iShares Morningstar Mid-CapIMCVETF
13F holders, Q1 2024 (March 31)129holders
1famous investor
$72.45avg. 13F price*
At the end of Q1 2024, 129 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings. The largest holders were Morgan Stanley ($57.9M), Equitable Holdings, Inc. ($38.5M) and Orgel Wealth Management, LLC ($25.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.5M |
| Exits | 10 | $15.4M |
Ownership 129 holders
| Morgan Stanley | 0.00% | Reduce -1.5% | 797,505 | $57.9M |
| Equitable Holdings, Inc. | 0.43% | Reduce -10.9% | 531,325 | $38.5M |
| Orgel Wealth Management, LLC | 0.70% | Reduce -1.7% | 352,360 | $25.6M |
| Bank of America Corp. | 0.00% | Add +21.7% | 316,059 | $22.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +334.3% | 239,408 | $17.4M |
| Steele Capital Management, Inc. | 0.93% | Reduce -1.8% | 222,809 | $16.2M |
| Matrix Trust Co | 3.64% | Reduce -1.6% | 221,810 | $16.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.3% | 207,014 | $15.0M |
| Wells Fargo & Company | 0.00% | Reduce -4.6% | 184,948 | $13.4M |
| LPL Financial LLC | 0.01% | Reduce -20.6% | 174,963 | $12.7M |
| Osaic Holdings, Inc. | 0.02% | Add +38.4% | 130,491 | $9.5M |
| UBS Group AG | 0.00% | Reduce -5.2% | 101,970 | $7.4M |
| Woodard & Co. Asset Management Group Inc. | 1.82% | Add +2.6% | 94,024 | $6.8M |
| Raymond James & Associates | 0.00% | Reduce -2.6% | 90,170 | $6.5M |
| GHP Investment Advisors, Inc. | 0.31% | Reduce -1.2% | 85,600 | $6.2M |
| Rodgers & Associates, LTD | 0.76% | Reduce -1.7% | 81,749 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -45.5% | 70,890 | $5.1M |
| Black Diamond Financial, LLC | 1.38% | No change | 75,254 | $5.1M |
| Bedel Financial Consulting, Inc. | 0.70% | Add +2.9% | 61,356 | $4.5M |
| Marietta Wealth Management, LLC | 0.73% | Add +0.6% | 61,293 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.0% | 61,223 | $4.4M |
| Corient Private Wealth LP | 0.01% | Add +4.0% | 61,044 | $4.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -36.1% | 60,007 | $4.4M |
| Mariner, LLC | 0.01% | Add +11.4% | 56,298 | $4.1M |
| Citadel Advisors | 0.00% | New | 48,157 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +16.5% | 45,486 | $3.3M |
| Aire Advisors, LLC | 0.63% | Add +1.1% | 38,779 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 37,355 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -12.6% | 34,051 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -17.3% | 31,559 | $2.3M |
| Flagstar Securities, Inc. | 0.63% | Reduce -3.7% | 31,031 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 30,432 | $2.2M |
| Merit Financial Group, LLC | 0.05% | Reduce -5.4% | 28,464 | $2.0M |
| Retirement Planning Group, LLC | 0.14% | Reduce -2.4% | 24,830 | $1.8M |
| LRI Investments, LLC | 0.42% | — | 22,791 | $1.7M |
| Diversify Advisory Services, LLC | 0.09% | — | 22,256 | $1.6M |
| Debussy Capital Management LP | 0.46% | Add +4.2% | 21,966 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +149.7% | 21,216 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 21,149 | $1.5M |
| Courage Miller Partners, LLC | 0.53% | Reduce -0.3% | 21,028 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +40.0% | 20,277 | $1.5M |
| PCA Investment Advisory Services Inc. | 0.70% | Add +22.6% | 17,122 | $1.2M |
| Burt Wealth Advisors | 0.29% | Add +1.8% | 15,606 | $1.1M |
| Captrust Financial Advisors | 0.00% | No change | 14,415 | $1.0M |
| M&T Bank Corp | 0.00% | No change | 14,260 | $1.0M |
| Comerica Bank | 0.00% | Reduce -0.3% | 13,388 | $971K |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.8% | 13,136 | $954K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.4% | 12,546 | $910K |
