iShares Morningstar Mid-CapIMCVETF
13F holders, Q2 2026 (June 30)169holders −3
15new positions
14sold out
$91.44avg. 13F price*
At the end of Q2 2026, 169 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, down 3 from Q1 2026. 15 opened new positions and 14 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($93.0M), Morgan Stanley ($55.9M) and Ameriprise Financial Inc. ($44.5M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $9.8M |
| Exits | 14 | $6.6M |
All 13F filers, Q1 2026 → Q2 2026: 517,720 shares bought and 510,986 shares sold, net +6,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Vantagepoint Investment Advisers LLC | 0.70% | Add +5.4% | 1,017,719 | $93.0M |
| Morgan Stanley | 0.00% | Add +0.3% | 612,281 | $55.9M |
| Ameriprise Financial Inc. | 0.01% | Add +19.6% | 487,500 | $44.5M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 467,937 | $42.8M |
| LPL Financial LLC | 0.01% | Add +17.1% | 434,283 | $39.7M |
| Orgel Wealth Management, LLC | 0.59% | Reduce -0.3% | 341,915 | $31.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.9% | 257,449 | $23.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 247,957 | $22.7M |
| Black Diamond Financial, LLC | 1.98% | Add +13.1% | 245,612 | $22.4M |
| Osaic Holdings, Inc. | 0.03% | Add +1.7% | 234,849 | $21.5M |
| Matrix Trust Co | 2.78% | Add +1.2% | 209,721 | $19.2M |
| Steele Capital Management, Inc. | 0.71% | Add +1.2% | 209,721 | $19.2M |
| Bank of America Corp. | 0.00% | Add +0.5% | 203,099 | $18.6M |
| UBS Group AG | 0.00% | Reduce -1.8% | 191,890 | $17.5M |
| Granville Capital, Inc. | 6.38% | Add +2.3% | 156,194 | $14.3M |
| Marietta Wealth Management, LLC | 1.28% | Add +4.4% | 135,955 | $12.4M |
| swisspartners Advisors Ltd | 7.90% | Reduce -0.3% | 128,320 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 125,527 | $11.5M |
| Cetera Investment Advisers | 0.01% | Add +11.9% | 122,941 | $11.2M |
| Rodgers & Associates, LTD | 1.00% | Add +0.7% | 120,448 | $11.0M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 104,198 | $9.5M |
| Bedel Financial Consulting, Inc. | 0.86% | Add +7.1% | 97,819 | $8.9M |
| Ipsen Advisor Group LLC | 5.03% | Add +0.7% | 85,523 | $7.8M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -0.9% | 82,103 | $7.5M |
| GHP Investment Advisors, Inc. | 0.27% | Reduce -0.2% | 81,185 | $7.4M |
| DAVENPORT & Co LLC | 0.03% | Add +6.1% | 74,249 | $6.8M |
| Lebenthal Global Advisors, LLC | 0.80% | Add +4.5% | 64,544 | $5.9M |
| Mariner, LLC | 0.01% | Add +0.3% | 57,329 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.9% | 56,506 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -56.4% | 54,253 | $5.0M |
| DDFG, Inc | 0.93% | Add +2.8% | 51,272 | $4.7M |
| Susquehanna International Group, LLP | 0.00% | New | 48,593 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -85.8% | 46,998 | $4.3M |
| Creative Planning | 0.00% | Add +2.3% | 45,464 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 44,919 | $4.1M |
| Sovran Advisors, LLC | 0.30% | Reduce -25.5% | 41,718 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -3.0% | 43,733 | $4.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +1.1% | 43,487 | $4.0M |
| Jane Street Group, LLC | 0.00% | Add +1175.8% | 39,000 | $3.6M |
| Aire Advisors, LLC | 0.57% | Reduce -5.8% | 38,156 | $3.5M |
| Millstone Evans Group, LLC | 1.82% | Reduce -4.0% | 36,762 | $3.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 35,588 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +310.4% | 32,284 | $3.0M |
| Merit Financial Group, LLC | 0.02% | Add +4.8% | 29,399 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +3.5% | 28,581 | $2.6M |
| MML Investors Services, LLC | 0.00% | Reduce -2.0% | 26,015 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 25,445 | $2.3M |
