iShares Morningstar Mid-CapIMCBETF
13F holders, Q1 2026 (March 31)193holders −9
13new positions
19sold out
$84.28avg. 13F price*
At the end of Q1 2026, 193 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, down 9 from Q4 2025. 13 opened new positions and 19 sold out. The largest holders were HighTower Advisors, LLC ($160.8M), Morgan Stanley ($125.9M) and RMG Wealth Management LLC ($117.3M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $121.1M |
| Exits | 19 | $11.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,960,003 shares bought and 296,374 shares sold, net +1,663,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| HighTower Advisors, LLC | 0.17% | Add +4.4% | 1,927,513 | $160.8M |
| Morgan Stanley | 0.01% | Add +0.5% | 1,508,981 | $125.9M |
| RMG Wealth Management LLC | 13.54% | New | 1,284,701 | $117.3M |
| UBS Group AG | 0.02% | Add +2.5% | 1,364,509 | $113.8M |
| Raymond James Financial Inc. | 0.01% | Add +14.2% | 569,148 | $47.5M |
| LPL Financial LLC | 0.01% | Reduce -2.4% | 445,448 | $37.2M |
| Means Investment Co., Inc. | 3.15% | Add +1.0% | 432,405 | $36.1M |
| Cetera Investment Advisers | 0.02% | Add +1.4% | 240,763 | $20.1M |
| Aptus Capital Advisors, LLC | 0.16% | Add +89.9% | 222,148 | $18.5M |
| Sunburst Financial Group, LLC | 3.54% | Add +91.6% | 220,648 | $18.4M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 211,454 | $17.6M |
| Steele Capital Management, Inc. | 0.66% | Add +1.2% | 191,542 | $16.0M |
| Matrix Trust Co | 2.63% | Add +0.3% | 189,793 | $15.8M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +36.5% | 187,984 | $15.7M |
| Creative Financial Designs Inc. | 0.95% | Add +3.9% | 186,408 | $15.6M |
| Fortitude Financial, LLC | 8.06% | Add +4.5% | 182,541 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.1% | 175,656 | $14.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.3% | 149,314 | $12.5M |
| Northwest Wealth Advisors, LLC | 8.53% | Add +21.3% | 143,117 | $11.9M |
| Osaic Holdings, Inc. | 0.01% | Add +5.9% | 119,402 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +14.9% | 117,073 | $9.8M |
| Farther Finance Advisors, LLC | 0.09% | Add +8.4% | 114,271 | $9.6M |
| Bank of America Corp. | 0.00% | Add +3.5% | 113,351 | $9.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 104,467 | $8.7M |
| MML Investors Services, LLC | 0.02% | Reduce -20.3% | 98,151 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.5% | 95,505 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.1% | 81,101 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.8% | 72,642 | $6.1M |
| Pacific Financial Group Inc. | 3.00% | Reduce -2.2% | 66,732 | $5.6M |
| Yarger Wealth Strategies, LLC | 2.20% | Reduce -1.9% | 65,051 | $5.4M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -1.1% | 63,430 | $5.3M |
| Carnegie Investment Counsel | 0.10% | Reduce -0.2% | 60,331 | $5.0M |
| Bedel Financial Consulting, Inc. | 0.57% | Add +11.0% | 59,645 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.2% | 51,885 | $4.3M |
| Summit Financial, LLC | 0.05% | Add +10.0% | 49,360 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 44,273 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Add +17.9% | 41,024 | $3.4M |
| Goldstein Advisors, LLC | 0.35% | Reduce -1.4% | 37,786 | $3.2M |
| Sowell Financial Services LLC | 0.11% | Reduce -5.0% | 35,985 | $3.0M |
| Brand Asset Management Group, Inc. | 0.77% | Reduce -1.1% | 35,698 | $3.0M |
| United Advisor Group, LLC | 0.32% | Reduce -1.6% | 30,739 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Add +0.4% | 27,772 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 28,038 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -8.5% | 27,167 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +19.1% | 24,979 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.9% | 22,563 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +49.1% | 19,444 | $1.6M |
| Pitti Group Wealth Management, LLC | 1.20% | Add +8.7% | 17,674 | $1.5M |
| Parsons Capital Management Inc. | 0.07% | No change | 17,198 | $1.4M |
| Jim Saulnier & Associates, LLC | 0.68% | Reduce -0.6% | 16,702 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Reduce -7.8% | 14,534 | $1.3M |
| FMR LLC | 0.00% | Add +1.2% | 15,814 | $1.3M |
| Rede Wealth, LLC | 0.47% | Add +38.3% | 15,702 | $1.3M |
| Cwm, LLC | 0.00% | Add +2.6% | 14,751 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +43.1% | 13,466 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -6.1% | 13,408 | $1.1M |
