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 |
| JPMorgan Chase & Co. | 0.00% | Add +30.9% | 21,394 | $1.6M |
| Asset Allocation Strategies LLC | 0.43% | Reduce -28.2% | 20,656 | $1.5M |
| Nottingham Advisors, Inc. | 0.17% | New | 20,651 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.5% | 20,626 | $1.5M |
| PCA Investment Advisory Services Inc. | 0.70% | Add +7.4% | 20,466 | $1.5M |
| AdvisorNet Financial, Inc | 0.11% | Add +4.7% | 20,153 | $1.5M |
| Financial Freedom, LLC | 0.77% | Reduce -0.1% | 19,888 | $1.5M |
| Diversify Wealth Management, LLC | 0.14% | New | 19,558 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,611 | $1.4M |
| Citigroup Inc. | 0.00% | Add +6.0% | 19,610 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 19,099 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.10% | Reduce -6.1% | 18,854 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.40% | Add +30.7% | 18,008 | $1.3M |
| Betterment LLC | 0.00% | Add +10.0% | 17,675 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +5.7% | 16,929 | $1.2M |
| Accel Wealth Management | 0.46% | Add +14.3% | 16,865 | $1.2M |
| Jim Saulnier & Associates, LLC | 1.20% | — | 16,847 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.13% | Reduce -9.1% | 16,616 | $1.2M |
| Money Concepts Capital Corp. | 0.09% | Add +0.3% | 16,580 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +116.7% | 15,994 | $1.2M |
| Capital Asset Advisory Services LLC | 0.06% | Add +6.4% | 15,965 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +6.2% | 15,826 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | No change | 15,556 | $1.1M |
| Nilsine Partners, LLC | 0.14% | New | 15,167 | $1.1M |
| Neumann Capital Management, LLC | 0.37% | No change | 15,076 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -9.5% | 14,782 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +1.1% | 14,524 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +1.3% | 14,329 | $1.0M |
| WR Wealth Planners, LLC | 0.29% | Add +2.2% | 14,174 | $1.0M |
| James J. Burns & Company, LLC | 0.18% | Reduce -0.3% | 13,648 | $996K |
| HRC Wealth Management, LLC | 0.61% | Add +0.2% | 13,004 | $949K |
| DDFG, Inc | 0.27% | Add +4.8% | 12,775 | $932K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -23.7% | 12,511 | $926K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.3% | 12,664 | $924K |
| HF Advisory Group, LLC | 0.43% | Add +28.3% | 12,638 | $922K |
| Pacific Sun Financial Corp | 0.51% | Add +0.4% | 12,548 | $916K |
| Voisard Asset Management Group, Inc. | 0.38% | Add +345.4% | 12,475 | $910K |
| Cape Investment Advisory, Inc. | 0.36% | Add +0.0% | 12,328 | $900K |
| First Horizon Advisors, Inc. | 0.02% | Add +1.9% | 12,258 | $894K |
| Silver Oak Securities, Incorporated | 0.09% | Add +62.3% | 12,174 | $888K |
| Capital Analysts, LLC | 0.04% | Add +6.0% | 11,843 | $864K |
| Sanctuary Advisors, LLC | 0.01% | New | 10,733 | $857K |
| Full Sail Capital, LLC | 0.05% | No change | 11,520 | $841K |
| FMR LLC | 0.00% | Add +21.6% | 11,341 | $828K |
| Stifel Financial Corp. | 0.00% | Reduce -14.8% | 11,097 | $810K |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,930 | $798K |
| Pathstone Holdings, LLC | 0.00% | Add +13.8% | 10,921 | $797K |
| TD Private Client Wealth LLC | 0.02% | Add +4.5% | 10,913 | $796K |
| Belpointe Asset Management LLC | 0.05% | Reduce -4.0% | 10,845 | $791K |
| Compound Planning, Inc. | 0.05% | Add +73.5% | 10,335 | $754K |
| Independent Financial Group, LLC | 0.03% | Reduce -1.8% | 10,016 | $731K |
| Baldwin Wealth Partners LLC | 0.05% | New | 9,799 | $715K |
| Ridgewood Investments LLC | 0.35% | Add +0.5% | 9,716 | $709K |
| Willner & Heller, LLC | 0.62% | Add +2.0% | 9,576 | $699K |
| Madison Wealth Partners, Inc | 0.20% | No change | 9,206 | $672K |
| Raymond James Trust N.A. | 0.01% | Reduce -10.5% | 9,205 | $672K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.9% | 9,138 | $667K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -1.4% | 9,134 | $666K |
| GTS Securities LLC | 0.01% | New | 9,065 | $661K |
| AtlasMark Financial, Inc | 0.61% | — | 9,000 | $657K |
| LaFleur & Godfrey LLC | 0.09% | Add +5.2% | 8,993 | $656K |
| Whitaker-Myers Wealth Managers, LTD. | 0.22% | Reduce -19.6% | 8,913 | $650K |
| Renaissance Technologies | 0.00% | New | 8,900 | $649K |
| Burt Wealth Advisors | 0.15% | No change | 8,388 | $612K |
| KPP Advisory Services LLC | 0.15% | Add +19.2% | 8,360 | $610K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.0% | 8,338 | $608K |
| Fermata Advisors, LLC | 0.12% | Reduce -5.4% | 8,235 | $601K |
| Mutual Advisors, LLC | 0.02% | Reduce -4.3% | 8,119 | $598K |
