iShares Morningstar Mid-CapIMCVETF
13F holders, Q3 2025 (September 30)156holders
15new positions
10sold out
$80.38avg. 13F price*
At the end of Q3 2025, 156 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, unchanged from Q2 2025. 15 opened new positions and 10 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($78.6M), Morgan Stanley ($50.8M) and Raymond James Financial Inc. ($32.9M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $83.0M |
| Exits | 10 | $2.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,545,360 shares bought and 166,037 shares sold, net +1,379,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Vantagepoint Investment Advisers LLC | 0.64% | New | 978,800 | $78.6M |
| Morgan Stanley | 0.00% | Reduce -6.9% | 632,597 | $50.8M |
| Raymond James Financial Inc. | 0.01% | Add +3.3% | 409,104 | $32.9M |
| Orgel Wealth Management, LLC | 0.66% | Add +0.1% | 360,195 | $28.9M |
| Equitable Holdings, Inc. | 0.20% | Reduce -13.0% | 339,328 | $27.3M |
| LPL Financial LLC | 0.01% | Add +26.7% | 277,426 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.8% | 272,231 | $21.9M |
| Osaic Holdings, Inc. | 0.03% | Add +7.0% | 233,207 | $18.7M |
| Bank of America Corp. | 0.00% | Add +3.9% | 228,185 | $18.3M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 218,738 | $17.6M |
| Matrix Trust Co | 2.57% | Add +1.1% | 204,066 | $16.4M |
| Steele Capital Management, Inc. | 0.73% | Add +1.1% | 204,066 | $16.4M |
| Black Diamond Financial, LLC | 1.71% | Add +71.5% | 189,922 | $15.3M |
| UBS Group AG | 0.00% | Add +82.2% | 187,737 | $15.1M |
| Marietta Wealth Management, LLC | 1.24% | Add +55.6% | 126,698 | $10.2M |
| swisspartners Advisors Ltd | 8.32% | Add +12.7% | 125,760 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.2% | 124,480 | $10.0M |
| Rodgers & Associates, LTD | 0.87% | Add +4.2% | 105,150 | $8.4M |
| Cetera Investment Advisers | 0.01% | Add +115.8% | 103,241 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 92,846 | $7.5M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -5.7% | 84,881 | $6.8M |
| GHP Investment Advisors, Inc. | 0.28% | Reduce -0.3% | 83,155 | $6.7M |
| Ipsen Advisor Group LLC | 4.80% | Add +0.9% | 83,020 | $6.7M |
| Bedel Financial Consulting, Inc. | 0.84% | Add +8.2% | 81,837 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +13.1% | 75,367 | $6.1M |
| DAVENPORT & Co LLC | 0.03% | Add +19.6% | 62,845 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +36.5% | 57,894 | $4.7M |
| Mariner, LLC | 0.01% | Reduce -2.1% | 57,093 | $4.6M |
| Lebenthal Global Advisors, LLC | 0.80% | Add +2.3% | 57,037 | $4.6M |
| Sovran Advisors, LLC | 0.40% | Add +136.6% | 56,837 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.9% | 50,415 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.7% | 47,458 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 45,373 | $3.6M |
| DDFG, Inc | 0.84% | Add +41.2% | 45,069 | $3.6M |
| Aire Advisors, LLC | 0.59% | Add +0.0% | 40,704 | $3.3M |
| Millstone Evans Group, LLC | 1.85% | Reduce -6.7% | 36,205 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Add +0.5% | 27,593 | $2.2M |
| Burt Wealth Advisors | 0.54% | Reduce -1.1% | 27,418 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +1.5% | 26,138 | $2.1M |
| Caliber Wealth Management, LLC / KS | 0.23% | Reduce -1.6% | 25,146 | $2.0M |
| Jim Saulnier & Associates, LLC | 1.12% | Reduce -5.0% | 25,051 | $2.0M |
| Focus Partners Wealth | 0.00% | Reduce -0.3% | 24,807 | $2.0M |
| Debussy Capital Management LP | 0.28% | Reduce -7.4% | 24,665 | $2.0M |
| LRI Investments, LLC | 0.15% | No change | 22,656 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +4.6% | 20,929 | $1.7M |
| Courage Miller Partners, LLC | 0.48% | Reduce -2.7% | 19,753 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Add +17.0% | 19,621 | $1.6M |
| James J. Burns & Company, LLC | 0.23% | Reduce -6.9% | 19,093 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 18,455 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -0.6% | 18,198 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +3.0% | 17,750 | $1.4M |
| Retirement Planning Group, LLC | 0.05% | Reduce -0.9% | 16,633 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 16,331 | $1.3M |
| Flagstar Securities, Inc. | 0.40% | Reduce -29.7% | 16,253 | $1.3M |
| Creative Planning | 0.00% | Add +150.5% | 16,136 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +7.3% | 14,248 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 13,727 | $1.1M |
| Comerica Bank | 0.00% | Add +0.7% | 13,590 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.40% | Reduce -3.3% | 13,524 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.3% | 12,648 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | No change | 12,367 | $994K |
| Captrust Financial Advisors | 0.00% | No change | 12,311 | $989K |
| Citigroup Inc. | 0.00% | Add +11.5% | 10,319 | $829K |
| Brand Asset Management Group, Inc. | 0.23% | New | 10,053 | $808K |
| Madison Wealth Partners, Inc | 0.14% | Add +4.3% | 8,983 | $722K |
| LaFleur & Godfrey LLC | 0.09% | Add +3.8% | 8,776 | $705K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.8% | 8,679 | $697K |
| Jane Street Group, LLC | 0.00% | New | 8,268 | $664K |
| Pacific Sun Financial Corp | 0.31% | Reduce -0.3% | 8,110 | $652K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,438 | $598K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.5% | 7,058 | $567K |
