iSHARES TRUST - Exchange Traded Funds (IMCV) Institutional Ownership

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

Type / Class
Equity / Exchange Traded Funds
Symbol
IMCV
Shares outstanding
10,639,130
Price per share
$82.34
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,136,965
Total reported value
$573,341,466
% of total 13F portfolios
0%
Share change
+1,379,323
Value change
+$110,937,221
Number of holders
157
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - Exchange Traded Funds (IMCV) 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 9.2% $77,726,508 978,800 International City Management Association Retirement Corp 18 Aug 2025

As of 30 Sep 2025, 157 institutional investors reported holding 7,136,965 shares of iSHARES TRUST - Exchange Traded Funds (IMCV). This represents 67% of the company’s total 10,639,130 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Exchange Traded Funds (IMCV) together control 55% 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 9.2% 978,800 0.64% $78,647,069
MORGAN STANLEY 5.9% 632,597 -6.9% 0% $50,829,608
RAYMOND JAMES FINANCIAL INC 3.8% 409,104 +3.3% 0.01% $32,871,665
Orgel Wealth Management, LLC 3.4% 360,195 +0.06% 0.66% $28,941,849
Equitable Holdings, Inc. 3.2% 339,328 -13% 0.2% $27,265,174
LPL Financial LLC 2.6% 277,426 +27% 0.01% $22,291,284
COMMONWEALTH EQUITY SERVICES, LLC 2.6% 272,231 +0.79% 0.03% $21,874,000
OSAIC HOLDINGS, INC. 2.2% 233,207 +7% 0.03% $18,659,540
BANK OF AMERICA CORP /DE/ 2.1% 228,185 +3.9% 0% $18,334,678
WELLS FARGO & COMPANY/MN 2.1% 218,738 +2.8% 0% $17,575,755
Matrix Trust Co 1.9% 204,066 +1.1% 2.6% $16,397,000
Steele Capital Management, Inc. 1.9% 204,066 +1.1% 0.73% $16,396,939
Black Diamond Financial, LLC 1.8% 189,922 +71% 1.7% $15,260,321
UBS Group AG 1.8% 187,737 +82% 0% $15,084,668
Marietta Wealth Management, LLC 1.2% 126,698 +56% 1.2% $10,180,248
swisspartners Advisors Ltd 1.2% 125,760 +13% 8.3% $10,129,549
ENVESTNET ASSET MANAGEMENT INC 1.2% 124,480 +1.2% 0% $10,002,054
Rodgers & Associates, LTD 0.99% 105,150 +4.2% 0.87% $8,448,890
Cetera Investment Advisers 0.97% 103,241 +116% 0.01% $8,295,518
ROYAL BANK OF CANADA 0.87% 92,846 +0.24% 0% $7,461,000
Clark Capital Management Group, Inc. 0.8% 84,881 -5.7% 0.04% $6,820,245
GHP Investment Advisors, Inc. 0.78% 83,155 -0.27% 0.28% $6,681,522
Ipsen Advisor Group LLC 0.78% 83,020 +0.87% 4.8% $6,670,734
Bedel Financial Consulting, Inc. 0.77% 81,837 +8.2% 0.84% $6,575,644
AMERIPRISE FINANCIAL INC 0.71% 75,367 +13% 0% $6,067,534

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 753,894 $62,113,728 +$725,026 $82.34 9
2025 Q3 7,136,965 $573,341,466 +$110,937,221 $80.35 157
2025 Q2 5,887,388 $447,419,093 +$50,769,408 $75.98 157
2025 Q1 5,215,604 $385,819,952 -$24,094,827 $74.19 149
2024 Q4 5,478,002 $406,604,664 +$28,199,611 $74.26 141
2024 Q3 4,989,807 $381,380,960 -$575,110 $76.64 139
2024 Q2 4,961,234 $348,467,186 -$15,672,729 $70.24 129
2024 Q1 5,187,815 $375,845,767 -$7,744,772 $72.55 130
2023 Q4 5,300,909 $358,917,081 +$33,298,311 $67.72 129
2023 Q3 4,594,387 $278,315,487 +$5,090,167 $60.59 121
2023 Q2 4,434,769 $282,663,652 +$3,486,545 $63.70 121
2023 Q1 4,368,931 $270,351,348 +$12,659,086 $61.88 121
2022 Q4 4,199,691 $260,629,790 +$20,259,351 $62.05 111
2022 Q3 3,831,057 $214,604,864 -$3,320,381 $55.94 99
2022 Q2 3,885,388 $230,720,250 -$8,817,071 $59.36 102
2022 Q1 3,978,035 $273,981,785 +$22,076,988 $68.89 103
2021 Q4 3,653,816 $249,347,890 +$223,817 $68.27 96
2021 Q3 3,635,847 $229,881,162 -$6,269,388 $63.22 88
2021 Q2 3,644,819 $234,064,532 +$155,433,405 $64.22 92
2021 Q1 1,199,217 $221,135,361 +$3,529,285 $184.37 81
2020 Q4 1,183,680 $185,433,609 -$4,434,842 $156.42 76
2020 Q3 932,833 $122,148,035 +$6,842,057 $131.01 68
2020 Q2 874,341 $110,246,779 -$5,165,704 $126.28 69
2020 Q1 1,220,031 $130,409,813 +$15,090,436 $106.91 69
2019 Q4 1,113,511 $187,847,329 -$26,479,676 $168.70 78
2019 Q3 1,144,856 $184,270,755 +$2,004,921 $160.98 80
2019 Q2 1,077,370 $170,043,095 -$8,958,536 $157.43 74
2019 Q1 1,072,884 $167,083,306 +$11,060,986 $155.72 68
2018 Q4 993,216 $137,875,082 +$4,003,572 $138.81 66
2018 Q3 943,993 $152,847,129 +$21,812,138 $161.91 66
2018 Q2 809,017 $128,660,574 +$1,211,219 $159.16 63
2018 Q1 801,775 $125,046,343 +$2,987,323 $155.97 65
2017 Q4 778,949 $124,231,931 +$1,409,868 $159.49 67
2017 Q3 759,982 $114,816,296 +$5,263,402 $151.08 57
2017 Q2 726,057 $107,481,756 -$3,884,215 $148.06 58
2017 Q1 742,190 $110,052,006 -$2,501,813 $148.41 57
2016 Q4 771,295 $111,473,000 +$37,710,923 $144.47 53
2016 Q3 493,229 $66,081,000 +$764,854 $134.08 40
2016 Q2 503,146 $63,353,000 +$9,902,847 $126.13 40
2016 Q1 411,794 $50,807,000 +$291,351 $123.60 36
2015 Q4 415,334 $49,317,000 -$10,835,858 $118.84 35
2015 Q3 505,954 $57,905,000 -$10,078,363 $114.33 34
2015 Q2 593,235 $73,314,134 +$1,203,755 $123.67 37
2015 Q1 578,786 $73,033,149 -$6,276,910 $126.22 39
2014 Q4 632,659 $78,792,147 +$4,126,221 $124.54 38
2014 Q3 599,375 $71,704,296 -$12,285,744 $119.67 36
2014 Q2 700,134 $87,053,606 +$21,711,079 $124.33 36
2014 Q1 525,306 $61,951,343 -$215,039 $117.92 30