iShares Morningstar Mid-CapIMCVETF
13F holders, Q4 2024 (December 31)140holders +1
8new positions
9sold out
$74.17avg. 13F price*
At the end of Q4 2024, 140 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, up 1 from Q3 2024. 8 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($59.9M), Equitable Holdings, Inc. ($33.7M) and Orgel Wealth Management, LLC ($25.5M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.5M |
| Exits | 9 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 518,353 shares bought and 101,331 shares sold, net +417,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Morgan Stanley | 0.00% | Reduce -1.8% | 806,106 | $59.9M |
| Equitable Holdings, Inc. | 0.32% | Add +12.1% | 453,205 | $33.7M |
| Orgel Wealth Management, LLC | 0.67% | Reduce -0.5% | 343,362 | $25.5M |
| Focus Partners Wealth | 0.06% | Add +2220.8% | 305,677 | $22.7M |
| Raymond James Financial Inc. | 0.01% | — | 298,735 | $22.2M |
| Steele Capital Management, Inc. | 0.77% | Add +0.2% | 198,225 | $14.7M |
| Matrix Trust Co | 2.56% | Add +0.2% | 198,225 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.5% | 197,852 | $14.7M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 191,945 | $14.3M |
| Wells Fargo & Company | 0.00% | Reduce -8.3% | 166,680 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Add +23.8% | 162,662 | $12.1M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 157,764 | $11.7M |
| Black Diamond Financial, LLC | 1.26% | Add +8.8% | 113,392 | $8.4M |
| UBS Group AG | 0.00% | Reduce -0.2% | 102,033 | $7.6M |
| swisspartners Advisors Ltd | 7.59% | Add +1.1% | 104,490 | $7.0M |
| Rodgers & Associates, LTD | 0.76% | Add +7.4% | 85,443 | $6.3M |
| GHP Investment Advisors, Inc. | 0.29% | Reduce -0.1% | 84,685 | $6.3M |
| Ipsen Advisor Group LLC | 4.99% | — | 78,597 | $5.8M |
| Bedel Financial Consulting, Inc. | 0.77% | Add +7.5% | 72,096 | $5.5M |
| Marietta Wealth Management, LLC | 0.79% | Add +2.4% | 73,906 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.2% | 73,616 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +20.8% | 62,756 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -0.0% | 58,885 | $4.4M |
| Mariner, LLC | 0.01% | Add +2.9% | 58,088 | $4.3M |
| Lebenthal Global Advisors, LLC | 0.71% | New | 52,632 | $3.9M |
| Woodard & Co. Asset Management Group Inc. | 0.76% | Reduce -2.0% | 47,577 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 46,842 | $3.5M |
| EP Wealth Advisors, LLC | 0.03% | Add +1.4% | 43,862 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 42,931 | $3.2M |
| Millstone Evans Group, LLC | 2.12% | — | 41,811 | $3.1M |
| Aire Advisors, LLC | 0.57% | Add +2.2% | 37,116 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 36,335 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +2.7% | 34,567 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -3.5% | 30,470 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 30,194 | $2.2M |
| Flagstar Securities, Inc. | 0.53% | Add +0.3% | 28,390 | $2.1M |
| Jim Saulnier & Associates, LLC | 1.72% | Add +28.7% | 26,833 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +74.8% | 26,448 | $2.0M |
| Merit Financial Group, LLC | 0.04% | Reduce -3.6% | 26,347 | $2.0M |
| Debussy Capital Management LP | 0.27% | Add +5.5% | 22,366 | $1.7M |
| LRI Investments, LLC | 0.16% | No change | 22,656 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -4.2% | 22,184 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 21,746 | $1.6M |
| Courage Miller Partners, LLC | 0.53% | Reduce -0.2% | 20,872 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +23.5% | 19,963 | $1.5M |
| Retirement Planning Group, LLC | 0.07% | Add +1.9% | 19,106 | $1.4M |
| PCA Investment Advisory Services Inc. | 0.59% | Reduce -4.1% | 17,189 | $1.3M |
| Burt Wealth Advisors | 0.28% | No change | 14,936 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 14,260 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -17.6% | 14,182 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +1.5% | 13,771 | $1.0M |
| Comerica Bank | 0.00% | Reduce -0.0% | 13,381 | $994K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.2% | 13,310 | $988K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -1.8% | 12,365 | $918K |
| Jackson Creek Investment Advisors LLC | 0.20% | Add +15.4% | 9,093 | $675K |
| Pacific Sun Financial Corp | 0.35% | No change | 8,640 | $642K |
| Madison Wealth Partners, Inc | 0.17% | No change | 8,402 | $624K |
| LaFleur & Godfrey LLC | 0.08% | Add +6.1% | 8,286 | $615K |
| Sage Financial Group Inc. | 0.04% | No change | 7,486 | $556K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,438 | $552K |
| Altfest L J & Co. Inc. | 0.07% | No change | 7,330 | $544K |
| DDFG, Inc | 0.15% | Add +17.7% | 7,029 | $522K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +57.5% | 6,584 | $489K |
