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 |
| GHP Investment Advisors, Inc. | 0.10% | Reduce -0.1% | 27,479 | $2.1M |
| Prospect Financial Services LLC | 1.12% | Add +19.2% | 27,234 | $2.1M |
| Courage Miller Partners, LLC | 0.69% | Reduce -1.5% | 26,675 | $2.0M |
| Hunter Associates Investment Management LLC | 0.30% | Add +7.0% | 26,003 | $2.0M |
| Arete Wealth Advisors, LLC | 0.14% | Add +5.0% | 25,727 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.9% | 24,622 | $1.9M |
| Hilltop Holdings Inc. | 0.11% | Add +8.6% | 23,940 | $1.8M |
| Comerica Bank | 0.01% | Reduce -10.0% | 23,922 | $1.8M |
| Keyvantage Wealth, LLC | 1.28% | — | 23,725 | $1.8M |
| Diversify Wealth Management, LLC | 0.14% | Add +19.6% | 23,401 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.56% | Add +29.1% | 23,246 | $1.8M |
| Bonfire Financial | 1.58% | — | 23,149 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.05% | — | 22,955 | $1.7M |
| Liberty Square Wealth Partners LLC | 0.62% | — | 21,514 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 22,344 | $1.7M |
| Ibex Wealth Advisors | 0.20% | New | 22,205 | $1.7M |
| Horizon Investment Services, LLC | 0.71% | Reduce -0.3% | 22,120 | $1.7M |
| Stanich Group LLC | 1.20% | — | 21,257 | $1.6M |
| Betterment LLC | 0.00% | Add +19.6% | 21,149 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.8% | 21,003 | $1.6M |
| Jim Saulnier & Associates, LLC | 1.35% | Add +23.3% | 20,766 | $1.6M |
| Nottingham Advisors, Inc. | 0.20% | Reduce -0.4% | 20,569 | $1.6M |
| PCA Investment Advisory Services Inc. | 0.70% | Reduce -2.8% | 19,895 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 19,612 | $1.5M |
| Financial Freedom, LLC | 0.78% | Reduce -2.0% | 19,488 | $1.5M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -4.6% | 19,230 | $1.5M |
| Renaissance Technologies | 0.00% | Add +114.6% | 19,100 | $1.4M |
| IFP Advisors, Inc | 0.05% | Add +345.8% | 19,018 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.06% | Add +0.0% | 18,859 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +9.1% | 18,466 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +7.8% | 17,919 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -8.9% | 17,870 | $1.3M |
| Trinity Wealth Management, LLC | 0.60% | New | 17,647 | $1.3M |
| Accel Wealth Management | 0.49% | Add +2.5% | 17,281 | $1.3M |
| Capital Asset Advisory Services LLC | 0.06% | Add +5.8% | 16,895 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +6.7% | 16,881 | $1.3M |
| Money Concepts Capital Corp. | 0.09% | Reduce -0.6% | 16,475 | $1.2M |
| FMR LLC | 0.00% | Add +43.9% | 16,314 | $1.2M |
| Asset Allocation Strategies LLC | 0.29% | Reduce -25.3% | 15,425 | $1.2M |
| Nilsine Partners, LLC | 0.13% | Add +5.0% | 15,928 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -44.3% | 15,813 | $1.2M |
| Diversify Advisory Services, LLC | 0.06% | Add +23.7% | 15,474 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -39.6% | 15,355 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +36.6% | 15,158 | $1.1M |
| Neumann Capital Management, LLC | 0.38% | No change | 15,076 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -38.7% | 14,841 | $1.1M |
| Private Advisory Group LLC | 0.12% | New | 14,580 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 14,525 | $1.1M |
| United Advisor Group, LLC | 0.22% | New | 14,508 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +1.1% | 14,479 | $1.1M |
| James J. Burns & Company, LLC | 0.19% | Add +4.0% | 14,193 | $1.1M |
| DDFG, Inc | 0.30% | Add +8.3% | 13,835 | $1.0M |
| Compound Planning, Inc. | 0.05% | Add +33.5% | 13,792 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +8.5% | 13,744 | $1.0M |
| HRC Wealth Management, LLC | 0.61% | Add +5.3% | 13,700 | $1.0M |
| HF Advisory Group, LLC | 0.44% | Add +0.6% | 12,712 | $960K |
| Jane Street Group, LLC | 0.00% | Reduce -53.5% | 12,706 | $960K |
| Pacific Sun Financial Corp | 0.51% | Reduce -1.7% | 12,338 | $932K |
| WR Wealth Planners, LLC | 0.30% | Reduce -13.2% | 12,298 | $929K |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.1% | 12,243 | $925K |
| Cape Investment Advisory, Inc. | 0.36% | Reduce -0.8% | 12,229 | $924K |
