iShares Morningstar Mid-CapIMCVETF
13F holders, Q4 2025 (December 31)165holders +9
13new positions
13sold out
$82.38avg. 13F price*
At the end of Q4 2025, 165 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, up 9 from Q3 2025. 13 opened new positions and 13 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($83.0M), Morgan Stanley ($48.2M) and Raymond James Financial Inc. ($37.0M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.8M |
| Exits | 13 | $3.6M |
All 13F filers, Q3 2025 → Q4 2025: 611,257 shares bought and 184,116 shares sold, net +427,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Vantagepoint Investment Advisers LLC | 0.67% | Add +3.0% | 1,008,321 | $83.0M |
| Morgan Stanley | 0.00% | Reduce -7.4% | 585,516 | $48.2M |
| Raymond James Financial Inc. | 0.01% | Add +9.7% | 448,850 | $37.0M |
| Orgel Wealth Management, LLC | 0.65% | Reduce -0.6% | 358,216 | $29.5M |
| LPL Financial LLC | 0.01% | Add +22.1% | 338,792 | $27.9M |
| Equitable Holdings, Inc. | 0.19% | Reduce -2.5% | 330,847 | $27.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.2% | 291,826 | $24.0M |
| Wells Fargo & Company | 0.00% | Add +19.4% | 261,282 | $21.5M |
| Ameriprise Financial Inc. | 0.00% | Add +213.0% | 235,920 | $19.4M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 225,131 | $18.5M |
| Black Diamond Financial, LLC | 1.93% | Add +17.2% | 222,628 | $18.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.8% | 217,393 | $17.9M |
| Steele Capital Management, Inc. | 0.73% | Add +1.3% | 206,652 | $17.0M |
| Matrix Trust Co | 2.81% | Add +1.3% | 206,652 | $17.0M |
| UBS Group AG | 0.00% | Add +3.0% | 193,463 | $15.9M |
| Granville Capital, Inc. | 6.18% | — | 141,543 | $11.7M |
| Marietta Wealth Management, LLC | 1.22% | Add +1.1% | 128,156 | $10.6M |
| swisspartners Advisors Ltd | 7.62% | Add +1.4% | 127,550 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 118,360 | $9.7M |
| Rodgers & Associates, LTD | 0.93% | Add +6.0% | 111,456 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +105.1% | 97,338 | $8.0M |
| Cetera Investment Advisers | 0.01% | Reduce -6.6% | 96,430 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 93,331 | $7.7M |
| Bedel Financial Consulting, Inc. | 0.76% | Add +5.4% | 86,288 | $7.1M |
| Ipsen Advisor Group LLC | 4.89% | Add +0.8% | 83,657 | $6.9M |
| GHP Investment Advisors, Inc. | 0.28% | Reduce -0.6% | 82,675 | $6.8M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -3.7% | 81,732 | $6.7M |
| DAVENPORT & Co LLC | 0.03% | Add +5.1% | 66,042 | $5.4M |
| Lebenthal Global Advisors, LLC | 0.77% | Add +6.5% | 60,727 | $5.0M |
| Sovran Advisors, LLC | 0.40% | Reduce -3.7% | 54,718 | $4.7M |
| Mariner, LLC | 0.01% | Reduce -1.5% | 56,262 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.3% | 50,578 | $4.2M |
| DDFG, Inc | 0.84% | Add +3.9% | 46,836 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +278.7% | 46,626 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 45,778 | $3.8M |
| Creative Planning | 0.00% | Add +175.3% | 44,428 | $3.7M |
| EP Wealth Advisors, LLC | 0.02% | — | 43,166 | $3.6M |
| Aire Advisors, LLC | 0.61% | Reduce -0.4% | 40,545 | $3.3M |
| Millstone Evans Group, LLC | 1.86% | Add +6.1% | 38,400 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -51.4% | 28,125 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Add +0.7% | 27,772 | $2.3M |
| Debussy Capital Management LP | 0.31% | Add +11.7% | 27,542 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +3.6% | 27,074 | $2.2M |
| Jim Saulnier & Associates, LLC | 1.08% | Add +1.0% | 25,299 | $2.1M |
| Caliber Wealth Management, LLC / KS | 0.22% | Reduce -1.5% | 24,778 | $2.0M |
| Focus Partners Wealth | 0.00% | Reduce -1.6% | 24,401 | $2.0M |
