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 |
| Susquehanna International Group, LLP | 0.00% | Add +186.6% | 28,288 | $2.3M |
| Sovran Advisors, LLC | 0.20% | Reduce -15.8% | 28,000 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +28.1% | 27,269 | $2.3M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -1.3% | 27,131 | $2.2M |
| Accel Wealth Management | 0.64% | Add +28.0% | 26,572 | $2.2M |
| Betterment LLC | 0.00% | Add +3.1% | 25,273 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -18.6% | 24,996 | $2.1M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -8.1% | 23,904 | $2.0M |
| United Advisor Group, LLC | 0.26% | Add +30.2% | 23,580 | $2.0M |
| Courage Miller Partners, LLC | 0.57% | Reduce -9.4% | 23,115 | $1.9M |
| Hunter Associates Investment Management LLC | 0.26% | Reduce -4.8% | 22,619 | $1.9M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -0.3% | 22,367 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 22,344 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Add +3.0% | 22,216 | $1.8M |
| Hilltop Holdings Inc. | 0.10% | Reduce -0.7% | 21,998 | $1.8M |
| Nova Wealth Management, Inc. | 1.27% | Add +35.2% | 21,853 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +3.9% | 21,835 | $1.8M |
| Liberty Square Wealth Partners LLC | 0.54% | Add +0.0% | 21,256 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | Reduce -45.8% | 21,065 | $1.7M |
| PCA Investment Advisory Services Inc. | 0.64% | Add +18.6% | 20,953 | $1.7M |
| Bonfire Financial | 1.32% | Reduce -4.3% | 20,782 | $1.7M |
| Comerica Bank | 0.01% | Add +1.4% | 19,990 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,942 | $1.6M |
| Horizon Investment Services, LLC | 0.62% | Add +0.9% | 19,766 | $1.6M |
| Towne Trust Company, N.A | 0.53% | Add +307.8% | 19,754 | $1.6M |
| McAdam, LLC | 0.08% | Add +0.8% | 19,715 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +8.6% | 19,172 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Add +14.8% | 19,114 | $1.6M |
| Stanich Group LLC | 0.95% | Add +3.3% | 18,700 | $1.5M |
| Nottingham Advisors, Inc. | 0.21% | No change | 18,682 | $1.5M |
| Buck Wealth Strategies, LLC | 0.21% | New | 18,601 | $1.5M |
| Perissos Private Wealth Management, LLC | 1.09% | Reduce -1.9% | 18,142 | $1.5M |
| Jim Saulnier & Associates, LLC | 0.82% | Reduce -8.1% | 17,883 | $1.5M |
| Equity Wealth Partners, LLC | 1.20% | — | 17,828 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Add +2.2% | 17,418 | $1.4M |
| Capital Asset Advisory Services LLC | 0.06% | Add +1.9% | 17,391 | $1.4M |
| Nilsine Partners, LLC | 0.13% | Add +2.5% | 17,315 | $1.4M |
| Money Concepts Capital Corp. | 0.09% | Reduce -1.6% | 16,965 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 15,270 | $1.3M |
| Neumann Capital Management, LLC | 0.36% | No change | 15,076 | $1.2M |
| Carnegie Investment Counsel | 0.02% | Reduce -0.1% | 15,068 | $1.2M |
| HF Advisory Group, LLC | 0.45% | Add +9.0% | 14,918 | $1.2M |
| KPP Advisory Services LLC | 0.18% | Reduce -0.1% | 14,859 | $1.2M |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 14,526 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.4% | 14,286 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Add +8.0% | 14,077 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +14.5% | 13,550 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -13.4% | 13,492 | $1.1M |
| FMR LLC | 0.00% | Add +3.0% | 12,554 | $1.0M |
| AdvisorNet Financial, Inc | 0.06% | Reduce -19.9% | 12,254 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 12,080 | $1000K |
| Pacific Sun Financial Corp | 0.48% | Reduce -1.8% | 11,973 | $991K |
| Ibex Wealth Advisors | 0.09% | Add +0.9% | 11,959 | $989K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.6% | 11,889 | $984K |
| Full Sail Capital, LLC | 0.05% | No change | 11,520 | $953K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 11,498 | $951K |
| HRC Wealth Management, LLC | 0.46% | Add +0.6% | 11,408 | $944K |
| Thrivent Financial for Lutherans | 0.00% | Add +19.6% | 11,128 | $920K |
| Cresset Asset Management, LLC | 0.00% | No change | 11,114 | $919K |
| Capital Analysts, LLC | 0.03% | Add +1.8% | 11,033 | $912K |
| Harbor Investment Advisory, LLC | 0.07% | No change | 10,930 | $904K |
