iShares Morningstar Mid-CapIMCVETF
13F holders, Q2 2024 (June 30)129holders
6new positions
4sold out
1famous investor
$70.24avg. 13F price*
At the end of Q2 2024, 129 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, unchanged from Q1 2024. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($56.7M), Equitable Holdings, Inc. ($27.6M) and Orgel Wealth Management, LLC ($24.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 4 | $802K |
All 13F filers, Q1 2024 → Q2 2024: 143,309 shares bought and 362,045 shares sold, net −218,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Morgan Stanley | 0.00% | Add +1.2% | 806,805 | $56.7M |
| Equitable Holdings, Inc. | 0.29% | Reduce -26.1% | 392,612 | $27.6M |
| Orgel Wealth Management, LLC | 0.66% | Reduce -1.3% | 347,846 | $24.4M |
| Bank of America Corp. | 0.00% | Add +7.2% | 338,650 | $23.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +6.7% | 255,330 | $17.9M |
| Steele Capital Management, Inc. | 0.87% | Reduce -0.5% | 221,814 | $15.6M |
| Matrix Trust Co | 3.52% | Add +0.0% | 221,814 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.8% | 197,080 | $13.8M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 190,894 | $13.4M |
| LPL Financial LLC | 0.01% | Add +2.4% | 179,074 | $12.6M |
| UBS Group AG | 0.00% | Add +0.8% | 102,813 | $7.2M |
| Black Diamond Financial, LLC | 1.26% | Add +23.7% | 93,091 | $6.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -28.7% | 92,983 | $6.5M |
| GHP Investment Advisors, Inc. | 0.30% | Reduce -0.0% | 85,595 | $6.0M |
| Rodgers & Associates, LTD | 0.74% | Reduce -0.5% | 81,371 | $5.7M |
| Woodard & Co. Asset Management Group Inc. | 1.41% | Reduce -14.3% | 80,628 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 71,091 | $5.0M |
| Marietta Wealth Management, LLC | 0.78% | Add +15.5% | 70,788 | $5.0M |
| Bedel Financial Consulting, Inc. | 0.65% | Add +2.5% | 62,898 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -1.0% | 60,412 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -2.0% | 58,784 | $4.1M |
| Mariner, LLC | 0.01% | Reduce -3.0% | 54,589 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +12.6% | 51,223 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.4% | 50,551 | $3.6M |
| Raymond James & Associates | 0.00% | Reduce -55.1% | 40,522 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +3.7% | 38,749 | $2.7M |
| Aire Advisors, LLC | 0.57% | Reduce -8.3% | 35,540 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +0.7% | 34,274 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +2.7% | 32,410 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 30,897 | $2.2M |
| Flagstar Securities, Inc. | 0.56% | Reduce -6.5% | 29,024 | $2.0M |
| Merit Financial Group, LLC | 0.04% | Reduce -1.7% | 27,986 | $2.0M |
| Retirement Planning Group, LLC | 0.10% | Reduce -7.3% | 23,016 | $1.6M |
| Diversify Advisory Services, LLC | 0.09% | Add +3.5% | 23,035 | $1.6M |
| LRI Investments, LLC | 0.18% | Reduce -0.6% | 22,656 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 22,567 | $1.6M |
| Debussy Capital Management LP | 0.43% | Reduce -1.7% | 21,585 | $1.5M |
| Courage Miller Partners, LLC | 0.53% | No change | 21,028 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +40.6% | 18,469 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.62% | Reduce -2.2% | 16,744 | $1.2M |
| Burt Wealth Advisors | 0.28% | Reduce -1.7% | 15,336 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.0% | 15,060 | $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% | Add +0.1% | 13,407 | $942K |
| Focus Partners Wealth | 0.00% | Add +144.8% | 13,171 | $925K |
| Level Four Advisory Services, LLC | 0.04% | Add +0.0% | 12,585 | $884K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.0% | 10,780 | $757K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.2% | 10,508 | $738K |
| Citadel Advisors | 0.00% | Reduce -80.4% | 9,447 | $664K |
| Pacific Sun Financial Corp | 0.36% | Reduce -0.2% | 8,705 | $611K |
| Jackson Creek Investment Advisors LLC | 0.22% | Add +7.5% | 8,418 | $591K |
| Madison Wealth Partners, Inc | 0.20% | Add +1.5% | 8,402 | $590K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.1% | 8,384 | $589K |
| Sage Financial Group Inc. | 0.05% | Reduce -2.9% | 7,486 | $526K |
| LaFleur & Godfrey LLC | 0.08% | Add +47.1% | 7,455 | $524K |
| First Manhattan Co. Llc. | 0.00% | Add +0.3% | 7,438 | $522K |
| Altfest L J & Co. Inc. | 0.07% | No change | 7,330 | $515K |
| James J. Burns & Company, LLC | 0.09% | New | 6,404 | $450K |