| Pinnacle Associates Ltd. | 0.01% | Add +27.1% | 9,150 | $590K |
| Everstar Asset Management, LLC | 0.40% | — | 8,060 | $588K |
| Harbour Investments, Inc. | 0.02% | Add +8.8% | 8,046 | $587K |
| Falcon Wealth Planning | 0.07% | Reduce -0.0% | 8,003 | $584K |
| Rockport Wealth LLC | 0.15% | Reduce -22.9% | 7,913 | $577K |
| Flagstar Securities, Inc. | 0.14% | Reduce -1.9% | 7,678 | $560K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -10.3% | 7,397 | $540K |
| LongView Wealth Management | 0.17% | Add +10.6% | 7,315 | $534K |
| McAdam, LLC | 0.03% | Add +6.4% | 7,196 | $525K |
| MidAtlantic Capital Management, Inc. | 0.38% | No change | 7,155 | $522K |
| Westside Investment Management, Inc. | 0.11% | No change | 7,327 | $515K |
| Afg Fiduciary Services Limited Partnership | 0.34% | No change | 6,750 | $501K |
| BlueChip Wealth Advisors LLC | 0.26% | Add +1.7% | 6,829 | $498K |
| D. E. Shaw & Co. | 0.00% | Add +45.9% | 6,810 | $497K |
| Regal Investment Advisors LLC | 0.03% | Reduce -11.0% | 6,670 | $487K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 6,463 | $472K |
| Addison Advisors LLC | 0.13% | Add +50.5% | 6,375 | $465K |
| Davis Investment Partners, LLC | 0.19% | No change | 6,300 | $457K |
| Key Client Fiduciary Advisors, LLC | 0.20% | Add +0.3% | 6,111 | $446K |
| Bank of Montreal | 0.00% | No change | 6,006 | $438K |
| Mayfair Advisory Group, LLC | 0.27% | Add +2.5% | 5,806 | $423K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.9% | 5,767 | $421K |
| American Money Management, LLC | 0.08% | No change | 5,668 | $414K |
| Valmark Advisers, Inc. | 0.01% | New | 5,627 | $411K |
| Kaizen Financial Strategies | 0.24% | Add +10.1% | 5,585 | $408K |
| Promethium Advisors,llc | 0.28% | — | 5,511 | $402K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -8.3% | 5,409 | $395K |
| Advisory Services Network, LLC | 0.01% | No change | 5,596 | $379K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,178 | $378K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.1% | 5,108 | $373K |
| Benjamin Edwards Inc. | 0.01% | New | 5,017 | $366K |
| Avalon Trust Co | 0.03% | No change | 5,000 | $365K |
| LexAurum Advisors, LLC | 0.08% | Reduce -18.5% | 4,982 | $364K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.9% | 4,964 | $362K |
| Kaydan Wealth Management, Inc. | 0.11% | No change | 4,950 | $361K |
| TAP Consulting, LLC | 0.07% | Reduce -10.3% | 4,903 | $358K |
| Cerity Partners LLC | 0.00% | Add +62.1% | 4,887 | $357K |
| Liberty Wealth Management LLC | 0.06% | Add +0.2% | 4,779 | $349K |
| US Bancorp \de | 0.00% | No change | 4,647 | $339K |
| Means Investment Co., Inc. | 0.04% | Add +7.1% | 4,599 | $336K |
| MAI Capital Management | 0.00% | Reduce -43.7% | 4,511 | $329K |
| Asset Management Group, Inc. | 0.05% | Add +0.2% | 4,510 | $329K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 4,500 | $328K |
| Larson Financial Group LLC | 0.02% | New | 4,329 | $316K |
| IFP Advisors, Inc | 0.01% | Reduce -17.4% | 4,266 | $311K |
| Citadel Advisors | 0.00% | Reduce -88.8% | 4,261 | $311K |
| Assetmark, Inc. | 0.00% | Add +39.9% | 4,106 | $300K |
| Journey Advisory Group, LLC | 0.04% | No change | 4,385 | $297K |
| Richwood Investment Advisors, LLC | 0.24% | No change | 4,020 | $293K |
| WealthCare Investment Partners, LLC | 0.13% | Reduce -1.4% | 4,042 | $293K |
| Clearstead Advisors, LLC | 0.00% | Add +0.0% | 3,891 | $284K |
| Northern Capital Management, Inc. | 0.18% | No change | 3,880 | $283K |
| Horizon Family Wealth, Inc. | 0.20% | Add +0.3% | 3,824 | $279K |
| Townsquare Capital LLC | 0.00% | Reduce -2.7% | 3,818 | $279K |
| Rede Wealth, LLC | 0.11% | No change | 3,786 | $276K |
| Brand Asset Management Group, Inc. | 0.11% | No change | 3,746 | $273K |
| StoneX Group Inc. | 0.02% | Reduce -2.1% | 3,669 | $268K |
| TAGStone Capital, Inc. | 0.14% | Add +0.6% | 3,654 | $267K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,568 | $260K |
| High Falls Advisors, Inc | 0.06% | No change | 3,503 | $256K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,483 | $254K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 3,479 | $254K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 3,479 | $254K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -84.3% | 3,387 | $247K |
| FC Advisory LLC | 0.08% | Add +0.2% | 3,371 | $246K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,368 | $246K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $245K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -9.6% | 3,266 | $243K |
| Sage Financial Group Inc. | 0.02% | No change | 3,296 | $241K |
| Strategic Advocates LLC | 0.08% | No change | 3,237 | $236K |
| Signal Advisors Wealth, LLC | 0.03% | New | 3,234 | $236K |
