ISHARES TR IMCB
MRGSTR MD CP ETF · ETP · CUSIP 464288208
143
institutional holders
6.3m
shares reported held*
$339.9mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $53.93. Options: 3 managers hold calls ($91.6m notional), 0 hold puts (—).
Biggest calls
| JPMORGAN CHASE & CO | — | $91.6m1.0m shares |
| Ancora Advisors LLC | — | $8.0k450 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| UBS Group AG 0.03% of their portfolio | 1.1m $57.9m | — |
| MORGAN STANLEY 0.01% of their portfolio | 891.4k $48.0m | — |
| LPL Financial LLC 0.02% of their portfolio | 413.7k $22.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 351.2k $18.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio | 312.3k $16.8m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 242.7k $13.1m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.17% of their portfolio | 207.6k $11.2m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 178.8k $9.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 172.7k $9.3m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 164.3k $8.9m | — |
| Matrix Trust Co 2.28% of their portfolio | 148.6k $8.0m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 143.6k $7.7m | — |
| PACIFIC FINANCIAL GROUP INC 4.82% of their portfolio | 99.7k $5.4m | — |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2.41% of their portfolio | 97.2k $5.2m | — |
| Gladstone Institutional Advisory LLC 0.39% of their portfolio | 92.3k $5.0m | — |
| Benchmark Wealth Management, LLC 3.61% of their portfolio | 85.4k $4.6m | — |
| Cetera Advisor Networks LLC 0.05% of their portfolio | 81.0k $4.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 80.1k $4.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 75.7k $4.1m | — |
| YARGER WEALTH STRATEGIES, LLC 5.14% of their portfolio | 72.0k $3.9m | — |
| Sunburst Financial Group, LLC 1.44% of their portfolio | 55.1k $3.0m | — |
| Atria Wealth Solutions, Inc. 0.05% of their portfolio | 53.5k $2.9m | — |
| Kestra Advisory Services, LLC 0.03% of their portfolio | 52.8k $2.8m | — |
| Surevest, LLC 0.72% of their portfolio | 48.9k $2.6m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 43.4k $2.3m | — |
| Karp Capital Management Corp 0.48% of their portfolio | 43.2k $2.3m | — |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 39.9k $2.2m | — |
| Brand Asset Management Group, Inc. 1.15% of their portfolio | 38.6k $2.1m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 38.5k $2.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 36.5k $2.0m | — |
| FLAGSTAR SECURITIES, INC 0.60% of their portfolio | 29.4k $1.6m | — |
| Global Retirement Partners, LLC 0.13% of their portfolio | 29.4k $1.7m | — |
| Marshall Financial Group, LLC 0.65% of their portfolio | 28.5k $1.5m | — |
| Cetera Investment Advisers 0.02% of their portfolio | 28.4k $1.5m | — |
| Ten Capital Wealth Advisors, LLC 0.65% of their portfolio | 26.4k $1.4m | — |
| OmniStar Financial Group, Inc. 1.64% of their portfolio | 25.6k $1.4m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 25.3k $1.4m | — |
| FLOW TRADERS U.S. LLC 0.07% of their portfolio | 24.2k $1.3m | — |
| Equitable Holdings, Inc. 0.02% of their portfolio | 23.5k $1.3m | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 22.9k $1.2m | — |
| Merit Financial Group, LLC 0.05% of their portfolio | 22.1k $1.2m | — |
| Cerity Partners LLC 0.01% of their portfolio | 21.2k $1.1m | — |
| Apollon Wealth Management, LLC 0.09% of their portfolio | 20.4k $1.1m | — |
| Cetera Advisors LLC 0.02% of their portfolio | 19.9k $1.1m | — |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.10% of their portfolio | 19.7k $1.1m | — |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 18.0k $976.0k | — |
| World Investment Advisors 0.22% of their portfolio | 17.5k $942.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 17.2k $926.0k | — |
