iShares Morningstar Mid-CapIMCGETF
13F holders, Q2 2024 (June 30)294holders −3
22new positions
20sold out
2famous investors
$66.80avg. 13F price*
At the end of Q2 2024, 294 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, down 3 from Q1 2024. 22 opened new positions and 20 sold out. The largest holders were Ameriprise Financial Inc. ($71.2M), Morgan Stanley ($62.3M) and LPL Financial LLC ($62.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $46.5M |
| Exits | 20 | $36.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,000,101 shares bought and 1,603,529 shares sold, net +396,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Ameriprise Financial Inc. | 0.02% | Add +18.3% | 1,050,567 | $71.2M |
| Morgan Stanley | 0.00% | Add +2.4% | 920,280 | $62.3M |
| LPL Financial LLC | 0.03% | Reduce -37.8% | 916,923 | $62.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.4% | 721,817 | $48.9M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +4.7% | 652,301 | $44.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.2% | 564,291 | $38.2M |
| Avior Wealth Management, LLC | 1.53% | Add +42.6% | 523,543 | $35.5M |
| UBS Group AG | 0.01% | New | 518,114 | $35.1M |
| Avantax Advisory Services, Inc. | 0.22% | Add +15.6% | 460,156 | $31.2M |
| Wells Fargo & Company | 0.01% | Reduce -9.5% | 393,420 | $26.7M |
| Royal Bank of Canada | 0.01% | Reduce -6.5% | 351,123 | $23.8M |
| Orgel Wealth Management, LLC | 0.62% | Reduce -0.3% | 336,609 | $22.8M |
| Creative Financial Designs Inc. | 1.74% | Add +1.7% | 289,162 | $19.6M |
| Cornerstone Planning Group LLC | 5.47% | Add +6.9% | 292,619 | $19.1M |
| Mariner, LLC | 0.03% | Add +7.3% | 255,317 | $17.3M |
| Cosner Financial Group, LLC | 11.75% | Add +1.0% | 245,158 | $16.6M |
| Victory Financial Group, LLC | 7.65% | Add +11.4% | 241,216 | $16.3M |
| Bank of America Corp. | 0.00% | Add +9.8% | 238,847 | $16.2M |
| Osaic Holdings, Inc. | 0.04% | Add +7.2% | 230,647 | $15.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.4% | 221,629 | $15.0M |
| Equitable Holdings, Inc. | 0.15% | Add +60.5% | 214,389 | $14.5M |
| Rodgers & Associates, LTD | 1.84% | Reduce -0.2% | 211,040 | $14.3M |
| Cetera Investment Advisers | 0.03% | Add +11.9% | 209,412 | $14.2M |
| Marmo Financial Group, LLC | 8.49% | Reduce -0.3% | 207,239 | $14.0M |
| IAG Wealth Partners, LLC | 2.25% | Add +3.8% | 165,488 | $11.2M |
| Steele Capital Management, Inc. | 0.62% | Reduce -1.0% | 163,812 | $11.1M |
| Matrix Trust Co | 2.51% | Reduce -0.8% | 163,812 | $11.1M |
| Capital Wealth Management, LLC | 4.87% | Add +0.5% | 157,098 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.3% | 132,118 | $9.0M |
| Scott Capital Advisors, LLC | 2.52% | Reduce -15.8% | 126,466 | $8.5M |
| Employees' Retirement Fund of the City of Fort Worth | 3.62% | No change | 123,000 | $8.3M |
| Raymond James & Associates | 0.01% | Reduce -10.3% | 119,444 | $8.1M |
| Etfidea, LLC | 2.73% | No change | 119,039 | $8.1M |
| Mgo One Seven LLC | 0.36% | Add +0.4% | 111,250 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +2.5% | 109,822 | $7.4M |
| Eagle Strategies LLC | 1.42% | Add +391.0% | 109,301 | $7.4M |
| Integrated Investment Consultants, LLC | 2.03% | No change | 104,152 | $7.4M |
| Forte Capital LLC | 0.86% | Reduce -61.5% | 104,733 | $7.1M |
| Private Advisor Group, LLC | 0.04% | Add +11.3% | 97,779 | $6.6M |
| Cedrus LLC | 3.24% | Add +5.6% | 95,526 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +2.0% | 92,920 | $6.3M |
| PFS Partners, LLC | 3.91% | Add +1.5% | 91,494 | $6.2M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -5.3% | 91,402 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.9% | 90,142 | $6.1M |
| Sigma Planning Corp | 0.19% | Add +2.9% | 89,035 | $6.0M |
