
Rodgers & Associates, LTD 0.58% 226,225 +0.05% 1.9% $18,715,594
Equitable Holdings, Inc. 0.55% 214,504 +4.7% 0.13% $17,745,916
IAG Wealth Partners, LLC 0.54% 210,662 +7.9% 2.1% $17,428,044
Matrix Trust Co 0.52% 201,840 +8.4% 2.6% $16,698,000
Steele Capital Management, Inc. 0.52% 201,840 +8.4% 0.74% $16,698,186

Institutional Holders of iSHARES TRUST - Exchange Traded Funds (IMCG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,768,912 $141,795,213 +$1,679,128 $79.84 41
2025 Q3 24,758,541 $2,047,509,663 +$358,068,906 $82.73 353
2025 Q2 21,078,125 $1,690,536,483 -$19,369,170 $80.23 364
2025 Q1 21,204,394 $1,512,989,506 +$103,743,185 $71.43 355
2024 Q4 19,334,499 $1,460,424,559 +$186,951,594 $75.53 351
2024 Q3 16,227,635 $1,183,464,421 +$31,602,322 $72.97 312
2024 Q2 16,001,485 $1,083,411,179 +$10,463,665 $67.75 287
2024 Q1 15,837,510 $1,116,909,763 -$68,220,588 $70.68 294
2023 Q4 8,962 $724,439 -$2,053,733 $64.45 3
2023 Q3 13,982,721 $798,858,757 +$58,504,212 $57.13 244
2023 Q2 12,868,297 $784,005,097 +$24,770,685 $60.94 233
2023 Q1 12,216,879 $703,108,394 +$27,948,976 $57.56 226
2022 Q4 11,854,103 $639,273,943 +$64,836,727 $53.88 216
2022 Q3 9,947,349 $501,844,324 +$63,650,413 $50.38 206
2022 Q2 8,682,648 $451,793,647 +$6,547,745 $51.94 205
2022 Q1 8,217,946 $528,030,471 -$46,048,226 $64.28 208
2021 Q4 9,276,257 $677,837,721 +$78,982,566 $73.24 214
2021 Q3 8,066,020 $556,257,059 +$22,537,882 $68.88 175
2021 Q2 7,766,318 $534,999,174 +$273,792,651 $68.89 178
2021 Q1 2,043,263 $713,920,280 -$174,248,942 $378.16 176
2020 Q4 2,361,210 $903,363,260 +$110,850,632 $382.48 176
2020 Q3 2,025,075 $648,879,168 +$231,507,615 $320.44 149
2020 Q2 1,252,711 $366,858,937 +$147,935,958 $293.20 135
2020 Q1 788,671 $172,069,003 -$6,247,315 $218.10 105
2019 Q4 836,444 $220,110,755 -$96,458,878 $262.97 113
2019 Q3 1,145,337 $278,808,813 +$22,917,756 $243.43 91
2019 Q2 1,034,882 $260,388,072 +$41,214,259 $251.53 84
2019 Q1 816,402 $192,094,618 +$90,818,172 $235.29 76
2018 Q4 435,959 $84,747,160 +$5,722,396 $194.39 65
2018 Q3 387,230 $91,281,193 +$11,222,113 $235.73 63
2018 Q2 341,941 $74,828,050 -$1,242 $218.87 58
2018 Q1 341,286 $71,469,790 +$2,638,059 $209.43 58
2017 Q4 328,787 $66,575,106 -$439,201 $202.47 55
2017 Q3 329,854 $62,571,469 +$9,693,633 $189.69 51
2017 Q2 279,811 $51,160,810 +$1,959,965 $182.90 49
2017 Q1 269,671 $46,825,999 -$6,980,226 $173.99 54
2016 Q4 312,650 $50,680,741 -$7,849,890 $162.05 53
2016 Q3 360,916 $58,740,563 +$744,627 $162.86 50
2016 Q2 361,621 $56,395,779 -$21,164,347 $155.96 53
2016 Q1 489,946 $74,520,434 +$5,225,726 $152.19 48
2015 Q4 459,064 $70,799,462 +$3,427,368 $154.55 50
2015 Q3 440,323 $66,097,433 -$2,781,789 $149.89 45
2015 Q2 456,674 $75,160,306 -$161,366 $164.60 47
2015 Q1 457,551 $76,357,937 +$5,795,851 $166.99 48
2014 Q4 418,347 $65,479,599 +$1,891,321 $156.54 43
2014 Q3 386,347 $57,001,446 -$5,351,537 $147.69 42
2014 Q2 418,662 $62,739,871 +$5,634,297 $149.87 39
2014 Q1 383,616 $55,619,927 +$3,200,436 $144.98 39