iShares Morningstar Mid-CapIMCVETF
13F holders, Q2 2025 (June 30)156holders +8
14new positions
9sold out
$76.00avg. 13F price*
At the end of Q2 2025, 156 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, up 8 from Q1 2025. 14 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($51.7M), Raymond James Financial Inc. ($30.1M) and Equitable Holdings, Inc. ($29.6M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $13.1M |
| Exits | 9 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 802,858 shares bought and 137,400 shares sold, net +665,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Morgan Stanley | 0.00% | Reduce -5.2% | 679,807 | $51.7M |
| Raymond James Financial Inc. | 0.01% | Add +18.2% | 395,910 | $30.1M |
| Equitable Holdings, Inc. | 0.24% | Reduce -1.6% | 390,168 | $29.6M |
| Orgel Wealth Management, LLC | 0.66% | Add +5.7% | 359,977 | $27.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +33.1% | 270,105 | $20.5M |
| Bank of America Corp. | 0.00% | Add +6.6% | 219,604 | $16.7M |
| LPL Financial LLC | 0.01% | Add +28.7% | 218,922 | $16.6M |
| Osaic Holdings, Inc. | 0.03% | Add +5.0% | 218,051 | $16.6M |
| Wells Fargo & Company | 0.00% | Add +27.3% | 212,788 | $16.2M |
| Steele Capital Management, Inc. | 0.74% | Add +1.6% | 201,752 | $15.3M |
| Matrix Trust Co | 2.44% | Add +1.6% | 201,752 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +335.2% | 123,020 | $9.3M |
| swisspartners Advisors Ltd | 7.99% | Add +3.3% | 111,620 | $8.5M |
| Black Diamond Financial, LLC | 1.31% | Reduce -12.2% | 110,769 | $8.4M |
| UBS Group AG | 0.00% | Add +0.7% | 103,060 | $7.8M |
| Rodgers & Associates, LTD | 0.84% | Add +7.2% | 100,912 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +147.0% | 92,623 | $7.0M |
| Clark Capital Management Group, Inc. | 0.05% | New | 90,046 | $6.8M |
| GHP Investment Advisors, Inc. | 0.28% | Reduce -0.1% | 83,380 | $6.3M |
| Ipsen Advisor Group LLC | 4.76% | Add +2.8% | 82,303 | $6.3M |
| Marietta Wealth Management, LLC | 0.81% | Add +6.1% | 81,441 | $6.2M |
| Bedel Financial Consulting, Inc. | 0.79% | Add +1.1% | 75,666 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 66,651 | $5.1M |
| Avantax Advisory Services, Inc. | 0.03% | Add +4.8% | 60,956 | $4.6M |
| Mariner, LLC | 0.01% | Add +4.6% | 58,333 | $4.4M |
| Lebenthal Global Advisors, LLC | 0.79% | Add +0.7% | 55,748 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +78.6% | 52,522 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 50,321 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +116.0% | 47,852 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +554.8% | 43,890 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 43,502 | $3.3M |
| EP Wealth Advisors, LLC | 0.02% | No change | 43,166 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +25.5% | 42,420 | $3.2M |
| Aire Advisors, LLC | 0.60% | Add +9.2% | 40,696 | $3.1M |
| Millstone Evans Group, LLC | 2.01% | Reduce -3.1% | 38,783 | $2.9M |
| DDFG, Inc | 0.61% | Add +6.3% | 31,915 | $2.4M |
| Burt Wealth Advisors | 0.48% | Add +91.5% | 27,722 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +12.3% | 27,450 | $2.1M |
| Debussy Capital Management LP | 0.30% | Add +18.0% | 26,647 | $2.0M |
| Jim Saulnier & Associates, LLC | 1.37% | Reduce -5.9% | 26,375 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | New | 25,742 | $2.0M |
| Caliber Wealth Management, LLC / KS | 0.21% | Reduce -0.2% | 25,541 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -6.2% | 25,407 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -19.5% | 24,892 | $1.9M |
| Sovran Advisors, LLC | 0.19% | New | 24,024 | $1.9M |
| Flagstar Securities, Inc. | 0.49% | Reduce -15.6% | 23,119 | $1.8M |
