iShares Morningstar Mid-CapIMCBETF
13F holders, Q2 2026 (June 30)201holders +8
21new positions
14sold out
1famous investor
$96.57avg. 13F price*
At the end of Q2 2026, 201 institutions reported holding iShares Morningstar Mid-Cap (IMCB) in their 13F filings, up 8 from Q1 2026. 21 opened new positions and 14 sold out. The largest holders were HighTower Advisors, LLC ($156.7M), UBS Group AG ($132.8M) and Morgan Stanley ($114.5M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $6.2M |
| Exits | 14 | $120.2M |
All 13F filers, Q1 2026 → Q2 2026: 383,653 shares bought and 2,158,155 shares sold, net −1,774,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 201 holders
| HighTower Advisors, LLC | 0.15% | Reduce -15.8% | 1,622,630 | $156.7M |
| UBS Group AG | 0.02% | Add +0.8% | 1,374,939 | $132.8M |
| Morgan Stanley | 0.01% | Reduce -21.4% | 1,185,395 | $114.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.7% | 508,246 | $49.1M |
| LPL Financial LLC | 0.01% | Add +6.4% | 474,114 | $45.8M |
| Means Investment Co., Inc. | 2.97% | Reduce -5.8% | 407,204 | $39.3M |
| Aptus Capital Advisors, LLC | 0.17% | Add +9.5% | 243,185 | $23.5M |
| Cetera Investment Advisers | 0.02% | Add +0.8% | 242,800 | $23.4M |
| Sunburst Financial Group, LLC | 3.90% | Add +9.5% | 241,685 | $23.3M |
| Creative Financial Designs Inc. | 0.98% | Add +14.7% | 213,786 | $20.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 203,536 | $19.7M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +8.3% | 203,531 | $19.7M |
| Steele Capital Management, Inc. | 0.69% | Add +0.9% | 193,311 | $18.7M |
| Matrix Trust Co | 2.68% | Add +0.9% | 191,562 | $18.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.2% | 183,052 | $17.7M |
| Northwest Wealth Advisors, LLC | 9.06% | Add +14.1% | 163,319 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 153,511 | $14.8M |
| Fortitude Financial, LLC | 13.01% | Reduce -17.9% | 149,902 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Add +23.9% | 147,937 | $14.3M |
| MML Investors Services, LLC | 0.02% | Add +21.9% | 119,628 | $11.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.4% | 117,549 | $11.4M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 109,011 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.2% | 101,462 | $9.8M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 97,209 | $9.4M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -24.4% | 86,445 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 81,961 | $7.9M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 73,517 | $7.1M |
| Carnegie Investment Counsel | 0.13% | Add +13.7% | 68,570 | $6.6M |
| Pacific Financial Group Inc. | 3.05% | Reduce -1.4% | 65,814 | $6.4M |
| Yarger Wealth Strategies, LLC | 2.26% | Reduce -0.4% | 64,819 | $6.3M |
| Bedel Financial Consulting, Inc. | 0.59% | Add +6.8% | 63,707 | $6.2M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -5.2% | 60,135 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.2% | 55,611 | $5.4M |
| Summit Financial, LLC | 0.06% | Add +8.9% | 53,774 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.1% | 43,762 | $4.2M |
| Equitable Holdings, Inc. | 0.02% | Add +1.2% | 41,534 | $4.0M |
| Goldstein Advisors, LLC | 0.34% | Add +1.7% | 38,426 | $3.7M |
| Brand Asset Management Group, Inc. | 0.75% | Reduce -2.0% | 34,967 | $3.4M |
| United Advisor Group, LLC | 0.33% | Add +5.1% | 32,306 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +880.8% | 30,404 | $2.9M |
| Sowell Financial Services LLC | 0.10% | Reduce -15.8% | 30,300 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 30,193 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Add +5.0% | 29,159 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 26,829 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +35.8% | 26,399 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +90.6% | 25,670 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -4.9% | 23,765 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.7% | 22,412 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Add +394.2% | 21,493 | $2.1M |
| Pitti Group Wealth Management, LLC | 1.26% | Add +1.1% | 17,876 | $1.7M |
| Parsons Capital Management Inc. | 0.08% | No change | 17,198 | $1.7M |
| FMR LLC | 0.00% | Add +5.8% | 16,739 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 13,515 | $1.3M |
| VestGen Advisors, LLC | 0.04% | Reduce -9.0% | 13,224 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -7.7% | 12,379 | $1.2M |
| Rede Wealth, LLC | 0.39% | Reduce -23.3% | 12,051 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 11,624 | $1.1M |
| Apella Capital, LLC | 0.02% | No change | 11,532 | $1.1M |
