iShares Morningstar Mid-CapIMCGETF
13F holders, Q3 2024 (September 30)316holders +22
30new positions
11sold out
3famous investors
$72.93avg. 13F price*
At the end of Q3 2024, 316 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 22 from Q2 2024. 30 opened new positions and 11 sold out. The largest holders were Ameriprise Financial Inc. ($88.4M), LPL Financial LLC ($72.0M) and Morgan Stanley ($57.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $37.9M |
| Exits | 11 | $5.2M |
All 13F filers, Q2 2024 → Q3 2024: 1,338,244 shares bought and 1,126,055 shares sold, net +212,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 316 holders
| Ameriprise Financial Inc. | 0.02% | Add +15.3% | 1,211,276 | $88.4M |
| LPL Financial LLC | 0.03% | Add +7.6% | 986,537 | $72.0M |
| Morgan Stanley | 0.00% | Reduce -13.8% | 793,505 | $57.9M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +6.7% | 695,780 | $50.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -16.4% | 603,472 | $44.0M |
| Avior Wealth Management, LLC | 1.59% | Add +4.7% | 547,910 | $40.0M |
| Avantax Advisory Services, Inc. | 0.24% | Add +8.9% | 500,908 | $36.6M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -16.8% | 469,685 | $34.3M |
| UBS Group AG | 0.01% | Reduce -15.4% | 438,489 | $32.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.6% | 386,954 | $28.2M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 354,865 | $25.9M |
| Orgel Wealth Management, LLC | 0.59% | Reduce -4.1% | 322,941 | $23.6M |
| Cornerstone Planning Group LLC | 6.07% | Add +6.0% | 310,146 | $23.0M |
| Creative Financial Designs Inc. | 1.73% | Reduce -2.7% | 281,401 | $20.5M |
| Mariner, LLC | 0.03% | Add +4.6% | 267,119 | $19.5M |
| Bank of America Corp. | 0.00% | Add +9.8% | 262,306 | $19.1M |
| Osaic Holdings, Inc. | 0.04% | Add +10.5% | 254,921 | $18.6M |
| Cosner Financial Group, LLC | 11.48% | Reduce -0.5% | 243,965 | $17.8M |
| Cetera Investment Advisers | 0.04% | Add +14.7% | 240,252 | $17.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 223,852 | $16.3M |
| Rodgers & Associates, LTD | 1.91% | Add +4.2% | 219,935 | $16.0M |
| Steele Capital Management, Inc. | 0.71% | Add +13.6% | 186,034 | $13.6M |
| Matrix Trust Co | 2.54% | Add +13.6% | 186,034 | $13.6M |
| Equitable Holdings, Inc. | 0.13% | Reduce -16.9% | 178,150 | $13.0M |
| IAG Wealth Partners, LLC | 2.30% | Add +3.2% | 170,805 | $12.5M |
| Capital Wealth Management, LLC | 4.90% | Reduce -0.3% | 156,555 | $11.4M |
| Raymond James & Associates | 0.01% | Add +12.3% | 134,148 | $9.8M |
| Elevation Capital Advisory, LLC | 4.15% | New | 128,942 | $9.4M |
| GeoWealth Management, LLC | 0.33% | New | 128,745 | $9.4M |
| Employees' Retirement Fund of the City of Fort Worth | 4.09% | No change | 123,000 | $9.0M |
| Scott Capital Advisors, LLC | 2.53% | Reduce -3.3% | 122,237 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.2% | 121,356 | $8.9M |
| Marmo Financial Group, LLC | 4.63% | Reduce -42.6% | 119,048 | $8.7M |
| Etfidea, LLC | 2.75% | No change | 119,039 | $8.7M |
| Sigma Planning Corp | 0.27% | Add +33.3% | 118,654 | $8.7M |
| Mgo One Seven LLC | 0.35% | Reduce -0.1% | 111,150 | $8.1M |
| Eagle Strategies LLC | 1.46% | Add +1.5% | 110,902 | $8.1M |
| Integrated Investment Consultants, LLC | 1.75% | Add +8.3% | 112,763 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Add +7.6% | 105,208 | $7.7M |
| Cedrus LLC | 2.80% | Add +8.4% | 103,508 | $7.6M |
| Truist Financial Corp. | 0.01% | Add +2.8% | 95,555 | $7.0M |
| PFS Partners, LLC | 3.88% | Add +0.9% | 92,342 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.4% | 89,803 | $6.6M |
| Bedel Financial Consulting, Inc. | 0.90% | Add +6.7% | 87,844 | $6.4M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -4.2% | 87,594 | $6.4M |
