ISHARES TR IMCG
MRGSTR MD CP GRW · ETP · CUSIP 464288307
217
institutional holders
10.7m
shares reported held*
$573.5mreported 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 ≈ $53.85. Options: 2 managers hold calls ($1.8m notional), 0 hold puts (—).
Biggest calls
| JANE STREET GROUP, LLC | — | $1.8m30.9k 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.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| International City Management Association Retirement Corp 13G · institution new · filed 2025-10-07 | 8.0% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 582.2k $29.3m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio | 542.4k $27.3m | — |
| Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio | 536.9k $27.1m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 528.5k $26.6m | — |
| MORGAN STANLEY 0.00% of their portfolio | 512.5k $25.8m | — |
| LPL Financial LLC 0.02% of their portfolio | 500.9k $25.2m | — |
| UBS Group AG 0.01% of their portfolio | 498.7k $25.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio | 435.8k $22.0m | — |
| Bogart Wealth, LLC 1.80% of their portfolio | 428.1k $21.6m | — |
| CREATIVE FINANCIAL DESIGNS INC /ADV 2.43% of their portfolio | 295.5k $14.9m | — |
| Orgel Wealth Management, LLC 0.62% of their portfolio | 248.4k $12.5m | — |
| First Horizon Advisors, Inc. 0.47% of their portfolio | 230.4k $11.6m | — |
| OSAIC HOLDINGS, INC. 0.03% of their portfolio | 222.0k $11.2m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 191.4k $9.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 180.3k $9.1m | — |
| Equitable Holdings, Inc. 0.17% of their portfolio | 174.4k $8.8m | — |
| Rodgers & Associates, LTD 1.50% of their portfolio | 168.2k $8.5m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.13% of their portfolio | 163.8k $8.3m | — |
| Matrix Trust Co 2.31% of their portfolio | 160.8k $8.1m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 158.0k $8.0m | — |
| McKinley Carter Wealth Services, Inc. 0.71% of their portfolio | 151.4k $7.6m | — |
| ETFIDEA, LLC 3.27% of their portfolio | 125.9k $6.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio | 112.8k $5.7m | — |
| MGO ONE SEVEN LLC 1.49% of their portfolio | 105.7k $38.4m | — |
| Portfolio Strategies, Inc. 1.33% of their portfolio | 103.2k $5.2m | — |
| Fermata Advisors, LLC 1.59% of their portfolio | 96.7k $4.9m | — |
| Integrated Investment Consultants, LLC 1.90% of their portfolio | 94.7k $4.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 88.9k $4.5m | — |
| CAPITAL WEALTH MANAGEMENT, LLC 3.41% of their portfolio | 87.3k $4.4m | — |
| CWM, LLC 0.03% of their portfolio | 80.8k $4.1m | — |
| ACG Wealth 0.85% of their portfolio | 73.9k $3.7m | — |
| Baird Financial Group, Inc. 0.01% of their portfolio | 69.4k $3.5m | — |
| MML INVESTORS SERVICES, LLC 0.03% of their portfolio | 67.6k $3.4m | — |
| Summit Asset Management, LLC 1.07% of their portfolio | 65.6k $3.3m | — |
| Northern Capital Management, Inc. 3.25% of their portfolio | 63.0k $3.2m | — |
| HARVEST GROUP WEALTH MANAGEMENT, LLC 2.09% of their portfolio | 61.1k $3.1m | — |
| Cedrus LLC 2.87% of their portfolio | 60.5k $3.0m | — |
| Jackson Square Partners, LLC 0.08% of their portfolio | 59.2k $3.0m | — |
| Creative Planning 0.00% of their portfolio | 55.8k $2.8m | — |
| Townsend & Associates, Inc 1.35% of their portfolio | 54.9k $2.9m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio | 53.4k $2.7m | — |
| Certified Advisory Corp 0.61% of their portfolio | 53.0k $2.7m | — |
| RFG Advisory, LLC 0.16% of their portfolio | 51.6k $2.7m | — |
| Bedel Financial Consulting, Inc. 0.72% of their portfolio | 51.4k $2.7m | — |
| PFG Advisors 0.29% of their portfolio | 49.8k $2.5m | — |
| Surevest, LLC 0.68% of their portfolio | 49.8k $2.5m | — |
| Mariner, LLC 0.01% of their portfolio | 47.3k $2.4m | — |
