iShares Morningstar Mid-CapIMCBETF
13F holders, Q2 2025 (June 30)183holders +9
16new positions
11sold out
1famous investor
$79.83avg. 13F price*
At the end of Q2 2025, 183 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, up 9 from Q1 2025. 16 opened new positions and 11 sold out. The largest holders were UBS Group AG ($104.3M), Morgan Stanley ($100.0M) and RMG Wealth Management LLC ($87.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $14.0M |
| Exits | 11 | $9.8M |
All 13F filers, Q1 2025 → Q2 2025: 616,853 shares bought and 254,593 shares sold, net +362,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| UBS Group AG | 0.02% | Add +3.8% | 1,309,271 | $104.3M |
| Morgan Stanley | 0.01% | Add +5.0% | 1,254,715 | $100.0M |
| RMG Wealth Management LLC | 13.49% | — | 1,083,709 | $87.7M |
| LPL Financial LLC | 0.01% | Add +10.0% | 498,843 | $39.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.2% | 382,362 | $30.5M |
| Means Investment Co., Inc. | 2.41% | Add +5.3% | 319,053 | $25.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.1% | 317,974 | $25.3M |
| Cetera Investment Advisers | 0.02% | Add +0.9% | 181,928 | $14.5M |
| Steele Capital Management, Inc. | 0.68% | Add +1.4% | 177,217 | $14.1M |
| Matrix Trust Co | 2.25% | Add +1.4% | 177,216 | $14.1M |
| Creative Financial Designs Inc. | 0.88% | Add +2080.9% | 153,163 | $12.2M |
| Osaic Holdings, Inc. | 0.02% | Add +1.3% | 128,821 | $10.3M |
| MML Investors Services, LLC | 0.03% | Add +1.1% | 121,599 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 113,909 | $9.1M |
| Aptus Capital Advisors, LLC | 0.09% | Add +2.8% | 108,491 | $8.6M |
| Sunburst Financial Group, LLC | 1.91% | Add +2.8% | 107,230 | $8.5M |
| Bank of America Corp. | 0.00% | Add +3.3% | 92,496 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.8% | 83,538 | $6.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +1.1% | 83,245 | $6.6M |
| Wells Fargo & Company | 0.00% | Reduce -21.2% | 81,593 | $6.5M |
| Mercer Global Advisors Inc. | 0.01% | New | 81,572 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 74,517 | $5.9M |
| Yarger Wealth Strategies, LLC | 2.87% | Add +0.3% | 68,964 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.9% | 67,204 | $5.4M |
| Gladstone Institutional Advisory LLC | 0.22% | Reduce -0.4% | 67,124 | $5.3M |
| Pacific Financial Group Inc. | 4.03% | Add +1.2% | 64,764 | $5.2M |
| Benchmark Wealth Management, LLC | 1.96% | Add +0.0% | 55,403 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +16.6% | 53,929 | $4.3M |
| Woodard & Co. Asset Management Group Inc. | 0.71% | Reduce -2.8% | 48,553 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.3% | 47,602 | $3.8M |
| Bedel Financial Consulting, Inc. | 0.52% | Add +2.2% | 47,512 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 43,592 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $3.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +1347.2% | 42,691 | $3.4M |
| Goldstein Advisors, LLC | 0.42% | Add +4.6% | 39,303 | $3.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.35% | Add +8.7% | 38,738 | $3.1M |
| Sowell Financial Services LLC | 0.13% | New | 38,539 | $3.1M |
| Brand Asset Management Group, Inc. | 1.08% | Add +1.2% | 36,400 | $2.9M |
| Equitable Holdings, Inc. | 0.02% | Add +7.4% | 34,725 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.9% | 34,308 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.5% | 30,634 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +10.6% | 27,254 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 25,892 | $2.1M |
| Flagstar Securities, Inc. | 0.52% | Reduce -1.8% | 23,750 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 23,209 | $1.8M |
| United Advisor Group, LLC | 0.31% | Add +17.0% | 22,837 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +0.2% | 20,889 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -8.0% | 19,056 | $1.5M |
| Jim Saulnier & Associates, LLC | 0.97% | Reduce -7.9% | 17,856 | $1.4M |
| Parsons Capital Management Inc. | 0.09% | Reduce -1.8% | 17,498 | $1.4M |
| Pitti Group Wealth Management, LLC | 1.13% | Reduce -2.7% | 16,507 | $1.3M |
| FMR LLC | 0.00% | Reduce -12.5% | 14,672 | $1.2M |
