iShares Morningstar Mid-CapIMCGETF
13F holders, Q2 2026 (June 30)423holders +22
48new positions
22sold out
2famous investors
$98.29avg. 13F price*
At the end of Q2 2026, 423 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 22 from Q1 2026. 48 opened new positions and 22 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($295.5M), LPL Financial LLC ($282.3M) and RMG Wealth Management LLC ($133.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $172.4M |
| Exits | 22 | $7.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,494,851 shares bought and 862,758 shares sold, net +2,632,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Vantagepoint Investment Advisers LLC | 2.21% | No change | 3,006,105 | $295.5M |
| LPL Financial LLC | 0.06% | Add +10.3% | 2,871,946 | $282.3M |
| RMG Wealth Management LLC | 13.81% | New | 1,332,132 | $133.9M |
| Morgan Stanley | 0.01% | Add +2.9% | 1,316,703 | $129.4M |
| Raymond James Financial Inc. | 0.03% | Add +11.2% | 1,137,839 | $111.8M |
| Ameriprise Financial Inc. | 0.02% | Add +9.8% | 1,021,825 | $100.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +20.0% | 993,164 | $97.6M |
| Cetera Investment Advisers | 0.09% | Add +2.9% | 970,838 | $95.4M |
| Allegheny Financial Group | 6.49% | Add +182.3% | 622,184 | $61.2M |
| Bank of America Corp. | 0.00% | Add +1.8% | 577,867 | $56.8M |
| Osaic Holdings, Inc. | 0.06% | Add +12.1% | 542,966 | $53.4M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -7.7% | 529,891 | $52.1M |
| UBS Group AG | 0.01% | Reduce -1.8% | 440,630 | $43.3M |
| Mariner, LLC | 0.04% | Reduce -8.6% | 436,059 | $42.9M |
| Victory Financial Group, LLC | 4.45% | Reduce -0.2% | 430,919 | $42.4M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 422,531 | $41.5M |
| Cornerstone Planning Group LLC | 4.70% | Add +2.2% | 390,783 | $37.3M |
| Avior Wealth Management, LLC | 0.80% | Reduce -30.4% | 310,631 | $30.5M |
| Arax Advisory Partners | 0.20% | Add +5.8% | 305,921 | $30.1M |
| Orgel Wealth Management, LLC | 0.53% | Reduce -2.6% | 284,164 | $27.9M |
| Cosner Financial Group, LLC | 14.02% | Add +1.5% | 277,581 | $27.3M |
| Eclectic Associates Inc. | 2.95% | Add +6.1% | 263,644 | $25.9M |
| Capital Wealth Management, LLC | 5.76% | Add +7.3% | 243,505 | $23.9M |
| Beam Wealth Advisors, Inc. | 5.20% | Reduce -7.8% | 239,990 | $23.6M |
| Rodgers & Associates, LTD | 2.11% | Reduce -3.1% | 236,684 | $23.3M |
| IAG Wealth Partners, LLC | 2.19% | Reduce -2.1% | 225,135 | $22.1M |
| Royal Bank of Canada | 0.00% | Reduce -21.0% | 212,859 | $20.9M |
| Matrix Trust Co | 2.93% | Add +0.7% | 205,307 | $20.2M |
| Steele Capital Management, Inc. | 0.74% | Add +0.7% | 205,307 | $20.2M |
| Elevation Point Wealth Partners, LLC | 0.36% | Add +40.4% | 196,090 | $19.3M |
| Rockport Wealth LLC | 3.21% | Reduce -7.6% | 194,329 | $19.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +4447.6% | 192,454 | $18.9M |
| Bedel Financial Consulting, Inc. | 1.58% | Add +1.4% | 167,366 | $16.5M |
| Eagle Strategies LLC | 1.56% | Reduce -1.0% | 159,643 | $15.7M |
| PTM Wealth Management, LLC | 7.00% | Add +4.1% | 163,480 | $15.5M |
| Granville Capital, Inc. | 6.61% | Add +3.4% | 150,569 | $14.8M |
| Nations Financial Group Inc, /Ia/ | 0.68% | Add +5.0% | 145,713 | $14.3M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +5.0% | 144,173 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 144,107 | $14.2M |
| Creative Financial Designs Inc. | 0.67% | Reduce -6.4% | 142,953 | $14.1M |
| Integrated Investment Consultants, LLC | 2.55% | Add +2.5% | 136,468 | $12.9M |
| Sigma Planning Corp | 0.32% | Add +0.8% | 130,983 | $12.9M |
| Wellington Management Group LLP | 0.00% | New | 122,950 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -14.5% | 114,747 | $11.3M |
| Scott Capital Advisors, LLC | 1.75% | Reduce -1.4% | 113,384 | $11.1M |
