iShares Morningstar Mid-CapIMCBETF
13F holders, Q4 2025 (December 31)202holders +11
18new positions
14sold out
1famous investor
$82.74avg. 13F price*
At the end of Q4 2025, 202 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, up 11 from Q3 2025. 18 opened new positions and 14 sold out. The largest holders were HighTower Advisors, LLC ($152.7M), Morgan Stanley ($124.2M) and UBS Group AG ($110.2M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $20.3M |
| Exits | 14 | $96.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,865,419 shares bought and 1,378,235 shares sold, net +1,487,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| HighTower Advisors, LLC | 0.17% | Add +3833.4% | 1,846,327 | $152.7M |
| Morgan Stanley | 0.01% | Add +17.9% | 1,501,549 | $124.2M |
| UBS Group AG | 0.02% | Add +0.8% | 1,331,760 | $110.2M |
| Raymond James Financial Inc. | 0.01% | Add +57.4% | 498,208 | $41.2M |
| LPL Financial LLC | 0.01% | Reduce -3.3% | 456,261 | $37.7M |
| Means Investment Co., Inc. | 2.98% | Add +4.1% | 428,013 | $35.4M |
| Cetera Investment Advisers | 0.02% | Reduce -15.3% | 237,483 | $19.6M |
| Wells Fargo & Company | 0.00% | Add +148.3% | 204,827 | $16.9M |
| Matrix Trust Co | 2.58% | Add +1.2% | 189,190 | $15.7M |
| Steele Capital Management, Inc. | 0.67% | Add +1.2% | 189,190 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.5% | 179,461 | $14.8M |
| Creative Financial Designs Inc. | 0.94% | Add +6.6% | 179,442 | $14.8M |
| Fortitude Financial, LLC | 12.26% | New | 174,666 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 161,135 | $13.3M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +69.4% | 137,663 | $11.4M |
| MML Investors Services, LLC | 0.02% | Reduce -0.9% | 123,175 | $10.2M |
| Northwest Wealth Advisors, LLC | 7.60% | — | 117,988 | $9.8M |
| Aptus Capital Advisors, LLC | 0.08% | Add +3.3% | 116,957 | $9.7M |
| Sunburst Financial Group, LLC | 1.93% | Add +3.3% | 115,163 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.9% | 112,761 | $9.3M |
| Bank of America Corp. | 0.00% | Add +13.6% | 109,533 | $9.1M |
| Royal Bank of Canada | 0.00% | Add +51.3% | 106,973 | $8.8M |
| Farther Finance Advisors, LLC | 0.09% | Add +18.8% | 105,378 | $8.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +121.9% | 101,891 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.1% | 83,392 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 73,957 | $6.1M |
| Pacific Financial Group Inc. | 3.14% | Add +13.5% | 68,220 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 66,419 | $5.5M |
| Yarger Wealth Strategies, LLC | 2.36% | Reduce -4.2% | 66,278 | $5.5M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -3.7% | 64,130 | $5.3M |
| Carnegie Investment Counsel | 0.09% | Add +8.6% | 60,468 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.4% | 54,153 | $4.5M |
| Bedel Financial Consulting, Inc. | 0.48% | Add +6.8% | 53,735 | $4.4M |
| Summit Financial, LLC | 0.05% | Add +9.7% | 44,878 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.0% | 41,254 | $3.4M |
| Goldstein Advisors, LLC | 0.36% | Reduce -2.9% | 38,341 | $3.2M |
| Sowell Financial Services LLC | 0.12% | Reduce -0.1% | 37,891 | $3.1M |
| Brand Asset Management Group, Inc. | 0.83% | Reduce -1.8% | 36,080 | $3.0M |
| GTS Securities LLC | 0.10% | Reduce -4.1% | 35,168 | $2.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.3% | 34,802 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 30,457 | $2.6M |
| United Advisor Group, LLC | 0.33% | Add +2.2% | 31,223 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +1.2% | 29,700 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +21.4% | 28,906 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Add +1.1% | 27,659 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +9.3% | 27,311 | $2.3M |
| Woodard & Co. Asset Management Group Inc. | 0.32% | Reduce -48.7% | 24,514 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +0.2% | 20,979 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 19,834 | $1.6M |
| Parsons Capital Management Inc. | 0.08% | Reduce -1.7% | 17,198 | $1.4M |
| Jim Saulnier & Associates, LLC | 0.72% | Add +1.3% | 16,797 | $1.4M |
| Pitti Group Wealth Management, LLC | 1.11% | Add +1.5% | 16,266 | $1.3M |
| VestGen Advisors, LLC | 0.06% | Reduce -77.1% | 15,767 | $1.3M |
| FMR LLC | 0.00% | Add +6.5% | 15,632 | $1.3M |
| Cwm, LLC | 0.00% | Add +3.2% | 14,377 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | New | 14,283 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +93.6% | 13,041 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.5% | 13,075 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 11,908 | $985K |
