iShares Morningstar Mid-CapIMCVETF
13F holders, Q1 2026 (March 31)172holders +7
17new positions
7sold out
$84.72avg. 13F price*
At the end of Q1 2026, 172 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, up 7 from Q4 2025. 17 opened new positions and 7 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($81.8M), Morgan Stanley ($51.8M) and Raymond James Financial Inc. ($37.7M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.3M |
| Exits | 7 | $3.5M |
All 13F filers, Q4 2025 → Q1 2026: 519,111 shares bought and 197,274 shares sold, net +321,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Vantagepoint Investment Advisers LLC | 0.69% | Reduce -4.3% | 965,232 | $81.8M |
| Morgan Stanley | 0.00% | Add +4.3% | 610,518 | $51.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.0% | 444,547 | $37.7M |
| Ameriprise Financial Inc. | 0.01% | Add +72.8% | 407,779 | $34.6M |
| LPL Financial LLC | 0.01% | Add +9.4% | 370,810 | $31.4M |
| Orgel Wealth Management, LLC | 0.63% | Reduce -4.3% | 342,827 | $29.1M |
| Equitable Holdings, Inc. | 0.18% | Reduce -0.2% | 330,315 | $27.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.3% | 270,624 | $22.9M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 250,708 | $21.3M |
| Osaic Holdings, Inc. | 0.03% | Add +6.2% | 230,858 | $19.6M |
| Black Diamond Financial, LLC | 2.01% | Reduce -2.5% | 217,137 | $18.4M |
| Matrix Trust Co | 2.92% | Add +0.3% | 207,319 | $17.6M |
| Steele Capital Management, Inc. | 0.73% | Add +0.3% | 207,319 | $17.6M |
| Bank of America Corp. | 0.00% | Reduce -10.2% | 202,168 | $17.1M |
| UBS Group AG | 0.00% | Add +0.9% | 195,305 | $16.6M |
| Granville Capital, Inc. | 6.77% | Add +7.9% | 152,681 | $12.9M |
| Marietta Wealth Management, LLC | 1.31% | Add +1.6% | 130,251 | $11.0M |
| swisspartners Advisors Ltd | 6.82% | Add +0.9% | 128,740 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 126,592 | $10.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +27.8% | 124,401 | $10.5M |
| Rodgers & Associates, LTD | 1.03% | Add +7.3% | 119,653 | $10.1M |
| Cetera Investment Advisers | 0.01% | Add +13.9% | 109,815 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 97,441 | $8.3M |
| Bedel Financial Consulting, Inc. | 0.89% | Add +5.8% | 91,324 | $7.7M |
| Ipsen Advisor Group LLC | 5.04% | Add +1.5% | 84,934 | $7.2M |
| Clark Capital Management Group, Inc. | 0.04% | Add +1.4% | 82,835 | $7.0M |
| GHP Investment Advisors, Inc. | 0.28% | Reduce -1.6% | 81,317 | $6.9M |
| DAVENPORT & Co LLC | 0.03% | Add +6.0% | 69,972 | $5.9M |
| Lebenthal Global Advisors, LLC | 0.76% | Add +1.7% | 61,754 | $5.2M |
| Sovran Advisors, LLC | 0.39% | Add +2.3% | 55,996 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.1% | 58,208 | $4.9M |
| Mariner, LLC | 0.01% | Add +1.6% | 57,137 | $4.8M |
| Avior Wealth Management, LLC | 0.13% | Add +247.8% | 53,240 | $4.5M |
| DDFG, Inc | 0.91% | Add +6.5% | 49,896 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -3.4% | 45,062 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 44,779 | $3.8M |
| Creative Planning | 0.00% | Reduce -0.0% | 44,425 | $3.8M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 43,037 | $3.6M |
| Aire Advisors, LLC | 0.63% | Reduce -0.1% | 40,489 | $3.4M |
| Millstone Evans Group, LLC | 1.95% | Reduce -0.2% | 38,313 | $3.2M |
| Baird Financial Group, Inc. | 0.00% | Add +100.0% | 35,683 | $3.0M |
| Merit Financial Group, LLC | 0.02% | Add +1.0% | 28,039 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +1.9% | 27,600 | $2.3M |
| Debussy Capital Management LP | 0.32% | Reduce -1.6% | 27,109 | $2.3M |
| MML Investors Services, LLC | 0.01% | Reduce -5.6% | 26,543 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +200.1% | 25,306 | $2.1M |
