iShares Morningstar Mid-CapIMCGETF
13F holders, Q1 2024 (March 31)297holders
$70.52avg. 13F price*
At the end of Q1 2024, 297 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings. The largest holders were LPL Financial LLC ($104.2M), Morgan Stanley ($63.5M) and Ameriprise Financial Inc. ($62.7M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.7M |
| Exits | 24 | $51.9M |
Ownership 297 holders
| LPL Financial LLC | 0.06% | Add +72.7% | 1,474,285 | $104.2M |
| Morgan Stanley | 0.01% | Add +6.0% | 898,721 | $63.5M |
| Ameriprise Financial Inc. | 0.02% | Add +1.0% | 888,285 | $62.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.3% | 698,375 | $49.4M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +1.9% | 623,328 | $44.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.6% | 547,001 | $38.7M |
| Wells Fargo & Company | 0.01% | Reduce -5.3% | 434,712 | $30.7M |
| Avantax Advisory Services, Inc. | 0.25% | Add +19.9% | 398,204 | $28.1M |
| Royal Bank of Canada | 0.01% | Add +2.2% | 375,589 | $26.5M |
| Avior Wealth Management, LLC | 1.21% | Add +106.7% | 367,047 | $25.9M |
| Orgel Wealth Management, LLC | 0.65% | Reduce -18.5% | 337,466 | $23.9M |
| Creative Financial Designs Inc. | 1.90% | Reduce -53.7% | 284,214 | $20.1M |
| Forte Capital LLC | 2.38% | Add +0.6% | 271,766 | $19.2M |
| Cornerstone Planning Group LLC | 5.74% | Add +6.4% | 273,771 | $18.5M |
| Cosner Financial Group, LLC | 12.29% | Add +5.9% | 242,692 | $17.2M |
| Mariner, LLC | 0.03% | Add +11.3% | 238,045 | $16.8M |
| Correct Capital Wealth Management | 3.77% | Reduce -1.4% | 231,201 | $16.3M |
| Bank of America Corp. | 0.00% | Add +5.1% | 217,436 | $15.4M |
| Victory Financial Group, LLC | 9.06% | Add +19.0% | 216,577 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -28.4% | 215,254 | $15.2M |
| Rodgers & Associates, LTD | 1.92% | Reduce -5.0% | 211,389 | $14.9M |
| Marmo Financial Group, LLC | 8.93% | Add +4.3% | 207,795 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +946.7% | 187,067 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.8% | 184,143 | $13.0M |
| Steele Capital Management, Inc. | 0.67% | Reduce -2.4% | 165,467 | $11.7M |
| Matrix Trust Co | 2.64% | Reduce -2.4% | 165,159 | $11.7M |
| IAG Wealth Partners, LLC | 2.42% | Add +4.5% | 159,474 | $11.3M |
| Capital Wealth Management, LLC | 5.29% | Reduce -0.6% | 156,337 | $11.0M |
| Scott Capital Advisors, LLC | 3.20% | Add +3.1% | 150,175 | $10.5M |
| Equitable Holdings, Inc. | 0.11% | Add +3.5% | 133,610 | $9.4M |
| Raymond James & Associates | 0.01% | Add +8.2% | 133,140 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -42.8% | 126,608 | $8.9M |
| Employees' Retirement Fund of the City of Fort Worth | 1.62% | No change | 123,000 | $8.7M |
| Ethos Financial Group, LLC | 1.61% | New | 119,307 | $8.4M |
| Etfidea, LLC | 2.87% | Reduce -3.6% | 119,039 | $8.4M |
| Mgo One Seven LLC | 0.41% | Add +4.5% | 110,795 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +8.3% | 107,139 | $7.6M |
| Integrated Investment Consultants, LLC | 2.03% | Reduce -25.2% | 104,152 | $7.4M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -0.3% | 96,522 | $6.8M |
| Truist Financial Corp. | 0.01% | Reduce -0.6% | 91,121 | $6.4M |
| Cedrus LLC | 3.49% | Add +7.2% | 90,451 | $6.4M |
| PFS Partners, LLC | 4.32% | Add +2.5% | 90,133 | $6.4M |
| Cwm, LLC | 0.03% | Add +2.2% | 88,980 | $6.3M |
| OxenFree Capital LLC | 5.71% | Add +2.9% | 88,477 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Add +17.1% | 87,848 | $6.2M |
| Sigma Planning Corp | 0.19% | Add +126.8% | 86,509 | $6.1M |
