iShares Morningstar Mid-CapIMCGETF
13F holders, Q2 2025 (June 30)366holders +8
35new positions
30sold out
2famous investors
$80.20avg. 13F price*
At the end of Q2 2025, 366 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 8 from Q1 2025. 35 opened new positions and 30 sold out. The largest holders were LPL Financial LLC ($171.2M), Ameriprise Financial Inc. ($119.4M) and Morgan Stanley ($81.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $69.6M |
| Exits | 30 | $51.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,851,906 shares bought and 1,985,083 shares sold, net −133,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 366 holders
| LPL Financial LLC | 0.06% | Add +6.1% | 2,133,487 | $171.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -18.6% | 1,487,645 | $119.4M |
| Morgan Stanley | 0.01% | Add +4.5% | 1,014,690 | $81.4M |
| Raymond James Financial Inc. | 0.03% | Add +3.1% | 972,592 | $78.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +7.6% | 781,778 | $62.7M |
| Avior Wealth Management, LLC | 1.76% | Add +3.6% | 635,237 | $51.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +0.2% | 613,744 | $49.2M |
| Avantax Advisory Services, Inc. | 0.24% | Reduce -0.9% | 541,319 | $43.4M |
| UBS Group AG | 0.01% | Reduce -7.8% | 439,102 | $35.2M |
| Wells Fargo & Company | 0.01% | Reduce -30.6% | 412,119 | $33.1M |
| Rockport Wealth LLC | 7.53% | New | 405,015 | $32.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -11.3% | 402,123 | $32.3M |
| Victory Financial Group, LLC | 4.93% | Add +5.9% | 387,221 | $31.1M |
| Royal Bank of Canada | 0.01% | Reduce -19.5% | 377,337 | $30.3M |
| Cornerstone Planning Group LLC | 5.85% | Add +7.6% | 354,086 | $28.7M |
| Mariner, LLC | 0.04% | Add +7.1% | 344,483 | $27.6M |
| Cetera Investment Advisers | 0.04% | Add +16.5% | 331,524 | $26.6M |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 300,933 | $24.1M |
| Orgel Wealth Management, LLC | 0.57% | Reduce -1.4% | 295,906 | $23.7M |
| Cosner Financial Group, LLC | 12.23% | Reduce -0.9% | 273,347 | $22.0M |
| Arax Advisory Partners | 0.94% | Add +38.0% | 255,590 | $20.5M |
| Rodgers & Associates, LTD | 1.99% | Add +1.2% | 226,108 | $18.1M |
| Equitable Holdings, Inc. | 0.14% | Add +5.0% | 204,815 | $16.4M |
| IAG Wealth Partners, LLC | 2.07% | Add +5.9% | 195,304 | $15.7M |
| Cwm, LLC | 0.05% | Reduce -7.1% | 192,487 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 187,680 | $15.1M |
| Steele Capital Management, Inc. | 0.72% | Add +1.3% | 186,218 | $14.9M |
| Matrix Trust Co | 2.38% | Add +1.3% | 186,218 | $14.9M |
| Capital Wealth Management, LLC | 5.16% | Add +6.8% | 172,391 | $13.8M |
| Fortitude Financial, LLC | 11.98% | New | 169,283 | $13.5M |
| Bedel Financial Consulting, Inc. | 1.66% | Reduce 0.0% | 151,145 | $12.1M |
| Creative Financial Designs Inc. | 0.85% | Reduce -49.8% | 146,812 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.8% | 139,361 | $11.2M |
| Eagle Strategies LLC | 1.66% | Add +9.0% | 136,006 | $10.9M |
| Sigma Planning Corp | 0.32% | Add +2.1% | 131,523 | $10.6M |
| Private Advisor Group, LLC | 0.06% | Add +6.5% | 130,413 | $10.5M |
| Allegheny Financial Group | 2.28% | Add +37.3% | 128,055 | $10.3M |
| Scott Capital Advisors, LLC | 2.64% | Reduce -0.2% | 120,266 | $9.7M |
| PTM Wealth Management, LLC | 6.42% | Add +12.3% | 119,309 | $9.7M |
| Integrated Investment Consultants, LLC | 1.89% | Reduce -1.0% | 122,662 | $9.6M |
| Nations Financial Group Inc, /Ia/ | 0.62% | Add +3.6% | 112,897 | $9.1M |
| Marmo Financial Group, LLC | 4.46% | Add +1.5% | 111,569 | $9.0M |