| Sage Financial Group Inc. | 0.03% | Reduce -5.7% | 6,392 | $514K |
| Trivant Custom Portfolio Group, LLC | 0.24% | Add +1.7% | 5,786 | $465K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.7% | 5,738 | $461K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.2% | 5,647 | $454K |
| Woodard & Co. Asset Management Group Inc. | 0.07% | Reduce -1.0% | 5,595 | $450K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 5,412 | $435K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,304 | $426K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 4,988 | $401K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.3% | 4,871 | $391K |
| Savant Capital, LLC | 0.00% | Reduce -13.6% | 4,830 | $388K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.7% | 4,768 | $383K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 4,529 | $364K |
| Jones Financial Companies LLLP | 0.00% | Add +4.6% | 4,489 | $359K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.5% | 4,348 | $349K |
| GWN Securities Inc. | 0.08% | Add +3.3% | 4,225 | $340K |
| Chilton Capital Management LLC | 0.01% | New | 4,230 | $340K |
| Summit Asset Management, LLC | 0.05% | No change | 4,216 | $339K |
| D.A. Davidson & Co. | 0.00% | Add +31.4% | 4,202 | $338K |
| WealthTrak Capital Management LLC | 0.28% | Add +1.5% | 4,167 | $335K |
| Cwm, LLC | 0.00% | No change | 3,837 | $308K |
| HighTower Advisors, LLC | 0.00% | Add +4.0% | 3,729 | $300K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.7% | 3,617 | $291K |
| Altfest L J & Co. Inc. | 0.03% | No change | 3,601 | $289K |
| Bank of Montreal | 0.00% | Add +8.2% | 3,486 | $280K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,453 | $277K |
| Oakworth Capital, Inc. | 0.02% | No change | 3,430 | $276K |
| FMR LLC | 0.00% | Add +0.6% | 3,424 | $275K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 3,423 | $275K |
| New Insight Wealth Advisors | 0.10% | No change | 3,392 | $273K |
| Revisor Wealth Management LLC | 0.09% | Reduce -5.6% | 3,236 | $258K |
| Summit Financial, LLC | 0.00% | Reduce -3.5% | 2,922 | $235K |
| Beacon Financial Group | 0.02% | Add +0.2% | 2,841 | $228K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,808 | $226K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 2,803 | $225K |
| Trust Investment Advisors | 0.13% | Add +0.1% | 2,799 | $225K |
| Cresset Asset Management, LLC | 0.00% | No change | 2,745 | $221K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,706 | $217K |
| 5T Wealth, LLC | 0.09% | New | 2,637 | $212K |
| Western Wealth Management, LLC | 0.01% | Reduce -6.9% | 2,608 | $210K |
| Portland Financial Advisors Inc | 0.45% | New | 2,600 | $209K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.2% | 2,322 | $186K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.1% | 2,193 | $176K |
| Clear Investment Research, LLC | 0.22% | Add +3.1% | 2,074 | $167K |
| Blair William & Co. | 0.00% | New | 1,944 | $156K |
| NewEdge Advisors, LLC | 0.00% | Add +104.9% | 1,936 | $156K |
| BlackRock, Inc. | 0.00% | No change | 1,500 | $121K |
| US Bancorp \de | 0.00% | Add +128.3% | 1,153 | $93K |
| PNC Financial Services Group, Inc. | 0.00% | Add +76.3% | 1,010 | $81K |
| Wealthspire Advisors, LLC | 0.00% | New | 982 | $79K |
| Hopwood Financial Services, Inc. | 0.05% | No change | 960 | $77K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -31.7% | 825 | $66K |
| Private Trust Co. NA | 0.01% | Reduce -1.2% | 822 | $66K |
| Assetmark, Inc. | 0.00% | Add +43.6% | 692 | $56K |
| Operose Advisors LLC | 0.01% | No change | 642 | $52K |
| McIlrath & Eck, LLC | 0.00% | No change | 540 | $43K |
| Parkside Financial Bank & Trust | 0.00% | No change | 510 | $41K |
| GGM Financial LLC | 0.02% | New | 501 | $40K |
| HM Payson & Co. | 0.00% | No change | 500 | $40K |
| Bogart Wealth, LLC | 0.00% | Add +0.2% | 465 | $37K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 439 | $35K |
| Wealth Watch Advisors, INC | 0.01% | New | 432 | $35K |
| Crews Bank & Trust | 0.00% | No change | 305 | $25K |
| MCF Advisors LLC | 0.00% | No change | 300 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 300 | $24K |
| Gleason Group, Inc. | 0.00% | Add +0.4% | 267 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.4% | 255 | $20K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 203 | $16K |
| Archer Investment Corp | 0.00% | Add +60.2% | 165 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 162 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 155 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 155 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 115 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 112 | $9K |
| Gladwyn Financial Advisors, Inc. | 0.00% | No change | 72 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 71 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +21.4% | 68 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 66 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +160.0% | 39 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 36 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 33 | $3K |
| Islay Capital Management, LLC | 0.00% | No change | 30 | $2K |
| Larson Financial Group LLC | 0.00% | New | 16 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 15 | $1K |
| Red Tortoise LLC | 0.00% | No change | 2 | $140 |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.