| Onyx Bridge Wealth Group LLC | 0.10% | New | 10,848 | $897K |
| First Bank & Trust | 0.15% | Add +13.9% | 10,737 | $888K |
| Belpointe Asset Management LLC | 0.03% | Reduce -1.8% | 10,688 | $884K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 10,374 | $858K |
| Willner & Heller, LLC | 0.64% | Add +1.4% | 10,054 | $832K |
| Faithward Advisors, LLC | 0.12% | Add +37.4% | 10,053 | $832K |
| Harbour Investments, Inc. | 0.02% | Add +7.6% | 10,035 | $830K |
| Financial Freedom, LLC | 0.40% | Add +0.1% | 9,806 | $811K |
| Keyvantage Wealth, LLC | 0.34% | Reduce -1.3% | 9,772 | $808K |
| LaFleur & Godfrey LLC | 0.10% | Add +0.7% | 9,727 | $805K |
| Madison Wealth Partners, Inc | 0.16% | Add +3.2% | 9,614 | $795K |
| Mayfair Advisory Group, LLC | 0.34% | Add +0.1% | 9,537 | $789K |
| Truepoint, Inc. | 0.02% | Add +0.2% | 9,532 | $789K |
| Burt Wealth Advisors | 0.19% | No change | 9,504 | $786K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -13.3% | 9,487 | $785K |
| Compound Planning, Inc. | 0.03% | Reduce -32.5% | 9,354 | $774K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.6% | 9,014 | $746K |
| AtlasMark Financial, Inc | 0.50% | No change | 9,000 | $745K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Add +13.8% | 8,896 | $736K |
| Signal Advisors Wealth, LLC | 0.06% | Add +89.6% | 8,473 | $701K |
| Mutual Advisors, LLC | 0.02% | Add +0.9% | 8,374 | $692K |
| Michels Family Financial, LLC | 0.53% | Reduce -2.8% | 8,167 | $676K |
| DAVENPORT & Co LLC | 0.00% | Add +81.2% | 8,072 | $668K |
| Ridgewood Investments LLC | 0.28% | Reduce -5.6% | 8,055 | $666K |
| Atria Investments, Inc | 0.01% | Reduce -3.7% | 8,039 | $665K |
| Falcon Wealth Planning | 0.06% | No change | 7,981 | $660K |
| Trilogy Capital Inc. | 0.03% | Add +10.9% | 7,679 | $635K |
| Focus Partners Wealth | 0.00% | New | 7,611 | $630K |
| Park Avenue Securities LLC | 0.00% | Add +2.1% | 7,596 | $628K |
| Clearbridge Investments, LLC | 0.00% | No change | 7,558 | $625K |
| Addison Advisors LLC | 0.14% | Reduce -2.1% | 7,550 | $625K |
| MidAtlantic Capital Management, Inc. | 0.40% | No change | 7,155 | $592K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +105.5% | 7,148 | $591K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -14.7% | 7,068 | $585K |
| Asset Allocation Strategies LLC | 0.11% | Reduce -28.9% | 6,967 | $576K |
| Assetmark, Inc. | 0.00% | Add +1.4% | 6,917 | $572K |
| Coldstream Capital Management Inc. | 0.01% | Add +30.6% | 6,915 | $572K |
| Afg Fiduciary Services Limited Partnership | 0.32% | No change | 6,750 | $556K |
| IFP Advisors, Inc | 0.01% | Add +3.6% | 6,643 | $550K |
| Cerity Partners LLC | 0.00% | Add +8.5% | 6,603 | $546K |
| Whitaker-Myers Wealth Managers, LTD. | 0.12% | Reduce -8.4% | 6,598 | $546K |
| Flagstar Securities, Inc. | 0.16% | Reduce -0.2% | 6,508 | $538K |
| Prospera Financial Services Inc | 0.01% | Add +3.8% | 6,494 | $537K |
| Bank of Montreal | 0.00% | Add +7.8% | 6,475 | $536K |
| Davis Investment Partners, LLC | 0.18% | No change | 6,300 | $519K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -1.3% | 6,232 | $518K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | New | 6,089 | $504K |
| Maripau Wealth Management LLC | 0.25% | Add +33.2% | 5,913 | $489K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.0% | 5,907 | $489K |
| WealthTrak Capital Management LLC | 0.40% | Add +1.4% | 5,807 | $480K |
| Farther Finance Advisors, LLC | 0.01% | Add +25108.7% | 5,798 | $480K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.8% | 5,680 | $470K |
| Pinnacle Associates Ltd. | 0.01% | No change | 5,597 | $463K |
| Fermata Advisors, LLC | 0.12% | Reduce -9.1% | 5,508 | $456K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.4% | 5,497 | $455K |
| Everstar Asset Management, LLC | 0.26% | No change | 5,450 | $451K |
| Kaizen Financial Strategies | 0.20% | Add +8.0% | 5,523 | $445K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,289 | $438K |
| Westside Investment Management, Inc. | 0.07% | No change | 5,250 | $434K |
| LexAurum Advisors, LLC | 0.06% | Add +7.0% | 5,157 | $427K |
| Summit Financial, LLC | 0.01% | Add +2.7% | 5,092 | $421K |
| IFG Advisory, LLC | 0.02% | Add +1.3% | 5,050 | $418K |