| S.A. Mason LLC | 0.38% | Reduce -3.1% | 11,668 | $965K |
| Apella Capital, LLC | 0.02% | No change | 11,532 | $954K |
| Flagstar Securities, Inc. | 0.32% | Reduce -51.8% | 11,409 | $944K |
| Rede Wealth, LLC | 0.33% | New | 11,357 | $940K |
| American Trust | 0.07% | Reduce -13.9% | 10,443 | $864K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.0% | 10,229 | $846K |
| Liberty Capital Management, Inc. | 0.16% | No change | 10,200 | $844K |
| Edge Financial Advisors LLC | 0.35% | Add +2.6% | 10,132 | $838K |
| Composition Wealth, LLC | 0.01% | Reduce -0.3% | 9,733 | $805K |
| Summit Asset Management, LLC | 0.11% | Reduce -3.0% | 9,554 | $790K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.2% | 9,407 | $778K |
| Opulen Financial Group LLC | 0.56% | Add +29.8% | 9,286 | $768K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -0.2% | 8,540 | $735K |
| Truefg, LLC | 0.19% | Reduce -2.2% | 8,619 | $713K |
| Capital Planning Advisors, LLC | 0.09% | Add +6.5% | 8,537 | $706K |
| Global Retirement Partners, LLC | 0.01% | Reduce -31.8% | 8,037 | $665K |
| Financial Perspectives, Inc | 0.18% | Add +25.9% | 8,036 | $665K |
| Geneos Wealth Management Inc. | 0.02% | Add +49.6% | 8,019 | $663K |
| Triad Wealth Partners, LLC | 0.06% | Add +4.9% | 8,004 | $662K |
| Hilltop Holdings Inc. | 0.04% | Add +3.7% | 7,953 | $658K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -22.0% | 7,728 | $639K |
| Mariner, LLC | 0.00% | Add +2.7% | 7,316 | $605K |
| Three Seasons Wealth, LLC | 0.05% | Add +1.7% | 6,861 | $568K |
| SB Capital Management Inc | 0.20% | — | 6,756 | $559K |
| Lawood & Co. | 0.53% | — | 6,736 | $557K |
| Compound Planning, Inc. | 0.02% | No change | 6,637 | $549K |
| Haverford Trust Co | 0.00% | Add +0.7% | 6,601 | $546K |
| Corient Private Wealth LP | 0.00% | Reduce -15.1% | 6,543 | $541K |
| Mutual Advisors, LLC | 0.01% | No change | 6,496 | $537K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.9% | 6,462 | $535K |
| Comerica Bank | 0.00% | Add +6.5% | 6,407 | $530K |
| GWN Securities Inc. | 0.11% | New | 6,365 | $527K |
| PFG Investments, LLC | 0.02% | No change | 6,154 | $509K |
| IHT Wealth Management, LLC | 0.01% | Add +2.9% | 5,665 | $469K |
| Financial Futures Ltd Liability Co. | 0.21% | Reduce -0.5% | 5,561 | $460K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,394 | $446K |
| Kaydan Wealth Management, Inc. | 0.13% | No change | 5,392 | $446K |
| Steinberganna Wealth Management | 0.21% | Add +0.1% | 5,337 | $442K |
| Hoxton Planning & Management, LLC | 0.13% | Add +3.5% | 5,197 | $430K |
| Opal Capital LLC | 0.11% | — | 4,828 | $422K |
| Vise Technologies, Inc. | 0.01% | No change | 4,978 | $412K |
| Integrity Alliance, Llc. | 0.01% | New | 4,954 | $410K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 4,828 | $404K |
| 49 Wealth Management, LLC | 0.03% | Add +0.4% | 4,828 | $399K |
| Wealthspire Retirement, LLC | 0.02% | No change | 4,803 | $397K |
| Marshall Financial Group, LLC | 0.08% | Reduce -12.5% | 4,759 | $394K |
| IFP Advisors, Inc | 0.01% | Add +1829.2% | 4,630 | $383K |
| Procyon Advisors, LLC | 0.02% | Reduce -0.1% | 4,587 | $379K |
| Harbour Investments, Inc. | 0.01% | Add +1.7% | 4,551 | $376K |
| Focus Partners Wealth | 0.00% | Add +12.3% | 4,544 | $376K |
| Savant Capital, LLC | 0.00% | Reduce -6.0% | 4,332 | $358K |
| Proactive Wealth Strategies LLC | 0.14% | Add +0.4% | 4,290 | $355K |
| Creative Planning | 0.00% | Add +4.0% | 4,131 | $342K |
| Citigroup Inc. | 0.00% | Reduce -12.5% | 4,101 | $339K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 4,000 | $331K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $322K |
| Pps&v Asset Management Consultants, Inc. | 0.18% | No change | 3,851 | $319K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 3,825 | $316K |
| Wealth Management Associates, Inc. | 0.11% | No change | 3,822 | $316K |
| XML Financial, LLC | 0.03% | No change | 3,740 | $309K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $295K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | Reduce -12.3% | 3,553 | $294K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -12.4% | 3,476 | $288K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,446 | $285K |
| Allegheny Financial Group | 0.04% | New | 3,273 | $271K |
| Detalus Advisors, LLC | 0.07% | Add +1.0% | 3,243 | $268K |
| M&T Bank Corp | 0.00% | Reduce -23.5% | 3,241 | $268K |