| J.W. COLE ADVISORS, INC. 0.07% of their portfolio | 15.4k $830.0k | — |
| Empirical Asset Management, LLC 0.83% of their portfolio | 14.2k $765.0k | — |
| CWM, LLC 0.01% of their portfolio | 13.9k $749.0k | — |
| S.A. Mason LLC 0.59% of their portfolio | 13.8k $745.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 13.2k $714.0k | — |
| Western Wealth Management, LLC 0.04% of their portfolio | 13.2k $731.0k | — |
| MEANS INVESTMENT CO., INC. 0.15% of their portfolio | 13.0k $702.0k | — |
| Pitti Group Wealth Management, LLC 0.96% of their portfolio | 13.0k $699.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 12.7k $683.0k | — |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 12.4k $668.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio | 12.4k $667.0k | — |
| NWAM LLC 0.06% of their portfolio | 12.1k $652.0k | — |
| RAYMOND JAMES TRUST N.A. 0.02% of their portfolio | 12.0k $644.0k | — |
| Patriot Financial Group Insurance Agency, LLC 0.15% of their portfolio | 11.7k $630.0k | — |
| Apella Capital, LLC 0.07% of their portfolio | 11.5k $621.0k | — |
| Summit Asset Management, LLC 0.20% of their portfolio | 11.4k $616.0k | — |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 11.0k $594.0k | — |
| TRUEFG, LLC 0.30% of their portfolio | 10.4k $558.0k | — |
| Liberty Capital Management, Inc. 0.21% of their portfolio | 10.2k $550.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 9.9k $532.0k | — |
| Sigma Planning Corp 0.02% of their portfolio | 9.9k $531.0k | — |
| Integrated Wealth Concepts LLC 0.02% of their portfolio | 8.8k $473.0k | — |
| DB Wealth Management Group, LLC 0.32% of their portfolio | 8.3k $450.0k | — |
| Mariner, LLC 0.00% of their portfolio | 8.3k $447.0k | — |
| COMERICA BANK 0.00% of their portfolio | 7.6k $426.0k | — |
| Financial Futures Ltd Liability Co. 0.35% of their portfolio | 6.7k $363.0k | — |
| Kaydan Wealth Management, Inc. 0.20% of their portfolio | 6.6k $356.7k | — |
| Haverford Trust Co 0.00% of their portfolio | 6.5k $351.0k | — |
| Good Life Advisors, LLC 0.05% of their portfolio | 6.4k $347.0k | — |
| ADELL HARRIMAN & CARPENTER INC 0.04% of their portfolio | 6.4k $344.8k | — |
| NewEdge Advisors, LLC 0.01% of their portfolio | 5.9k $318.0k | — |
| Advisory Services Network, LLC 0.01% of their portfolio | 5.4k $292.0k | — |
| ACG Wealth 0.06% of their portfolio | 5.0k $269.0k | — |
| Procyon Advisors, LLC 0.06% of their portfolio | 4.9k $262.0k | — |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 4.7k $255.0k | — |
| IHT Wealth Management, LLC 0.02% of their portfolio | 4.6k $248.0k | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 4.3k $230.0k | — |
| Wealth Management Associates, Inc. 0.16% of their portfolio | 4.2k $227.5k | — |
| Mutual Advisors, LLC 0.01% of their portfolio | 4.2k $225.0k | — |
| Ameritas Investment Partners, Inc. 0.01% of their portfolio | 4.1k $220.0k | — |
| MAI Capital Management 0.00% of their portfolio | 4.1k $219.0k | — |
| Clearwater Capital Advisors, LLC 0.03% of their portfolio | 3.9k $210.0k | — |
| XML Financial, LLC 0.03% of their portfolio | 3.8k $206.0k | — |
| American Portfolios Advisors 0.01% of their portfolio | 3.8k $205.6k | — |
| Windsor Wealth Management, Inc. 0.05% of their portfolio | 3.6k $200.0k | — |
| COUNTRY TRUST BANK 0.01% of their portfolio | 3.1k $168.0k | — |
| FinTrust Capital Advisors, LLC 0.04% of their portfolio | 3.1k $174.0k | — |
| BARRETT & COMPANY, INC. 0.12% of their portfolio | 3.1k $181.5k | — |
| FARMERS & MERCHANTS INVESTMENTS INC 0.01% of their portfolio | 3.0k $162.0k | — |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 3.0k $162.0k | — |
| Financial Perspectives, Inc 0.09% of their portfolio | 2.8k $153.0k | — |
| CITIGROUP INC 0.00% of their portfolio | 2.8k $152.0k | — |