| Capital Analysts, LLC | 0.04% | Add +0.1% | 11,859 | $895K |
| Full Sail Capital, LLC | 0.06% | No change | 11,520 | $870K |
| B. Riley Wealth Advisors, Inc. | 0.03% | New | 11,349 | $857K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.3% | 10,695 | $854K |
| Cresset Asset Management, LLC | 0.00% | Reduce -28.6% | 11,114 | $839K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -9.1% | 11,061 | $837K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 10,938 | $826K |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,930 | $826K |
| Independent Financial Group, LLC | 0.03% | Add +7.5% | 10,765 | $813K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +27.4% | 10,625 | $803K |
| Belpointe Asset Management LLC | 0.05% | Reduce -2.2% | 10,606 | $801K |
| TD Private Client Wealth LLC | 0.02% | Reduce -3.5% | 10,529 | $795K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +10.6% | 10,101 | $763K |
| Willner & Heller, LLC | 0.64% | Add +0.2% | 9,597 | $725K |
| LaFleur & Godfrey LLC | 0.10% | Add +5.9% | 9,525 | $719K |
| Ridgewood Investments LLC | 0.34% | Reduce -3.6% | 9,370 | $708K |
| Mayfair Advisory Group, LLC | 0.41% | Add +60.0% | 9,291 | $702K |
| Mutual Advisors, LLC | 0.02% | Add +10.4% | 8,967 | $697K |
| Madison Wealth Partners, Inc | 0.19% | No change | 9,206 | $695K |
| Rockport Wealth LLC | 0.31% | Add +20.0% | 9,498 | $693K |
| IHT Wealth Management, LLC | 0.02% | Add +0.1% | 9,151 | $691K |
| G&S Capital LLC | 0.28% | New | 9,124 | $689K |
| AtlasMark Financial, Inc | 0.62% | No change | 9,000 | $680K |
| Harbour Investments, Inc. | 0.02% | Add +10.7% | 8,906 | $673K |
| Michels Family Financial, LLC | 0.59% | — | 8,534 | $645K |
| Burt Wealth Advisors | 0.16% | No change | 8,388 | $634K |
| KPP Advisory Services LLC | 0.15% | Reduce -1.8% | 8,209 | $620K |
| Falcon Wealth Planning | 0.07% | No change | 8,003 | $604K |
| Everstar Asset Management, LLC | 0.43% | Reduce -1.2% | 7,960 | $601K |
| Whitaker-Myers Wealth Managers, LTD. | 0.17% | Reduce -11.1% | 7,920 | $598K |
| Flagstar Securities, Inc. | 0.14% | Reduce -0.5% | 7,638 | $577K |
| LongView Wealth Management | 0.17% | Add +3.9% | 7,603 | $574K |
| Fermata Advisors, LLC | 0.11% | Reduce -9.1% | 7,488 | $566K |
| IFG Advisory, LLC | 0.03% | New | 7,449 | $563K |
| Atria Investments, Inc | 0.01% | Reduce -50.3% | 7,353 | $555K |
| Regal Investment Advisors LLC | 0.04% | Add +9.3% | 7,289 | $551K |
| MidAtlantic Capital Management, Inc. | 0.40% | No change | 7,155 | $540K |
| McAdam, LLC | 0.03% | Reduce -0.8% | 7,140 | $539K |
| Westside Investment Management, Inc. | 0.11% | Reduce -3.9% | 7,039 | $532K |
| Afg Fiduciary Services Limited Partnership | 0.37% | No change | 6,750 | $520K |
| Advisory Services Network, LLC | 0.01% | Add +20.8% | 6,758 | $510K |
| Cerity Partners LLC | 0.00% | Add +33.0% | 6,501 | $491K |
| Addison Advisors LLC | 0.13% | Reduce -0.1% | 6,370 | $481K |
| Davis Investment Partners, LLC | 0.20% | No change | 6,300 | $475K |
| Key Client Fiduciary Advisors, LLC | 0.21% | Add +0.2% | 6,124 | $463K |
| Kaizen Financial Strategies | 0.26% | Add +9.2% | 6,099 | $461K |
| Bank of Montreal | 0.00% | Add +0.8% | 6,056 | $457K |
| Geneos Wealth Management Inc. | 0.02% | Add +2.4% | 5,908 | $446K |
| WealthTrak Capital Management LLC | 0.37% | — | 5,860 | $443K |
| American Money Management, LLC | 0.08% | No change | 5,668 | $428K |
| Means Investment Co., Inc. | 0.04% | Add +20.3% | 5,534 | $418K |
| Promethium Advisors,llc | 0.28% | Reduce -0.4% | 5,491 | $415K |
| Faithward Advisors, LLC | 0.07% | Add +70.8% | 5,428 | $410K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,409 | $409K |
| MAI Capital Management | 0.00% | Add +14.1% | 5,146 | $389K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -3.0% | 5,023 | $379K |
| Benjamin Edwards Inc. | 0.01% | Add +0.0% | 5,019 | $379K |
| Avalon Trust Co | 0.03% | No change | 5,000 | $378K |
| LexAurum Advisors, LLC | 0.08% | Reduce -0.0% | 4,981 | $376K |
| Kaydan Wealth Management, Inc. | 0.12% | No change | 4,950 | $374K |
| TAP Consulting, LLC | 0.08% | Add +0.2% | 4,913 | $371K |
| Horizon Family Wealth, Inc. | 0.25% | Add +28.2% | 4,901 | $370K |
