iShares Morningstar Mid-CapIMCGETF
13F holders, Q3 2025 (September 30)356holders −10
24new positions
29sold out
1famous investor
$82.72avg. 13F price*
At the end of Q3 2025, 356 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, down 10 from Q2 2025. 24 opened new positions and 29 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($257.9M), LPL Financial LLC ($189.3M) and Ameriprise Financial Inc. ($119.6M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $280.9M |
| Exits | 29 | $33.1M |
All 13F filers, Q2 2025 → Q3 2025: 5,076,456 shares bought and 754,030 shares sold, net +4,322,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Vantagepoint Investment Advisers LLC | 2.11% | New | 3,117,331 | $257.9M |
| LPL Financial LLC | 0.06% | Add +7.3% | 2,288,288 | $189.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.8% | 1,446,243 | $119.6M |
| Morgan Stanley | 0.01% | Add +3.0% | 1,044,772 | $86.4M |
| Raymond James Financial Inc. | 0.03% | Add +3.1% | 1,003,177 | $83.0M |
| Cetera Investment Advisers | 0.08% | Add +157.0% | 851,984 | $70.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.0% | 804,983 | $66.6M |
| Avior Wealth Management, LLC | 1.69% | Add +0.0% | 635,258 | $52.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.6% | 623,801 | $51.6M |
| Osaic Holdings, Inc. | 0.06% | Add +29.8% | 521,776 | $42.9M |
| UBS Group AG | 0.01% | Add +5.8% | 464,745 | $38.4M |
| Bank of America Corp. | 0.00% | Add +50.3% | 452,420 | $37.4M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 424,659 | $35.1M |
| Victory Financial Group, LLC | 4.69% | Add +6.5% | 412,461 | $34.1M |
| Rockport Wealth LLC | 6.81% | Reduce -0.2% | 404,166 | $33.4M |
| Mariner, LLC | 0.04% | Add +5.0% | 361,754 | $29.9M |
| Cornerstone Planning Group LLC | 4.71% | Add +1.9% | 361,000 | $29.4M |
| Royal Bank of Canada | 0.00% | Reduce -16.9% | 313,685 | $26.0M |
| Orgel Wealth Management, LLC | 0.55% | Reduce -1.9% | 290,218 | $24.0M |
| Cosner Financial Group, LLC | 11.95% | Reduce -1.7% | 268,580 | $22.2M |
| Rodgers & Associates, LTD | 1.93% | Add +0.1% | 226,225 | $18.7M |
| Equitable Holdings, Inc. | 0.13% | Add +4.7% | 214,504 | $17.7M |
| IAG Wealth Partners, LLC | 2.09% | Add +7.9% | 210,662 | $17.4M |
| Steele Capital Management, Inc. | 0.74% | Add +8.4% | 201,840 | $16.7M |
| Matrix Trust Co | 2.61% | Add +8.4% | 201,840 | $16.7M |
| Cwm, LLC | 0.05% | Reduce -0.0% | 192,430 | $15.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 191,527 | $15.8M |
| Capital Wealth Management, LLC | 5.10% | Add +2.7% | 177,067 | $14.6M |
| Fortitude Financial, LLC | 11.58% | Add +0.1% | 169,478 | $14.1M |
| Bedel Financial Consulting, Inc. | 1.64% | Add +2.7% | 155,160 | $12.8M |
| Allegheny Financial Group | 2.32% | Add +17.0% | 149,820 | $12.4M |
| Creative Financial Designs Inc. | 0.83% | Add +1.3% | 148,784 | $12.3M |
| Eagle Strategies LLC | 1.53% | Add +1.9% | 138,581 | $11.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.1% | 137,852 | $11.4M |
| Private Advisor Group, LLC | 0.06% | Add +5.3% | 137,360 | $11.4M |
| Eclectic Associates Inc. | 2.07% | Add +114.0% | 136,206 | $11.3M |
| Sigma Planning Corp | 0.30% | Reduce -4.6% | 125,532 | $10.4M |
| Integrated Investment Consultants, LLC | 1.75% | Add +3.9% | 127,487 | $10.3M |
| PTM Wealth Management, LLC | 6.11% | Add +3.1% | 122,963 | $10.2M |
| Nations Financial Group Inc, /Ia/ | 0.62% | Add +7.2% | 121,005 | $10.0M |
| Employees' Retirement Fund of the City of Fort Worth | 4.35% | Reduce -8.6% | 112,400 | $9.3M |
| Scott Capital Advisors, LLC | 2.08% | Reduce -8.4% | 110,139 | $9.2M |
| American Trust | 0.78% | Add +19.4% | 111,093 | $9.2M |
| Truist Financial Corp. | 0.01% | Add +5.5% | 102,395 | $8.5M |
| Mgo One Seven LLC | 0.19% | Add +3.3% | 98,526 | $8.2M |