| Wood Tarver Financial Group, LLC | 2.63% | Add +5.7% | 113,377 | $11.1M |
| Tandem Financial, LLC | 3.56% | Add +4.7% | 112,506 | $11.1M |
| Certified Advisory Corp | 0.88% | Add +13.5% | 111,060 | $10.9M |
| OxenFree Capital LLC | 4.95% | Add +0.9% | 111,446 | $10.8M |
| NewEdge Advisors, LLC | 0.03% | Add +17.9% | 109,197 | $10.7M |
| PFS Partners, LLC | 4.14% | Add +2.0% | 103,991 | $10.2M |
| Equitable Holdings, Inc. | 0.06% | Reduce -52.4% | 98,557 | $9.7M |
| Truist Financial Corp. | 0.01% | Reduce -8.5% | 98,428 | $9.7M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -9.0% | 90,518 | $8.9M |
| Silver Oak Wealth Advisors Services, LLC | 4.97% | Reduce -4.5% | 84,468 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Add +15.9% | 83,528 | $8.2M |
| Verde Capital Management | 1.48% | Add +5.4% | 81,701 | $8.0M |
| Ipsen Advisor Group LLC | 5.10% | Add +0.2% | 80,652 | $7.9M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -0.3% | 79,975 | $7.9M |
| DDFG, Inc | 1.56% | Add +2.7% | 79,702 | $7.8M |
| Marino, Stram & Associates LLC | 1.15% | Add +3.9% | 73,252 | $7.2M |
| Denver Wealth Management, Inc. | 2.05% | Add +22.1% | 72,745 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.5% | 71,217 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.8% | 69,500 | $6.8M |
| Castle Wealth Management LLC | 1.93% | Add +0.7% | 66,107 | $6.5M |
| MML Investors Services, LLC | 0.01% | Add +22.1% | 65,227 | $6.4M |
| Premier Private Wealth Management LLC | 5.59% | Add +13.5% | 65,033 | $6.4M |
| Cerro Pacific Wealth Advisors LLC | 1.42% | Add +9.2% | 63,687 | $6.3M |
| Chaney Capital Management, Inc. | 1.93% | Add +5.4% | 62,511 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.2% | 61,627 | $6.0M |
| Kellett Wealth Advisors, LLC | 2.72% | Add +5.0% | 59,428 | $5.8M |
| Diversify Advisory Services, LLC | 0.09% | New | 58,498 | $5.6M |
| Diversify Wealth Management, LLC | 0.09% | Add +0.3% | 58,498 | $5.6M |
| American Trust | 0.43% | Reduce -9.0% | 56,431 | $5.5M |
| Summit Asset Management, LLC | 0.71% | Reduce -1.9% | 56,256 | $5.5M |
| Employees' Retirement Fund of the City of Fort Worth | 1.95% | No change | 55,500 | $5.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.4% | 54,347 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +46.0% | 55,403 | $5.3M |
| Creative Planning | 0.00% | Add +7.7% | 53,560 | $5.3M |
| Virtus Wealth Solutions LLC | 0.70% | Reduce -1.2% | 52,133 | $5.1M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +0.5% | 51,858 | $5.1M |
| Faithward Advisors, LLC | 0.62% | Add +132.0% | 51,753 | $5.1M |
| &partners | 0.02% | Reduce -4.4% | 51,762 | $5.1M |
| Steinberganna Wealth Management | 2.03% | Reduce -3.6% | 50,878 | $5.0M |
| Nwam LLC | 0.24% | Reduce -4.5% | 49,612 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.3% | 48,887 | $4.8M |
| Blair William & Co. | 0.01% | Add +13.8% | 48,132 | $4.7M |
| Prospect Financial Services LLC | 2.33% | Add +23.6% | 46,859 | $4.6M |
| Black Diamond Financial, LLC | 0.37% | Add +0.9% | 42,962 | $4.2M |
| James J. Burns & Company, LLC | 0.45% | Reduce -2.7% | 42,266 | $4.2M |
| Valley National Advisers Inc. | 0.44% | Reduce -0.3% | 40,673 | $4.0M |
| Horizon Family Wealth, Inc. | 1.82% | Reduce -0.2% | 40,541 | $4.0M |
| Retirement Planning Group, LLC | 0.09% | New | 37,847 | $3.7M |
| Towne Trust Company, N.A | 1.11% | Add +0.4% | 37,100 | $3.6M |
| Accel Wealth Management | 0.74% | Reduce -1.6% | 33,332 | $3.3M |
| Summit Wealth Group LLC / Co. | 0.27% | Add +1.9% | 32,674 | $3.2M |
| Ignite Planners, LLC | 0.44% | Add +2.3% | 32,575 | $3.2M |
| Family Legacy, Inc. | 0.84% | Reduce -0.9% | 31,889 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 31,469 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.9% | 30,966 | $3.0M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.