iShares Morningstar Mid-CapIMCBETF
13F holders, Q3 2025 (September 30)191holders +8
26new positions
13sold out
2famous investors
$83.03avg. 13F price*
At the end of Q3 2025, 191 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, up 8 from Q2 2025. 26 opened new positions and 13 sold out. The largest holders were UBS Group AG ($109.7M), Morgan Stanley ($105.8M) and RMG Wealth Management LLC ($93.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $26.1M |
| Exits | 13 | $7.2M |
All 13F filers, Q2 2025 → Q3 2025: 861,556 shares bought and 379,701 shares sold, net +481,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| UBS Group AG | 0.02% | Add +0.9% | 1,321,405 | $109.7M |
| Morgan Stanley | 0.01% | Add +1.5% | 1,273,333 | $105.8M |
| RMG Wealth Management LLC | 13.20% | Add +4.3% | 1,129,819 | $93.7M |
| LPL Financial LLC | 0.01% | Reduce -5.4% | 471,819 | $39.2M |
| Means Investment Co., Inc. | 2.95% | Add +28.8% | 411,047 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.5% | 316,547 | $26.3M |
| Cetera Investment Advisers | 0.03% | Add +54.1% | 280,361 | $23.3M |
| Steele Capital Management, Inc. | 0.69% | Add +5.5% | 187,000 | $15.5M |
| Matrix Trust Co | 2.43% | Add +5.5% | 186,998 | $15.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -51.4% | 185,989 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Add +51.5% | 172,546 | $14.3M |
| Creative Financial Designs Inc. | 0.94% | Add +9.9% | 168,275 | $14.0M |
| MML Investors Services, LLC | 0.03% | Add +2.2% | 124,275 | $10.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.0% | 118,572 | $9.8M |
| Aptus Capital Advisors, LLC | 0.09% | Add +4.4% | 113,234 | $9.4M |
| Sunburst Financial Group, LLC | 1.95% | Add +3.9% | 111,440 | $9.3M |
| Bank of America Corp. | 0.00% | Add +4.3% | 96,457 | $8.0M |
| Farther Finance Advisors, LLC | 0.11% | Add +107.8% | 88,721 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.2% | 87,863 | $7.3M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 82,475 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.08% | New | 81,250 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.7% | 77,757 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.2% | 73,618 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +31.1% | 70,692 | $5.9M |
| Yarger Wealth Strategies, LLC | 2.63% | Add +0.3% | 69,153 | $5.7M |
| VestGen Advisors, LLC | 0.19% | New | 68,847 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.21% | Reduce -0.8% | 66,622 | $5.5M |
| Pacific Financial Group Inc. | 3.70% | Reduce -7.2% | 60,115 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -28.3% | 58,483 | $4.9M |
| Carnegie Investment Counsel | 0.09% | Add +702.8% | 55,676 | $4.6M |
| Bedel Financial Consulting, Inc. | 0.53% | Add +5.9% | 50,302 | $4.2M |
| Woodard & Co. Asset Management Group Inc. | 0.65% | Reduce -1.6% | 47,797 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +7.7% | 46,940 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -3.5% | 45,913 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $3.6M |
| Summit Financial, LLC | 0.05% | New | 40,919 | $3.4M |
| Goldstein Advisors, LLC | 0.40% | Add +0.5% | 39,497 | $3.3M |
| Sowell Financial Services LLC | 0.12% | Reduce -1.6% | 37,937 | $3.2M |
| Brand Asset Management Group, Inc. | 0.86% | Add +1.0% | 36,758 | $3.1M |
| GTS Securities LLC | 0.12% | New | 36,656 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +3.7% | 36,000 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 34,657 | $2.9M |
| United Advisor Group, LLC | 0.34% | Add +33.8% | 30,556 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.6% | 30,437 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +26.4% | 29,336 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Add +0.3% | 27,348 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 24,977 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 23,814 | $2.0M |
| Flagstar Securities, Inc. | 0.60% | Reduce -0.4% | 23,664 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +0.2% | 20,931 | $1.7M |
| Parsons Capital Management Inc. | 0.08% | No change | 17,498 | $1.5M |
| Jim Saulnier & Associates, LLC | 0.77% | Reduce -7.1% | 16,589 | $1.4M |
| Pitti Group Wealth Management, LLC | 1.13% | Reduce -2.9% | 16,028 | $1.3M |
| FMR LLC | 0.00% | Add +0.0% | 14,675 | $1.2M |
