iShares Morningstar Mid-CapIMCBETF
13F holders, Q1 2024 (March 31)166holders
$72.78avg. 13F price*
At the end of Q1 2024, 166 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings. The largest holders were UBS Group AG ($84.2M), Morgan Stanley ($66.9M) and LPL Financial LLC ($33.0M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 5 | $904K |
Ownership 166 holders
| UBS Group AG | 0.03% | Add +3.6% | 1,155,804 | $84.2M |
| Morgan Stanley | 0.01% | Add +1.1% | 918,645 | $66.9M |
| LPL Financial LLC | 0.02% | Reduce -2.0% | 452,762 | $33.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +1.7% | 383,809 | $28.0M |
| Raymond James & Associates | 0.01% | Reduce -18.6% | 213,433 | $15.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +18.8% | 206,230 | $15.0M |
| Cetera Investment Advisers | 0.03% | Add +498.9% | 166,848 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 155,954 | $11.4M |
| Steele Capital Management, Inc. | 0.65% | Reduce -1.9% | 155,750 | $11.3M |
| Matrix Trust Co | 2.56% | Reduce -1.8% | 155,241 | $11.3M |
| Bank of America Corp. | 0.00% | Add +3.0% | 122,054 | $8.9M |
| Means Investment Co., Inc. | 1.12% | Add +16.4% | 118,681 | $8.6M |
| Woodard & Co. Asset Management Group Inc. | 2.09% | Reduce -0.8% | 107,648 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +15.0% | 101,767 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +4.0% | 98,971 | $7.2M |
| Pacific Financial Group Inc. | 4.38% | Reduce -2.7% | 87,120 | $6.3M |
| Sunburst Financial Group, LLC | 1.78% | Add +5.8% | 86,741 | $6.3M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -7.3% | 81,523 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.31% | Reduce -3.0% | 76,411 | $5.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 75,236 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +19.0% | 73,077 | $5.3M |
| Yarger Wealth Strategies, LLC | 3.44% | Add +0.3% | 69,277 | $5.0M |
| Benchmark Wealth Management, LLC | 2.56% | Reduce -0.1% | 64,401 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +0.2% | 56,445 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 52,986 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -16.1% | 46,562 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.4% | 46,450 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 44,146 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $3.2M |
| Corient Private Wealth LP | 0.01% | Add +3.9% | 42,769 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 39,281 | $2.9M |
| Goldstein Advisors, LLC | 0.48% | Add +0.1% | 38,300 | $2.8M |
| Brand Asset Management Group, Inc. | 1.15% | Reduce -2.7% | 36,803 | $2.7M |
| Marshall Financial Group, LLC | 0.65% | Add +10.5% | 30,990 | $2.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -4.1% | 29,797 | $2.1M |
| Flagstar Securities, Inc. | 0.54% | Reduce -1.5% | 26,716 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +8.3% | 25,603 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 25,239 | $1.8M |
| Bedel Financial Consulting, Inc. | 0.27% | Add +9.8% | 23,314 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +0.2% | 22,907 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -2.5% | 22,709 | $1.7M |
| World Investment Advisors | 0.22% | Add +9.5% | 21,176 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -7.9% | 20,397 | $1.5M |
| Parsons Capital Management Inc. | 0.10% | No change | 19,138 | $1.4M |
| Silver Oak Securities, Incorporated | 0.20% | New | 18,125 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.43% | Reduce -1.3% | 17,972 | $1.3M |
| Rede Wealth, LLC | 0.53% | Add +26.4% | 17,341 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Add +1.5% | 15,439 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.4% | 14,646 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -3.2% | 14,617 | $1.1M |
| Cwm, LLC | 0.00% | No change | 13,798 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -3.9% | 13,576 | $989K |
| JPMorgan Chase & Co. | 0.00% | Add +2543.9% | 13,246 | $965K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 12,400 | $897K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,009 | $875K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -2.0% | 11,605 | $845K |
| Apella Capital, LLC | 0.04% | No change | 11,532 | $831K |
| S.A. Mason LLC | 0.49% | Add +4.8% | 11,270 | $821K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,838 | $789K |
| Nwam LLC | 0.06% | Reduce -14.3% | 10,914 | $772K |
| Truefg, LLC | 0.28% | Reduce -0.3% | 10,378 | $756K |
| Liberty Capital Management, Inc. | 0.18% | No change | 10,200 | $743K |
| Summit Asset Management, LLC | 0.09% | No change | 9,855 | $718K |
| Diversify Advisory Services, LLC | 0.04% | — | 8,985 | $650K |
| FMR LLC | 0.00% | Add +14.8% | 7,406 | $539K |
| Mariner, LLC | 0.00% | Add +0.1% | 7,367 | $537K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.1% | 7,336 | $534K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.4% | 6,841 | $497K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -7.3% | 6,663 | $485K |
| Three Seasons Wealth, LLC | 0.33% | No change | 6,650 | $477K |
| Haverford Trust Co | 0.01% | No change | 6,517 | $475K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 6,452 | $470K |
| Raymond James Trust N.A. | 0.01% | Add +16.8% | 6,022 | $439K |
| Philip James Wealth Mangement, LLC | 0.31% | Add +0.3% | 6,006 | $437K |
| Mission Creek Capital Partners, Inc. | 0.11% | Reduce -0.8% | 6,001 | $437K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 5,900 | $430K |
| Financial Futures Ltd Liability Co. | 0.28% | No change | 5,739 | $418K |
| Advisory Services Network, LLC | 0.01% | No change | 5,728 | $417K |