| Employees' Retirement Fund of the City of Fort Worth | 4.01% | No change | 123,000 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -4.9% | 97,082 | $7.8M |
| PFS Partners, LLC | 3.90% | Add +0.7% | 96,377 | $7.7M |
| Mgo One Seven LLC | 0.25% | Reduce -15.5% | 95,356 | $7.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +6.7% | 94,763 | $7.6M |
| American Trust | 0.70% | New | 93,044 | $7.5M |
| Wood Tarver Financial Group, LLC | 2.24% | Add +4.8% | 92,614 | $7.4M |
| Tandem Financial, LLC | 6.72% | Add +34.2% | 89,169 | $7.2M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -0.3% | 87,639 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +40.5% | 87,601 | $7.0M |
| Silver Oak Wealth Advisors Services, LLC | 4.83% | Reduce -18.3% | 83,628 | $6.7M |
| OxenFree Capital LLC | 3.97% | Add +4.5% | 80,414 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.9% | 78,321 | $6.4M |
| Ipsen Advisor Group LLC | 4.80% | Add +2.1% | 78,555 | $6.3M |
| Certified Advisory Corp | 0.64% | Add +14.0% | 76,543 | $6.1M |
| CW Advisors, LLC | 0.06% | New | 76,060 | $6.1M |
| Forte Capital LLC | 0.59% | Add +8.1% | 68,994 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +91.6% | 66,253 | $5.3M |
| Verde Capital Management | 1.26% | Add +7.7% | 63,803 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +26.9% | 63,701 | $5.1M |
| Eclectic Associates Inc. | 1.11% | Add +403.8% | 63,638 | $5.1M |
| Castle Wealth Management LLC | 1.80% | Add +1.5% | 61,708 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +176.0% | 60,957 | $4.9M |
| Summit Asset Management, LLC | 0.77% | Reduce -0.5% | 58,989 | $4.7M |
| &partners | 0.03% | Add +5.5% | 55,966 | $4.5M |
| Virtus Wealth Solutions LLC | 0.89% | Reduce -0.1% | 53,862 | $4.3M |
| Nwam LLC | 0.25% | Reduce -0.2% | 51,918 | $4.2M |
| Kellett Wealth Advisors, LLC | 2.71% | Reduce -1.5% | 51,809 | $4.2M |
| Chaney Capital Management, Inc. | 1.60% | Add +9.2% | 50,816 | $4.1M |
| Marino, Stram & Associates LLC | 0.79% | Add +19.5% | 49,020 | $3.9M |
| Merit Financial Group, LLC | 0.04% | Reduce -2.7% | 48,249 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +0.8% | 48,213 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 47,656 | $3.8M |
| Rovin Capital /Ut/ | 1.03% | Add +0.2% | 42,409 | $3.4M |
| Denver Wealth Management, Inc. | 1.41% | Add +24.5% | 42,350 | $3.4M |
| Valley National Advisers Inc. | 0.54% | Reduce -0.4% | 41,564 | $3.3M |
| Diversify Wealth Management, LLC | 0.20% | Add +5.3% | 40,603 | $3.3M |
| Caliber Wealth Management, LLC / KS | 0.34% | Reduce -1.8% | 39,091 | $3.1M |
| Global Retirement Partners, LLC | 0.08% | — | 38,840 | $3.1M |
| Family Legacy, Inc. | 0.99% | Add +1.3% | 38,140 | $3.1M |
| Creative Planning | 0.00% | Reduce -7.4% | 37,845 | $3.0M |
| DDFG, Inc | 0.76% | Add +6.8% | 37,684 | $3.0M |
| Summit Wealth Group LLC / Co. | 0.75% | — | 37,304 | $3.0M |
| Leo Wealth, LLC | 0.23% | New | 36,298 | $2.9M |
| Visionary Wealth Advisors | 0.14% | Add +1.9% | 35,027 | $2.8M |
| Prospect Financial Services LLC | 1.71% | Add +1.5% | 34,120 | $2.7M |
| James J. Burns & Company, LLC | 0.45% | Add +138.2% | 34,053 | $2.7M |
| Sovran Advisors, LLC | 0.28% | Reduce -32.4% | 33,274 | $2.7M |
| Black Diamond Financial, LLC | 0.41% | Reduce -9.2% | 32,840 | $2.6M |
| Cerro Pacific Wealth Advisors LLC | 0.73% | Add +128.1% | 32,709 | $2.6M |
| Aire Advisors, LLC | 0.49% | Add +13.1% | 31,642 | $2.5M |
| Beam Wealth Advisors, Inc. | 0.75% | Add +23.0% | 31,410 | $2.5M |
| Principal Securities, Inc. | 0.05% | Add +4.0% | 30,804 | $2.5M |