| Cwm, LLC | 0.00% | No change | 13,933 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 13,145 | $1.1M |
| American Trust | 0.09% | New | 12,130 | $1.0M |
| S.A. Mason LLC | 0.44% | Add +0.9% | 12,043 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -1.7% | 11,882 | $987K |
| Global Retirement Partners, LLC | 0.02% | Reduce -1.3% | 11,786 | $979K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 11,489 | $954K |
| Apella Capital, LLC | 0.02% | No change | 11,532 | $942K |
| Liberty Capital Management, Inc. | 0.16% | No change | 10,200 | $847K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.6% | 9,908 | $823K |
| Edge Financial Advisors LLC | 0.37% | Add +217.0% | 9,871 | $820K |
| Summit Asset Management, LLC | 0.13% | No change | 9,855 | $818K |
| Composition Wealth, LLC | 0.01% | Add +14.6% | 9,762 | $811K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.1% | 9,392 | $780K |
| Truefg, LLC | 0.20% | Reduce -5.6% | 8,809 | $732K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -1.9% | 8,560 | $705K |
| Capital Planning Advisors, LLC | 0.09% | Add +0.7% | 8,015 | $666K |
| Citadel Advisors | 0.00% | Reduce -37.0% | 7,829 | $650K |
| Corient Private Wealth LP | 0.00% | Reduce -11.4% | 7,703 | $640K |
| Hilltop Holdings Inc. | 0.03% | No change | 7,671 | $637K |
| Triad Wealth Partners, LLC | 0.08% | No change | 7,632 | $634K |
| Opulen Financial Group LLC | 0.45% | Reduce -12.2% | 7,152 | $594K |
| Mariner, LLC | 0.00% | No change | 7,121 | $591K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 6,864 | $570K |
| Three Seasons Wealth, LLC | 0.06% | Add +44.0% | 6,749 | $561K |
| Jones Financial Companies LLLP | 0.00% | Add +53.0% | 6,736 | $556K |
| Compound Planning, Inc. | 0.02% | New | 6,637 | $551K |
| Haverford Trust Co | 0.00% | Add +0.6% | 6,557 | $545K |
| Mutual Advisors, LLC | 0.01% | Add +43.7% | 6,496 | $540K |
| Financial Perspectives, Inc | 0.15% | Add +4.0% | 6,383 | $530K |
| PFG Investments, LLC | 0.03% | Reduce -3.1% | 6,154 | $511K |
| Comerica Bank | 0.00% | Reduce -1.0% | 6,018 | $500K |
| Financial Futures Ltd Liability Co. | 0.23% | No change | 5,586 | $464K |
| IHT Wealth Management, LLC | 0.01% | Add +16.9% | 5,507 | $457K |
| Marshall Financial Group, LLC | 0.09% | Reduce -2.9% | 5,438 | $452K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.7% | 5,394 | $448K |
| Kaydan Wealth Management, Inc. | 0.13% | No change | 5,392 | $448K |
| Geneos Wealth Management Inc. | 0.01% | Add +19.6% | 5,360 | $445K |
| Steinberganna Wealth Management | 0.21% | — | 5,333 | $443K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -14.1% | 5,020 | $417K |
| Vise Technologies, Inc. | 0.02% | No change | 4,978 | $413K |
| 49 Wealth Management, LLC | 0.04% | Add +0.4% | 4,808 | $399K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,808 | $399K |
| Wealthspire Retirement, LLC | 0.03% | No change | 4,803 | $399K |
| Citigroup Inc. | 0.00% | Add +14.3% | 4,688 | $389K |
| Savant Capital, LLC | 0.00% | Reduce -12.8% | 4,607 | $383K |
| Procyon Advisors, LLC | 0.02% | No change | 4,594 | $382K |
| Harbour Investments, Inc. | 0.01% | Add +131.8% | 4,474 | $372K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 4,300 | $357K |
| Proactive Wealth Strategies LLC | 0.15% | Add +0.4% | 4,272 | $355K |
| M&T Bank Corp | 0.00% | Reduce -31.2% | 4,238 | $352K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 4,053 | $337K |
| Focus Partners Wealth | 0.00% | New | 4,048 | $336K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 4,000 | $332K |
| Creative Planning | 0.00% | Reduce -13.5% | 3,974 | $330K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -30.3% | 3,967 | $329K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $323K |
| Pps&v Asset Management Consultants, Inc. | 0.18% | No change | 3,851 | $320K |
| Wealth Management Associates, Inc. | 0.11% | No change | 3,822 | $317K |
| XML Financial, LLC | 0.03% | No change | 3,740 | $311K |
| Ashton Thomas Securities, LLC | 0.04% | New | 3,620 | $301K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $296K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,446 | $286K |
| Barrett & Company, Inc. | 0.09% | Add +0.3% | 3,227 | $268K |
| Detalus Advisors, LLC | 0.07% | Add +0.8% | 3,211 | $267K |