| Lion Street Advisors, LLC | 0.16% | No change | 5,917 | $397K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.0% | 5,306 | $386K |
| Creative Financial Designs Inc. | 0.04% | Add +2124.2% | 5,249 | $382K |
| Divergent Wealth Advisors | 0.08% | Reduce -15.4% | 5,235 | $381K |
| Wealthspire Retirement, LLC | 0.03% | New | 5,235 | $381K |
| Good Life Advisors, LLC | 0.03% | No change | 5,076 | $370K |
| PFG Investments, LLC | 0.02% | New | 4,976 | $362K |
| Procyon Advisors, LLC | 0.03% | No change | 4,911 | $358K |
| Pps&v Asset Management Consultants, Inc. | 0.26% | Reduce -56.9% | 4,851 | $353K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.8% | 4,844 | $353K |
| Comerica Bank | 0.00% | Reduce -27.3% | 4,674 | $340K |
| Sigma Planning Corp | 0.01% | New | 4,648 | $339K |
| Mutual Advisors, LLC | 0.01% | Add +5.5% | 4,549 | $331K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +15.4% | 5,521 | $331K |
| Lincoln National Corp. | 0.01% | Add +0.0% | 4,510 | $328K |
| MAI Capital Management | 0.00% | Add +7.3% | 4,440 | $323K |
| M&T Bank Corp | 0.00% | Reduce -16.3% | 4,369 | $318K |
| Financial Perspectives, Inc | 0.12% | Add +2.8% | 4,321 | $315K |
| Addison Advisors LLC | 0.10% | No change | 4,050 | $295K |
| Evolution Wealth Advisors, LLC | 0.06% | New | 4,000 | $291K |
| Wealth Management Associates, Inc. | 0.13% | Reduce -3.5% | 4,072 | $285K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $283K |
| Citigroup Inc. | 0.00% | Add +3.0% | 3,880 | $282K |
| XML Financial, LLC | 0.03% | No change | 3,828 | $279K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,646 | $266K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $259K |
| Capital Planning Advisors, LLC | 0.05% | New | 3,533 | $257K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,469 | $253K |
| Creative Planning | 0.00% | New | 3,473 | $253K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,360 | $245K |
| Western Wealth Management, LLC | 0.02% | No change | 3,300 | $240K |
| Barrett & Company, Inc. | 0.11% | Add +0.3% | 3,157 | $230K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.7% | 3,156 | $230K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 3,104 | $226K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $225K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,062 | $223K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 3,052 | $222K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,012 | $219K |
| Country Trust Bank | 0.01% | No change | 2,987 | $218K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +0.1% | 2,884 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,875 | $209K |
| Franklin Resources Inc. | 0.00% | Reduce -16.7% | 2,500 | $182K |
| Cape Investment Advisory, Inc. | 0.08% | No change | 2,426 | $177K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,556 | $176K |
| Matrix Private Capital Group LLC | 0.12% | No change | 2,379 | $173K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.7% | 2,322 | $169K |
| Tyler-Stone Wealth Management | 0.07% | No change | 2,263 | $165K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,240 | $163K |
| Clear Point Advisors Inc. | 0.11% | Reduce -9.9% | 1,802 | $131K |
| EPG Wealth Management LLC | 0.03% | Add +2.9% | 1,423 | $104K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 1,361 | $99K |
| CoreCap Advisors, LLC | 0.01% | New | 1,360 | $99K |
| HighMark Wealth Management LLC | 0.06% | No change | 1,297 | $94K |
| Signaturefd, LLC | 0.00% | Add +9.6% | 1,222 | $89K |
| ICA Group Wealth Management, LLC | 0.02% | No change | 1,194 | $87K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 948 | $69K |
| Financial Freedom, LLC | 0.04% | No change | 936 | $68K |
| Farther Finance Advisors, LLC | 0.00% | No change | 932 | $67K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 812 | $59K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 880 | $59K |
| Annapolis Financial Services, LLC | 0.02% | No change | 700 | $51K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.1% | 667 | $49K |
| NewEdge Advisors, LLC | 0.00% | No change | 579 | $42K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.4% | 474 | $34K |
| Allworth Financial LP | 0.00% | Reduce -3.9% | 439 | $32K |
| Tsfg, LLC | 0.01% | Reduce -13.8% | 420 | $31K |
| WASHINGTON TRUST Co | 0.00% | No change | 420 | $31K |
| Sound Income Strategies, LLC | 0.00% | No change | 280 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 268 | $20K |
| Archer Investment Corp | 0.01% | No change | 244 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 208 | $15K |
| Fifth Third Bancorp | 0.00% | Reduce -61.8% | 205 | $15K |
| Bank of Montreal | 0.00% | No change | 200 | $15K |
| Realta Investment Advisors | 0.00% | New | 192 | $14K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 184 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 184 | $13K |
| Westside Investment Management, Inc. | 0.00% | Add +0.6% | 174 | $13K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 134 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 106 | $8K |
| Security National Bank | 0.00% | No change | 100 | $7K |
| Valley National Advisers Inc. | 0.00% | Add +1.1% | 96 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 68 | $5K |
| Rise Advisors, LLC | 0.00% | No change | 66 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 56 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 41 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -70.0% | 21 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 18 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 12 | $874 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.