| Cwm, LLC | 0.00% | Add +3.8% | 13,933 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.0% | 13,139 | $1.0M |
| Citadel Advisors | 0.00% | New | 12,425 | $990K |
| Advisory Services Network, LLC | 0.02% | Reduce -6.9% | 12,085 | $978K |
| Global Retirement Partners, LLC | 0.02% | — | 11,938 | $951K |
| S.A. Mason LLC | 0.46% | Add +0.5% | 11,930 | $950K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.6% | 11,659 | $929K |
| Apella Capital, LLC | 0.03% | No change | 11,532 | $928K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,838 | $863K |
| Rede Wealth, LLC | 0.30% | Add +3.0% | 10,445 | $832K |
| Liberty Capital Management, Inc. | 0.16% | No change | 10,200 | $813K |
| Summit Asset Management, LLC | 0.13% | No change | 9,855 | $785K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +39.8% | 9,380 | $747K |
| Truefg, LLC | 0.22% | Reduce -0.7% | 9,332 | $743K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -3.1% | 8,729 | $706K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -84.3% | 8,727 | $695K |
| Corient Private Wealth LP | 0.00% | Add +10.8% | 8,696 | $693K |
| Composition Wealth, LLC | 0.01% | Reduce -18.8% | 8,522 | $679K |
| Opulen Financial Group LLC | 0.53% | Reduce -3.3% | 8,149 | $649K |
| Capital Planning Advisors, LLC | 0.09% | Add +6.3% | 7,963 | $634K |
| Hilltop Holdings Inc. | 0.04% | New | 7,671 | $611K |
| Triad Wealth Partners, LLC | 0.12% | New | 7,632 | $608K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.6% | 7,264 | $579K |
| Mariner, LLC | 0.00% | Reduce -3.3% | 7,121 | $567K |
| Carnegie Investment Counsel | 0.01% | New | 6,935 | $552K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 6,860 | $546K |
| Haverford Trust Co | 0.00% | No change | 6,517 | $519K |
| PFG Investments, LLC | 0.03% | Add +29.1% | 6,354 | $506K |
| M&T Bank Corp | 0.00% | Add +69.5% | 6,162 | $491K |
| Financial Perspectives, Inc | 0.15% | Add +4.1% | 6,138 | $489K |
| Comerica Bank | 0.00% | Add +6.2% | 6,077 | $484K |
| Hoxton Planning & Management, LLC | 0.16% | New | 5,841 | $465K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +0.3% | 5,694 | $454K |
| Marshall Financial Group, LLC | 0.09% | Reduce -10.0% | 5,600 | $450K |
| Financial Futures Ltd Liability Co. | 0.24% | No change | 5,586 | $445K |
| Kaydan Wealth Management, Inc. | 0.14% | No change | 5,392 | $430K |
| Savant Capital, LLC | 0.00% | No change | 5,284 | $421K |
| Good Life Advisors, LLC | 0.03% | No change | 5,076 | $404K |
| Vise Technologies, Inc. | 0.02% | — | 4,978 | $397K |
| Wealthspire Retirement, LLC | 0.03% | No change | 4,803 | $383K |
| 49 Wealth Management, LLC | 0.04% | Add +0.3% | 4,790 | $382K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.3% | 4,711 | $375K |
| Three Seasons Wealth, LLC | 0.04% | Reduce -0.7% | 4,686 | $373K |
| Mutual Advisors, LLC | 0.01% | No change | 4,520 | $372K |
| Procyon Advisors, LLC | 0.03% | Add +0.1% | 4,594 | $366K |
| Creative Planning | 0.00% | Add +13.9% | 4,592 | $366K |
| Geneos Wealth Management Inc. | 0.01% | Add +100.0% | 4,480 | $357K |
| Jones Financial Companies LLLP | 0.00% | Add +29.8% | 4,402 | $348K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 4,300 | $343K |
| Proactive Wealth Strategies LLC | 0.16% | Add +0.3% | 4,256 | $339K |
| Citigroup Inc. | 0.00% | Reduce -2.1% | 4,103 | $327K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | New | 4,053 | $323K |
| Evolution Wealth Advisors, LLC | 0.05% | No change | 4,000 | $319K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 3,911 | $312K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $310K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -34.8% | 3,882 | $309K |
| Pps&v Asset Management Consultants, Inc. | 0.19% | No change | 3,851 | $307K |
| Summit Wealth Group LLC / Co. | 0.08% | — | 3,825 | $305K |
| Wealth Management Associates, Inc. | 0.12% | No change | 3,822 | $304K |
| XML Financial, LLC | 0.03% | Reduce -1.2% | 3,740 | $298K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $284K |
| Tyler-Stone Wealth Management | 0.05% | No change | 3,526 | $281K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,446 | $275K |
| Barrett & Company, Inc. | 0.10% | Add +0.3% | 3,216 | $256K |