| Captrust Financial Advisors | 0.00% | New | 3,190 | $265K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $257K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 3,061 | $254K |
| Mullaney, Keating & Wright, Inc. | 0.14% | New | 3,017 | $251K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,012 | $250K |
| AQR Capital Management | 0.00% | New | 2,988 | $248K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 2,895 | $240K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,772 | $230K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 2,699 | $224K |
| Addison Advisors LLC | 0.05% | No change | 2,650 | $220K |
| Ellevest, Inc. | 0.03% | Add +0.3% | 2,647 | $220K |
| Matrix Private Capital Group LLC | 0.12% | Add +0.1% | 2,619 | $217K |
| Fingerlakes Wealth Management, Inc. | 0.14% | Reduce -1.7% | 2,573 | $214K |
| Valmark Advisers, Inc. | 0.00% | New | 2,501 | $208K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,497 | $207K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,497 | $207K |
| IFG Advisory, LLC | 0.01% | New | 2,455 | $204K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,454 | $204K |
| Evernest Financial Advisors, LLC | 0.06% | New | 2,411 | $200K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 2,007 | $167K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.7% | 1,889 | $157K |
| Howe & Rusling Inc. | 0.01% | No change | 1,736 | $144K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,675 | $139K |
| CoreCap Advisors, LLC | 0.00% | Add +19.8% | 1,629 | $135K |
| Signaturefd, LLC | 0.00% | Add +1.6% | 1,622 | $135K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,596 | $133K |
| Private Trust Co. NA | 0.01% | New | 1,453 | $121K |
| Rothschild Investment LLC | 0.01% | No change | 1,451 | $121K |
| EPG Wealth Management LLC | 0.03% | Add +0.5% | 1,430 | $119K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,245 | $103K |
| AE Wealth Management LLC | 0.00% | Reduce -12.8% | 1,176 | $98K |
| Greykasell Wealth Strategies, Inc. | 0.04% | New | 1,136 | $94K |
| Archer Investment Corp | 0.02% | Add +2.7% | 1,129 | $94K |
| HighMark Wealth Management LLC | 0.04% | Reduce -14.3% | 1,111 | $92K |
| Global Wealth Strategies & Associates | 0.02% | No change | 1,100 | $91K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 980 | $81K |
| Silicon Valley Capital Partners | 0.01% | Add +0.3% | 961 | $80K |
| Financial Freedom, LLC | 0.04% | No change | 936 | $78K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -3.3% | 925 | $77K |
| Wealth Preservation Advisors, LLC | 0.03% | Add +0.3% | 707 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 673 | $56K |
| Avion Wealth | 0.01% | No change | 643 | $53K |
| one8zero8, LLC | 0.01% | New | 600 | $50K |
| Ameritas Advisory Services, LLC | 0.00% | Add +60.8% | 595 | $49K |
| Assetmark, Inc. | 0.00% | Reduce -76.3% | 566 | $47K |
| Capital Analysts, LLC | 0.00% | Add +136.4% | 494 | $41K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.4% | 484 | $40K |
| Allworth Financial LP | 0.00% | No change | 439 | $36K |
| Bank of Montreal | 0.00% | New | 426 | $35K |
| Tsfg, LLC | 0.01% | No change | 420 | $35K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.1% | 390 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +245.8% | 332 | $28K |
| MAI Capital Management | 0.00% | Reduce -2.9% | 330 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 328 | $27K |
| Principal Securities, Inc. | 0.00% | No change | 316 | $26K |
| Sound Income Strategies, LLC | 0.00% | No change | 280 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 241 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 240 | $20K |
| SYM FINANCIAL Corp | 0.00% | No change | 228 | $19K |
| Integrity Financial Corp | 0.01% | No change | 220 | $18K |
| 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% | 178 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 68 | $6K |
| 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 |
| Larson Financial Group LLC | 0.00% | New | 15 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 12 | $997 |
| Copia Wealth Management | 0.00% | No change | 10 | $831 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $509 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2 | $166 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.