| Barrett & Company, Inc. | 0.09% | Add +0.4% | 3,241 | $268K |
| Captrust Financial Advisors | 0.00% | Reduce -2.4% | 3,115 | $258K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $256K |
| Mullaney, Keating & Wright, Inc. | 0.13% | Add +0.4% | 3,029 | $251K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +20.9% | 3,019 | $250K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,012 | $249K |
| AQR Capital Management | 0.00% | No change | 2,988 | $247K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 2,899 | $240K |
| Evernest Financial Advisors, LLC | 0.05% | Add +9.8% | 2,646 | $231K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 2,678 | $222K |
| Ellevest, Inc. | 0.03% | Add +0.5% | 2,661 | $220K |
| Addison Advisors LLC | 0.05% | No change | 2,650 | $219K |
| Mosley Wealth Management | 0.10% | — | 2,621 | $219K |
| Matrix Private Capital Group LLC | 0.11% | Add +0.1% | 2,621 | $217K |
| Fingerlakes Wealth Management, Inc. | 0.14% | Add +0.3% | 2,581 | $213K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.4% | 2,508 | $207K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,501 | $207K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.9% | 1,988 | $164K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.5% | 1,918 | $159K |
| Cape Investment Advisory, Inc. | 0.05% | New | 1,786 | $148K |
| Howe & Rusling Inc. | 0.01% | No change | 1,736 | $144K |
| Signaturefd, LLC | 0.00% | Add +7.0% | 1,735 | $144K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,675 | $139K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,629 | $135K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 1,601 | $132K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,481 | $123K |
| Private Trust Co. NA | 0.01% | No change | 1,453 | $120K |
| Rothschild Investment LLC | 0.01% | No change | 1,451 | $120K |
| EPG Wealth Management LLC | 0.03% | No change | 1,430 | $118K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,245 | $103K |
| AE Wealth Management LLC | 0.00% | Reduce -0.8% | 1,166 | $96K |
| Greykasell Wealth Strategies, Inc. | 0.04% | Add +0.4% | 1,141 | $94K |
| HighMark Wealth Management LLC | 0.04% | No change | 1,111 | $92K |
| Global Wealth Strategies & Associates | 0.02% | No change | 1,100 | $91K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 984 | $81K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 983 | $81K |
| Archer Investment Corp | 0.02% | Reduce -13.5% | 977 | $81K |
| Silicon Valley Capital Partners | 0.01% | Add +0.4% | 965 | $80K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -0.1% | 924 | $76K |
| Wealth Preservation Advisors, LLC | 0.03% | Add +0.4% | 710 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 675 | $56K |
| Avion Wealth | 0.01% | No change | 643 | $53K |
| one8zero8, LLC | 0.01% | No change | 600 | $50K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 520 | $43K |
| UMB Bank, n.a. | 0.00% | New | 515 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +50.0% | 498 | $41K |
| Basepoint Wealth LLC | 0.02% | New | 487 | $40K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.4% | 486 | $40K |
| Capital Analysts, LLC | 0.00% | Reduce -2.0% | 484 | $40K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 480 | $40K |
| Assetmark, Inc. | 0.00% | Reduce -20.1% | 452 | $37K |
| Allworth Financial LP | 0.00% | No change | 439 | $36K |
| Bank of Montreal | 0.00% | No change | 426 | $35K |
| Tsfg, LLC | 0.01% | No change | 420 | $35K |
| Blair William & Co. | 0.00% | Add +2005.3% | 400 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.3% | 391 | $32K |
| MAI Capital Management | 0.00% | No change | 330 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 328 | $27K |
| International Assets Investment Management, LLC | 0.00% | New | 306 | $25K |
| Olistico Wealth, LLC | 0.01% | New | 300 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.3% | 297 | $25K |
| Sound Income Strategies, LLC | 0.00% | No change | 280 | $24K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.8% | 239 | $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% | No change | 178 | $15K |
| Lanark Financial, Inc. | 0.00% | New | 122 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 68 | $6K |
| BlackRock, Inc. | 0.00% | New | 62 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 42 | $3K |
| Decker Retirement Planning Inc. | 0.00% | No change | 17 | $1K |
| Copia Wealth Management | 0.00% | No change | 10 | $827 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2 | $165 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.