| Diversify Advisory Services, LLC | 0.04% | New | 23,905 | $2.3M |
| Diversify Wealth Management, LLC | 0.04% | Add +6.2% | 23,905 | $2.3M |
| Caliber Wealth Management, LLC / KS | 0.22% | Add +0.0% | 24,639 | $2.3M |
| Focus Partners Wealth | 0.00% | Reduce -5.8% | 23,030 | $2.1M |
| LRI Investments, LLC | 0.17% | No change | 22,656 | $2.1M |
| Principal Securities, Inc. | 0.02% | Add +0.0% | 20,873 | $1.9M |
| James J. Burns & Company, LLC | 0.19% | Add +0.5% | 19,016 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +81.5% | 18,769 | $1.7M |
| Allegheny Financial Group | 0.17% | Add +33.1% | 17,676 | $1.6M |
| Courage Miller Partners, LLC | 0.42% | Reduce -5.7% | 17,464 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 16,217 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.3% | 16,071 | $1.5M |
| Flagstar Securities, Inc. | 0.39% | Reduce -3.0% | 14,289 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.35% | Reduce -0.7% | 13,755 | $1.3M |
| M&T Bank Corp | 0.00% | No change | 13,727 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.0% | 13,352 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -1.7% | 13,221 | $1.2M |
| Jim Saulnier & Associates, LLC | 0.44% | Reduce -52.0% | 11,959 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 11,824 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.7% | 10,811 | $1.0M |
| LaFleur & Godfrey LLC | 0.11% | Add +5.7% | 10,340 | $945K |
| Retirement Planning Group, LLC | 0.02% | Reduce -36.4% | 10,049 | $918K |
| Madison Wealth Partners, Inc | 0.12% | Add +1.6% | 9,906 | $905K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +263.4% | 9,849 | $900K |
| Sentinel Advisory Group, LLC | 0.37% | Reduce -4.0% | 9,809 | $896K |
| Brand Asset Management Group, Inc. | 0.19% | Reduce -0.9% | 9,209 | $841K |
| Citigroup Inc. | 0.00% | Add +2.7% | 8,315 | $760K |
| Pacific Sun Financial Corp | 0.31% | No change | 8,295 | $758K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.7% | 7,503 | $686K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,438 | $680K |
| Nuveen, LLC | 0.00% | New | 6,523 | $596K |
| D.A. Davidson & Co. | 0.00% | Add +4.5% | 6,447 | $589K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 6,436 | $588K |
| Trivant Custom Portfolio Group, LLC | 0.30% | Add +2.5% | 6,205 | $567K |
| Sage Financial Group Inc. | 0.03% | Reduce -2.4% | 6,207 | $567K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +413.4% | 6,053 | $553K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,757 | $526K |
| Vise Technologies, Inc. | 0.01% | No change | 5,626 | $514K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.8% | 5,508 | $503K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 5,304 | $485K |
| GWN Securities Inc. | 0.08% | Add +7.2% | 5,113 | $467K |
| FMR LLC | 0.00% | Add +33.6% | 4,952 | $453K |
| Farther Finance Advisors, LLC | 0.00% | Add +210.7% | 4,922 | $450K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | Reduce -0.9% | 4,726 | $432K |
| Parallel Advisors, LLC | 0.01% | No change | 4,703 | $430K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 4,529 | $414K |
| NewEdge Advisors, LLC | 0.00% | Add +123.1% | 4,311 | $394K |
| Cape Investment Advisory, Inc. | 0.10% | Add +0.0% | 4,238 | $387K |
| Summit Asset Management, LLC | 0.05% | No change | 4,216 | $385K |
| Mercer Global Advisors Inc. | 0.00% | Add +45.1% | 4,048 | $370K |
| WealthTrak Capital Management LLC | 0.24% | Reduce -2.0% | 4,040 | $369K |
| Revisor Wealth Management LLC | 0.08% | Add +48.2% | 3,745 | $342K |
| Altfest L J & Co. Inc. | 0.03% | No change | 3,601 | $329K |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.