| Blair William & Co. | 0.01% | Add +1.6% | 30,694 | $2.5M |
| LRI Investments, LLC | 0.20% | No change | 29,730 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 29,443 | $2.4M |
| Ignite Planners, LLC | 0.41% | Add +3.3% | 28,849 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -3.7% | 29,136 | $2.3M |
| Capital Square, LLC | 1.21% | Reduce -3.1% | 28,251 | $2.3M |
| GHP Investment Advisors, Inc. | 0.10% | Add +0.0% | 27,499 | $2.2M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -0.1% | 26,005 | $2.1M |
| Courage Miller Partners, LLC | 0.65% | Reduce -2.2% | 25,509 | $2.0M |
| Betterment LLC | 0.00% | Add +10.7% | 24,515 | $2.0M |
| Hunter Associates Investment Management LLC | 0.28% | Reduce -4.0% | 23,769 | $1.9M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -4.1% | 22,429 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 22,344 | $1.8M |
| Hilltop Holdings Inc. | 0.11% | Reduce -2.2% | 22,163 | $1.8M |
| Bonfire Financial | 1.43% | Reduce -0.5% | 21,716 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Add +9.2% | 21,558 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.3% | 21,290 | $1.7M |
| Liberty Square Wealth Partners LLC | 0.59% | Reduce -1.2% | 21,251 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +6.4% | 21,015 | $1.7M |
| Accel Wealth Management | 0.56% | Add +7.0% | 20,764 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,942 | $1.6M |
| Comerica Bank | 0.01% | Reduce -14.9% | 19,723 | $1.6M |
| Horizon Investment Services, LLC | 0.69% | Reduce -7.7% | 19,582 | $1.6M |
| McAdam, LLC | 0.09% | Add +280.0% | 19,563 | $1.6M |
| Jim Saulnier & Associates, LLC | 1.06% | Reduce -10.3% | 19,450 | $1.6M |
| Nottingham Advisors, Inc. | 0.22% | Reduce -9.2% | 18,682 | $1.5M |
| Perissos Private Wealth Management, LLC | 1.17% | Reduce -0.4% | 18,488 | $1.5M |
| Stanich Group LLC | 1.31% | Reduce -16.7% | 18,101 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -7.8% | 18,166 | $1.5M |
| United Advisor Group, LLC | 0.25% | Add +4.2% | 18,115 | $1.5M |
| Lloyd Advisory Services, LLC. | 0.70% | Reduce -6.7% | 18,019 | $1.4M |
| PCA Investment Advisory Services Inc. | 0.60% | Reduce -0.7% | 17,664 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +57.5% | 17,653 | $1.4M |
| Money Concepts Capital Corp. | 0.09% | Add +1.4% | 17,239 | $1.4M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -2.5% | 17,070 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -2.5% | 17,039 | $1.4M |
| Nilsine Partners, LLC | 0.14% | Add +5.4% | 16,892 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -4.0% | 16,655 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.2% | 16,239 | $1.3M |
| Nova Wealth Management, Inc. | 0.95% | Add +274.4% | 16,168 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -6.6% | 15,633 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -1.5% | 15,589 | $1.3M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -22.2% | 15,293 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +11.8% | 15,267 | $1.2M |
| Carnegie Investment Counsel | 0.02% | Reduce -0.8% | 15,083 | $1.2M |
| Neumann Capital Management, LLC | 0.38% | No change | 15,076 | $1.2M |
| KPP Advisory Services LLC | 0.20% | Add +85.2% | 14,877 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +4.5% | 14,816 | $1.2M |
| Ieq Capital, LLC | 0.01% | No change | 14,525 | $1.2M |
| Compound Planning, Inc. | 0.04% | Reduce -7.2% | 13,849 | $1.1M |
| HF Advisory Group, LLC | 0.43% | Add +6.3% | 13,681 | $1.1M |
| Regal Investment Advisors LLC | 0.08% | Add +74.8% | 13,037 | $1.0M |
