iShares Morningstar Mid-CapIMCBETF
13F holders, Q3 2024 (September 30)186holders +6
13new positions
8sold out
1famous investor
$76.00avg. 13F price*
At the end of Q3 2024, 186 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, up 6 from Q2 2024. 13 opened new positions and 8 sold out. The largest holders were UBS Group AG ($89.8M), Morgan Stanley ($69.6M) and Townsquare Capital LLC ($42.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $12.3M |
| Exits | 8 | $2.3M |
All 13F filers, Q2 2024 → Q3 2024: 379,102 shares bought and 242,918 shares sold, net +136,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| UBS Group AG | 0.03% | Add +1.4% | 1,181,522 | $89.8M |
| Morgan Stanley | 0.01% | Add +0.3% | 916,009 | $69.6M |
| Townsquare Capital LLC | 0.51% | Add +7.4% | 561,771 | $42.7M |
| LPL Financial LLC | 0.01% | Reduce -3.8% | 410,120 | $31.2M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.3% | 374,921 | $28.5M |
| Raymond James & Associates | 0.01% | Add +2.7% | 211,394 | $16.1M |
| Steele Capital Management, Inc. | 0.70% | Add +12.9% | 174,807 | $13.3M |
| Matrix Trust Co | 2.48% | Add +12.9% | 174,805 | $13.3M |
| Cetera Investment Advisers | 0.03% | Add +3.7% | 172,074 | $13.1M |
| Means Investment Co., Inc. | 1.20% | Add +8.5% | 141,510 | $10.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -9.5% | 135,133 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.1% | 134,773 | $10.2M |
| Bank of America Corp. | 0.00% | Add +1.6% | 121,270 | $9.2M |
| MML Investors Services, LLC | 0.03% | Add +25.2% | 110,379 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 100,415 | $7.6M |
| Aptus Capital Advisors, LLC | 0.12% | New | 100,318 | $7.6M |
| Sunburst Financial Group, LLC | 1.93% | Add +7.8% | 100,157 | $7.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -4.4% | 93,820 | $7.1M |
| Avantax Advisory Services, Inc. | 0.04% | Add +2.8% | 86,665 | $6.6M |
| Gladstone Institutional Advisory LLC | 0.28% | Reduce -0.8% | 74,453 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +0.0% | 73,991 | $5.6M |
| Pacific Financial Group Inc. | 3.90% | Reduce -14.0% | 69,963 | $5.3M |
| Yarger Wealth Strategies, LLC | 2.88% | Add +0.1% | 68,582 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.3% | 60,709 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -1.0% | 55,958 | $4.3M |
| Benchmark Wealth Management, LLC | 2.09% | Reduce -2.7% | 55,598 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.8% | 53,920 | $4.1M |
| Woodard & Co. Asset Management Group Inc. | 0.88% | Reduce -53.0% | 51,402 | $3.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 45,603 | $3.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 45,129 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.4% | 43,380 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.7% | 41,640 | $3.2M |
| Goldstein Advisors, LLC | 0.44% | Add +0.0% | 38,133 | $2.9M |
| Brand Asset Management Group, Inc. | 1.07% | Reduce -0.9% | 36,128 | $2.7M |
| Bedel Financial Consulting, Inc. | 0.34% | Add +18.3% | 31,593 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +54.1% | 31,054 | $2.4M |
| Marshall Financial Group, LLC | 0.56% | Add +0.3% | 31,008 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 25,521 | $1.9M |
| Merit Financial Group, LLC | 0.04% | Reduce -5.7% | 25,288 | $1.9M |
| Flagstar Securities, Inc. | 0.49% | Reduce -0.5% | 25,249 | $1.9M |
| Portside Wealth Group, LLC | 0.33% | Add +11.2% | 25,195 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -11.8% | 24,122 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +1.2% | 23,128 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -5.9% | 21,589 | $1.6M |