| Detalus Advisors, LLC | 0.07% | Add +6.9% | 3,184 | $254K |
| Foundations Investment Advisors, LLC | 0.00% | No change | 3,161 | $252K |
| Edge Financial Advisors LLC | 0.13% | New | 3,114 | $250K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $246K |
| RFG Advisory, LLC | 0.01% | Reduce -3.9% | 3,051 | $243K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,012 | $240K |
| Private Advisor Group, LLC | 0.00% | Add +4.8% | 2,893 | $230K |
| Lion Street Advisors, LLC | 0.07% | Reduce -18.5% | 2,880 | $229K |
| Arete Wealth Advisors, LLC | 0.02% | Add +0.1% | 2,707 | $216K |
| Addison Advisors LLC | 0.05% | Reduce -33.5% | 2,650 | $211K |
| Ellevest, Inc. | 0.03% | New | 2,639 | $210K |
| Fingerlakes Wealth Management, Inc. | 0.16% | New | 2,618 | $209K |
| Matrix Private Capital Group LLC | 0.12% | Reduce -3.3% | 2,617 | $208K |
| Assetmark, Inc. | 0.00% | Reduce -76.5% | 2,383 | $190K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 2,163 | $172K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 2,001 | $159K |
| Franklin Resources Inc. | 0.00% | No change | 2,000 | $159K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.4% | 1,930 | $154K |
| Cape Investment Advisory, Inc. | 0.05% | No change | 1,786 | $142K |
| Howe & Rusling Inc. | 0.01% | New | 1,736 | $138K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,675 | $133K |
| Signaturefd, LLC | 0.00% | Add +1.8% | 1,596 | $127K |
| Rothschild Investment LLC | 0.01% | No change | 1,451 | $116K |
| EPG Wealth Management LLC | 0.03% | Reduce -20.9% | 1,423 | $113K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,360 | $108K |
| AE Wealth Management LLC | 0.00% | Add +97.7% | 1,348 | $107K |
| HighMark Wealth Management LLC | 0.05% | No change | 1,297 | $103K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -23.9% | 1,245 | $99K |
| Global Wealth Strategies & Associates | 0.03% | No change | 1,100 | $88K |
| Archer Investment Corp | 0.02% | Add +242.4% | 1,099 | $88K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 977 | $78K |
| Silicon Valley Capital Partners | 0.01% | Add +0.4% | 958 | $76K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -2.1% | 957 | $76K |
| Financial Freedom, LLC | 0.04% | No change | 936 | $75K |
| Wealth Preservation Advisors, LLC | 0.03% | Add +0.4% | 705 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 692 | $55K |
| Avion Wealth | 0.01% | No change | 643 | $51K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.2% | 482 | $38K |
| Allworth Financial LP | 0.00% | No change | 439 | $35K |
| Tsfg, LLC | 0.01% | No change | 420 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.8% | 382 | $30K |
| Ameritas Advisory Services, LLC | 0.00% | New | 370 | $29K |
| MAI Capital Management | 0.00% | No change | 340 | $27K |
| Financial Gravity Companies, Inc. | 0.01% | — | 328 | $26K |
| Principal Securities, Inc. | 0.00% | Reduce -22.6% | 316 | $25K |
| Centricity Wealth Management, LLC | 0.02% | No change | 308 | $25K |
| Olistico Wealth, LLC | 0.01% | No change | 300 | $24K |
| Sound Income Strategies, LLC | 0.00% | No change | 280 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 241 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 240 | $19K |
| SYM FINANCIAL Corp | 0.00% | New | 228 | $18K |
| Integrity Financial Corp | 0.01% | No change | 220 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 209 | $17K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 184 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 184 | $15K |
| Westside Investment Management, Inc. | 0.00% | Add +0.6% | 177 | $14K |
| Security National Bank | 0.00% | No change | 100 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 96 | $8K |
| 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% | No change | 42 | $3K |
| Blair William & Co. | 0.00% | No change | 19 | $2K |
| Decker Retirement Planning Inc. | 0.00% | No change | 17 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 12 | $956 |
| Copia Wealth Management | 0.00% | No change | 10 | $797 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $487 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2 | $159 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.