| Apella Capital, LLC | 0.02% | No change | 11,532 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -2.5% | 11,605 | $968K |
| S.A. Mason LLC | 0.36% | Reduce -1.5% | 11,498 | $959K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.6% | 9,934 | $829K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.9% | 9,730 | $812K |
| Summit Asset Management, LLC | 0.11% | No change | 9,554 | $797K |
| Capital Planning Advisors, LLC | 0.11% | Add +10.3% | 9,414 | $785K |
| Ritholtz Wealth Management | 0.01% | New | 9,224 | $770K |
| Opulen Financial Group LLC | 0.54% | Reduce -0.8% | 9,213 | $769K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,513 | $756K |
| Geneos Wealth Management Inc. | 0.02% | Add +11.5% | 8,944 | $746K |
| Flagstar Securities, Inc. | 0.27% | Reduce -22.9% | 8,795 | $734K |
| Composition Wealth, LLC | 0.01% | Reduce -9.8% | 8,783 | $733K |
| Proactive Wealth Strategies LLC | 0.13% | Add +100.6% | 8,604 | $718K |
| Financial Perspectives, Inc | 0.20% | Add +6.9% | 8,591 | $717K |
| Truefg, LLC | 0.19% | Reduce -0.6% | 8,571 | $715K |
| Hilltop Holdings Inc. | 0.06% | No change | 7,953 | $664K |
| Apollon Wealth Management, LLC | 0.01% | No change | 7,728 | $645K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -4.7% | 7,632 | $637K |
| Three Seasons Wealth, LLC | 0.23% | Add +4.5% | 7,170 | $598K |
| HRT Financial LP | 0.00% | New | 6,853 | $571K |
| Lawood & Co. | 0.52% | No change | 6,736 | $562K |
| Fifth Third Bancorp | 0.00% | New | 6,606 | $551K |
| Haverford Trust Co | 0.01% | No change | 6,601 | $551K |
| GWN Securities Inc. | 0.10% | Add +3.4% | 6,580 | $549K |
| Mutual Advisors, LLC | 0.01% | No change | 6,496 | $542K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 6,471 | $540K |
| Corient Private Wealth LP | 0.00% | Reduce -2.5% | 6,376 | $532K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.3% | 5,648 | $471K |
| Independent Advisor Alliance | 0.01% | New | 5,628 | $470K |
| Hoxton Planning & Management, LLC | 0.14% | Add +7.5% | 5,586 | $466K |
| Mariner, LLC | 0.00% | Reduce -24.2% | 5,543 | $462K |
| Financial Futures Ltd Liability Co. | 0.20% | Reduce -1.4% | 5,481 | $457K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,476 | $457K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,394 | $450K |
| Kaydan Wealth Management, Inc. | 0.15% | No change | 5,392 | $450K |
| PFG Investments, LLC | 0.02% | Reduce -13.0% | 5,356 | $447K |
| IFP Advisors, Inc | 0.01% | Add +9.9% | 5,089 | $425K |
| NewEdge Advisors, LLC | 0.00% | Add +155.9% | 5,087 | $424K |
| Vise Technologies, Inc. | 0.01% | No change | 4,978 | $412K |
| American Trust | 0.04% | Reduce -52.8% | 4,929 | $411K |
| 49 Wealth Management, LLC | 0.03% | Add +0.3% | 4,842 | $404K |
| Marshall Financial Group, LLC | 0.06% | Add +1.1% | 4,812 | $401K |
| Wealthspire Retirement, LLC | 0.02% | No change | 4,803 | $401K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 4,842 | $394K |
| Ashton Thomas Securities, LLC | 0.05% | New | 4,520 | $377K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.4% | 4,349 | $363K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +124.2% | 4,300 | $359K |
| Procyon Advisors, LLC | 0.02% | Reduce -6.4% | 4,293 | $358K |
| Creative Planning | 0.00% | Add +1.1% | 4,175 | $348K |
| Citigroup Inc. | 0.00% | Add +0.7% | 4,131 | $345K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 4,000 | $334K |
| Steinberganna Wealth Management | 0.16% | Reduce -25.8% | 3,958 | $330K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $324K |
| Summit Wealth Group LLC / Co. | 0.03% | No change | 3,825 | $319K |
| Wealth Management Associates, Inc. | 0.11% | No change | 3,822 | $319K |
| Mullaney, Keating & Wright, Inc. | 0.17% | Add +25.8% | 3,810 | $318K |
| XML Financial, LLC | 0.03% | No change | 3,740 | $312K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $297K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 3,553 | $296K |
| Focus Partners Wealth | 0.00% | Reduce -23.7% | 3,468 | $289K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,446 | $288K |
| Allegheny Financial Group | 0.04% | Add +4.0% | 3,403 | $284K |
| Pps&v Asset Management Consultants, Inc. | 0.17% | Reduce -11.7% | 3,400 | $284K |
| Barrett & Company, Inc. | 0.09% | Add +0.3% | 3,250 | $271K |
| M&T Bank Corp | 0.00% | No change | 3,241 | $270K |
