iShares Morningstar Mid-CapIMCGETF
13F holders, Q4 2025 (December 31)396holders +40
44new positions
19sold out
2famous investors
$79.91avg. 13F price*
At the end of Q4 2025, 396 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 40 from Q3 2025. 44 opened new positions and 19 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($246.0M), LPL Financial LLC ($195.5M) and Morgan Stanley ($91.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $45.9M |
| Exits | 19 | $30.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,684,764 shares bought and 1,626,954 shares sold, net +57,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Vantagepoint Investment Advisers LLC | 1.98% | Reduce -1.2% | 3,080,936 | $246.0M |
| LPL Financial LLC | 0.05% | Add +7.0% | 2,448,326 | $195.5M |
| Morgan Stanley | 0.01% | Add +10.0% | 1,149,360 | $91.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.5% | 967,995 | $77.3M |
| Cetera Investment Advisers | 0.08% | Add +7.6% | 916,927 | $73.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +4.5% | 841,443 | $67.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -44.0% | 809,912 | $64.7M |
| Avior Wealth Management, LLC | 1.56% | Reduce -1.5% | 625,720 | $50.0M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -9.7% | 563,087 | $45.0M |
| Bank of America Corp. | 0.00% | Add +22.0% | 552,017 | $44.1M |
| Osaic Holdings, Inc. | 0.06% | Reduce -9.5% | 472,349 | $37.7M |
| Mariner, LLC | 0.04% | Add +24.7% | 450,978 | $36.0M |
| UBS Group AG | 0.01% | Reduce -6.8% | 433,109 | $34.6M |
| Victory Financial Group, LLC | 4.23% | Add +2.1% | 421,283 | $33.6M |
| Wells Fargo & Company | 0.01% | Reduce -1.2% | 419,448 | $33.5M |
| Rockport Wealth LLC | 6.25% | Reduce -0.5% | 402,303 | $32.1M |
| Cornerstone Planning Group LLC | 4.59% | Reduce -2.4% | 352,307 | $29.4M |
| Orgel Wealth Management, LLC | 0.51% | Add +0.3% | 291,237 | $23.3M |
| Arax Advisory Partners | 0.63% | New | 273,141 | $21.8M |
| Cosner Financial Group, LLC | 11.02% | Add +0.7% | 270,444 | $21.6M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 270,303 | $21.6M |
| Rodgers & Associates, LTD | 1.87% | Add +2.3% | 231,448 | $18.5M |
| IAG Wealth Partners, LLC | 2.07% | Add +6.2% | 223,763 | $17.9M |
| Equitable Holdings, Inc. | 0.11% | Reduce -2.7% | 208,688 | $16.7M |
| Steele Capital Management, Inc. | 0.70% | Add +0.7% | 203,324 | $16.2M |
| Matrix Trust Co | 2.68% | Add +0.7% | 203,324 | $16.2M |
| Eclectic Associates Inc. | 2.50% | Add +47.2% | 200,442 | $16.0M |
| Capital Wealth Management, LLC | 5.12% | Add +12.2% | 198,645 | $15.9M |
| Cwm, LLC | 0.04% | Add +2.0% | 196,225 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 184,438 | $14.7M |
| Allegheny Financial Group | 1.91% | Add +8.0% | 161,775 | $12.9M |
| Bedel Financial Consulting, Inc. | 1.37% | Add +2.7% | 159,323 | $12.7M |
| Creative Financial Designs Inc. | 0.77% | Add +3.1% | 153,457 | $12.3M |
| Eagle Strategies LLC | 1.53% | Add +8.5% | 150,387 | $12.0M |
| Granville Capital, Inc. | 5.67% | — | 133,754 | $10.7M |
| PTM Wealth Management, LLC | 5.88% | Add +3.8% | 127,607 | $10.4M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Add +7.3% | 129,827 | $10.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.8% | 129,370 | $10.3M |
| Sigma Planning Corp | 0.28% | Add +1.9% | 127,905 | $10.2M |
| Elevation Point Wealth Partners, LLC | 0.49% | Add +76.6% | 127,572 | $10.2M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +77.5% | 126,391 | $10.1M |
| Integrated Investment Consultants, LLC | 1.96% | Reduce -2.0% | 124,994 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.5% | 124,731 | $10.0M |
| Scott Capital Advisors, LLC | 1.97% | Add +1.3% | 111,594 | $8.9M |
| Mgo One Seven LLC | 0.17% | Add +7.8% | 106,179 | $8.5M |