| World Investment Advisors | 0.05% | Reduce -0.9% | 20,971 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +35.9% | 20,480 | $1.6M |
| Gibbs Wealth Management | 0.50% | Add +51.0% | 20,386 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.9% | 19,338 | $1.5M |
| Parsons Capital Management Inc. | 0.09% | No change | 19,138 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +9.1% | 16,823 | $1.3M |
| Citadel Advisors | 0.00% | New | 16,704 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.33% | No change | 18,200 | $1.2M |
| Rede Wealth, LLC | 0.46% | Reduce -10.7% | 15,886 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -63.0% | 15,684 | $1.2M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -2.0% | 14,812 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -19.8% | 14,880 | $1.1M |
| Jim Saulnier & Associates, LLC | 1.10% | — | 14,777 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -2.8% | 13,418 | $1.0M |
| Composition Wealth, LLC | 0.02% | Reduce -3.4% | 13,209 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.1% | 12,642 | $961K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 12,400 | $943K |
| Nwam LLC | 0.06% | New | 12,353 | $939K |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,893 | $904K |
| S.A. Mason LLC | 0.47% | Add +1.2% | 11,724 | $891K |
| Axiom Advisory, LLC | 0.01% | Add +1.9% | 12,033 | $874K |
| Apella Capital, LLC | 0.04% | No change | 11,532 | $871K |
| Savant Capital, LLC | 0.01% | New | 11,404 | $867K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,838 | $824K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -10.4% | 10,381 | $789K |
| Liberty Capital Management, Inc. | 0.17% | No change | 10,200 | $775K |
| Good Life Advisors, LLC | 0.05% | Add +100.0% | 10,152 | $772K |
| Summit Asset Management, LLC | 0.09% | No change | 9,855 | $749K |
| Truefg, LLC | 0.24% | Reduce -1.4% | 9,585 | $729K |
| Old Mission Capital LLC | 0.02% | New | 9,357 | $711K |
| FMR LLC | 0.00% | Add +2.7% | 7,972 | $606K |
| Financial Network Wealth Advisors LLC | 0.48% | Reduce -3.0% | 7,717 | $587K |
| Atlas Private Wealth Advisors | 0.08% | Add +21.8% | 7,556 | $574K |
| Mariner, LLC | 0.00% | Add +0.0% | 7,363 | $560K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.5% | 7,025 | $534K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.8% | 6,973 | $530K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.5% | 6,900 | $525K |
| Haverford Trust Co | 0.00% | No change | 6,517 | $495K |
| Three Seasons Wealth, LLC | 0.26% | No change | 6,470 | $492K |
| Philip James Wealth Mangement, LLC | 0.06% | Reduce -0.3% | 6,006 | $457K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -13.4% | 5,953 | $453K |
| PFG Investments, LLC | 0.03% | Add +20.5% | 5,937 | $451K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 5,900 | $449K |
| Capital Planning Advisors, LLC | 0.07% | Add +14.4% | 5,863 | $446K |
| Creative Financial Designs Inc. | 0.04% | Add +4.0% | 5,764 | $438K |
| Financial Futures Ltd Liability Co. | 0.24% | No change | 5,586 | $425K |
| Kaydan Wealth Management, Inc. | 0.12% | Reduce -16.4% | 5,392 | $410K |
| Jane Street Group, LLC | 0.00% | Add +73.7% | 5,217 | $397K |
| Raymond James Trust N.A. | 0.01% | No change | 5,156 | $392K |
| Lion Street Advisors, LLC | 0.13% | Reduce -5.8% | 5,043 | $383K |
| Advisory Services Network, LLC | 0.01% | No change | 5,407 | $379K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +3.4% | 4,935 | $375K |
| Procyon Advisors, LLC | 0.03% | No change | 4,840 | $368K |
| Divergent Wealth Advisors | 0.07% | No change | 4,803 | $365K |
| Wealthspire Retirement, LLC | 0.03% | No change | 4,803 | $365K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.4% | 4,795 | $365K |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.