| PFS Partners, LLC | 3.82% | Add +0.8% | 97,169 | $8.0M |
| Wood Tarver Financial Group, LLC | 2.36% | Add +4.4% | 96,656 | $8.0M |
| Tandem Financial, LLC | 2.90% | Add +5.7% | 94,217 | $7.8M |
| Elevation Capital Advisory, LLC | 3.09% | Add +1801.8% | 93,437 | $7.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -3.9% | 91,047 | $7.5M |
| OxenFree Capital LLC | 3.98% | Add +7.9% | 86,736 | $7.2M |
| MML Investors Services, LLC | 0.02% | Reduce -1.8% | 86,020 | $7.1M |
| Silver Oak Wealth Advisors Services, LLC | 4.67% | Add +2.5% | 85,684 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.9% | 79,024 | $6.5M |
| Ipsen Advisor Group LLC | 4.68% | Add +0.1% | 78,646 | $6.5M |
| Certified Advisory Corp | 0.59% | Reduce -1.2% | 75,597 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Add +15.6% | 73,660 | $6.1M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -16.7% | 73,039 | $6.0M |
| Elevation Point Wealth Partners, LLC | 0.42% | New | 72,227 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.11% | New | 71,211 | $5.9M |
| Verde Capital Management | 1.24% | Add +5.6% | 67,400 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.4% | 66,016 | $5.5M |
| Castle Wealth Management LLC | 1.74% | Add +0.9% | 62,272 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -3.4% | 58,882 | $4.9M |
| Summit Asset Management, LLC | 0.75% | Reduce -0.4% | 58,775 | $4.9M |
| Steinberganna Wealth Management | 2.26% | — | 57,976 | $4.8M |
| Marino, Stram & Associates LLC | 0.85% | Add +16.3% | 57,002 | $4.7M |
| &partners | 0.03% | Add +1.2% | 56,623 | $4.7M |
| Virtus Wealth Solutions LLC | 0.85% | Reduce -0.8% | 53,413 | $4.4M |
| Chaney Capital Management, Inc. | 1.56% | Add +4.7% | 53,226 | $4.4M |
| Kellett Wealth Advisors, LLC | 2.64% | Add +2.2% | 52,947 | $4.4M |
| Nwam LLC | 0.23% | Add +0.0% | 51,933 | $4.3M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +5.6% | 50,894 | $4.2M |
| Black Diamond Financial, LLC | 0.47% | Add +54.6% | 50,769 | $4.2M |
| Merit Financial Group, LLC | 0.04% | Add +2.7% | 49,535 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.8% | 48,979 | $4.1M |
| DDFG, Inc | 0.92% | Add +28.3% | 48,362 | $4.0M |
| Denver Wealth Management, Inc. | 1.45% | Add +12.6% | 47,691 | $3.9M |
| Rovin Capital /Ut/ | 1.01% | Add +3.6% | 43,940 | $3.6M |
| Marmo Financial Group, LLC | 1.66% | Reduce -62.9% | 41,439 | $3.4M |
| Valley National Advisers Inc. | 0.53% | Reduce -0.3% | 41,444 | $3.4M |
| Cerro Pacific Wealth Advisors LLC | 0.94% | Add +26.6% | 41,426 | $3.4M |
| Diversify Wealth Management, LLC | 0.20% | Add +2.4% | 41,578 | $3.4M |
| Creative Planning | 0.00% | Add +6.7% | 40,396 | $3.3M |
| Beam Wealth Advisors, Inc. | 0.89% | Add +26.4% | 39,687 | $3.3M |
| James J. Burns & Company, LLC | 0.49% | Add +16.4% | 39,653 | $3.3M |
| PFG Advisors | 0.13% | New | 38,460 | $3.2M |
| Family Legacy, Inc. | 0.95% | Reduce -1.4% | 37,611 | $3.1M |
| Prospect Financial Services LLC | 1.75% | Add +7.8% | 36,767 | $3.0M |
| Caliber Wealth Management, LLC / KS | 0.32% | Reduce -10.2% | 35,105 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +115.8% | 35,043 | $2.9M |
| Aire Advisors, LLC | 0.47% | Reduce -0.9% | 31,350 | $2.6M |
| Bouvel Investment Partners, LLC | 0.78% | New | 30,668 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 30,459 | $2.5M |
| Principal Securities, Inc. | 0.04% | Reduce -1.3% | 30,407 | $2.5M |
| Capital Square, LLC | 1.27% | Add +6.5% | 30,084 | $2.5M |
| Visionary Wealth Advisors | 0.11% | Reduce -15.0% | 29,777 | $2.5M |
| LRI Investments, LLC | 0.20% | No change | 29,730 | $2.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.2% | 29,194 | $2.4M |
| Ignite Planners, LLC | 0.39% | Reduce -0.0% | 28,837 | $2.4M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.