| PARK AVENUE SECURITIES LLC 0.05% of their portfolio | 46.1k $2.3m | — |
| Ameritas Advisory Services, LLC 0.13% of their portfolio | 43.5k $2.2m | — |
| Cetera Advisor Networks LLC 0.03% of their portfolio | 43.0k $2.2m | — |
| James J. Burns & Company, LLC 0.96% of their portfolio | 42.9k $2.2m | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.12% of their portfolio | 40.9k $2.1m | — |
| CASTLE WEALTH MANAGEMENT LLC 1.22% of their portfolio | 39.9k $2.0m | — |
| Family Legacy, Inc. 0.95% of their portfolio | 37.5k $1.9m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 36.7k $1.8m | — |
| Eagle Strategies LLC 0.95% of their portfolio | 36.2k $1.8m | — |
| Courage Miller Partners, LLC 0.88% of their portfolio | 34.7k $1.7m | — |
| Berkeley, Inc 1.36% of their portfolio | 32.1k $1.6m | — |
| GHP Investment Advisors, Inc. 0.12% of their portfolio | 30.3k $1.5m | — |
| M Holdings Securities, Inc. 0.17% of their portfolio | 30.1k $1.5m | — |
| Masso Torrence Wealth Management Inc. 1.33% of their portfolio | 29.9k $1.5m | — |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 28.9k $1.5m | — |
| ROVIN CAPITAL /UT/ /ADV 0.80% of their portfolio | 27.6k $1.4m | — |
| American Portfolios Advisors 0.06% of their portfolio | 27.5k $1.4m | — |
| Eudaimonia Partners, LLC 0.36% of their portfolio | 27.4k $1.4m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 27.3k $1.4m | — |
| Stewardship Advisors, LLC 0.55% of their portfolio | 25.1k $1.3m | — |
| Arete Wealth Advisors, LLC 0.12% of their portfolio | 24.9k $1.3m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.05% of their portfolio | 24.5k $1.2m | — |
| Visionary Wealth Advisors 0.13% of their portfolio | 24.0k $1.2m | — |
| McAdam, LLC 0.13% of their portfolio | 23.7k $1.2m | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 21.4k $1.1m | — |
| Black Diamond Financial, LLC 0.43% of their portfolio | 21.0k $1.1m | — |
| Orion Porfolio Solutions, LLC 0.02% of their portfolio | 20.5k $1.0m | — |
| CITIGROUP INC 0.00% of their portfolio | 20.0k $1.0m | — |
| Western Wealth Management, LLC 0.06% of their portfolio | 19.9k $1.0m | — |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 19.4k $976.0k | — |
| PATHSTONE FAMILY OFFICE, LLC 0.01% of their portfolio | 19.2k $967.6k | — |
| Cetera Investment Advisers 0.02% of their portfolio | 19.0k $955.0k | — |
| Horizon Investment Services, LLC 0.67% of their portfolio | 18.5k $931.0k | — |
| IFP Advisors, Inc 0.10% of their portfolio | 18.4k $4.0m | — |
| Neumann Capital Management, LLC 0.47% of their portfolio | 18.2k $916.0k | — |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 18.1k $909.0k | — |
| Capital Analysts, LLC 0.06% of their portfolio | 18.0k $908.0k | — |
| Merit Financial Group, LLC 0.04% of their portfolio | 17.9k $901.0k | — |
| COMERICA BANK 0.01% of their portfolio | 17.5k $900.0k | — |
| MONEY CONCEPTS CAPITAL CORP 0.05% of their portfolio | 17.3k $869.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.3k $822.0k | — |
| Laurel Wealth Advisors, Inc. 0.09% of their portfolio | 16.0k $808.0k | — |
| Verde Capital Management 0.39% of their portfolio | 16.0k $806.0k | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 15.9k $799.0k | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 15.8k $795.0k | — |
| Global Retirement Partners, LLC 0.06% of their portfolio | 15.2k $816.0k | — |
| Focus Financial Network, Inc. 0.07% of their portfolio | 15.1k $761.3k | — |
| FLAGSTAR SECURITIES, INC 0.28% of their portfolio | 15.0k $755.8k | — |
| STEPHENS INC /AR/ 0.02% of their portfolio | 14.7k $738.0k | — |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 14.4k $724.0k | — |
| NWAM LLC 0.07% of their portfolio | 14.2k $713.0k | — |
| MARINO, STRAM & ASSOCIATES LLC 0.26% of their portfolio | 14.1k $708.0k | — |
| AIRE ADVISORS, LLC 0.24% of their portfolio | 13.9k $701.0k | — |