| Pacific Sun Financial Corp | 0.51% | Reduce -3.6% | 12,198 | $979K |
| FMR LLC | 0.00% | Reduce -2.4% | 12,187 | $978K |
| Ibex Wealth Advisors | 0.10% | Reduce -42.0% | 11,856 | $951K |
| Independent Financial Group, LLC | 0.03% | Add +12.5% | 11,836 | $950K |
| Stifel Financial Corp. | 0.00% | Reduce -23.7% | 11,830 | $949K |
| Full Sail Capital, LLC | 0.05% | No change | 11,520 | $924K |
| Cape Investment Advisory, Inc. | 0.34% | Reduce -1.7% | 11,509 | $923K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.6% | 11,491 | $922K |
| HRC Wealth Management, LLC | 0.48% | Reduce -3.2% | 11,336 | $909K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 11,258 | $903K |
| Cresset Asset Management, LLC | 0.00% | No change | 11,114 | $892K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -16.4% | 10,948 | $878K |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,930 | $877K |
| Belpointe Asset Management LLC | 0.04% | Reduce -23.7% | 10,882 | $873K |
| Capital Analysts, LLC | 0.03% | Reduce -7.1% | 10,839 | $870K |
| Corient Private Wealth LP | 0.00% | Reduce -6.6% | 10,359 | $831K |
| Willner & Heller, LLC | 0.67% | Add +2.3% | 9,914 | $795K |
| Keyvantage Wealth, LLC | 0.36% | Reduce -6.4% | 9,898 | $794K |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.0% | 9,870 | $792K |
| Asset Allocation Strategies LLC | 0.17% | Reduce -14.9% | 9,797 | $786K |
| Financial Freedom, LLC | 0.42% | Reduce -19.1% | 9,795 | $786K |
| LaFleur & Godfrey LLC | 0.10% | Add +0.3% | 9,657 | $775K |
| Mayfair Advisory Group, LLC | 0.36% | Reduce -25.8% | 9,531 | $765K |
| Truepoint, Inc. | 0.02% | Reduce -55.0% | 9,515 | $763K |
| Burt Wealth Advisors | 0.17% | Add +13.1% | 9,504 | $763K |
| First Bank & Trust | 0.13% | Add +21.6% | 9,425 | $756K |
| Harbour Investments, Inc. | 0.02% | Add +3.6% | 9,325 | $748K |
| Madison Wealth Partners, Inc | 0.16% | Add +8.2% | 9,317 | $748K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -32.7% | 9,303 | $746K |
| IHT Wealth Management, LLC | 0.02% | No change | 9,164 | $735K |
| AtlasMark Financial, Inc | 0.55% | No change | 9,000 | $722K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -0.2% | 8,945 | $718K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.3% | 8,299 | $687K |
| Ridgewood Investments LLC | 0.30% | Reduce -8.9% | 8,534 | $685K |
| Michels Family Financial, LLC | 0.57% | Reduce -1.3% | 8,404 | $674K |
| Atria Investments, Inc | 0.01% | Add +13.7% | 8,347 | $670K |
| Geneos Wealth Management Inc. | 0.02% | Add +27.0% | 8,289 | $665K |
| Falcon Wealth Planning | 0.06% | Reduce -0.3% | 7,981 | $640K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Add +5.5% | 7,820 | $627K |
| Addison Advisors LLC | 0.15% | Add +21.0% | 7,710 | $619K |
| Vista Investment Partners Ii, LLC | 0.29% | New | 7,566 | $607K |
| Clearbridge Investments, LLC | 0.00% | No change | 7,558 | $606K |
| Park Avenue Securities LLC | 0.01% | Reduce -2.8% | 7,443 | $597K |
| Faithward Advisors, LLC | 0.09% | Add +16.2% | 7,318 | $587K |
| Whitaker-Myers Wealth Managers, LTD. | 0.15% | Reduce -5.8% | 7,201 | $578K |
| MidAtlantic Capital Management, Inc. | 0.41% | No change | 7,155 | $574K |
| Trilogy Capital Inc. | 0.03% | New | 6,925 | $556K |
| Assetmark, Inc. | 0.00% | Add +41.0% | 6,823 | $547K |
| Afg Fiduciary Services Limited Partnership | 0.35% | No change | 6,750 | $541K |
| Flagstar Securities, Inc. | 0.14% | Reduce -4.0% | 6,519 | $523K |
| IFP Advisors, Inc | 0.01% | Reduce -61.6% | 6,410 | $514K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -0.1% | 6,312 | $506K |
