iShares Morningstar Mid-CapIMCBETF
13F holders, Q2 2026 (June 30)201holders +8
21new positions
14sold out
1famous investor
$96.57avg. 13F price*
At the end of Q2 2026, 201 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, up 8 from Q1 2026. 21 opened new positions and 14 sold out. The largest holders were HighTower Advisors, LLC ($156.7M), UBS Group AG ($132.8M) and Morgan Stanley ($114.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $6.2M |
| Exits | 14 | $120.2M |
All 13F filers, Q1 2026 → Q2 2026: 383,653 shares bought and 2,158,155 shares sold, net −1,774,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 201 holders
| HighTower Advisors, LLC | 0.15% | Reduce -15.8% | 1,622,630 | $156.7M |
| UBS Group AG | 0.02% | Add +0.8% | 1,374,939 | $132.8M |
| Morgan Stanley | 0.01% | Reduce -21.4% | 1,185,395 | $114.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.7% | 508,246 | $49.1M |
| LPL Financial LLC | 0.01% | Add +6.4% | 474,114 | $45.8M |
| Means Investment Co., Inc. | 2.97% | Reduce -5.8% | 407,204 | $39.3M |
| Aptus Capital Advisors, LLC | 0.17% | Add +9.5% | 243,185 | $23.5M |
| Cetera Investment Advisers | 0.02% | Add +0.8% | 242,800 | $23.4M |
| Sunburst Financial Group, LLC | 3.90% | Add +9.5% | 241,685 | $23.3M |
| Creative Financial Designs Inc. | 0.98% | Add +14.7% | 213,786 | $20.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 203,536 | $19.7M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +8.3% | 203,531 | $19.7M |
| Steele Capital Management, Inc. | 0.69% | Add +0.9% | 193,311 | $18.7M |
| Matrix Trust Co | 2.68% | Add +0.9% | 191,562 | $18.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.2% | 183,052 | $17.7M |
| Northwest Wealth Advisors, LLC | 9.06% | Add +14.1% | 163,319 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 153,511 | $14.8M |
| Fortitude Financial, LLC | 13.01% | Reduce -17.9% | 149,902 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Add +23.9% | 147,937 | $14.3M |
| MML Investors Services, LLC | 0.02% | Add +21.9% | 119,628 | $11.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.4% | 117,549 | $11.4M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 109,011 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.2% | 101,462 | $9.8M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 97,209 | $9.4M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -24.4% | 86,445 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 81,961 | $7.9M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 73,517 | $7.1M |
| Carnegie Investment Counsel | 0.13% | Add +13.7% | 68,570 | $6.6M |
| Pacific Financial Group Inc. | 3.05% | Reduce -1.4% | 65,814 | $6.4M |
| Yarger Wealth Strategies, LLC | 2.26% | Reduce -0.4% | 64,819 | $6.3M |
| Bedel Financial Consulting, Inc. | 0.59% | Add +6.8% | 63,707 | $6.2M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -5.2% | 60,135 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.2% | 55,611 | $5.4M |
| Summit Financial, LLC | 0.06% | Add +8.9% | 53,774 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.1% | 43,762 | $4.2M |
| Equitable Holdings, Inc. | 0.02% | Add +1.2% | 41,534 | $4.0M |
| Goldstein Advisors, LLC | 0.34% | Add +1.7% | 38,426 | $3.7M |
| Brand Asset Management Group, Inc. | 0.75% | Reduce -2.0% | 34,967 | $3.4M |
| United Advisor Group, LLC | 0.33% | Add +5.1% | 32,306 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +880.8% | 30,404 | $2.9M |
