iShares Morningstar Mid-CapIMCBETF
13F holders, Q4 2024 (December 31)182holders −4
13new positions
15sold out
1famous investor
$76.18avg. 13F price*
At the end of Q4 2024, 182 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, down 4 from Q3 2024. 13 opened new positions and 15 sold out. The largest holders were UBS Group AG ($90.7M), Morgan Stanley ($90.6M) and Fortitude Financial, LLC ($36.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $10.1M |
| Exits | 15 | $50.0M |
All 13F filers, Q3 2024 → Q4 2024: 616,302 shares bought and 756,430 shares sold, net −140,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| UBS Group AG | 0.02% | Add +0.8% | 1,191,062 | $90.7M |
| Morgan Stanley | 0.01% | Add +29.8% | 1,189,258 | $90.6M |
| Fortitude Financial, LLC | 20.57% | — | 483,444 | $36.8M |
| LPL Financial LLC | 0.01% | Add +4.6% | 429,064 | $32.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.0% | 367,484 | $28.0M |
| Raymond James Financial Inc. | 0.01% | — | 345,690 | $26.3M |
| Cetera Investment Advisers | 0.03% | Add +7.1% | 184,243 | $14.0M |
| Steele Capital Management, Inc. | 0.69% | Reduce -0.3% | 174,202 | $13.3M |
| Matrix Trust Co | 2.31% | Reduce -0.3% | 174,200 | $13.3M |
| Means Investment Co., Inc. | 1.25% | Add +11.3% | 157,560 | $12.0M |
| Osaic Holdings, Inc. | 0.02% | Add +39.6% | 130,986 | $10.0M |
| MML Investors Services, LLC | 0.03% | Add +9.6% | 121,011 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.6% | 120,456 | $9.2M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 119,994 | $9.1M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 105,013 | $8.0M |
| Aptus Capital Advisors, LLC | 0.09% | Add +3.0% | 103,342 | $7.9M |
| Sunburst Financial Group, LLC | 1.92% | Add +2.0% | 102,137 | $7.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -5.2% | 82,176 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +25.3% | 76,061 | $5.8M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 75,318 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.25% | Reduce -6.4% | 69,705 | $5.3M |
| Yarger Wealth Strategies, LLC | 3.01% | Add +0.0% | 68,608 | $5.2M |
| Pacific Financial Group Inc. | 3.71% | Reduce -6.2% | 65,659 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.06% | New | 59,010 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -0.0% | 55,941 | $4.3M |
| Benchmark Wealth Management, LLC | 2.08% | Reduce -0.2% | 55,481 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 52,171 | $4.0M |
| Woodard & Co. Asset Management Group Inc. | 0.84% | Reduce -0.9% | 50,912 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 45,898 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 45,714 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $3.3M |
| EWG Elevate Inc. | 0.99% | New | 42,479 | $3.2M |
| Bedel Financial Consulting, Inc. | 0.45% | Add +27.3% | 40,210 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.8% | 41,969 | $3.2M |
| Goldstein Advisors, LLC | 0.42% | Reduce -0.8% | 37,809 | $2.9M |
| Brand Asset Management Group, Inc. | 1.11% | Reduce -0.4% | 35,978 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +60.5% | 31,033 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.6% | 31,026 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +27.0% | 30,636 | $2.3M |
| Marshall Financial Group, LLC | 0.56% | Reduce -2.7% | 30,161 | $2.3M |
| Citadel Advisors | 0.00% | Add +50.7% | 25,172 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Reduce -2.9% | 24,568 | $1.9M |
| Flagstar Securities, Inc. | 0.46% | Reduce -4.3% | 24,176 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +14.0% | 23,353 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 23,108 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +0.2% | 21,636 | $1.6M |
| World Investment Advisors | 0.04% | Add +1.6% | 21,298 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.9% | 19,278 | $1.5M |
| Parsons Capital Management Inc. | 0.08% | Reduce -0.8% | 18,988 | $1.4M |
| Jim Saulnier & Associates, LLC | 1.23% | Add +26.4% | 18,673 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +7.7% | 18,123 | $1.4M |
| Pitti Group Wealth Management, LLC | 1.37% | Reduce -2.6% | 17,727 | $1.3M |