| S.A. Mason LLC | 0.33% | Reduce -2.0% | 11,263 | $1.1M |
| Liberty Capital Management, Inc. | 0.17% | — | 10,200 | $985K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.6% | 9,778 | $944K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 9,685 | $935K |
| Financial Perspectives, Inc | 0.23% | Add +12.2% | 9,638 | $931K |
| Summit Asset Management, LLC | 0.12% | No change | 9,554 | $923K |
| Opulen Financial Group LLC | 0.56% | Reduce -0.1% | 9,205 | $889K |
| Geneos Wealth Management Inc. | 0.02% | No change | 8,944 | $864K |
| Flagstar Securities, Inc. | 0.25% | Reduce -1.7% | 8,642 | $835K |
| Proactive Wealth Strategies LLC | 0.13% | Reduce -3.6% | 8,297 | $801K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,161 | $794K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -4.1% | 8,161 | $794K |
| Truefg, LLC | 0.18% | Reduce -5.2% | 8,123 | $784K |
| Composition Wealth, LLC | 0.01% | Reduce -8.2% | 8,067 | $779K |
| Hilltop Holdings Inc. | 0.06% | No change | 7,953 | $768K |
| Jim Saulnier & Associates, LLC | 0.31% | Reduce -52.8% | 7,876 | $761K |
| Triad Wealth Partners, LLC | 0.04% | No change | 7,632 | $747K |
| Apollon Wealth Management, LLC | 0.01% | No change | 7,728 | $746K |
| Ritholtz Wealth Management | 0.01% | Reduce -17.2% | 7,637 | $737K |
| Bluespring Wealth Management, LLC | 0.01% | New | 7,536 | $728K |
| Three Seasons Wealth, LLC | 0.06% | Reduce -5.5% | 6,776 | $654K |
| Lawood & Co. | 0.44% | No change | 6,736 | $650K |
| GWN Securities Inc. | 0.11% | Add +1.6% | 6,683 | $645K |
| Haverford Trust Co | 0.01% | No change | 6,601 | $637K |
| Mutual Advisors, LLC | 0.01% | Add +0.7% | 6,538 | $631K |
| Creative Planning | 0.00% | Add +56.4% | 6,529 | $630K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.1% | 6,465 | $624K |
| Corient Private Wealth LP | 0.00% | Reduce -1.9% | 6,252 | $604K |
| Global Retirement Partners, LLC | 0.01% | — | 6,210 | $600K |
| IHT Wealth Management, LLC | 0.01% | Add +4.4% | 5,896 | $569K |
| Financial Futures Ltd Liability Co. | 0.20% | No change | 5,481 | $529K |
| Mariner, LLC | 0.00% | Reduce -1.8% | 5,442 | $525K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 5,394 | $521K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 5,392 | $521K |
| PFG Investments, LLC | 0.02% | No change | 5,356 | $517K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -5.0% | 5,308 | $513K |
| IFP Advisors, Inc | 0.01% | Add +2.5% | 5,216 | $504K |
| AQR Capital Management | 0.00% | New | 5,109 | $493K |
| Vise Technologies, Inc. | 0.01% | Add +2.5% | 5,104 | $493K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 5,098 | $492K |
| American Trust | 0.04% | No change | 4,929 | $476K |
| Wealthspire Retirement, LLC | 0.03% | No change | 4,803 | $464K |
| Private Advisor Group, LLC | 0.00% | Add +50.1% | 4,791 | $463K |
| Marshall Financial Group, LLC | 0.07% | Reduce -1.0% | 4,763 | $460K |
| Mullaney, Keating & Wright, Inc. | 0.22% | Add +23.6% | 4,709 | $455K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.9% | 4,381 | $423K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.0% | 4,252 | $411K |
| Citigroup Inc. | 0.00% | Add +2.4% | 4,229 | $408K |
| Fiduciary Financial Advisors | 0.04% | New | 4,144 | $400K |
| Glenview Trust Co | 0.01% | No change | 3,887 | $375K |
| Summit Wealth Group LLC / Co. | 0.03% | No change | 3,825 | $369K |
| Wealth Management Associates, Inc. | 0.10% | No change | 3,822 | $369K |
| XML Financial, LLC | 0.03% | No change | 3,740 | $361K |
| Steinberganna Wealth Management | 0.15% | Reduce -6.2% | 3,712 | $358K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,560 | $344K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 3,553 | $343K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,446 | $333K |
| Allegheny Financial Group | 0.04% | Add +0.3% | 3,412 | $329K |
| Captrust Financial Advisors | 0.00% | Add +7.4% | 3,384 | $327K |
| Fifth Third Bancorp | 0.00% | Reduce -49.1% | 3,359 | $324K |
| Byrne Financial Freedom, LLC | 0.13% | New | 3,349 | $323K |
| Pps&v Asset Management Consultants, Inc. | 0.17% | Reduce -3.2% | 3,292 | $318K |
| Barrett & Company, Inc. | 0.09% | Add +0.3% | 3,260 | $315K |
| M&T Bank Corp | 0.00% | No change | 3,241 | $313K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -41.0% | 3,228 | $312K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,089 | $298K |
| Private Trust Co. NA | 0.02% | Add +81.3% | 3,014 | $291K |
| Ellevest, Inc. | 0.03% | Add +5.5% | 2,751 | $266K |
| Laurel Oak Wealth Management, LLC | 0.04% | Add +0.0% | 2,679 | $259K |
| Matrix Private Capital Group LLC | 0.11% | Add +0.1% | 2,674 | $258K |