| Sowell Financial Services LLC | 0.10% | Reduce -15.8% | 30,300 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 30,193 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Add +5.0% | 29,159 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 26,829 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +35.8% | 26,399 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +90.6% | 25,670 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -4.9% | 23,765 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.7% | 22,412 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Add +394.2% | 21,493 | $2.1M |
| Pitti Group Wealth Management, LLC | 1.26% | Add +1.1% | 17,876 | $1.7M |
| Parsons Capital Management Inc. | 0.08% | No change | 17,198 | $1.7M |
| FMR LLC | 0.00% | Add +5.8% | 16,739 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 13,515 | $1.3M |
| VestGen Advisors, LLC | 0.04% | Reduce -9.0% | 13,224 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -7.7% | 12,379 | $1.2M |
| Rede Wealth, LLC | 0.39% | Reduce -23.3% | 12,051 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 11,624 | $1.1M |
| Apella Capital, LLC | 0.02% | No change | 11,532 | $1.1M |
| S.A. Mason LLC | 0.33% | Reduce -2.0% | 11,263 | $1.1M |
| Liberty Capital Management, Inc. | 0.17% | — | 10,200 | $985K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.6% | 9,778 | $944K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 9,685 | $935K |
| Financial Perspectives, Inc | 0.23% | Add +12.2% | 9,638 | $931K |
| Summit Asset Management, LLC | 0.12% | No change | 9,554 | $923K |
| Opulen Financial Group LLC | 0.56% | Reduce -0.1% | 9,205 | $889K |
| Geneos Wealth Management Inc. | 0.02% | No change | 8,944 | $864K |
| Flagstar Securities, Inc. | 0.25% | Reduce -1.7% | 8,642 | $835K |
| Proactive Wealth Strategies LLC | 0.13% | Reduce -3.6% | 8,297 | $801K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,161 | $794K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -4.1% | 8,161 | $794K |
| Truefg, LLC | 0.18% | Reduce -5.2% | 8,123 | $784K |
| Composition Wealth, LLC | 0.01% | Reduce -8.2% | 8,067 | $779K |
| Hilltop Holdings Inc. | 0.06% | No change | 7,953 | $768K |
| Jim Saulnier & Associates, LLC | 0.31% | Reduce -52.8% | 7,876 | $761K |
| Triad Wealth Partners, LLC | 0.04% | No change | 7,632 | $747K |
| Apollon Wealth Management, LLC | 0.01% | No change | 7,728 | $746K |
| Ritholtz Wealth Management | 0.01% | Reduce -17.2% | 7,637 | $737K |
| Bluespring Wealth Management, LLC | 0.01% | New | 7,536 | $728K |
| Three Seasons Wealth, LLC | 0.06% | Reduce -5.5% | 6,776 | $654K |
| Lawood & Co. | 0.44% | No change | 6,736 | $650K |
| GWN Securities Inc. | 0.11% | Add +1.6% | 6,683 | $645K |
| Haverford Trust Co | 0.01% | No change | 6,601 | $637K |
| Mutual Advisors, LLC | 0.01% | Add +0.7% | 6,538 | $631K |
| Creative Planning | 0.00% | Add +56.4% | 6,529 | $630K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.1% | 6,465 | $624K |
| Corient Private Wealth LP | 0.00% | Reduce -1.9% | 6,252 | $604K |
| Global Retirement Partners, LLC | 0.01% | — | 6,210 | $600K |
| IHT Wealth Management, LLC | 0.01% | Add +4.4% | 5,896 | $569K |
| Financial Futures Ltd Liability Co. | 0.20% | No change | 5,481 | $529K |
| Mariner, LLC | 0.00% | Reduce -1.8% | 5,442 | $525K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 5,394 | $521K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 5,392 | $521K |
| PFG Investments, LLC | 0.02% | No change | 5,356 | $517K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -5.0% | 5,308 | $513K |
| IFP Advisors, Inc | 0.01% | Add +2.5% | 5,216 | $504K |
| AQR Capital Management | 0.00% | New | 5,109 | $493K |
| Vise Technologies, Inc. | 0.01% | Add +2.5% | 5,104 | $493K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 5,098 | $492K |
| American Trust | 0.04% | No change | 4,929 | $476K |
| Wealthspire Retirement, LLC | 0.03% | No change | 4,803 | $464K |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.