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 |
| Financial Freedom, LLC | 0.77% | Reduce -48.3% | 19,911 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 19,611 | $1.3M |
| AdvisorNet Financial, Inc | 0.12% | Add +1.0% | 19,251 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.68% | Reduce -3.2% | 19,053 | $1.3M |
| Citigroup Inc. | 0.00% | Add +10.9% | 18,494 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +38.3% | 18,285 | $1.2M |
| Money Concepts Capital Corp. | 0.09% | Add +1.9% | 16,529 | $1.1M |
| Focus Financial Network, Inc. | 0.05% | Add +0.0% | 16,011 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.8% | 16,339 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -23.2% | 16,336 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Add +3.1% | 16,400 | $1.1M |
| Betterment LLC | 0.00% | Add +72.0% | 16,062 | $1.1M |
| Chaney Capital Management, Inc. | 0.71% | New | 15,891 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.5% | 15,556 | $1.1M |
| Prudential Financial Inc. | 0.00% | New | 15,223 | $1.0M |
| Neumann Capital Management, LLC | 0.35% | Reduce -2.6% | 15,076 | $1.0M |
| Capital Asset Advisory Services LLC | 0.05% | Add +11.0% | 15,000 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Add +10.2% | 14,907 | $1.0M |
| Accel Wealth Management | 0.40% | Add +14.2% | 14,760 | $1000K |
| Ieq Capital, LLC | 0.01% | No change | 14,370 | $974K |
| Carnegie Investment Counsel | 0.03% | Add +0.1% | 14,151 | $959K |
| WR Wealth Planners, LLC | 0.29% | Reduce -1.9% | 13,870 | $940K |
| Beam Wealth Advisors, Inc. | 0.31% | New | 13,781 | $934K |
| James J. Burns & Company, LLC | 0.18% | Add +57.3% | 13,688 | $928K |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 13,028 | $883K |
| HRC Wealth Management, LLC | 0.60% | Reduce -1.9% | 12,979 | $879K |
| Pacific Sun Financial Corp | 0.50% | No change | 12,503 | $847K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -80.5% | 12,500 | $847K |
| Cape Investment Advisory, Inc. | 0.38% | Reduce -0.8% | 12,326 | $835K |
| DDFG, Inc | 0.26% | Add +6.0% | 12,192 | $826K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -2.5% | 12,026 | $815K |
| Full Sail Capital, LLC | 0.05% | No change | 11,520 | $780K |
| Belpointe Asset Management LLC | 0.05% | Reduce -50.8% | 11,299 | $765K |
| Capital Analysts, LLC | 0.03% | Add +0.1% | 11,174 | $757K |
| Whitaker-Myers Wealth Managers, LTD. | 0.28% | Reduce -58.4% | 11,080 | $751K |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,930 | $741K |
| Thrivent Financial for Lutherans | 0.00% | Add +11.5% | 10,768 | $730K |
| TD Private Client Wealth LLC | 0.02% | Reduce -0.8% | 10,438 | $707K |
| Raymond James Trust N.A. | 0.02% | Add +23.1% | 10,288 | $697K |
| Rockport Wealth LLC | 0.29% | Reduce -2.3% | 10,259 | $695K |
| Independent Financial Group, LLC | 0.03% | Add +41.3% | 10,199 | $691K |
| HF Advisory Group, LLC | 0.35% | Add +13.5% | 9,853 | $668K |
| Ridgewood Investments LLC | 0.33% | Add +13.5% | 9,671 | $655K |
| Pathstone Holdings, LLC | 0.00% | Reduce -15.1% | 9,600 | $650K |
| Old Mission Capital LLC | 0.02% | New | 9,463 | $641K |
| IHT Wealth Management, LLC | 0.02% | Add +10.8% | 9,406 | $637K |
| Willner & Heller, LLC | 0.61% | Add +3.1% | 9,389 | $636K |
| FMR LLC | 0.00% | Add +26.6% | 9,324 | $632K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.8% | 9,263 | $628K |
| Madison Wealth Partners, Inc | 0.21% | Add +0.7% | 9,206 | $624K |
| Fermata Advisors, LLC | 0.14% | Reduce -73.8% | 8,701 | $590K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.9% | 8,484 | $583K |
| LaFleur & Godfrey LLC | 0.08% | Add +45.6% | 8,545 | $579K |
| Burt Wealth Advisors | 0.15% | No change | 8,388 | $568K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +142.4% | 8,340 | $565K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -0.7% | 8,247 | $559K |
| MAI Capital Management | 0.01% | Add +0.1% | 8,014 | $543K |
| Falcon Wealth Planning | 0.07% | Reduce -0.2% | 8,004 | $542K |
| Flagstar Securities, Inc. | 0.15% | Reduce -6.7% | 7,824 | $530K |
| Silver Oak Securities, Incorporated | 0.08% | Add +7.7% | 7,499 | $508K |
| Regal Investment Advisors LLC | 0.03% | Add +42.6% | 7,497 | $508K |