| Montis Financial, LLC | 0.11% | New | 4,896 | $370K |
| Jones Financial Companies LLLP | 0.00% | Add +107.1% | 4,803 | $363K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -47.5% | 4,800 | $363K |
| Unified Investment Management | 0.41% | — | 4,722 | $357K |
| Cerro Pacific Wealth Advisors LLC | 0.12% | New | 4,888 | $357K |
| Liberty Wealth Management LLC | 0.06% | Reduce -1.2% | 4,721 | $357K |
| Blalock Williams, LLC | 0.41% | — | 4,700 | $355K |
| US Bancorp \de | 0.00% | No change | 4,647 | $351K |
| Assetmark, Inc. | 0.00% | Add +12.6% | 4,624 | $349K |
| Asset Management Group, Inc. | 0.06% | Add +0.2% | 4,520 | $341K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 4,500 | $340K |
| Parcion Private Wealth LLC | 0.03% | New | 4,377 | $331K |
| Larson Financial Group LLC | 0.02% | No change | 4,329 | $327K |
| First Bank & Trust | 0.06% | New | 4,189 | $316K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -43.4% | 4,185 | $316K |
| Ameritas Advisory Services, LLC | 0.01% | Add +22.5% | 4,149 | $313K |
| Voisard Asset Management Group, Inc. | 0.10% | Reduce -67.2% | 4,096 | $309K |
| WealthCare Investment Partners, LLC | 0.13% | Add +0.2% | 4,051 | $306K |
| Journey Advisory Group, LLC | 0.04% | No change | 4,385 | $297K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,891 | $294K |
| Northern Capital Management, Inc. | 0.18% | No change | 3,880 | $293K |
| Rede Wealth, LLC | 0.11% | No change | 3,786 | $286K |
| Richwood Investment Advisors, LLC | 0.24% | Reduce -6.7% | 3,750 | $283K |
| Brand Asset Management Group, Inc. | 0.11% | Reduce -1.6% | 3,686 | $278K |
| StoneX Group Inc. | 0.02% | Add +0.2% | 3,677 | $278K |
| TAGStone Capital, Inc. | 0.14% | Add +0.1% | 3,659 | $276K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.2% | 3,560 | $269K |
| High Falls Advisors, Inc | 0.06% | No change | 3,503 | $265K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,483 | $263K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 3,479 | $263K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 3,479 | $263K |
| Revisor Wealth Management LLC | 0.24% | New | 3,341 | $262K |
| Strategic Financial Concepts, LLC | 0.05% | Add +8.1% | 3,463 | $262K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | New | 3,383 | $256K |
| FC Advisory LLC | 0.09% | Add +0.2% | 3,379 | $255K |
| Dahring | Cusmano LLC | 0.23% | — | 3,370 | $255K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $254K |
| Sage Financial Group Inc. | 0.02% | No change | 3,296 | $249K |
| Modern Wealth Management, LLC | 0.01% | New | 3,241 | $245K |
| Maripau Wealth Management LLC | 0.14% | New | 3,183 | $240K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -1.6% | 3,183 | $240K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -7.0% | 3,037 | $239K |
| Quantitative Strategies, Inc. | 0.13% | New | 3,119 | $237K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.0% | 3,133 | $237K |
| Kendall Capital Management | 0.07% | New | 3,061 | $231K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -0.1% | 3,010 | $227K |
| Mascagni Wealth Management, Inc. | 0.23% | — | 3,182 | $227K |
| Allworth Financial LP | 0.00% | Reduce -1.8% | 2,856 | $227K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,000 | $227K |
| Integrated Capital Management, LLC | 0.12% | Reduce -91.5% | 2,974 | $225K |
| Snider Financial Group | 0.07% | New | 2,969 | $224K |
| Independent Advisor Alliance | 0.00% | New | 2,959 | $224K |
| Focus Partners Wealth | 0.00% | New | 2,918 | $220K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 2,916 | $220K |
| Silverlake Wealth Management LLC | 0.08% | New | 2,896 | $219K |
| RAM Investment Partners, LLC | 0.05% | No change | 2,865 | $216K |
| Landing Point Financial Group, LLC | 0.16% | — | 2,720 | $215K |
| Mosley Wealth Management | 0.13% | Reduce -2.2% | 2,690 | $212K |
| Independent Wealth Network Inc. | 0.09% | New | 2,781 | $210K |
| Citadel Advisors | 0.00% | Reduce -35.8% | 2,737 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,715 | $205K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -2.9% | 2,413 | $182K |
| Eagle Bay Advisors LLC | 0.11% | No change | 2,400 | $181K |