| James J. Burns & Company, LLC | 0.08% | Add +0.5% | 6,468 | $480K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.8% | 6,181 | $459K |
| JPMorgan Chase & Co. | 0.00% | Add +61.3% | 6,003 | $446K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.0% | 5,954 | $442K |
| Cwm, LLC | 0.00% | No change | 5,674 | $421K |
| Creative Planning | 0.00% | Add +10.3% | 5,585 | $415K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 5,472 | $406K |
| Savant Capital, LLC | 0.00% | Reduce -50.0% | 5,450 | $405K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +84.8% | 5,444 | $404K |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 5,439 | $404K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.4% | 5,409 | $402K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.1% | 5,370 | $399K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,304 | $394K |
| Park Avenue Securities LLC | 0.00% | Add +85.5% | 4,919 | $365K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +0.2% | 4,529 | $336K |
| Summit Asset Management, LLC | 0.06% | No change | 4,476 | $332K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.7% | 4,274 | $317K |
| Cape Investment Advisory, Inc. | 0.12% | Add +0.1% | 4,256 | $316K |
| WealthTrak Capital Management LLC | 0.27% | — | 4,233 | $314K |
| FMR LLC | 0.00% | Add +2.2% | 4,081 | $303K |
| Trivant Custom Portfolio Group, LLC | 0.17% | Add +2.7% | 3,931 | $292K |
| Jane Street Group, LLC | 0.00% | Reduce -41.3% | 3,574 | $265K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,453 | $256K |
| Oakworth Capital, Inc. | 0.02% | No change | 3,430 | $255K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.4% | 3,404 | $253K |
| New Insight Wealth Advisors | 0.13% | No change | 3,392 | $252K |
| Assetmark, Inc. | 0.00% | New | 3,270 | $243K |
| Western Wealth Management, LLC | 0.01% | Reduce -28.1% | 3,217 | $239K |
| Bank of Montreal | 0.00% | No change | 3,200 | $238K |
| Revisor Wealth Management LLC | 0.21% | New | 3,015 | $226K |
| Beacon Financial Group | 0.02% | Add +0.2% | 2,826 | $210K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,808 | $209K |
| Transcend Capital Advisors, LLC | 0.01% | Reduce -5.1% | 2,803 | $208K |
| Cresset Asset Management, LLC | 0.00% | No change | 2,745 | $204K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,706 | $201K |
| Jones Financial Companies LLLP | 0.00% | Add +209.8% | 2,701 | $201K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.5% | 2,687 | $200K |
| Harbour Investments, Inc. | 0.01% | Add +11.2% | 2,567 | $191K |
| Clear Investment Research, LLC | 0.19% | Add +3.1% | 2,010 | $149K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.3% | 1,528 | $113K |
| BlackRock, Inc. | 0.00% | No change | 1,500 | $111K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -30.0% | 1,407 | $104K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -30.0% | 1,407 | $104K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,404 | $104K |
| US Bancorp \de | 0.00% | No change | 1,200 | $89K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.6% | 1,022 | $76K |
| Hopwood Financial Services, Inc. | 0.05% | — | 960 | $71K |
| Parkside Financial Bank & Trust | 0.01% | Add +53.5% | 783 | $58K |
| HM Payson & Co. | 0.00% | New | 685 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 662 | $49K |
| Operose Advisors LLC | 0.02% | No change | 642 | $48K |
| Principal Securities, Inc. | 0.00% | Reduce -0.8% | 582 | $43K |
| McIlrath & Eck, LLC | 0.01% | No change | 540 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 439 | $33K |
| Ameriflex Group, Inc. | 0.01% | — | 417 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 325 | $25K |
| Private Trust Co. NA | 0.00% | No change | 310 | $23K |
| Crews Bank & Trust | 0.00% | — | 305 | $23K |
| MCF Advisors LLC | 0.00% | No change | 300 | $22K |
| Gleason Group, Inc. | 0.00% | Add +0.8% | 263 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | New | 251 | $19K |
| IFP Advisors, Inc | 0.00% | New | 222 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 200 | $15K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 200 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 198 | $15K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.7% | 162 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 155 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 152 | $11K |
| Archer Investment Corp | 0.00% | No change | 83 | $6K |
| Red Tortoise LLC | 0.00% | New | 73 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 70 | $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 |
| Islay Capital Management, LLC | 0.00% | No change | 30 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13 | $965 |
| AE Wealth Management LLC | 0.00% | Reduce -99.9% | 3 | $223 |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.