iShares Morningstar Mid-CapIMCBETF
13F holders, Q1 2025 (March 31)174holders −8
7new positions
14sold out
$74.07avg. 13F price*
At the end of Q1 2025, 174 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, down 8 from Q4 2024. 7 opened new positions and 14 sold out. The largest holders were UBS Group AG ($93.4M), Morgan Stanley ($88.5M) and LPL Financial LLC ($33.6M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 14 | $12.2M |
All 13F filers, Q4 2024 → Q1 2025: 376,894 shares bought and 699,639 shares sold, net −322,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| UBS Group AG | 0.02% | Add +5.9% | 1,261,378 | $93.4M |
| Morgan Stanley | 0.01% | Add +0.5% | 1,194,704 | $88.5M |
| LPL Financial LLC | 0.01% | Add +5.7% | 453,623 | $33.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.6% | 398,963 | $29.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.0% | 321,664 | $23.8M |
| Means Investment Co., Inc. | 2.38% | Add +92.3% | 302,927 | $22.4M |
| Cetera Investment Advisers | 0.03% | Reduce -2.1% | 180,316 | $13.4M |
| Matrix Trust Co | 2.18% | Add +0.3% | 174,785 | $12.9M |
| Steele Capital Management, Inc. | 0.67% | Add +0.3% | 174,787 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.9% | 127,175 | $9.4M |
| MML Investors Services, LLC | 0.03% | Reduce -0.6% | 120,301 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 117,325 | $8.7M |
| Aptus Capital Advisors, LLC | 0.09% | Add +2.1% | 105,533 | $7.8M |
| Sunburst Financial Group, LLC | 1.90% | Add +2.1% | 104,272 | $7.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 103,586 | $7.7M |
| Bank of America Corp. | 0.00% | Reduce -25.4% | 89,513 | $6.6M |
| Avantax Advisory Services, Inc. | 0.04% | Add +0.2% | 82,355 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.8% | 79,705 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +0.0% | 75,347 | $5.6M |
| Fortitude Financial, LLC | 4.97% | Reduce -85.4% | 70,502 | $5.2M |
| Yarger Wealth Strategies, LLC | 2.97% | Add +0.3% | 68,793 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.23% | Reduce -3.3% | 67,422 | $5.0M |
| Pacific Financial Group Inc. | 3.83% | Reduce -2.5% | 63,991 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -0.4% | 55,733 | $4.1M |
| Benchmark Wealth Management, LLC | 1.98% | Reduce -0.2% | 55,379 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 50,957 | $3.8M |
| Woodard & Co. Asset Management Group Inc. | 0.77% | Reduce -1.9% | 49,947 | $3.7M |
| Bedel Financial Consulting, Inc. | 0.49% | Add +15.6% | 46,481 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 46,267 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.6% | 43,591 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.9% | 42,778 | $3.2M |
| Goldstein Advisors, LLC | 0.41% | Reduce -0.6% | 37,574 | $2.8M |
| Brand Asset Management Group, Inc. | 1.11% | Reduce -0.0% | 35,970 | $2.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.35% | Add +96.7% | 35,642 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.4% | 32,399 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +5.5% | 32,324 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 31,092 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 24,899 | $1.8M |
| Merit Financial Group, LLC | 0.03% | Add +0.3% | 24,636 | $1.8M |
| Flow Traders U.S. LLC | 0.08% | New | 24,356 | $1.8M |
| Flagstar Securities, Inc. | 0.46% | Add +0.0% | 24,186 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +1.9% | 23,547 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -3.6% | 20,852 | $1.5M |
| World Investment Advisors | 0.04% | Reduce -2.8% | 20,711 | $1.5M |
| United Advisor Group, LLC | 0.30% | Add +14.4% | 19,520 | $1.4M |
| Jim Saulnier & Associates, LLC | 1.12% | Add +3.8% | 19,390 | $1.4M |
| Parsons Capital Management Inc. | 0.07% | Reduce -6.2% | 17,818 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.29% | Reduce -4.3% | 16,958 | $1.3M |
| FMR LLC | 0.00% | Add +20.4% | 16,776 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.2% | 14,806 | $1.1M |