| Pinnacle Bancorp, Inc. | 0.06% | New | 2,255 | $170K |
| Granite Investment Partners, LLC | 0.01% | New | 2,209 | $167K |
| Private Trust Co. NA | 0.02% | Add +17.0% | 2,164 | $163K |
| City State Bank | 0.06% | No change | 2,148 | $162K |
| Tanglewood Legacy Advisors, LLC | 0.07% | New | 2,094 | $158K |
| Coppell Advisory Solutions LLC | 0.02% | New | 1,979 | $150K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.3% | 1,947 | $147K |
| BankPlus Trust Department | 0.04% | — | 1,752 | $132K |
| NBT Bank, N.A. | 0.01% | No change | 1,652 | $125K |
| Beacon Capital Management, LLC | 0.02% | No change | 1,536 | $116K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,500 | $113K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,390 | $105K |
| Caitlin John, LLC | 0.07% | Reduce -0.1% | 1,373 | $104K |
| Centaurus Financial, Inc. | 0.01% | New | 1,360 | $103K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,300 | $98K |
| AE Wealth Management LLC | 0.00% | New | 1,231 | $93K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,098 | $83K |
| Parallel Advisors, LLC | 0.00% | No change | 1,100 | $83K |
| Blue Trust, Inc. | 0.00% | New | 1,080 | $82K |
| Synergy Investment Management, LLC | 0.03% | — | 980 | $74K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 906 | $68K |
| Operose Advisors LLC | 0.02% | No change | 888 | $67K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 886 | $67K |
| Franklin Resources Inc. | 0.00% | No change | 827 | $62K |
| St. Johns Investment Management Company, LLC | 0.03% | No change | 800 | $60K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $58K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 718 | $54K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 637 | $48K |
| MCF Advisors LLC | 0.00% | No change | 550 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.0% | 517 | $39K |
| Tsfg, LLC | 0.01% | Add +0.4% | 513 | $39K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 510 | $39K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 497 | $38K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 430 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | New | 452 | $34K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $32K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 400 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $30K |
| Glen Eagle Advisors, LLC | 0.00% | Add +33.9% | 395 | $30K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 360 | $27K |
| Archer Investment Corp | 0.01% | No change | 342 | $26K |
| Compass Planning Associates Inc | 0.02% | — | 286 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 276 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | Add +8400.0% | 255 | $19K |
| Main Street Group, LTD | 0.01% | Add +0.4% | 241 | $18K |
| Whittier Trust Co. | 0.00% | No change | 240 | $18K |
| Eastern Bank | 0.00% | No change | 222 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $16K |
| NorthRock Partners, LLC | 0.00% | New | 182 | $14K |
| Signaturefd, LLC | 0.00% | No change | 132 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +472.7% | 126 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 121 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 113 | $9K |
| Russell Investments Group, Ltd. | 0.00% | No change | 106 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $8K |
| Nova Wealth Management, Inc. | 0.01% | — | 100 | $8K |
| Key Financial Inc | 0.00% | No change | 96 | $7K |
| Spire Wealth Management | 0.00% | No change | 94 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 48 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 46 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 42 | $3K |
| Keystone Financial Group, Inc. | 0.00% | — | 40 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 35 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 22 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 16 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +1200.0% | 13 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $378 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $76 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.