| Nations Financial Group Inc, /Ia/ | 0.46% | Add +23.2% | 87,416 | $6.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -21.7% | 86,028 | $6.3M |
| Cwm, LLC | 0.03% | Reduce -2.6% | 82,873 | $6.0M |
| Forte Capital LLC | 0.63% | Reduce -27.1% | 76,334 | $5.6M |
| Kingsview Wealth Management, LLC | 0.11% | Add +6.3% | 73,243 | $5.3M |
| MML Investors Services, LLC | 0.02% | Add +4.8% | 71,222 | $5.2M |
| OxenFree Capital LLC | 3.93% | Add +5.7% | 68,543 | $5.0M |
| Certified Advisory Corp | 0.52% | Add +4.8% | 64,035 | $4.7M |
| Wolf Group Capital Advisors | 2.15% | Add +4.2% | 74,142 | $4.5M |
| Castle Wealth Management LLC | 1.78% | Add +3.4% | 61,176 | $4.5M |
| Summit Asset Management, LLC | 0.50% | Reduce -0.5% | 59,702 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +4.1% | 57,476 | $4.2M |
| Nwam LLC | 0.23% | New | 51,702 | $3.8M |
| Verde Capital Management | 1.12% | Add +5.1% | 51,052 | $3.7M |
| Creative Planning | 0.00% | Add +0.1% | 49,939 | $3.6M |
| PFG Advisors | 0.23% | Add +1.3% | 49,339 | $3.6M |
| Kellett Wealth Advisors, LLC | 2.46% | Add +8.5% | 47,224 | $3.4M |
| &partners | 0.07% | Add +31.9% | 46,143 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.0% | 43,664 | $3.2M |
| Merit Financial Group, LLC | 0.07% | Add +78.1% | 43,175 | $3.2M |
| Family Legacy, Inc. | 1.02% | Reduce -3.3% | 41,857 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +286.9% | 41,656 | $3.0M |
| Global Retirement Partners, LLC | 0.08% | Reduce -3.2% | 37,901 | $2.8M |
| Leo Wealth, LLC | 0.25% | Add +17.5% | 37,303 | $2.7M |
| Valley National Advisers Inc. | 0.49% | Reduce -35.2% | 37,131 | $2.7M |
| Chaney Capital Management, Inc. | 1.49% | Add +129.5% | 36,463 | $2.7M |
| Rovin Capital /Ut/ | 0.98% | Add +12.7% | 36,182 | $2.6M |
| Ignite Planners, LLC | 0.60% | Add +15.7% | 36,028 | $2.6M |
| Integrated Capital Management, LLC | 1.35% | — | 34,859 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Reduce -9.1% | 34,422 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.5% | 33,793 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -20.4% | 33,137 | $2.4M |
| Black Diamond Financial, LLC | 0.41% | Add +4.3% | 32,992 | $2.4M |
| LRI Investments, LLC | 0.22% | No change | 29,730 | $2.3M |
| Savant Capital, LLC | 0.02% | New | 28,410 | $2.1M |
| Capital Square, LLC | 1.25% | Reduce -6.8% | 28,186 | $2.1M |
| Aire Advisors, LLC | 0.45% | Reduce -0.3% | 27,751 | $2.0M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -0.0% | 27,500 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 27,346 | $2.0M |
| Courage Miller Partners, LLC | 0.66% | Reduce -2.5% | 27,084 | $2.0M |
| Principal Securities, Inc. | 0.05% | Add +12.1% | 26,847 | $2.0M |
| Marino, Stram & Associates LLC | 0.44% | Add +2.1% | 26,806 | $2.0M |
| Comerica Bank | 0.01% | Reduce -0.0% | 26,582 | $1.9M |
| Blair William & Co. | 0.01% | Add +10.9% | 25,777 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.1% | 25,423 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -18.6% | 25,111 | $1.8M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -1.8% | 24,512 | $1.8M |
| Hunter Associates Investment Management LLC | 0.28% | Add +4.0% | 24,311 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -53.7% | 24,196 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -28.4% | 23,963 | $1.7M |
| Allegheny Financial Group | 0.41% | Add +15.1% | 22,984 | $1.7M |
| Prospect Financial Services LLC | 1.04% | Add +2.7% | 22,846 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.7% | 22,344 | $1.6M |
| Horizon Investment Services, LLC | 0.69% | Add +0.1% | 22,191 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Add +6.0% | 22,047 | $1.6M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.