| Bedel Financial Consulting, Inc. | 0.90% | Add +2.0% | 80,872 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +26.3% | 76,480 | $5.4M |
| MML Investors Services, LLC | 0.02% | Add +1.6% | 65,772 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +10.0% | 64,007 | $4.5M |
| Wolf Group Capital Advisors | 2.15% | No change | 74,142 | $4.5M |
| Certified Advisory Corp | 0.62% | Reduce -5.6% | 62,409 | $4.4M |
| Summit Asset Management, LLC | 0.51% | Reduce -0.2% | 60,960 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +386.7% | 56,254 | $4.0M |
| Nations Financial Group Inc, /Ia/ | 0.33% | Add +26.0% | 56,124 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -19.0% | 55,246 | $3.9M |
| Castle Wealth Management LLC | 2.00% | Add +1.3% | 54,148 | $3.8M |
| Valley National Advisers Inc. | 0.58% | Add +2.6% | 54,090 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +1.3% | 52,654 | $3.7M |
| Creative Planning | 0.00% | Reduce -7.1% | 50,378 | $3.6M |
| Nwam LLC | 0.29% | Reduce -6.2% | 51,969 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 49,233 | $3.5M |
| Verde Capital Management | 1.04% | Add +26.3% | 42,797 | $3.0M |
| Family Legacy, Inc. | 1.07% | Reduce -3.3% | 42,304 | $3.0M |
| Eudaimonia Partners, LLC | 0.69% | Add +10.2% | 41,063 | $2.9M |
| Financial Freedom, LLC | 1.61% | Reduce -9.8% | 38,501 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.1% | 38,162 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 37,997 | $2.7M |
| World Investment Advisors | 0.37% | New | 37,050 | $2.6M |
| Visionary Wealth Advisors | 0.17% | Add +7.9% | 36,282 | $2.6M |
| PFG Advisors | 0.18% | Reduce -1.9% | 35,409 | $2.5M |
| Global Retirement Partners, LLC | 0.09% | Reduce -1.0% | 34,693 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -5.0% | 34,090 | $2.4M |
| Lincoln National Corp. | 0.04% | Add +11.4% | 33,398 | $2.4M |
| Fermata Advisors, LLC | 0.53% | Reduce -44.3% | 33,150 | $2.3M |
| Rovin Capital /Ut/ | 0.89% | Add +6.8% | 30,556 | $2.2M |
| Capital Square, LLC | 1.51% | New | 30,225 | $2.1M |
| LRI Investments, LLC | 0.53% | — | 29,940 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.3% | 29,107 | $2.1M |
| Leo Wealth, LLC | 0.21% | Add +0.1% | 29,391 | $2.1M |
| Asset Allocation Strategies LLC | 0.73% | Reduce -1.9% | 29,144 | $2.1M |
| Ignite Planners, LLC | 0.56% | Add +8.4% | 28,350 | $2.0M |
| GHP Investment Advisors, Inc. | 0.10% | Reduce -0.8% | 27,929 | $2.0M |
| Courage Miller Partners, LLC | 0.68% | Reduce -1.6% | 27,916 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -8.5% | 27,891 | $2.0M |
| Aire Advisors, LLC | 0.44% | Add +0.1% | 27,754 | $2.0M |
| Black Diamond Financial, LLC | 0.53% | No change | 30,274 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.7% | 27,574 | $1.9M |
| Comerica Bank | 0.01% | Reduce -0.4% | 27,279 | $1.9M |
| Arden Trust Co | 0.26% | No change | 26,661 | $1.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0.79% | Reduce -1.4% | 26,622 | $1.9M |
| Marino, Stram & Associates LLC | 0.43% | Add +3.3% | 25,926 | $1.8M |
| Arete Wealth Advisors, LLC | 0.17% | Add +2.5% | 25,332 | $1.8M |
| Hunter Associates Investment Management LLC | 0.30% | Add +4.3% | 24,885 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.55% | — | 24,254 | $1.7M |
| Merit Financial Group, LLC | 0.04% | Reduce -6.4% | 24,555 | $1.7M |
| Belpointe Asset Management LLC | 0.12% | Add +283.6% | 22,986 | $1.6M |
| Eagle Strategies LLC | 0.35% | Reduce -77.6% | 22,261 | $1.6M |
| Horizon Investment Services, LLC | 0.76% | Add +10.0% | 21,940 | $1.6M |
| Prospect Financial Services LLC | 1.27% | Add +11.0% | 21,770 | $1.5M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.