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 |
| Financial Perspectives, Inc | 0.13% | Add +6.2% | 4,756 | $362K |
| 49 Wealth Management, LLC | 0.06% | Add +0.4% | 4,738 | $360K |
| Mutual Advisors, LLC | 0.01% | No change | 4,520 | $346K |
| M&T Bank Corp | 0.00% | No change | 4,369 | $332K |
| Proactive Wealth Strategies LLC | 0.18% | — | 4,241 | $322K |
| Citigroup Inc. | 0.00% | Add +22.5% | 4,233 | $322K |
| Tyler-Stone Wealth Management | 0.06% | Add +100.0% | 4,186 | $318K |
| Sigma Planning Corp | 0.01% | Reduce -4.6% | 4,167 | $317K |
| Comerica Bank | 0.00% | Reduce -0.3% | 4,109 | $312K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -11.5% | 4,073 | $311K |
| Wealth Management Associates, Inc. | 0.13% | Reduce -1.2% | 4,022 | $306K |
| Addison Advisors LLC | 0.08% | Reduce -1.6% | 3,985 | $303K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $295K |
| Pps&v Asset Management Consultants, Inc. | 0.20% | Reduce -20.6% | 3,851 | $293K |
| XML Financial, LLC | 0.03% | Reduce -0.6% | 3,805 | $289K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,646 | $277K |
| Ashton Thomas Securities, LLC | 0.05% | No change | 3,620 | $275K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $271K |
| Creative Planning | 0.00% | Add +0.3% | 3,484 | $265K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +9.8% | 3,441 | $261K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -14.8% | 3,390 | $258K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,360 | $255K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +15.4% | 3,333 | $253K |
| Norden Group LLC | 0.03% | Reduce -2.9% | 3,329 | $253K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.2% | 3,186 | $242K |
| Barrett & Company, Inc. | 0.10% | Add +0.4% | 3,181 | $242K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 3,104 | $236K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $235K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,012 | $229K |
| Western Wealth Management, LLC | 0.01% | Reduce -7.8% | 2,950 | $224K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 2,912 | $221K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -4.6% | 2,809 | $214K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,752 | $208K |
| RFG Advisory, LLC | 0.01% | Reduce -10.7% | 2,734 | $208K |
| Matrix Private Capital Group LLC | 0.12% | Add +1.4% | 2,701 | $205K |
| Mosley Wealth Management | 0.14% | New | 2,647 | $204K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,556 | $196K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $193K |
| Cape Investment Advisory, Inc. | 0.07% | No change | 2,426 | $184K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,240 | $170K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.8% | 2,149 | $163K |
| NewEdge Advisors, LLC | 0.00% | Add +281.7% | 1,985 | $151K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.7% | 1,924 | $146K |
| Clear Point Advisors Inc. | 0.11% | Add +0.1% | 1,804 | $137K |
| Jones Financial Companies LLLP | 0.00% | Add +738.4% | 1,660 | $126K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.9% | 1,656 | $126K |
| Signaturefd, LLC | 0.00% | Add +12.1% | 1,453 | $110K |
| Rothschild Investment LLC | 0.01% | New | 1,451 | $110K |
| EPG Wealth Management LLC | 0.03% | Add +0.0% | 1,423 | $108K |
| CoreCap Advisors, LLC | 0.00% | New | 1,371 | $104K |
| HighMark Wealth Management LLC | 0.05% | No change | 1,297 | $99K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 969 | $74K |
| Financial Freedom, LLC | 0.04% | No change | 936 | $71K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.6% | 860 | $65K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +508.1% | 821 | $62K |
| Annapolis Financial Services, LLC | 0.02% | No change | 700 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.2% | 689 | $52K |
| Avion Wealth | 0.01% | No change | 643 | $48K |
| Assetmark, Inc. | 0.00% | Reduce -41.3% | 620 | $47K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.4% | 477 | $36K |
| Allworth Financial LP | 0.00% | No change | 439 | $33K |
| Tsfg, LLC | 0.01% | No change | 420 | $32K |
| WASHINGTON TRUST Co | 0.00% | No change | 420 | $32K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -28.6% | 381 | $29K |
| Financial Gravity Companies, Inc. | 0.01% | — | 328 | $25K |
| Archer Investment Corp | 0.01% | No change | 321 | $24K |
| Olistico Wealth, LLC | 0.01% | No change | 300 | $23K |
| Sound Income Strategies, LLC | 0.00% | No change | 280 | $21K |
| Principal Securities, Inc. | 0.00% | Add +59.5% | 268 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 253 | $19K |
| Northwest Investment Counselors, LLC | 0.00% | New | 227 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 208 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 205 | $16K |
| Bank of Montreal | 0.00% | No change | 200 | $15K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 184 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 184 | $14K |
| Westside Investment Management, Inc. | 0.00% | Add +0.6% | 175 | $13K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 102 | $8K |
| Security National Bank | 0.00% | No change | 100 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 68 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 41 | $3K |
| NorthRock Partners, LLC | 0.00% | No change | 25 | $2K |
| Blair William & Co. | 0.00% | New | 19 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 18 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 12 | $912 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $460 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.