| Private Advisor Group, LLC | 0.00% | Add +10.1% | 3,192 | $266K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 3,151 | $263K |
| Jane Street Group, LLC | 0.00% | Reduce -84.4% | 3,100 | $259K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $258K |
| Evernest Financial Advisors, LLC | 0.05% | No change | 2,646 | $237K |
| Laurel Oak Wealth Management, LLC | 0.04% | No change | 2,678 | $223K |
| Matrix Private Capital Group LLC | 0.11% | Add +1.9% | 2,672 | $223K |
| Mosley Wealth Management | 0.10% | No change | 2,621 | $218K |
| Ellevest, Inc. | 0.03% | Reduce -2.0% | 2,608 | $218K |
| Venture Visionary Partners LLC | 0.01% | New | 2,599 | $217K |
| Savant Capital, LLC | 0.00% | Reduce -42.1% | 2,508 | $209K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,501 | $209K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | Reduce -90.3% | 2,389 | $199K |
| Signaturefd, LLC | 0.00% | Add +0.3% | 1,740 | $145K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +262.1% | 1,738 | $145K |
| Howe & Rusling Inc. | 0.01% | No change | 1,736 | $145K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,675 | $140K |
| Private Trust Co. NA | 0.01% | Add +14.4% | 1,662 | $139K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,629 | $136K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 1,604 | $134K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -50.1% | 1,503 | $125K |
| Rothschild Investment LLC | 0.01% | No change | 1,451 | $121K |
| EPG Wealth Management LLC | 0.03% | No change | 1,430 | $119K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,245 | $104K |
| Addison Advisors LLC | 0.02% | Reduce -55.1% | 1,190 | $99K |
| AE Wealth Management LLC | 0.00% | No change | 1,166 | $97K |
| Greykasell Wealth Strategies, Inc. | 0.04% | Add +0.3% | 1,144 | $95K |
| HighMark Wealth Management LLC | 0.04% | No change | 1,111 | $93K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 985 | $82K |
| Silicon Valley Capital Partners | 0.01% | Add +0.3% | 968 | $81K |
| Archer Investment Corp | 0.02% | Reduce -9.4% | 885 | $74K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -27.3% | 800 | $67K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -13.7% | 797 | $67K |
| Wealth Preservation Advisors, LLC | 0.05% | Add +0.3% | 712 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 676 | $56K |
| Avion Wealth | 0.01% | No change | 643 | $53K |
| one8zero8, LLC | 0.01% | No change | 600 | $50K |
| Vanguard Advisers Inc. | 0.00% | — | 562 | $47K |
| Synergy Investment Management, LLC | 0.02% | New | 556 | $46K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 520 | $43K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 520 | $43K |
| UMB Bank, n.a. | 0.00% | No change | 515 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 498 | $42K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 485 | $41K |
| Basepoint Wealth LLC | 0.02% | Add +0.4% | 489 | $41K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.4% | 488 | $41K |
| Assetmark, Inc. | 0.00% | Add +3.3% | 467 | $39K |
| Allworth Financial LP | 0.00% | No change | 439 | $37K |
| Bank of Montreal | 0.00% | No change | 426 | $36K |
| Tsfg, LLC | 0.01% | No change | 420 | $35K |
| Mather Group, Llc. | 0.00% | New | 413 | $34K |
| Blair William & Co. | 0.00% | Reduce -2.5% | 390 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.0% | 387 | $32K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 328 | $27K |
| MAI Capital Management | 0.00% | Reduce -3.0% | 320 | $27K |
| Olistico Wealth, LLC | 0.01% | No change | 300 | $25K |
| Sound Income Strategies, LLC | 0.00% | No change | 280 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 239 | $20K |
| SYM FINANCIAL Corp | 0.00% | No change | 228 | $19K |
| Integrity Financial Corp | 0.01% | No change | 220 | $18K |
| Steph & Co. | 0.01% | New | 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% | 179 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 122 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 68 | $6K |
| Bullock Wealth Management Group | 0.00% | New | 65 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 42 | $4K |
| Decker Retirement Planning Inc. | 0.00% | No change | 17 | $1K |
| Copia Wealth Management | 0.00% | No change | 10 | $834 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2 | $167 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.