| Truist Financial Corp. | 0.01% | Reduce -1.0% | 101,373 | $8.1M |
| Wood Tarver Financial Group, LLC | 2.25% | Add +3.7% | 100,267 | $8.0M |
| PFS Partners, LLC | 3.60% | Add +1.1% | 98,237 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.8% | 96,304 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +10.6% | 95,115 | $7.6M |
| OxenFree Capital LLC | 3.85% | Add +5.9% | 91,838 | $7.3M |
| Silver Oak Wealth Advisors Services, LLC | 4.44% | Add +0.6% | 86,162 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.6% | 79,500 | $6.6M |
| Certified Advisory Corp | 0.58% | Add +5.4% | 79,672 | $6.4M |
| Oppenheimer & Co. Inc. | 0.09% | Add +9.0% | 79,594 | $6.4M |
| Ipsen Advisor Group LLC | 4.48% | Add +0.5% | 79,020 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 73,187 | $5.8M |
| Verde Capital Management | 1.19% | Add +3.6% | 69,854 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | Add +0.6% | 66,430 | $5.3M |
| Marino, Stram & Associates LLC | 0.92% | Add +11.3% | 63,437 | $5.1M |
| Castle Wealth Management LLC | 1.66% | Add +0.9% | 62,843 | $5.0M |
| American Trust | 0.42% | Reduce -43.8% | 62,488 | $5.0M |
| Tandem Financial, LLC | 5.97% | Reduce -30.6% | 65,401 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.3% | 60,210 | $4.8M |
| Summit Asset Management, LLC | 0.65% | Reduce -1.7% | 57,796 | $4.6M |
| &partners | 0.02% | Reduce -0.3% | 56,472 | $4.5M |
| Steinberganna Wealth Management | 2.09% | Reduce -3.5% | 55,952 | $4.5M |
| Employees' Retirement Fund of the City of Fort Worth | 1.98% | Reduce -50.6% | 55,500 | $4.4M |
| Chaney Capital Management, Inc. | 1.49% | Add +1.9% | 54,252 | $4.3M |
| Nwam LLC | 0.24% | Add +0.0% | 51,942 | $4.3M |
| Kellett Wealth Advisors, LLC | 2.46% | Add +2.0% | 53,986 | $4.3M |
| Virtus Wealth Solutions LLC | 0.81% | Reduce -0.2% | 53,300 | $4.3M |
| Denver Wealth Management, Inc. | 1.50% | Add +11.3% | 53,081 | $4.2M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +0.1% | 50,926 | $4.1M |
| DDFG, Inc | 0.88% | Add +4.3% | 50,456 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 49,148 | $3.9M |
| Merit Financial Group, LLC | 0.03% | Reduce -1.6% | 48,738 | $3.9M |
| Creative Planning | 0.00% | Add +20.3% | 48,614 | $3.9M |
| Black Diamond Financial, LLC | 0.40% | Reduce -6.6% | 47,435 | $3.8M |
| Premier Private Wealth Management LLC | 3.90% | — | 45,544 | $3.8M |
| Cerro Pacific Wealth Advisors LLC | 1.01% | Add +13.5% | 47,023 | $3.8M |
| Rovin Capital /Ut/ | 0.99% | Add +6.1% | 46,606 | $3.7M |
| Diversify Wealth Management, LLC | 0.17% | Add +5.3% | 43,797 | $3.6M |
| James J. Burns & Company, LLC | 0.49% | Add +12.4% | 44,564 | $3.6M |
| Beam Wealth Advisors, Inc. | 0.91% | Add +4.1% | 41,326 | $3.3M |
| Valley National Advisers Inc. | 0.44% | Reduce -3.5% | 39,994 | $3.2M |
| Marmo Financial Group, LLC | 1.49% | Reduce -4.6% | 39,533 | $3.2M |
| Family Legacy, Inc. | 0.93% | Add +2.9% | 38,701 | $3.1M |
| Two Sigma Investments, LP | 0.00% | New | 37,700 | $3.0M |
| Prospect Financial Services LLC | 1.73% | Add +2.4% | 37,633 | $3.0M |
| Leo Wealth, LLC | 0.21% | New | 36,361 | $2.9M |
| Ignite Planners, LLC | 0.40% | Add +9.9% | 31,686 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.28% | Reduce -7.9% | 32,325 | $2.6M |
| Towne Trust Company, N.A | 0.80% | Add +62.6% | 32,116 | $2.6M |
| Summit Wealth Group LLC / Co. | 0.34% | New | 32,016 | $2.6M |
| Aire Advisors, LLC | 0.46% | Add +0.1% | 31,376 | $2.5M |
| Principal Securities, Inc. | 0.04% | Add +1.4% | 30,842 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 30,424 | $2.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +3.8% | 30,299 | $2.4M |
| LRI Investments, LLC | 0.19% | No change | 29,730 | $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.