| Cwm, LLC | 0.00% | No change | 6,339 | $445K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.6% | 6,247 | $439K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 6,021 | $423K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.0% | 5,947 | $418K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +79.5% | 5,850 | $411K |
| Citigroup Inc. | 0.00% | Reduce -6.7% | 5,763 | $405K |
| DDFG, Inc | 0.12% | Add +15.0% | 5,513 | $387K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.7% | 5,465 | $384K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.5% | 5,462 | $384K |
| M&R Capital Management Inc. | 0.09% | No change | 5,445 | $382K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,304 | $373K |
| Creative Planning | 0.00% | No change | 5,063 | $356K |
| Willis Johnson & Associates, Inc. | 0.03% | New | 4,508 | $317K |
| Summit Asset Management, LLC | 0.04% | No change | 4,476 | $314K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.5% | 4,433 | $311K |
| Cape Investment Advisory, Inc. | 0.13% | Add +0.1% | 4,253 | $299K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 4,218 | $296K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.5% | 4,214 | $296K |
| Trivant Custom Portfolio Group, LLC | 0.16% | Add +0.7% | 3,777 | $265K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.8% | 3,527 | $247K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 3,514 | $247K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.9% | 3,503 | $246K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +4.6% | 3,453 | $243K |
| New Insight Wealth Advisors | 0.14% | Reduce -14.6% | 3,392 | $238K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -10.2% | 3,310 | $232K |
| Bank of Montreal | 0.00% | Reduce -14.4% | 3,265 | $232K |
| AE Wealth Management LLC | 0.00% | New | 3,211 | $226K |
| JPMorgan Chase & Co. | 0.00% | Add +176.4% | 3,051 | $214K |
| Transcend Capital Advisors, LLC | 0.01% | Add +5.2% | 2,954 | $207K |
| FMR LLC | 0.00% | Add +4.1% | 2,941 | $207K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 2,640 | $185K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -20.4% | 2,059 | $145K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -20.4% | 2,059 | $145K |
| Clear Investment Research, LLC | 0.19% | Add +2.8% | 2,023 | $142K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.5% | 1,977 | $139K |
| BlackRock Inc. | 0.00% | No change | 1,500 | $105K |
| Beacon Capital Management, LLC | 0.02% | No change | 1,404 | $99K |
| US Bancorp \de | 0.00% | No change | 1,200 | $84K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -20.9% | 1,124 | $79K |
| Jones Financial Companies LLLP | 0.00% | New | 838 | $59K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 804 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.7% | 748 | $53K |
| Operose Advisors LLC | 0.02% | No change | 642 | $45K |
| Principal Securities, Inc. | 0.00% | Reduce -1.2% | 587 | $41K |
| McIlrath & Eck, LLC | 0.01% | No change | 540 | $38K |
| Parkside Financial Bank & Trust | 0.01% | No change | 510 | $36K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 439 | $31K |
| NewEdge Advisors, LLC | 0.00% | Reduce -47.7% | 343 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 325 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +29.0% | 316 | $22K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 300 | $21K |
| MCF Advisors LLC | 0.00% | No change | 300 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 300 | $21K |
| Gleason Group, Inc. | 0.00% | Add +0.4% | 259 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 255 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 200 | $14K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 197 | $14K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -92.8% | 170 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 141 | $9K |
| First Personal Financial Services | 0.00% | Add +348.1% | 121 | $9K |
| Archer Investment Corp | 0.00% | No change | 72 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 69 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 66 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 54 | $4K |
| Davis Capital Management | 0.00% | No change | 53 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -98.9% | 50 | $4K |
| Islay Capital Management, LLC | 0.00% | No change | 30 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 26 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13 | $913 |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.