| Davis Investment Partners, LLC | 0.18% | No change | 6,300 | $505K |
| Prospera Financial Services Inc | 0.01% | Reduce -32.6% | 6,254 | $502K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.9% | 6,091 | $489K |
| Cerity Partners LLC | 0.00% | Reduce -5.2% | 6,088 | $488K |
| Fermata Advisors, LLC | 0.13% | Reduce -16.6% | 6,058 | $486K |
| Bank of Montreal | 0.00% | Reduce -21.6% | 6,006 | $482K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +3.2% | 5,964 | $479K |
| WealthTrak Capital Management LLC | 0.38% | Add +2.0% | 5,727 | $459K |
| BlueChip Wealth Advisors LLC | 0.19% | Add +2.7% | 5,689 | $456K |
| Advisory Services Network, LLC | 0.01% | Reduce -18.2% | 5,520 | $451K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -18.9% | 5,597 | $449K |
| B.O.S.S. Retirement Advisors, LLC | 0.11% | Reduce -0.6% | 5,516 | $443K |
| US Bancorp \de | 0.00% | Add +19.3% | 5,493 | $441K |
| Everstar Asset Management, LLC | 0.27% | Reduce -18.1% | 5,450 | $437K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.1% | 5,295 | $425K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,289 | $424K |
| Westside Investment Management, Inc. | 0.08% | No change | 5,250 | $421K |
| Kaizen Financial Strategies | 0.21% | Reduce -11.9% | 5,113 | $410K |
| Benjamin Edwards Inc. | 0.01% | Add +0.0% | 5,020 | $403K |
| IFG Advisory, LLC | 0.02% | Add +3.3% | 4,985 | $400K |
| Summit Financial, LLC | 0.01% | New | 4,959 | $398K |
| Kaydan Wealth Management, Inc. | 0.13% | No change | 4,950 | $397K |
| Elevation Capital Advisory, LLC | 0.16% | Reduce -96.0% | 4,913 | $394K |
| Towne Trust Company, N.A | 0.14% | Add +774.4% | 4,844 | $389K |
| LexAurum Advisors, LLC | 0.06% | Reduce -0.4% | 4,819 | $387K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -7.3% | 4,774 | $383K |
| Unified Investment Management | 0.41% | Add +0.7% | 4,748 | $381K |
| Liberty Wealth Management LLC | 0.06% | Add +0.1% | 4,735 | $380K |
| Silverlake Wealth Management LLC | 0.11% | Add +12.9% | 4,706 | $378K |
| Blalock Williams, LLC | 0.38% | No change | 4,700 | $377K |
| GWN Securities Inc. | 0.07% | Add +20.7% | 4,680 | $376K |
| American Money Management, LLC | 0.07% | Reduce -18.3% | 4,630 | $371K |
| Means Investment Co., Inc. | 0.04% | Add +0.1% | 4,601 | $369K |
| Asset Management Group, Inc. | 0.06% | Add +0.2% | 4,536 | $364K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 4,500 | $361K |
| rebel Financial LLC | 0.16% | — | 4,477 | $359K |
| MAI Capital Management | 0.00% | Reduce -2.7% | 4,471 | $359K |
| Maripau Wealth Management LLC | 0.18% | Add +17.5% | 4,438 | $359K |
| Signal Advisors Wealth, LLC | 0.03% | Add +18.3% | 4,469 | $359K |
| DAVENPORT & Co LLC | 0.00% | Reduce -88.7% | 4,454 | $357K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,385 | $352K |
| Baird Financial Group, Inc. | 0.00% | Reduce -73.5% | 4,148 | $333K |
| Larson Financial Group LLC | 0.01% | Reduce -4.6% | 4,130 | $331K |
| WealthCare Investment Partners, LLC | 0.12% | Add +0.2% | 4,065 | $330K |
| Private Trust Co. NA | 0.03% | Add +2.5% | 4,102 | $329K |
| Revisor Wealth Management LLC | 0.12% | Reduce -3.0% | 4,027 | $326K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -2.9% | 3,990 | $320K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.0% | 3,890 | $312K |
| Northern Capital Management, Inc. | 0.18% | No change | 3,880 | $311K |
| Horizon Family Wealth, Inc. | 0.19% | Add +0.2% | 3,845 | $308K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.1% | 3,831 | $307K |
| Renaissance Technologies | 0.00% | Reduce -60.4% | 3,800 | $305K |