| Harbour Investments, Inc. | 0.02% | Add +16.5% | 7,395 | $501K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +22.3% | 7,382 | $500K |
| Westside Investment Management, Inc. | 0.11% | Add +4.2% | 7,327 | $496K |
| Pinnacle Associates Ltd. | 0.01% | No change | 7,200 | $488K |
| MidAtlantic Capital Management, Inc. | 0.41% | No change | 7,155 | $485K |
| KPP Advisory Services LLC | 0.13% | Add +5.7% | 7,014 | $475K |
| IFG Advisory, LLC | 0.03% | New | 6,929 | $469K |
| Afg Fiduciary Services Limited Partnership | 0.33% | No change | 6,750 | $468K |
| McAdam, LLC | 0.03% | Add +1.0% | 6,763 | $458K |
| BlueChip Wealth Advisors LLC | 0.27% | Add +4.5% | 6,714 | $455K |
| LongView Wealth Management | 0.17% | Add +4.8% | 6,613 | $448K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -32.8% | 6,463 | $438K |
| Davis Investment Partners, LLC | 0.18% | No change | 6,300 | $437K |
| LexAurum Advisors, LLC | 0.10% | Add +6.7% | 6,112 | $414K |
| Key Client Fiduciary Advisors, LLC | 0.21% | Add +0.2% | 6,096 | $413K |
| Bank of Montreal | 0.00% | No change | 6,006 | $409K |
| Compound Planning, Inc. | 0.03% | Add +24.4% | 5,957 | $404K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,897 | $400K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.9% | 5,821 | $394K |
| Mayfair Advisory Group, LLC | 0.27% | Add +30.9% | 5,662 | $393K |
| American Money Management, LLC | 0.08% | Reduce -12.8% | 5,668 | $384K |
| Advisory Services Network, LLC | 0.01% | Add +2.9% | 5,596 | $379K |
| TAP Consulting, LLC | 0.08% | No change | 5,466 | $370K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -6.0% | 5,178 | $351K |
| IFP Advisors, Inc | 0.01% | No change | 5,166 | $350K |
| Kaizen Financial Strategies | 0.22% | Add +0.2% | 5,071 | $349K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -8.7% | 5,111 | $346K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -0.2% | 5,017 | $340K |
| Prospera Financial Services Inc | 0.01% | Add +0.6% | 5,011 | $340K |
| Avalon Trust Co | 0.03% | Reduce -10.8% | 5,000 | $339K |
| Kaydan Wealth Management, Inc. | 0.12% | No change | 4,950 | $335K |
| Liberty Wealth Management LLC | 0.06% | Reduce -1.1% | 4,769 | $323K |
| D. E. Shaw & Co. | 0.00% | New | 4,667 | $316K |
| US Bancorp \de | 0.00% | Add +8.3% | 4,647 | $315K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 4,500 | $305K |
| Asset Management Group, Inc. | 0.05% | Add +0.2% | 4,499 | $305K |
| Journey Advisory Group, LLC | 0.04% | No change | 4,385 | $297K |
| Means Investment Co., Inc. | 0.03% | Reduce -2.2% | 4,295 | $291K |
| Addison Advisors LLC | 0.09% | New | 4,235 | $287K |
| WealthCare Investment Partners, LLC | 0.13% | Add +0.2% | 4,101 | $278K |
| Richwood Investment Advisors, LLC | 0.24% | Reduce -3.3% | 4,020 | $272K |
| Townsquare Capital LLC | 0.00% | No change | 3,924 | $266K |
| Clearstead Advisors, LLC | 0.00% | New | 3,890 | $264K |
| Northern Capital Management, Inc. | 0.18% | No change | 3,880 | $263K |
| Rede Wealth, LLC | 0.24% | No change | 3,786 | $257K |
| StoneX Group Inc. | 0.02% | Reduce -0.9% | 3,749 | $254K |
| Brand Asset Management Group, Inc. | 0.11% | Reduce -1.8% | 3,746 | $254K |
| Bogart Wealth, LLC | 0.01% | Reduce -5.5% | 3,674 | $249K |
| TAGStone Capital, Inc. | 0.14% | Add +0.1% | 3,632 | $246K |
| Roman Butler Fullerton & Co. | 0.08% | Add +4.3% | 3,611 | $245K |
| High Falls Advisors, Inc | 0.06% | No change | 3,503 | $237K |
| Allworth Financial LP | 0.00% | Reduce -11.7% | 3,461 | $237K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,483 | $236K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 3,479 | $236K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 3,479 | $236K |
| Horizon Family Wealth, Inc. | 0.17% | Add +0.1% | 3,814 | $229K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,368 | $228K |
| FC Advisory LLC | 0.08% | Add +0.1% | 3,363 | $228K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $228K |
| Sage Financial Group Inc. | 0.02% | No change | 3,296 | $223K |
| Strategic Advocates LLC | 0.09% | No change | 3,237 | $219K |
| Interchange Capital Partners, LLC | 0.08% | Reduce -3.6% | 3,232 | $219K |
| RAM Investment Partners, LLC | 0.06% | New | 3,165 | $214K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.0% | 3,132 | $212K |