| LRI Investments, LLC | 0.15% | No change | 22,656 | $1.7M |
| James J. Burns & Company, LLC | 0.25% | Add +235.2% | 20,510 | $1.6M |
| Courage Miller Partners, LLC | 0.49% | Reduce -1.4% | 20,296 | $1.5M |
| Principal Securities, Inc. | 0.03% | Add +3337.6% | 20,007 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -3.9% | 18,300 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +95.9% | 18,151 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +21.1% | 17,237 | $1.3M |
| Diversify Advisory Services, LLC | 0.05% | Add +10.1% | 16,776 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.9% | 16,662 | $1.3M |
| Retirement Planning Group, LLC | 0.05% | Reduce -6.6% | 16,780 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.45% | Add +0.2% | 13,988 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -3.7% | 13,727 | $1.0M |
| Comerica Bank | 0.00% | Add +1.1% | 13,501 | $1.0M |
| Park Avenue Securities LLC | 0.01% | New | 13,272 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | Add +0.0% | 12,367 | $940K |
| Captrust Financial Advisors | 0.00% | Reduce -10.6% | 12,311 | $935K |
| Jackson Creek Investment Advisors LLC | 0.19% | Add +1.2% | 9,460 | $719K |
| Citigroup Inc. | 0.00% | Add +70.2% | 9,252 | $703K |
| Madison Wealth Partners, Inc | 0.14% | Add +9.2% | 8,616 | $655K |
| LaFleur & Godfrey LLC | 0.08% | Add +0.7% | 8,456 | $642K |
| Pacific Sun Financial Corp | 0.32% | Reduce -6.2% | 8,130 | $618K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.0% | 7,643 | $581K |
| Kestra Advisory Services, LLC | 0.00% | Add +37.7% | 7,562 | $575K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,438 | $565K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +4.5% | 7,021 | $533K |
| Sage Financial Group Inc. | 0.04% | Reduce -6.0% | 6,780 | $515K |
| Creative Planning | 0.00% | Add +0.6% | 6,442 | $489K |
| Integrated Wealth Concepts LLC | 0.00% | Add +11.2% | 6,427 | $488K |
| Trivant Custom Portfolio Group, LLC | 0.24% | Add +13.7% | 5,687 | $432K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,656 | $430K |
| Woodard & Co. Asset Management Group Inc. | 0.08% | Reduce -28.1% | 5,652 | $429K |
| Savant Capital, LLC | 0.00% | Add +2.6% | 5,592 | $425K |
| Geneos Wealth Management Inc. | 0.01% | Add +98.6% | 5,394 | $410K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,370 | $408K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,304 | $403K |
| Private Advisor Group, LLC | 0.00% | New | 4,984 | $379K |
| Parallel Advisors, LLC | 0.01% | Add +36.6% | 4,850 | $369K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 4,529 | $344K |
| rebel Financial LLC | 0.15% | — | 4,342 | $330K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.6% | 4,325 | $329K |
| Jones Financial Companies LLLP | 0.00% | Add +42.3% | 4,293 | $324K |
| Cape Investment Advisory, Inc. | 0.12% | Add +0.0% | 4,258 | $324K |
| Summit Asset Management, LLC | 0.05% | Reduce -5.8% | 4,216 | $320K |
| WealthTrak Capital Management LLC | 0.26% | Add +2.5% | 4,104 | $312K |
| GWN Securities Inc. | 0.06% | Add +11.8% | 4,092 | $312K |
| Cwm, LLC | 0.00% | Reduce -25.8% | 3,837 | $292K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -15.1% | 3,796 | $288K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -50.9% | 3,601 | $274K |
| HighTower Advisors, LLC | 0.00% | New | 3,586 | $272K |
| Revisor Wealth Management LLC | 0.10% | Reduce -4.5% | 3,428 | $267K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,453 | $262K |
| Oakworth Capital, Inc. | 0.02% | No change | 3,430 | $261K |
| FMR LLC | 0.00% | Reduce -15.3% | 3,405 | $259K |
| New Insight Wealth Advisors | 0.11% | No change | 3,392 | $258K |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.