| United Advisor Group, LLC | 0.26% | New | 17,066 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | Reduce -3.7% | 14,332 | $1.1M |
| FMR LLC | 0.00% | Add +74.8% | 13,934 | $1.1M |
| Cwm, LLC | 0.00% | No change | 13,418 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +144.3% | 13,210 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.2% | 13,043 | $993K |
| Rede Wealth, LLC | 0.38% | Reduce -18.6% | 12,925 | $984K |
| Composition Wealth, LLC | 0.02% | Reduce -9.4% | 11,968 | $911K |
| S.A. Mason LLC | 0.47% | Add +0.3% | 11,758 | $895K |
| Apella Capital, LLC | 0.03% | No change | 11,532 | $878K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.8% | 11,442 | $871K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,838 | $825K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -3.2% | 10,047 | $800K |
| Corient Private Wealth LP | 0.00% | Reduce -33.9% | 10,374 | $790K |
| Liberty Capital Management, Inc. | 0.17% | No change | 10,200 | $777K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -32.3% | 10,022 | $758K |
| Summit Asset Management, LLC | 0.13% | No change | 9,855 | $750K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.4% | 9,505 | $731K |
| Truefg, LLC | 0.24% | No change | 9,585 | $730K |
| Atlas Private Wealth Advisors | 0.10% | Add +17.2% | 8,854 | $674K |
| Jane Street Group, LLC | 0.00% | Add +66.8% | 8,701 | $663K |
| Opulen Financial Group LLC | 0.58% | — | 8,439 | $643K |
| Mariner, LLC | 0.00% | Reduce -0.0% | 7,362 | $561K |
| Capital Planning Advisors, LLC | 0.08% | Add +19.5% | 7,006 | $534K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.6% | 6,860 | $522K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.8% | 6,707 | $511K |
| Creative Financial Designs Inc. | 0.04% | Add +13.9% | 6,568 | $500K |
| Haverford Trust Co | 0.00% | No change | 6,517 | $496K |
| Thrivent Financial for Lutherans | 0.00% | No change | 5,953 | $475K |
| Independent Advisor Alliance | 0.01% | New | 6,220 | $474K |
| Savant Capital, LLC | 0.00% | Reduce -46.4% | 6,108 | $465K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +0.4% | 6,030 | $459K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 5,900 | $449K |
| Financial Futures Ltd Liability Co. | 0.24% | No change | 5,586 | $425K |
| Kaydan Wealth Management, Inc. | 0.14% | No change | 5,392 | $411K |
| Comerica Bank | 0.00% | Add +29.9% | 5,338 | $406K |
| Good Life Advisors, LLC | 0.03% | Reduce -50.0% | 5,076 | $387K |
| Procyon Advisors, LLC | 0.02% | Add +3.0% | 4,984 | $380K |
| Financial Perspectives, Inc | 0.13% | Add +4.5% | 4,968 | $378K |
| PFG Investments, LLC | 0.02% | Reduce -17.1% | 4,923 | $375K |
| Wealthspire Retirement, LLC | 0.03% | No change | 4,803 | $366K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.2% | 4,787 | $365K |
| 49 Wealth Management, LLC | 0.05% | Add +0.4% | 4,757 | $362K |
| Three Seasons Wealth, LLC | 0.18% | Reduce -26.6% | 4,746 | $361K |
| Mutual Advisors, LLC | 0.01% | No change | 4,520 | $355K |
| Proactive Wealth Strategies LLC | 0.17% | Add +0.4% | 4,258 | $324K |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 4,229 | $322K |
| Lion Street Advisors, LLC | 0.10% | Reduce -16.6% | 4,208 | $320K |
| Wealth Management Associates, Inc. | 0.13% | No change | 4,022 | $306K |
| Sigma Planning Corp | 0.01% | Reduce -3.9% | 4,005 | $305K |
| Evolution Wealth Advisors, LLC | 0.05% | New | 4,000 | $305K |
| Addison Advisors LLC | 0.08% | No change | 3,985 | $303K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $296K |
| Pps&v Asset Management Consultants, Inc. | 0.20% | No change | 3,851 | $293K |
| M&T Bank Corp | 0.00% | Reduce -16.8% | 3,636 | $277K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $271K |
| Tyler-Stone Wealth Management | 0.05% | Reduce -15.8% | 3,526 | $269K |
| Creative Planning | 0.00% | Reduce -0.3% | 3,473 | $264K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -5.5% | 3,446 | $262K |
| Mission Creek Capital Partners, Inc. | 0.06% | No change | 3,390 | $258K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,360 | $256K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +70.4% | 3,278 | $250K |