| Level Four Advisory Services, LLC | 0.05% | No change | 12,582 | $852K |
| DAVENPORT & Co LLC | 0.00% | Add +0.0% | 8,837 | $641K |
| Pacific Sun Financial Corp | 0.37% | No change | 8,725 | $633K |
| Madison Wealth Partners, Inc | 0.22% | Reduce -1.1% | 8,280 | $601K |
| Jackson Creek Investment Advisors LLC | 0.20% | Add +2.2% | 7,833 | $568K |
| Sage Financial Group Inc. | 0.05% | Add +0.1% | 7,711 | $559K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,419 | $540K |
| Altfest L J & Co. Inc. | 0.08% | Add +68.2% | 7,330 | $532K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.4% | 6,913 | $502K |
| Cwm, LLC | 0.00% | Reduce -10.2% | 6,339 | $460K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.1% | 6,291 | $456K |
| Citigroup Inc. | 0.00% | Reduce -2.8% | 6,178 | $448K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 5,969 | $433K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.8% | 5,946 | $431K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -2.2% | 5,674 | $412K |
| M&R Capital Management Inc. | 0.10% | No change | 5,445 | $395K |
| Revisor Wealth Management LLC | 0.18% | New | 5,636 | $395K |
| Focus Partners Wealth | 0.00% | Reduce -60.8% | 5,380 | $390K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,304 | $385K |
| LaFleur & Godfrey LLC | 0.05% | Add +57.6% | 5,067 | $368K |
| Creative Planning | 0.00% | Reduce -11.6% | 5,063 | $367K |
| DDFG, Inc | 0.11% | Reduce -43.0% | 4,794 | $348K |
| Assetmark, Inc. | 0.00% | Add +5159.1% | 4,628 | $336K |
| Western Wealth Management, LLC | 0.03% | Reduce -26.8% | 4,595 | $333K |
| Summit Asset Management, LLC | 0.04% | No change | 4,476 | $325K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 4,400 | $319K |
| Cape Investment Advisory, Inc. | 0.14% | Reduce -1.0% | 4,251 | $308K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.5% | 4,192 | $304K |
| New Insight Wealth Advisors | 0.18% | Reduce -12.3% | 3,971 | $288K |
| Bank of Montreal | 0.00% | Add +16.8% | 3,814 | $277K |
| Trivant Custom Portfolio Group, LLC | 0.17% | Add +2.6% | 3,750 | $272K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -21.9% | 3,684 | $267K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.0% | 3,534 | $256K |
| Private Advisor Group, LLC | 0.00% | Reduce -46.1% | 3,510 | $255K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 3,300 | $239K |
| Imprint Wealth LLC | 0.06% | New | 3,300 | $238K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1482.0% | 3,259 | $236K |
| FMR LLC | 0.00% | Add +20.6% | 2,825 | $205K |
| Beacon Financial Group | 0.02% | New | 2,810 | $204K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 2,808 | $204K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,807 | $204K |
| Geneos Wealth Management Inc. | 0.01% | Add +2759.8% | 2,631 | $191K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -50.7% | 2,586 | $188K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -50.7% | 2,586 | $188K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -5.7% | 2,376 | $172K |
| Harbour Investments, Inc. | 0.01% | Reduce -42.7% | 2,049 | $149K |
| Clear Investment Research, LLC | 0.19% | Add +0.7% | 1,968 | $143K |
| BlackRock Inc. | 0.00% | No change | 1,500 | $109K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -1.4% | 1,421 | $103K |
| Beacon Capital Management, LLC | 0.02% | New | 1,404 | $102K |
| US Bancorp \de | 0.00% | No change | 1,200 | $87K |
| JPMorgan Chase & Co. | 0.00% | New | 1,104 | $80K |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.