| Evernest Financial Advisors, LLC | 0.05% | No change | 2,646 | $255K |
| Valmark Advisers, Inc. | 0.00% | Add +5.2% | 2,632 | $254K |
| XTX Topco Ltd | 0.00% | New | 2,560 | $247K |
| Venture Visionary Partners LLC | 0.01% | Reduce -4.6% | 2,480 | $239K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,380 | $230K |
| Focus Partners Wealth | 0.00% | Reduce -32.5% | 2,340 | $226K |
| Capital Square, LLC | 0.10% | New | 2,312 | $225K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,273 | $219K |
| Wedbush Securities Inc. | 0.01% | New | 2,224 | $215K |
| Savant Capital, LLC | 0.00% | Reduce -11.6% | 2,216 | $214K |
| Fingerlakes Wealth Management, Inc. | 0.11% | New | 2,188 | $211K |
| Kapstone Financial Advisors LLC | 0.09% | New | 2,136 | $206K |
| Advisors Capital Management, LLC | 0.00% | New | 2,120 | $205K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | Reduce -18.0% | 1,960 | $189K |
| Cape Investment Advisory, Inc. | 0.05% | New | 1,786 | $172K |
| Signaturefd, LLC | 0.00% | Add +0.9% | 1,755 | $169K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 1,738 | $168K |
| Howe & Rusling Inc. | 0.01% | No change | 1,736 | $168K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,675 | $162K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,629 | $157K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 1,607 | $155K |
| Rothschild Investment LLC | 0.01% | No change | 1,451 | $140K |
| EPG Wealth Management LLC | 0.03% | No change | 1,430 | $138K |
| Addison Advisors LLC | 0.05% | No change | 1,190 | $115K |
| AE Wealth Management LLC | 0.00% | No change | 1,166 | $113K |
| Greykasell Wealth Strategies, Inc. | 0.04% | Add +0.3% | 1,148 | $111K |
| Archer Investment Corp | 0.02% | Add +13.0% | 1,000 | $97K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.0% | 995 | $96K |
| Silicon Valley Capital Partners | 0.01% | Add +0.3% | 971 | $94K |
| HighMark Wealth Management LLC | 0.03% | Reduce -16.5% | 928 | $90K |
| Webster Bank, N. A. | 0.01% | New | 821 | $79K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -36.1% | 795 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 677 | $65K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +31.1% | 653 | $63K |
| Avion Wealth | 0.01% | No change | 643 | $62K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -21.2% | 628 | $61K |
| one8zero8, LLC | 0.01% | No change | 600 | $58K |
| Vanguard Advisers Inc. | 0.00% | No change | 562 | $54K |
| Compass Financial Management LLC | 0.01% | — | 543 | $52K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 520 | $50K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 520 | $50K |
| UMB Bank, n.a. | 0.00% | No change | 515 | $50K |
| Basepoint Wealth LLC | 0.03% | Add +0.2% | 490 | $47K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.2% | 489 | $47K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 486 | $47K |
| Assetmark, Inc. | 0.00% | Reduce -3.2% | 452 | $44K |
| Allworth Financial LP | 0.00% | No change | 439 | $42K |
| Mosley Wealth Management | 0.01% | Reduce -83.4% | 435 | $42K |
| Bank of Montreal | 0.00% | No change | 426 | $41K |
| Tsfg, LLC | 0.01% | No change | 420 | $41K |
| Mather Group, Llc. | 0.00% | No change | 413 | $40K |
| IMA Advisory Services, Inc. | 0.00% | New | 407 | $39K |
| Blair William & Co. | 0.00% | No change | 390 | $38K |
| Synergy Investment Management, LLC | 0.01% | Reduce -36.0% | 356 | $34K |
| Financial Gravity Companies, Inc. | 0.01% | — | 328 | $32K |
| Institute for Wealth Management, LLC. | 0.00% | New | 284 | $27K |
| Olistico Wealth, LLC | 0.01% | Reduce -8.3% | 275 | $27K |
| IFG Advisory, LLC | 0.00% | New | 264 | $25K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.6% | 228 | $22K |
| SYM FINANCIAL Corp | 0.00% | No change | 228 | $22K |
| Integrity Financial Corp | 0.01% | No change | 220 | $21K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 184 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 184 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 179 | $17K |
| Lanark Financial, Inc. | 0.00% | No change | 122 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 68 | $7K |
| GGM Financial LLC | 0.00% | New | 53 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 42 | $4K |
| Decker Retirement Planning Inc. | 0.00% | No change | 17 | $2K |
| Copia Wealth Management | 0.00% | No change | 10 | $966 |
| Buck Wealth Strategies, LLC | 0.00% | New | 8 | $772 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -98.2% | 7 | $604 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2 | $193 |
"% of holder's portfolio" is IMCB's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.