| Barrett & Company, Inc. | 0.10% | Add +0.4% | 3,194 | $243K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.6% | 3,134 | $239K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $235K |
| XML Financial, LLC | 0.02% | Reduce -18.9% | 3,085 | $235K |
| Jones Financial Companies LLLP | 0.00% | Add +85.3% | 3,076 | $234K |
| RFG Advisory, LLC | 0.01% | Add +10.9% | 3,032 | $231K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,012 | $229K |
| Western Wealth Management, LLC | 0.01% | No change | 2,950 | $225K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,912 | $222K |
| Assetmark, Inc. | 0.00% | Add +356.8% | 2,832 | $216K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 2,811 | $214K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 2,700 | $206K |
| Matrix Private Capital Group LLC | 0.12% | Add +0.1% | 2,703 | $206K |
| Mosley Wealth Management | 0.13% | Reduce -2.2% | 2,588 | $205K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,556 | $203K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,644 | $201K |
| Private Advisor Group, LLC | 0.00% | Reduce -62.5% | 2,632 | $200K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $190K |
| Synergy Investment Management, LLC | 0.08% | — | 2,340 | $178K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,240 | $171K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 1,991 | $152K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.5% | 1,967 | $150K |
| EPG Wealth Management LLC | 0.04% | Add +26.2% | 1,796 | $137K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -26.4% | 1,786 | $136K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -49.7% | 1,675 | $128K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,656 | $126K |
| Signaturefd, LLC | 0.00% | Add +1.1% | 1,469 | $112K |
| Rothschild Investment LLC | 0.01% | No change | 1,451 | $110K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,371 | $104K |
| HighMark Wealth Management LLC | 0.06% | No change | 1,297 | $99K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +19.1% | 978 | $74K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 972 | $74K |
| Financial Freedom, LLC | 0.04% | No change | 936 | $71K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.2% | 772 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 689 | $52K |
| Avion Wealth | 0.01% | No change | 643 | $48K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.4% | 479 | $36K |
| Allworth Financial LP | 0.00% | No change | 439 | $35K |
| Tsfg, LLC | 0.01% | No change | 420 | $32K |
| WASHINGTON TRUST Co | 0.00% | No change | 420 | $32K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.5% | 360 | $27K |
| MAI Capital Management | 0.00% | New | 350 | $27K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 344 | $26K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 328 | $25K |
| Archer Investment Corp | 0.01% | No change | 321 | $24K |
| Centricity Wealth Management, LLC | 0.02% | — | 308 | $23K |
| Olistico Wealth, LLC | 0.01% | No change | 300 | $23K |
| NorthRock Partners, LLC | 0.00% | Add +1100.0% | 300 | $23K |
| Bank of Montreal | 0.00% | Add +50.0% | 300 | $23K |
| Sound Income Strategies, LLC | 0.00% | No change | 280 | $21K |
| Principal Securities, Inc. | 0.00% | No change | 268 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.7% | 241 | $18K |
| IFP Advisors, Inc | 0.00% | New | 240 | $18K |
| Integrity Financial Corp | 0.01% | New | 220 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 208 | $16K |
| Avior Wealth Management, LLC | 0.00% | New | 189 | $14K |
| 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% | 176 | $13K |
| AE Wealth Management LLC | 0.00% | New | 168 | $13K |
| Security National Bank | 0.00% | No change | 100 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 68 | $5K |
| Briaud Financial Planning Inc | 0.00% | New | 60 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 41 | $3K |
| Blair William & Co. | 0.00% | No change | 19 | $1K |
| Decker Retirement Planning Inc. | 0.00% | — | 17 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 12 | $914 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $462 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.