| Rede Wealth, LLC | 0.11% | No change | 3,786 | $304K |
| Modern Wealth Management, LLC | 0.01% | New | 3,776 | $303K |
| Richwood Investment Advisors, LLC | 0.25% | No change | 3,750 | $301K |
| TAGStone Capital, Inc. | 0.12% | Add +0.1% | 3,746 | $301K |
| LongView Wealth Management | 0.09% | New | 3,684 | $296K |
| Brand Asset Management Group, Inc. | 0.11% | Reduce -1.7% | 3,623 | $291K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,569 | $286K |
| StoneX Group Inc. | 0.01% | Add +0.9% | 3,555 | $285K |
| Pinnacle Financial Partners Inc | 0.01% | Add +1.8% | 3,544 | $284K |
| High Falls Advisors, Inc | 0.06% | Reduce -3.4% | 3,503 | $281K |
| Avalon Trust Co | 0.02% | Reduce -30.0% | 3,500 | $281K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 3,479 | $279K |
| Jacobi Capital Management LLC | 0.02% | New | 3,423 | $275K |
| FC Advisory LLC | 0.08% | No change | 3,385 | $272K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $270K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,352 | $269K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,285 | $264K |
| Wolverine Trading, LLC | 0.01% | New | 3,281 | $261K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -7.2% | 3,221 | $258K |
| Secure Asset Management, LLC | 0.05% | New | 3,182 | $255K |
| Bogart Wealth, LLC | 0.01% | No change | 3,160 | $254K |
| Kendall Capital Management | 0.07% | Add +0.1% | 3,065 | $246K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -21.1% | 2,954 | $244K |
| Evanson Asset Management, LLC | 0.01% | No change | 3,000 | $241K |
| Dahring | Cusmano LLC | 0.18% | Reduce -2.1% | 2,923 | $235K |
| Integrated Capital Management, LLC | 0.11% | Reduce -0.0% | 2,856 | $232K |
| Milestones Private Investment Advisors LLC | 0.17% | — | 2,884 | $231K |
| Snider Financial Group | 0.07% | No change | 2,871 | $230K |
| RAM Investment Partners, LLC | 0.05% | No change | 2,865 | $230K |
| Stephens Inc. | 0.00% | Reduce -3.3% | 2,856 | $229K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Add +0.0% | 2,842 | $228K |
| Mascagni Wealth Management, Inc. | 0.19% | Reduce -11.2% | 2,827 | $227K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 2,805 | $225K |
| Sage Financial Group Inc. | 0.02% | Reduce -15.4% | 2,790 | $224K |
| Landing Point Financial Group, LLC | 0.14% | New | 2,720 | $218K |
| Montis Financial, LLC | 0.06% | Reduce -19.4% | 2,682 | $215K |
| Brookwood Investment Group LLC | 0.03% | New | 2,638 | $212K |
| Independent Wealth Network Inc. | 0.08% | Reduce -27.5% | 2,634 | $211K |
| Smartleaf Asset Management LLC | 0.02% | Add +13.4% | 2,647 | $211K |
| Valmark Advisers, Inc. | 0.00% | New | 2,608 | $209K |
| Procyon Advisors, LLC | 0.02% | New | 2,596 | $208K |
| Opal Wealth Advisors, LLC | 0.06% | No change | 2,572 | $206K |
| D.A. Davidson & Co. | 0.00% | New | 2,562 | $206K |
| TD Private Client Wealth LLC | 0.01% | Reduce -5.7% | 2,544 | $204K |
| Lansing Street Advisors | 0.06% | New | 2,535 | $203K |
| AQR Capital Management | 0.00% | New | 2,524 | $203K |
| American National Bank & Trust | 0.02% | New | 2,512 | $202K |
| Breakwater Capital Group | 0.03% | New | 2,497 | $200K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 2,455 | $197K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -1.8% | 2,215 | $178K |
| Granite Investment Partners, LLC | 0.01% | New | 2,209 | $177K |
| City State Bank | 0.05% | No change | 2,148 | $172K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,094 | $168K |