| Cwm, LLC | 0.00% | No change | 13,418 | $994K |
| Advisory Services Network, LLC | 0.02% | Reduce -1.7% | 12,982 | $962K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -1.2% | 12,883 | $954K |
| S.A. Mason LLC | 0.46% | Add +1.0% | 11,871 | $879K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.6% | 11,149 | $826K |
| Apella Capital, LLC | 0.03% | No change | 11,532 | $816K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,838 | $803K |
| Composition Wealth, LLC | 0.02% | Reduce -12.3% | 10,495 | $777K |
| Liberty Capital Management, Inc. | 0.17% | No change | 10,200 | $756K |
| Assetmark, Inc. | 0.00% | Add +258.4% | 10,149 | $752K |
| Rede Wealth, LLC | 0.27% | Reduce -21.5% | 10,142 | $751K |
| Summit Asset Management, LLC | 0.13% | No change | 9,855 | $730K |
| Truefg, LLC | 0.23% | Reduce -1.9% | 9,398 | $696K |
| GTS Securities LLC | 0.03% | New | 8,938 | $662K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -10.2% | 9,005 | $658K |
| Opulen Financial Group LLC | 0.57% | Reduce -0.1% | 8,431 | $625K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,505 | $622K |
| Corient Private Wealth LP | 0.00% | Reduce -24.4% | 7,848 | $581K |
| Capital Planning Advisors, LLC | 0.09% | Add +7.0% | 7,493 | $555K |
| Mariner, LLC | 0.00% | No change | 7,362 | $545K |
| Creative Financial Designs Inc. | 0.04% | Add +6.9% | 7,023 | $520K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.2% | 6,848 | $507K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.0% | 6,709 | $497K |
| Haverford Trust Co | 0.00% | No change | 6,517 | $483K |
| Thrivent Financial for Lutherans | 0.00% | No change | 5,953 | $475K |
| Marshall Financial Group, LLC | 0.10% | Reduce -79.4% | 6,221 | $461K |
| Atlas Private Wealth Advisors | 0.06% | Reduce -32.7% | 5,956 | $441K |
| Financial Perspectives, Inc | 0.15% | Add +18.7% | 5,895 | $437K |
| Comerica Bank | 0.00% | Add +7.3% | 5,725 | $424K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -5.9% | 5,675 | $420K |
| Financial Futures Ltd Liability Co. | 0.23% | No change | 5,586 | $414K |
| Kaydan Wealth Management, Inc. | 0.13% | No change | 5,392 | $399K |
| Savant Capital, LLC | 0.00% | Reduce -13.5% | 5,284 | $391K |
| Good Life Advisors, LLC | 0.03% | No change | 5,076 | $376K |
| PFG Investments, LLC | 0.02% | No change | 4,923 | $365K |
| Wealthspire Retirement, LLC | 0.03% | No change | 4,803 | $356K |
| 49 Wealth Management, LLC | 0.04% | Add +0.4% | 4,774 | $354K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.3% | 4,726 | $350K |
| Three Seasons Wealth, LLC | 0.17% | Reduce -0.6% | 4,717 | $349K |
| Procyon Advisors, LLC | 0.02% | Reduce -8.0% | 4,587 | $340K |
| Mutual Advisors, LLC | 0.01% | No change | 4,520 | $327K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -27.1% | 4,300 | $319K |
| Proactive Wealth Strategies LLC | 0.17% | Reduce -0.4% | 4,242 | $314K |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 4,191 | $310K |
| Creative Planning | 0.00% | Add +16.0% | 4,030 | $299K |
| Evolution Wealth Advisors, LLC | 0.05% | No change | 4,000 | $296K |
| Addison Advisors LLC | 0.08% | No change | 3,985 | $295K |
| Sigma Planning Corp | 0.01% | Reduce -2.5% | 3,907 | $289K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $288K |
| Pps&v Asset Management Consultants, Inc. | 0.21% | No change | 3,851 | $285K |
| Wealth Management Associates, Inc. | 0.12% | Reduce -5.0% | 3,822 | $283K |
| XML Financial, LLC | 0.03% | Add +22.8% | 3,787 | $281K |
| M&T Bank Corp | 0.00% | No change | 3,636 | $269K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $264K |
| Lion Street Advisors, LLC | 0.08% | Reduce -16.0% | 3,535 | $262K |
| Tyler-Stone Wealth Management | 0.05% | No change | 3,526 | $261K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,446 | $255K |
| Jones Financial Companies LLLP | 0.00% | Add +10.3% | 3,392 | $250K |
| Barrett & Company, Inc. | 0.10% | Add +0.3% | 3,205 | $237K |
