iShares Morningstar Mid-CapIMCVETF
13F holders, Q3 2024 (September 30)139holders +10
14new positions
6sold out
$76.43avg. 13F price*
At the end of Q3 2024, 139 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, up 10 from Q2 2024. 14 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($62.9M), Equitable Holdings, Inc. ($31.0M) and Orgel Wealth Management, LLC ($26.4M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $12.7M |
| Exits | 6 | $750K |
All 13F filers, Q2 2024 → Q3 2024: 348,417 shares bought and 344,656 shares sold, net +3,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Morgan Stanley | 0.00% | Add +1.8% | 820,935 | $62.9M |
| Equitable Holdings, Inc. | 0.30% | Add +3.0% | 404,177 | $31.0M |
| Orgel Wealth Management, LLC | 0.66% | Reduce -0.8% | 344,958 | $26.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +5.6% | 269,620 | $20.7M |
| Steele Capital Management, Inc. | 0.80% | Reduce -10.8% | 197,766 | $15.3M |
| Matrix Trust Co | 2.83% | Reduce -10.8% | 197,766 | $15.2M |
| Bank of America Corp. | 0.00% | Reduce -42.3% | 195,390 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.1% | 192,931 | $14.8M |
| Wells Fargo & Company | 0.00% | Reduce -4.7% | 181,863 | $13.9M |
| LPL Financial LLC | 0.01% | Reduce -8.8% | 163,365 | $12.5M |
| Osaic Holdings, Inc. | 0.02% | Add +41.3% | 131,387 | $10.1M |
| Black Diamond Financial, LLC | 1.36% | Add +12.0% | 104,242 | $8.0M |
| UBS Group AG | 0.00% | Reduce -0.5% | 102,259 | $7.8M |
| swisspartners Advisors Ltd | 6.17% | New | 103,360 | $6.7M |
| GHP Investment Advisors, Inc. | 0.30% | Reduce -1.0% | 84,774 | $6.5M |
| Rodgers & Associates, LTD | 0.73% | Reduce -2.2% | 79,575 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Add +2.3% | 72,749 | $5.6M |
| Marietta Wealth Management, LLC | 0.80% | Add +2.0% | 72,188 | $5.5M |
| Bedel Financial Consulting, Inc. | 0.73% | Add +6.7% | 67,089 | $5.1M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.2% | 58,898 | $4.5M |
| Mariner, LLC | 0.01% | Add +3.4% | 56,429 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +181.4% | 51,965 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.9% | 49,576 | $3.8M |
| Woodard & Co. Asset Management Group Inc. | 0.84% | Reduce -39.8% | 48,569 | $3.7M |
| EP Wealth Advisors, LLC | 0.03% | New | 43,262 | $3.3M |
| Raymond James & Associates | 0.00% | Add +4.7% | 42,424 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +5.6% | 40,934 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -27.6% | 37,090 | $2.8M |
| Aire Advisors, LLC | 0.62% | Add +2.2% | 36,317 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -1.8% | 33,651 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.6% | 31,571 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 30,957 | $2.4M |
| Flagstar Securities, Inc. | 0.55% | Reduce -2.4% | 28,317 | $2.2M |
| Merit Financial Group, LLC | 0.05% | Reduce -2.3% | 27,345 | $2.1M |
| LRI Investments, LLC | 0.17% | No change | 22,656 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -61.7% | 23,151 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +100.7% | 21,634 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -5.4% | 21,346 | $1.6M |
| Debussy Capital Management LP | 0.47% | Reduce -1.8% | 21,208 | $1.6M |
| Courage Miller Partners, LLC | 0.54% | Reduce -0.6% | 20,905 | $1.6M |
| Jim Saulnier & Associates, LLC | 1.56% | — | 20,850 | $1.6M |
| Retirement Planning Group, LLC | 0.08% | Reduce -18.6% | 18,740 | $1.4M |
| PCA Investment Advisory Services Inc. | 0.65% | Add +7.1% | 17,931 | $1.4M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -25.3% | 17,209 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.3% | 16,162 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +47.7% | 15,517 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +80.5% | 15,133 | $1.2M |
| Burt Wealth Advisors | 0.28% | Reduce -2.6% | 14,936 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 14,260 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -5.9% | 13,565 | $1.0M |
| Comerica Bank | 0.00% | Reduce -0.2% | 13,384 | $1.0M |
| Focus Partners Wealth | 0.00% | No change | 13,171 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Add +0.0% | 12,587 | $955K |
| Savant Capital, LLC | 0.01% | New | 10,894 | $835K |
| Pacific Sun Financial Corp | 0.37% | Reduce -0.8% | 8,640 | $662K |
| Madison Wealth Partners, Inc | 0.19% | No change | 8,402 | $644K |
| Jackson Creek Investment Advisors LLC | 0.18% | Reduce -6.4% | 7,878 | $604K |
| LaFleur & Godfrey LLC | 0.08% | Add +4.7% | 7,807 | $598K |
| Sage Financial Group Inc. | 0.05% | No change | 7,486 | $574K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,438 | $570K |
| Altfest L J & Co. Inc. | 0.07% | No change | 7,330 | $562K |
| James J. Burns & Company, LLC | 0.09% | Add +0.5% | 6,436 | $493K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 6,134 | $470K |
| Jane Street Group, LLC | 0.00% | New | 6,091 | $467K |
| DDFG, Inc | 0.13% | Add +8.3% | 5,970 | $458K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 5,953 | $456K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.0% | 5,841 | $448K |
| Cwm, LLC | 0.00% | Reduce -10.5% | 5,674 | $435K |
| Citigroup Inc. | 0.00% | Reduce -3.9% | 5,540 | $425K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.2% | 5,449 | $418K |
| M&R Capital Management Inc. | 0.09% | No change | 5,445 | $417K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.6% | 5,431 | $416K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,304 | $406K |
| Creative Planning | 0.00% | No change | 5,063 | $388K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +0.2% | 4,519 | $346K |
| Summit Asset Management, LLC | 0.04% | No change | 4,476 | $343K |
| Western Wealth Management, LLC | 0.02% | Add +0.9% | 4,474 | $343K |
| Cape Investment Advisory, Inc. | 0.13% | Add +0.0% | 4,254 | $326K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.7% | 4,244 | $325K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.9% | 4,180 | $320K |
| FMR LLC | 0.00% | Add +35.8% | 3,993 | $306K |
| Private Advisor Group, LLC | 0.00% | Add +12.6% | 3,956 | $303K |
| Trivant Custom Portfolio Group, LLC | 0.17% | Add +1.4% | 3,829 | $293K |
| JPMorgan Chase & Co. | 0.00% | Add +22.0% | 3,721 | $285K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,453 | $265K |
| Oakworth Capital, Inc. | 0.02% | New | 3,430 | $263K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.4% | 3,419 | $262K |
| New Insight Wealth Advisors | 0.14% | No change | 3,392 | $260K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.3% | 3,305 | $255K |
| AE Wealth Management LLC | 0.00% | Add +0.7% | 3,234 | $248K |
| Bank of Montreal | 0.00% | Reduce -2.0% | 3,200 | $245K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 2,954 | $226K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -11.0% | 2,946 | $226K |
| Beacon Financial Group | 0.02% | New | 2,820 | $216K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 2,808 | $215K |
| Cresset Asset Management, LLC | 0.00% | New | 2,745 | $210K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,706 | $207K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.3% | 2,675 | $205K |
| Park Avenue Securities LLC | 0.00% | New | 2,652 | $203K |
| Harbour Investments, Inc. | 0.01% | Add +16.7% | 2,308 | $177K |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.