| Benjamin Edwards Inc. | 0.00% | Add +0.0% | 5,021 | $415K |
| Liberty Wealth Management LLC | 0.06% | Add +4.7% | 4,955 | $410K |
| Kaydan Wealth Management, Inc. | 0.12% | No change | 4,950 | $410K |
| GWN Securities Inc. | 0.09% | Add +2.3% | 4,788 | $397K |
| Silverlake Wealth Management LLC | 0.10% | Add +0.1% | 4,709 | $390K |
| Blalock Williams, LLC | 0.34% | No change | 4,700 | $389K |
| American Money Management, LLC | 0.06% | No change | 4,630 | $383K |
| Asset Management Group, Inc. | 0.06% | Add +0.2% | 4,544 | $376K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 4,500 | $372K |
| MAI Capital Management | 0.00% | Add +0.2% | 4,478 | $370K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,385 | $363K |
| Means Investment Co., Inc. | 0.03% | Reduce -5.4% | 4,352 | $360K |
| US Bancorp \de | 0.00% | Reduce -21.9% | 4,293 | $355K |
| Secure Asset Management, LLC | 0.06% | Add +34.2% | 4,269 | $352K |
| Edge Financial Advisors LLC | 0.16% | New | 4,222 | $349K |
| Revisor Wealth Management LLC | 0.12% | Add +4.2% | 4,195 | $348K |
| Larson Financial Group LLC | 0.01% | Add +1.7% | 4,200 | $347K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,148 | $343K |
| Private Trust Co. NA | 0.03% | Reduce -0.7% | 4,072 | $337K |
| WealthCare Investment Partners, LLC | 0.11% | Add +0.2% | 4,073 | $336K |
| Unified Investment Management | 0.33% | Reduce -14.7% | 4,048 | $335K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,890 | $322K |
| Northern Capital Management, Inc. | 0.17% | No change | 3,880 | $321K |
| Horizon Family Wealth, Inc. | 0.18% | Add +0.2% | 3,852 | $319K |
| LongView Wealth Management | 0.08% | Add +2.8% | 3,786 | $313K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.2% | 3,769 | $312K |
| Richwood Investment Advisors, LLC | 0.24% | No change | 3,750 | $310K |
| TAGStone Capital, Inc. | 0.12% | Add +0.1% | 3,749 | $310K |
| Chilton Capital Management LLC | 0.01% | New | 3,708 | $307K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -4.0% | 3,679 | $304K |
| Brand Asset Management Group, Inc. | 0.08% | Reduce -1.7% | 3,560 | $295K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,544 | $293K |
| Jacobi Capital Management LLC | 0.02% | Add +2.8% | 3,520 | $291K |
| Allworth Financial LP | 0.00% | Add +25.1% | 3,509 | $290K |
| High Falls Advisors, Inc | 0.06% | No change | 3,503 | $290K |
| D.A. Davidson & Co. | 0.00% | Add +34.7% | 3,452 | $286K |
| StoneX Group Inc. | 0.01% | Reduce -3.5% | 3,430 | $284K |
| FC Advisory LLC | 0.08% | No change | 3,385 | $280K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $278K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.0% | 3,353 | $277K |
| Valmark Advisers, Inc. | 0.00% | Add +27.9% | 3,335 | $276K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 3,285 | $272K |
| Strategic Financial Concepts, LLC | 0.04% | Add +0.2% | 3,227 | $267K |
| Bogart Wealth, LLC | 0.01% | Reduce -1.6% | 3,110 | $257K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -12.9% | 3,109 | $257K |
| Kendall Capital Management | 0.06% | Add +0.1% | 3,067 | $254K |
| Evanson Asset Management, LLC | 0.01% | No change | 3,000 | $248K |
| Milestones Private Investment Advisors LLC | 0.16% | No change | 2,884 | $239K |
| Snider Financial Group | 0.06% | No change | 2,871 | $238K |
| RAM Investment Partners, LLC | 0.04% | No change | 2,865 | $237K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Add +0.0% | 2,843 | $235K |
| Dahring | Cusmano LLC | 0.17% | Reduce -5.2% | 2,771 | $229K |
| Landing Point Financial Group, LLC | 0.12% | No change | 2,720 | $225K |
| Studio Investment Management LLC | 0.04% | New | 2,712 | $224K |
| BlueChip Wealth Advisors LLC | 0.09% | Reduce -52.9% | 2,682 | $222K |
| Stephens Inc. | 0.00% | Reduce -6.3% | 2,677 | $221K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.9% | 2,622 | $217K |
| Procyon Advisors, LLC | 0.01% | No change | 2,596 | $215K |
| TD Private Client Wealth LLC | 0.00% | Add +2.0% | 2,594 | $215K |
| Opal Wealth Advisors, LLC | 0.06% | No change | 2,572 | $213K |
| Triangle Securities Wealth Management | 0.05% | New | 2,572 | $213K |
| AQR Capital Management | 0.00% | No change | 2,524 | $209K |