| RFG Advisory, LLC | 0.01% | Add +4.7% | 3,175 | $235K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.9% | 3,161 | $234K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $229K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,012 | $223K |
| Detalus Advisors, LLC | 0.07% | New | 2,979 | $221K |
| Farther Finance Advisors, LLC | 0.01% | Add +282.1% | 2,950 | $219K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.4% | 2,850 | $211K |
| Private Advisor Group, LLC | 0.00% | Add +4.9% | 2,760 | $204K |
| Matrix Private Capital Group LLC | 0.12% | Add +0.1% | 2,705 | $200K |
| Arete Wealth Advisors, LLC | 0.02% | Add +0.1% | 2,704 | $200K |
| Synergy Investment Management, LLC | 0.07% | No change | 2,340 | $173K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,240 | $166K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +29.5% | 2,145 | $159K |
| Franklin Resources Inc. | 0.00% | Reduce -20.0% | 2,000 | $148K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 1,996 | $148K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.5% | 1,958 | $145K |
| EPG Wealth Management LLC | 0.04% | Add +0.1% | 1,798 | $133K |
| Cape Investment Advisory, Inc. | 0.05% | No change | 1,786 | $132K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,675 | $124K |
| Private Wealth Asset Management, LLC | 0.02% | — | 1,635 | $121K |
| Signaturefd, LLC | 0.00% | Add +6.7% | 1,568 | $116K |
| Rothschild Investment LLC | 0.01% | No change | 1,451 | $107K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.8% | 1,360 | $101K |
| HighMark Wealth Management LLC | 0.06% | No change | 1,297 | $96K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.9% | 1,216 | $90K |
| Global Wealth Strategies & Associates | 0.02% | New | 1,100 | $81K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 978 | $74K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 975 | $72K |
| Silicon Valley Capital Partners | 0.01% | New | 954 | $70K |
| Financial Freedom, LLC | 0.04% | No change | 936 | $69K |
| Wealth Preservation Advisors, LLC | 0.04% | — | 702 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 690 | $51K |
| AE Wealth Management LLC | 0.00% | Add +305.9% | 682 | $51K |
| PSI Advisors, LLC | 0.02% | New | 662 | $49K |
| Avion Wealth | 0.01% | No change | 643 | $48K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.4% | 481 | $36K |
| Allworth Financial LP | 0.00% | No change | 439 | $32K |
| WASHINGTON TRUST Co | 0.00% | No change | 420 | $31K |
| Principal Securities, Inc. | 0.00% | Add +52.2% | 408 | $31K |
| Tsfg, LLC | 0.01% | No change | 420 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.3% | 361 | $27K |
| MAI Capital Management | 0.00% | Reduce -2.9% | 340 | $25K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 328 | $24K |
| Archer Investment Corp | 0.01% | No change | 321 | $24K |
| Centricity Wealth Management, LLC | 0.02% | No change | 308 | $23K |
| Olistico Wealth, LLC | 0.01% | No change | 300 | $22K |
| Bank of Montreal | 0.00% | No change | 300 | $22K |
| Sound Income Strategies, LLC | 0.00% | No change | 280 | $21K |
| Salomon & Ludwin, LLC | 0.00% | No change | 241 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 240 | $18K |
| Integrity Financial Corp | 0.01% | No change | 220 | $16K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 209 | $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% | No change | 176 | $13K |
| Security National Bank | 0.00% | No change | 100 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 68 | $5K |
| Briaud Financial Planning Inc | 0.00% | No change | 60 | $4K |
| Asset Dedication, LLC | 0.00% | Add +2.4% | 42 | $3K |
| Blair William & Co. | 0.00% | No change | 19 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 17 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 12 | $889 |
| Copia Wealth Management | 0.00% | New | 10 | $741 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $451 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.