iShares Morningstar Mid-CapIMCGETF
13F holders, Q4 2024 (December 31)356holders +40
40new positions
18sold out
2famous investors
$75.56avg. 13F price*
At the end of Q4 2024, 356 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 40 from Q3 2024. 40 opened new positions and 18 sold out. The largest holders were Ameriprise Financial Inc. ($105.3M), LPL Financial LLC ($89.8M) and Morgan Stanley ($69.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $67.0M |
| Exits | 18 | $14.3M |
All 13F filers, Q3 2024 → Q4 2024: 3,196,780 shares bought and 474,484 shares sold, net +2,722,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Ameriprise Financial Inc. | 0.03% | Add +15.1% | 1,393,915 | $105.3M |
| LPL Financial LLC | 0.04% | Add +20.6% | 1,189,592 | $89.8M |
| Morgan Stanley | 0.00% | Add +15.2% | 914,124 | $69.0M |
| Raymond James Financial Inc. | 0.03% | — | 903,777 | $68.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.7% | 638,031 | $48.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +29.8% | 609,856 | $46.1M |
| Wells Fargo & Company | 0.01% | Add +47.9% | 572,389 | $43.2M |
| Osaic Holdings, Inc. | 0.10% | Add +122.3% | 566,606 | $42.8M |
| Avior Wealth Management, LLC | 1.54% | Add +1.8% | 557,968 | $42.1M |
| AdvisorShares Investments LLC | 7.97% | New | 546,730 | $41.3M |
| Avantax Advisory Services, Inc. | 0.26% | Add +7.8% | 540,253 | $40.8M |
| UBS Group AG | 0.01% | Add +8.7% | 476,721 | $36.0M |
| Royal Bank of Canada | 0.01% | Add +23.8% | 439,327 | $33.2M |
| Bank of America Corp. | 0.00% | Add +32.5% | 347,634 | $26.3M |
| Cornerstone Planning Group LLC | 6.01% | Add +0.3% | 311,080 | $24.5M |
| Victory Financial Group, LLC | 6.32% | — | 318,341 | $24.0M |
| Orgel Wealth Management, LLC | 0.62% | Reduce -3.3% | 312,272 | $23.6M |
| Creative Financial Designs Inc. | 1.77% | Add +2.3% | 287,832 | $21.7M |
| Mariner, LLC | 0.03% | Add +1.7% | 271,571 | $20.5M |
| Cetera Investment Advisers | 0.04% | Add +6.8% | 256,568 | $19.4M |
| Cosner Financial Group, LLC | 12.13% | Add +3.9% | 253,572 | $19.2M |
| Rodgers & Associates, LTD | 1.98% | Reduce -0.2% | 219,476 | $16.6M |
| Private Advisor Group, LLC | 0.09% | Add +100.9% | 211,353 | $16.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.2% | 207,674 | $15.7M |
| Steele Capital Management, Inc. | 0.73% | Reduce -0.8% | 184,472 | $13.9M |
| Matrix Trust Co | 2.42% | Reduce -0.8% | 184,472 | $13.9M |
| GeoWealth Management, LLC | 0.44% | Add +38.6% | 178,430 | $13.5M |
| IAG Wealth Partners, LLC | 2.27% | Reduce -0.2% | 170,503 | $12.9M |
| Arax Advisory Partners | 0.77% | Add +102908.9% | 162,754 | $12.3M |
| Capital Wealth Management, LLC | 5.05% | Reduce -0.3% | 156,090 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +15.5% | 140,180 | $10.6M |
| Equitable Holdings, Inc. | 0.10% | Reduce -21.4% | 140,056 | $10.6M |
| Sigma Planning Corp | 0.31% | Add +11.1% | 131,788 | $10.0M |
| Cwm, LLC | 0.04% | Add +59.0% | 131,749 | $10.0M |
| Employees' Retirement Fund of the City of Fort Worth | 4.33% | No change | 123,000 | $9.3M |
| Scott Capital Advisors, LLC | 2.64% | Reduce -0.3% | 121,935 | $9.2M |
| Eagle Strategies LLC | 1.56% | Add +7.4% | 119,082 | $9.0M |
| Marmo Financial Group, LLC | 4.78% | Reduce -1.6% | 117,110 | $8.8M |
| Integrated Investment Consultants, LLC | 1.73% | Add +0.9% | 113,762 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +14.5% | 109,372 | $8.3M |
| Mgo One Seven LLC | 0.32% | Reduce -2.1% | 108,806 | $8.2M |
| Silver Oak Wealth Advisors Services, LLC | 6.64% | — | 101,555 | $7.7M |
| Nations Financial Group Inc, /Ia/ | 0.56% | Add +15.3% | 100,775 | $7.6M |
| Bedel Financial Consulting, Inc. | 1.02% | Add +5.0% | 92,209 | $7.4M |