| American National Bank & Trust | 0.02% | No change | 2,512 | $208K |
| Breakwater Capital Group | 0.03% | Add +0.1% | 2,500 | $207K |
| Lansing Street Advisors | 0.05% | Reduce -2.7% | 2,466 | $204K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,441 | $202K |
| Integrated Capital Management, LLC | 0.09% | Reduce -16.2% | 2,394 | $200K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,215 | $183K |
| Granite Investment Partners, LLC | 0.01% | No change | 2,209 | $183K |
| City State Bank | 0.05% | No change | 2,148 | $178K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 2,141 | $177K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,094 | $173K |
| Avalon Trust Co | 0.01% | Reduce -42.9% | 2,000 | $165K |
| Parallel Advisors, LLC | 0.00% | No change | 1,848 | $153K |
| BankPlus Trust Department | 0.04% | No change | 1,752 | $145K |
| NBT Bank, N.A. | 0.01% | Reduce -95.0% | 83 | $137K |
| First Horizon Corp. | 0.01% | — | 1,627 | $135K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,559 | $129K |
| AE Wealth Management LLC | 0.00% | Reduce -92.3% | 1,396 | $115K |
| CX Institutional | 0.00% | New | 1,355 | $112K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.0% | 1,303 | $108K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,300 | $108K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.3% | 1,004 | $83K |
| Operose Advisors LLC | 0.02% | No change | 888 | $73K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $64K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 731 | $60K |
| Lanark Financial, Inc. | 0.00% | No change | 726 | $60K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 722 | $60K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -82.3% | 705 | $58K |
| Glen Eagle Advisors, LLC | 0.01% | Add +10.1% | 686 | $57K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.2% | 645 | $53K |
| Franklin Resources Inc. | 0.00% | No change | 627 | $52K |
| MCF Advisors LLC | 0.00% | No change | 550 | $46K |
| GGM Financial LLC | 0.02% | New | 534 | $44K |
| Tsfg, LLC | 0.01% | Add +0.2% | 515 | $43K |
| Salomon & Ludwin, LLC | 0.00% | No change | 517 | $43K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 460 | $38K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 453 | $37K |
| Fifth Third Bancorp | 0.00% | New | 446 | $37K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $35K |
| St. Johns Investment Management Company, LLC | 0.01% | No change | 400 | $33K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $33K |
| Windsor Advisory Group, LLC | 0.03% | New | 370 | $31K |
| Nemes Rush Group LLC | 0.00% | Add +0.3% | 365 | $30K |
| Archer Investment Corp | 0.01% | No change | 342 | $28K |
| Quaker Wealth Management, LLC | 0.01% | No change | 336 | $28K |
| Financial Consulate, Inc. | 0.00% | New | 297 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 276 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -0.8% | 253 | $21K |
| Main Street Group, LTD | 0.01% | Add +0.4% | 242 | $20K |
| Whittier Trust Co. | 0.00% | No change | 240 | $20K |
| Wealth Watch Advisors, INC | 0.01% | New | 230 | $19K |
| Eastern Bank | 0.00% | No change | 222 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $17K |
| ORG Partners LLC | 0.00% | No change | 151 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 121 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $9K |
| Caitlin John, LLC | 0.01% | New | 102 | $8K |
| Spire Wealth Management | 0.00% | Add +7.7% | 98 | $8K |
| Key Financial Inc | 0.00% | No change | 96 | $8K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 78 | $6K |
| Trust Co. of Toledo NA | 0.00% | No change | 63 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 62 | $5K |
| Signaturefd, LLC | 0.00% | No change | 60 | $5K |
| North Capital, Inc. | 0.00% | Add +1.8% | 57 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 48 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Keystone Financial Group, Inc. | 0.00% | No change | 40 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -26.9% | 38 | $3K |
| 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 | $414 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $83 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.