| LRI Investments, LLC | 0.15% | No change | 22,656 | $1.9M |
| Diversify Advisory Services, LLC | 0.06% | Add +3.7% | 20,351 | $1.7M |
| Principal Securities, Inc. | 0.03% | Reduce -4.0% | 20,101 | $1.7M |
| James J. Burns & Company, LLC | 0.22% | Reduce -0.1% | 19,080 | $1.6M |
| Courage Miller Partners, LLC | 0.47% | Reduce -5.0% | 18,761 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.9% | 17,624 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 17,841 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -4.7% | 17,336 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.6% | 16,498 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | Reduce -1.9% | 16,311 | $1.3M |
| Flagstar Securities, Inc. | 0.44% | Reduce -1.1% | 16,070 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +21.0% | 15,308 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | New | 15,307 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.40% | Add +2.3% | 13,837 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 13,727 | $1.1M |
| Comerica Bank | 0.00% | Reduce -0.4% | 13,530 | $1.1M |
| Level Four Advisory Services, LLC | 0.03% | Add +0.0% | 12,368 | $1.0M |
| LaFleur & Godfrey LLC | 0.10% | Add +12.1% | 9,836 | $810K |
| Brand Asset Management Group, Inc. | 0.22% | Reduce -4.1% | 9,638 | $794K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -1.1% | 8,889 | $732K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.9% | 8,432 | $694K |
| Pacific Sun Financial Corp | 0.33% | Add +1.1% | 8,200 | $675K |
| Citigroup Inc. | 0.00% | Reduce -23.3% | 7,919 | $652K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,438 | $612K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.2% | 7,047 | $580K |
| Allegheny Financial Group | 0.08% | New | 6,863 | $565K |
| Geneos Wealth Management Inc. | 0.01% | Add +18.2% | 6,397 | $527K |
| Sage Financial Group Inc. | 0.03% | No change | 6,392 | $526K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.2% | 5,757 | $474K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.4% | 5,717 | $471K |
| Vise Technologies, Inc. | 0.01% | New | 5,626 | $463K |
| Jones Financial Companies LLLP | 0.00% | Add +25.3% | 5,623 | $463K |
| D.A. Davidson & Co. | 0.00% | Add +31.4% | 5,522 | $455K |
| Trivant Custom Portfolio Group, LLC | 0.26% | Reduce -4.9% | 5,504 | $453K |
| Runnymede Capital Advisors, Inc. | 0.26% | New | 5,504 | $453K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,304 | $437K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 5,050 | $416K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | Reduce -15.9% | 4,707 | $388K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.4% | 4,703 | $387K |
| GWN Securities Inc. | 0.08% | Add +9.1% | 4,608 | $379K |
| rebel Financial LLC | 0.16% | Add +0.0% | 4,595 | $378K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 4,529 | $373K |
| Cape Investment Advisory, Inc. | 0.11% | New | 4,236 | $349K |
| Summit Asset Management, LLC | 0.05% | No change | 4,216 | $347K |
| WealthTrak Capital Management LLC | 0.24% | Reduce -0.3% | 4,155 | $342K |
| Chilton Capital Management LLC | 0.01% | Reduce -8.3% | 3,880 | $319K |
| Cwm, LLC | 0.00% | No change | 3,837 | $316K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 3,756 | $309K |
| FMR LLC | 0.00% | Add +9.6% | 3,753 | $309K |
| US Bancorp \de | 0.00% | Add +221.2% | 3,703 | $305K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +7.2% | 3,670 | $302K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 3,625 | $298K |
| Altfest L J & Co. Inc. | 0.03% | No change | 3,601 | $297K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 3,466 | $285K |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.