| PFS Partners, LLC | 3.85% | Add +1.4% | 93,643 | $7.1M |
| Oppenheimer & Co. Inc. | 0.10% | Add +1.1% | 88,557 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +2.1% | 87,848 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.0% | 85,339 | $6.4M |
| Wood Tarver Financial Group, LLC | 2.00% | — | 79,322 | $6.0M |
| MML Investors Services, LLC | 0.02% | Add +8.3% | 77,114 | $5.8M |
| Ipsen Advisor Group LLC | 4.92% | — | 76,297 | $5.8M |
| OxenFree Capital LLC | 4.06% | Add +4.3% | 71,479 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +70.8% | 71,164 | $5.4M |
| Certified Advisory Corp | 0.55% | Add +5.6% | 67,601 | $5.1M |
| Forte Capital LLC | 0.56% | Reduce -14.0% | 65,664 | $5.0M |
| Tandem Financial, LLC | 5.35% | — | 65,601 | $5.0M |
| Bouvel Investment Partners, LLC | 1.66% | New | 61,080 | $4.6M |
| Wolf Group Capital Advisors | 2.19% | No change | 74,142 | $4.5M |
| Castle Wealth Management LLC | 1.77% | Reduce -2.7% | 59,500 | $4.5M |
| Summit Asset Management, LLC | 0.79% | Reduce -0.6% | 59,362 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.2% | 58,181 | $4.4M |
| Allegheny Financial Group | 1.13% | Add +152.9% | 58,120 | $4.4M |
| Verde Capital Management | 1.18% | Add +8.0% | 55,148 | $4.2M |
| Virtus Wealth Solutions LLC | 0.96% | — | 53,840 | $4.1M |
| Nwam LLC | 0.24% | Add +0.5% | 51,944 | $3.9M |
| Kellett Wealth Advisors, LLC | 2.60% | Add +5.9% | 50,026 | $3.8M |
| PFG Advisors | 0.22% | Reduce -2.7% | 48,015 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.27% | Add +199.0% | 47,818 | $3.6M |
| &partners | 0.04% | Add +1.5% | 46,840 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.1% | 46,327 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +108.9% | 44,700 | $3.4M |
| Chaney Capital Management, Inc. | 1.55% | Add +18.6% | 43,248 | $3.3M |
| Merit Financial Group, LLC | 0.06% | Add +0.0% | 43,193 | $3.3M |
| American Trust | 0.24% | New | 42,014 | $3.2M |
| Family Legacy, Inc. | 1.07% | Reduce -1.3% | 41,304 | $3.2M |
| Rovin Capital /Ut/ | 1.13% | Add +15.4% | 41,749 | $3.1M |
| Global Retirement Partners, LLC | 0.09% | Add +8.8% | 41,236 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +23.4% | 40,874 | $3.1M |
| Valley National Advisers Inc. | 0.55% | Add +9.5% | 40,652 | $3.1M |
| Creative Planning | 0.00% | Reduce -21.0% | 39,430 | $3.0M |
| Sovran Advisors, LLC | 0.41% | — | 38,101 | $2.9M |
| Leo Wealth, LLC | 0.26% | Add +2.9% | 38,388 | $2.9M |
| Essential Planning, LLC. | 0.02% | New | 37,830 | $2.9M |
| Foundations Investment Advisors, LLC | 0.06% | Add +1240.6% | 38,006 | $2.9M |
| Ignite Planners, LLC | 0.61% | Add +1.2% | 36,461 | $2.8M |
| Visionary Wealth Advisors | 0.16% | Add +2.8% | 35,376 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +78.6% | 34,116 | $2.6M |
| Prospera Financial Services Inc | 0.06% | Add +572.8% | 33,400 | $2.5M |
| Black Diamond Financial, LLC | 0.38% | Add +1.1% | 33,347 | $2.5M |
| Black Swift Group, LLC | 0.51% | New | 31,700 | $2.4M |
| Capital Square, LLC | 1.34% | Add +5.4% | 29,702 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.1% | 31,049 | $2.3M |
| Marino, Stram & Associates LLC | 0.51% | Add +12.7% | 30,220 | $2.3M |
| LRI Investments, LLC | 0.21% | No change | 29,730 | $2.2M |
| Blair William & Co. | 0.01% | Add +14.7% | 29,565 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +476.9% | 29,470 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -60.6% | 28,850 | $2.2M |
| Aire Advisors, LLC | 0.44% | Add +2.8% | 28,518 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +6.0% | 28,451 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +17.3% | 28,110 | $2.1M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.