| Cwm, LLC | 0.03% | Reduce -4.4% | 85,060 | $5.8M |
| Bedel Financial Consulting, Inc. | 0.82% | Add +1.8% | 82,311 | $5.6M |
| Wolf Group Capital Advisors | 1.90% | Reduce -4.0% | 71,148 | $4.8M |
| Nations Financial Group Inc, /Ia/ | 0.39% | Add +26.4% | 70,946 | $4.8M |
| Kingsview Wealth Management, LLC | 0.11% | Add +255.6% | 68,923 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +3.4% | 67,976 | $4.6M |
| OxenFree Capital LLC | 3.84% | Reduce -26.7% | 64,846 | $4.4M |
| Certified Advisory Corp | 0.52% | Reduce -2.1% | 61,101 | $4.1M |
| Summit Asset Management, LLC | 0.48% | Reduce -1.6% | 60,002 | $4.1M |
| Castle Wealth Management LLC | 1.92% | Add +9.3% | 59,154 | $4.0M |
| Valley National Advisers Inc. | 0.58% | Add +5.9% | 57,265 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.0% | 55,228 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -0.7% | 52,276 | $3.5M |
| Creative Planning | 0.00% | Reduce -0.9% | 49,912 | $3.4M |
| PFG Advisors | 0.22% | Add +37.6% | 48,721 | $3.3M |
| Verde Capital Management | 1.04% | Add +13.5% | 48,564 | $3.3M |
| Kellett Wealth Advisors, LLC | 2.38% | New | 43,538 | $2.9M |
| Family Legacy, Inc. | 1.05% | Add +2.4% | 43,305 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +49.2% | 41,604 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.9% | 40,802 | $2.8M |
| Global Retirement Partners, LLC | 0.08% | Add +12.9% | 39,162 | $2.7M |
| World Investment Advisors | 0.16% | Add +5.5% | 39,072 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 38,190 | $2.6M |
| Citadel Advisors | 0.00% | New | 37,951 | $2.6M |
| Visionary Wealth Advisors | 0.17% | Add +4.4% | 37,877 | $2.6M |
| &partners | 0.10% | Add +426.6% | 34,987 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Reduce -1.8% | 33,481 | $2.3M |
| Rovin Capital /Ut/ | 0.91% | Add +5.1% | 32,103 | $2.2M |
| Black Diamond Financial, LLC | 0.41% | Add +4.5% | 31,636 | $2.1M |
| Leo Wealth, LLC | 0.22% | Add +8.0% | 31,748 | $2.1M |
| Ignite Planners, LLC | 0.52% | Add +9.8% | 31,129 | $2.1M |
| Capital Square, LLC | 1.36% | No change | 30,225 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.1% | 30,886 | $2.1M |
| LRI Investments, LLC | 0.23% | Reduce -0.7% | 29,730 | $2.0M |
| Asset Allocation Strategies LLC | 0.66% | Reduce -1.2% | 28,783 | $2.0M |
| Aire Advisors, LLC | 0.43% | Add +0.3% | 27,841 | $1.9M |
| Courage Miller Partners, LLC | 0.68% | Reduce -0.4% | 27,792 | $1.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.9% | 27,670 | $1.9M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -1.5% | 27,505 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.9% | 30,867 | $1.8M |
| Arden Trust Co | 0.25% | No change | 26,661 | $1.8M |
| Comerica Bank | 0.01% | Reduce -2.5% | 26,589 | $1.8M |
| Marino, Stram & Associates LLC | 0.43% | Add +1.3% | 26,255 | $1.8M |
| Arete Wealth Advisors, LLC | 0.14% | Reduce -1.5% | 24,952 | $1.7M |
| Merit Financial Group, LLC | 0.04% | Reduce -1.3% | 24,236 | $1.6M |
| Principal Securities, Inc. | 0.04% | Add +11.8% | 23,940 | $1.6M |
| Hunter Associates Investment Management LLC | 0.27% | Reduce -6.0% | 23,381 | $1.6M |
| Blair William & Co. | 0.00% | Add +341.1% | 23,241 | $1.6M |
| Prospect Financial Services LLC | 1.16% | Add +2.1% | 22,239 | $1.5M |
| Horizon Investment Services, LLC | 0.71% | Add +1.1% | 22,180 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +0.7% | 21,556 | $1.5M |
| Hilltop Holdings Inc. | 0.16% | Add +7.3% | 20,801 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.22% | Reduce -17.2% | 20,088 | $1.4M |
| Allegheny Financial Group | 0.39% | Add +6.9% | 19,974 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.0% | 19,921 | $1.3M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.