| Interchange Capital Partners, LLC | 0.08% | No change | 3,232 | $236K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -98.5% | 3,203 | $234K |
| Faithward Advisors, LLC | 0.04% | New | 3,177 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,132 | $229K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 3,014 | $220K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,000 | $219K |
| Bogart Wealth, LLC | 0.01% | Reduce -20.7% | 2,913 | $213K |
| Allworth Financial LP | 0.00% | Reduce -15.9% | 2,909 | $212K |
| Breakwater Capital Group | 0.04% | Reduce -3.0% | 2,892 | $211K |
| RAM Investment Partners, LLC | 0.05% | Reduce -9.5% | 2,865 | $209K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,835 | $207K |
| Mosley Wealth Management | 0.14% | New | 2,751 | $205K |
| Ellis Investment Partners, LLC | 0.04% | New | 2,764 | $202K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -3.6% | 2,485 | $181K |
| Eagle Bay Advisors LLC | 0.07% | No change | 2,400 | $175K |
| Jones Financial Companies LLLP | 0.00% | Add +233.2% | 2,319 | $169K |
| City State Bank | 0.06% | No change | 2,148 | $157K |
| Aspire Wealth Management Corp | 0.08% | Add +1.6% | 2,136 | $156K |
| Smartleaf Asset Management LLC | 0.02% | Add +9.8% | 1,884 | $137K |
| Private Trust Co. NA | 0.01% | No change | 1,849 | $135K |
| NBT Bank, N.A. | 0.01% | No change | 1,652 | $121K |
| Private Capital Management LLC | 0.02% | Reduce -14.2% | 1,544 | $113K |
| Beacon Capital Management, LLC | 0.02% | No change | 1,536 | $112K |
| Caitlin John, LLC | 0.07% | Reduce -21.3% | 1,374 | $108K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,387 | $101K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,300 | $95K |
| Parallel Advisors, LLC | 0.00% | No change | 1,100 | $80K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,098 | $80K |
| M&R Capital Management Inc. | 0.02% | Add +119.3% | 1,092 | $80K |
| Concord Wealth Partners | 0.01% | New | 1,033 | $75K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 906 | $66K |
| Operose Advisors LLC | 0.02% | No change | 888 | $65K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 886 | $65K |
| Franklin Resources Inc. | 0.00% | Add +9.7% | 827 | $62K |
| St. Johns Investment Management Company, LLC | 0.03% | Reduce -11.1% | 800 | $58K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $56K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 716 | $52K |
| Lanark Financial, Inc. | 0.00% | No change | 726 | $52K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 637 | $48K |
| MCF Advisors LLC | 0.00% | No change | 550 | $40K |
| Salomon & Ludwin, LLC | 0.00% | No change | 544 | $40K |
| Tsfg, LLC | 0.01% | Add +0.2% | 511 | $37K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 430 | $31K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $29K |
| CIBC Private Wealth Group LLC | 0.00% | New | 400 | $29K |
| Archer Investment Corp | 0.01% | No change | 342 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | Add +55.3% | 295 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 276 | $20K |
| Whittier Trust Co. | 0.00% | No change | 240 | $18K |
| Main Street Group, LTD | 0.01% | No change | 240 | $17K |
| Eastern Bank | 0.00% | New | 222 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $15K |
| Arax Advisory Partners | 0.00% | Add +0.6% | 158 | $12K |
| Signaturefd, LLC | 0.00% | No change | 132 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -8.3% | 121 | $9K |
| First Personal Financial Services | 0.00% | No change | 114 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -31.1% | 113 | $8K |
| Russell Investments Group, Ltd. | 0.00% | No change | 106 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 98 | $7K |
| Key Financial Inc | 0.00% | No change | 96 | $7K |
| Spire Wealth Management | 0.00% | Add +840.0% | 94 | $7K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 48 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 48 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 46 | $3K |
| CGC Financial Services, LLC | 0.00% | No change | 43 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 42 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 22 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 22 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 19 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $1K |
| Quadrant Capital Group LLC | 0.00% | New | 16 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $365 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 3 | $219 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $94 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.