| Jim Saulnier & Associates, LLC | 1.03% | Reduce -1.4% | 24,931 | $2.1M |
| Caliber Wealth Management, LLC / KS | 0.23% | Reduce -0.6% | 24,638 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 24,447 | $2.1M |
| Diversify Wealth Management, LLC | 0.04% | New | 22,513 | $2.0M |
| LRI Investments, LLC | 0.17% | No change | 22,656 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +47.8% | 22,620 | $1.9M |
| Principal Securities, Inc. | 0.03% | Add +3.8% | 20,867 | $1.8M |
| James J. Burns & Company, LLC | 0.22% | Reduce -0.8% | 18,922 | $1.6M |
| Courage Miller Partners, LLC | 0.44% | Reduce -1.3% | 18,515 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -6.0% | 16,287 | $1.4M |
| Park Avenue Securities LLC | 0.01% | New | 16,119 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | Reduce -3.2% | 15,790 | $1.3M |
| Flagstar Securities, Inc. | 0.45% | Reduce -8.3% | 14,728 | $1.2M |
| PCA Investment Advisory Services Inc. | 0.39% | Add +0.1% | 13,852 | $1.2M |
| M&T Bank Corp | 0.00% | No change | 13,727 | $1.2M |
| Fifth Third Bancorp | 0.00% | New | 13,447 | $1.1M |
| Allegheny Financial Group | 0.15% | Add +93.5% | 13,279 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.3% | 11,231 | $956K |
| Sentinel Advisory Group, LLC | 0.42% | — | 10,218 | $866K |
| Jones Financial Companies LLLP | 0.00% | Add +83.9% | 10,341 | $865K |
| LaFleur & Godfrey LLC | 0.10% | Reduce -0.5% | 9,786 | $830K |
| Madison Wealth Partners, Inc | 0.13% | Add +9.7% | 9,754 | $827K |
| Brand Asset Management Group, Inc. | 0.20% | Reduce -3.6% | 9,292 | $788K |
| Pacific Sun Financial Corp | 0.34% | Add +1.2% | 8,295 | $703K |
| Citigroup Inc. | 0.00% | Add +2.2% | 8,094 | $686K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.3% | 7,866 | $667K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +7.2% | 7,552 | $640K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,438 | $631K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 6,416 | $544K |
| Sage Financial Group Inc. | 0.04% | Reduce -0.5% | 6,362 | $539K |
| D.A. Davidson & Co. | 0.00% | Add +11.8% | 6,172 | $523K |
| Trivant Custom Portfolio Group, LLC | 0.28% | Add +10.0% | 6,054 | $513K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,757 | $488K |
| Vise Technologies, Inc. | 0.01% | No change | 5,626 | $463K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,304 | $450K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.7% | 5,107 | $433K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 5,059 | $429K |
| GWN Securities Inc. | 0.08% | Add +3.5% | 4,769 | $404K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | Add +1.3% | 4,769 | $404K |
| Brooklyn Investment Group | 0.01% | Add +47.4% | 4,741 | $402K |
| Parallel Advisors, LLC | 0.01% | No change | 4,703 | $399K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 4,529 | $384K |
| rebel Financial LLC | 0.16% | Reduce -4.6% | 4,382 | $372K |
| Cape Investment Advisory, Inc. | 0.12% | Add +0.0% | 4,237 | $359K |
| Summit Asset Management, LLC | 0.05% | No change | 4,216 | $357K |
| WealthTrak Capital Management LLC | 0.25% | Reduce -0.8% | 4,123 | $350K |
| HighTower Advisors, LLC | 0.00% | Add +9.1% | 4,097 | $347K |
| Cwm, LLC | 0.00% | No change | 3,837 | $325K |
| FMR LLC | 0.00% | Reduce -1.2% | 3,707 | $314K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 3,630 | $308K |
| Altfest L J & Co. Inc. | 0.03% | No change | 3,601 | $305K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -4.2% | 3,516 | $298K |
| Bank of Montreal | 0.00% | No change | 3,466 | $294K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,453 | $293K |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.