| Parallel Advisors, LLC | 0.00% | Add +31.1% | 1,848 | $148K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,784 | $143K |
| BankPlus Trust Department | 0.04% | No change | 1,752 | $141K |
| NBT Bank, N.A. | 0.01% | No change | 1,652 | $133K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,556 | $125K |
| Beacon Capital Management, LLC | 0.02% | Reduce -3.3% | 1,486 | $119K |
| Centaurus Financial, Inc. | 0.01% | New | 1,316 | $106K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,300 | $104K |
| Concord Wealth Partners | 0.01% | New | 1,076 | $86K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,098 | $83K |
| Operose Advisors LLC | 0.02% | No change | 888 | $71K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.7% | 742 | $60K |
| Lanark Financial, Inc. | 0.00% | No change | 726 | $58K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 720 | $58K |
| Compass Planning Associates Inc | 0.05% | Add +43.8% | 719 | $58K |
| Franklin Resources Inc. | 0.00% | Reduce -24.2% | 627 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | Add +31.2% | 623 | $50K |
| Russell Investments Group, Ltd. | 0.00% | Add +29.3% | 613 | $49K |
| MCF Advisors LLC | 0.00% | No change | 550 | $44K |
| Salomon & Ludwin, LLC | 0.00% | No change | 517 | $42K |
| Tsfg, LLC | 0.01% | Add +0.2% | 514 | $41K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -7.4% | 460 | $37K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 453 | $36K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $34K |
| St. Johns Investment Management Company, LLC | 0.01% | Reduce -20.0% | 400 | $32K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $32K |
| Nemes Rush Group LLC | 0.00% | No change | 364 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -11.4% | 350 | $28K |
| Archer Investment Corp | 0.01% | No change | 342 | $27K |
| Quaker Wealth Management, LLC | 0.01% | — | 336 | $27K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 276 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -3.4% | 257 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 255 | $20K |
| Main Street Group, LTD | 0.01% | No change | 241 | $19K |
| Whittier Trust Co. | 0.00% | No change | 240 | $19K |
| Transce3nd, LLC | 0.01% | No change | 232 | $19K |
| Eastern Bank | 0.00% | No change | 222 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $17K |
| Creekmur Asset Management LLC | 0.00% | New | 182 | $15K |
| ORG Partners LLC | 0.00% | Reduce -39.8% | 151 | $12K |
| Mascoma Wealth Management LLC | 0.00% | New | 127 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 121 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $8K |
| Key Financial Inc | 0.00% | No change | 96 | $8K |
| Spire Wealth Management | 0.00% | Reduce -46.1% | 91 | $7K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 78 | $6K |
| Trust Co. of Toledo NA | 0.00% | New | 63 | $5K |
| Signaturefd, LLC | 0.00% | No change | 60 | $5K |
| North Capital, Inc. | 0.00% | No change | 56 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 56 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | New | 52 | $4K |
| 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 | $4K |
| Keystone Financial Group, Inc. | 0.00% | No change | 40 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 42 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +76.9% | 23 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $1K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 14 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $401 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $80 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.