| Cerity Partners LLC | 0.00% | Add +0.5% | 3,014 | $204K |
| Evanson Asset Management, LLC | 0.01% | No change | 3,000 | $203K |
| Breakwater Capital Group | 0.05% | New | 2,982 | $202K |
| Assetmark, Inc. | 0.00% | Add +30.3% | 2,936 | $199K |
| Realta Investment Advisors | 0.04% | Add +638.4% | 2,843 | $193K |
| Voisard Asset Management Group, Inc. | 0.09% | New | 2,801 | $190K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +2.3% | 2,577 | $175K |
| Opal Wealth Advisors, LLC | 0.06% | New | 2,572 | $174K |
| Eagle Bay Advisors LLC | 0.10% | No change | 2,400 | $163K |
| City State Bank | 0.06% | No change | 2,148 | $146K |
| Aspire Wealth Management Corp | 0.08% | Add +0.1% | 2,103 | $142K |
| Private Trust Co. NA | 0.01% | Reduce -2.7% | 1,849 | $125K |
| Private Capital Management LLC | 0.02% | No change | 1,800 | $122K |
| Caitlin John, LLC | 0.09% | Reduce -15.8% | 1,745 | $118K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -5.3% | 1,716 | $117K |
| NBT Bank, N.A. | 0.01% | No change | 1,652 | $112K |
| Beacon Capital Management, LLC | 0.02% | No change | 1,536 | $104K |
| Financial Perspectives, Inc | 0.03% | Add +0.1% | 1,384 | $94K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,300 | $90K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.9% | 1,100 | $75K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,098 | $74K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 906 | $61K |
| St. Johns Investment Management Company, LLC | 0.03% | No change | 900 | $61K |
| Operose Advisors LLC | 0.02% | No change | 888 | $60K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $52K |
| Franklin Resources Inc. | 0.00% | New | 754 | $51K |
| Lanark Financial, Inc. | 0.00% | No change | 726 | $49K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 714 | $48K |
| Jones Financial Companies LLLP | 0.00% | New | 696 | $47K |
| Tyler-Stone Wealth Management | 0.02% | Add +34.7% | 574 | $39K |
| MCF Advisors LLC | 0.00% | No change | 550 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.6% | 544 | $37K |
| Tsfg, LLC | 0.01% | Add +0.2% | 510 | $35K |
| M&R Capital Management Inc. | 0.01% | Add +22.7% | 498 | $34K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 430 | $29K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -21.6% | 400 | $27K |
| Archer Investment Corp | 0.01% | No change | 342 | $23K |
| Strategic Financial Concepts, LLC | 0.01% | Add +6375.5% | 218,613 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 276 | $19K |
| Whittier Trust Co. | 0.00% | No change | 240 | $16K |
| Main Street Group, LTD | 0.01% | Add +0.4% | 240 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | Add +46.1% | 190 | $13K |
| Element Wealth, LLC | 0.01% | No change | 185 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 164 | $11K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 157 | $11K |
| Arax Advisory Partners | 0.00% | No change | 157 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 150 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 132 | $9K |
| Signaturefd, LLC | 0.00% | Add +120.0% | 132 | $9K |
| First Personal Financial Services | 0.00% | Add +776.9% | 114 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $7K |
| Russell Investments Group, Ltd. | 0.00% | No change | 106 | $7K |
| Key Financial Inc | 0.00% | No change | 96 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 77 | $5K |
| Asset Dedication, LLC | 0.00% | New | 48 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 46 | $3K |
| CGC Financial Services, LLC | 0.00% | Reduce -99.5% | 43 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 42 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 22 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 22 | $1K |
| Clear Point Advisors Inc. | 0.00% | No change | 19 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $1K |
| Spire Wealth Management | 0.00% | No change | 10 | $678 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $344 |
| Elevation Wealth Partners, LLC | 0.00% | New | 3 | $204 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -99.0% | 2 | $105 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $68 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.