ISHARES MORNINGSTAR MID-CAP IMCG
$97.27
-0.6% 52w: $75.93 – $98.30
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data75.9387.1198.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
401
+5 QoQ
13F value
$2.03B
+1.5% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $24K puts
Institutional value by quarter
Number of holders
Who owns IMCG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 3.0M | $236.8M | 2.0% | -2.4% |
| LPL Financial LLC | Bank broker | 2.6M | $205.1M | 0.1% | +6.3% |
| MORGAN STANLEY | Bank broker | 1.3M | $100.8M | 0.0% | +11.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $80.6M | 0.0% | +5.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 931.0K | $74.5M | 0.0% | +15.0% |
| Cetera Investment Advisers | Wealth advisor | 943.6K | $74.3M | 0.1% | +2.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 827.4K | $65.2M | 0.0% | -1.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 574.0K | $45.2M | 0.1% | +1.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 567.6K | $44.7M | 0.0% | +2.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 484.2K | $38.2M | 0.1% | +2.5% |
| Mariner, LLC | Diversified mechanical | 477.2K | $37.6M | 0.0% | +5.8% |
| UBS Group AG | Bank broker | 448.5K | $35.3M | 0.0% | +3.6% |
| Avior Wealth Management, LLC | Wealth advisor | 446.1K | $35.1M | 1.0% | -28.7% |
| Cornerstone Planning Group LLC | Wealth advisor | 382.5K | $34.3M | 4.6% | +8.6% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 432.0K | $34.0M | 4.2% | +2.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 413.7K | $32.6M | 0.0% | -1.4% |
| Orgel Wealth Management, LLC | Wealth advisor | 291.6K | $23.0M | 0.5% | +0.1% |
| Arax Advisory Partners | Wealth advisor | 289.3K | $22.8M | 0.6% | +5.9% |
| Cosner Financial Group, LLC | Wealth advisor | 273.5K | $21.5M | 11.8% | +1.1% |
| ROYAL BANK OF CANADA | Bank broker | 269.4K | $21.2M | 0.0% | -0.3% |
| BEAM WEALTH ADVISORS, INC. | Wealth advisor | 260.4K | $20.5M | 5.1% | +530.1% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 248.5K | $19.6M | 2.6% | +24.0% |
| Rodgers & Associates, LTD | Wealth advisor | 244.3K | $19.2M | 2.0% | +5.6% |
| IAG Wealth Partners, LLC | Wealth advisor | 230.0K | $18.1M | 2.0% | +2.8% |
| CAPITAL WEALTH MANAGEMENT, LLC | Wealth advisor | 226.9K | $17.9M | 4.8% | +14.2% |
| Allegheny Financial Group | Wealth advisor | 220.4K | $17.4M | 2.3% | +36.2% |
| Rockport Wealth LLC | Wealth advisor | 210.4K | $16.6M | 3.0% | -47.7% |
| Equitable Holdings, Inc. | Wealth advisor | 206.8K | $16.5M | 0.1% | -0.9% |
| Matrix Trust Co | Wealth advisor | 203.9K | $16.1M | 2.7% | +0.3% |
| Steele Capital Management, Inc. | Wealth advisor | 203.9K | $16.1M | 0.7% | +0.3% |
| Bedel Financial Consulting, Inc. | Other | 165.1K | $13.0M | 1.5% | +3.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 162.0K | $12.8M | 0.0% | -12.2% |
| Eagle Strategies LLC | Wealth advisor | 161.3K | $12.7M | 1.5% | +7.2% |
| PTM WEALTH MANAGEMENT, LLC | Wealth advisor | 157.0K | $12.7M | 6.7% | +23.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 152.7K | $12.0M | 0.7% | -0.5% |
| GRANVILLE CAPITAL, INC. | Wealth advisor | 145.7K | $11.5M | 6.0% | +8.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 139.7K | $11.0M | 0.3% | +9.5% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 138.7K | $10.9M | 0.6% | +6.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 137.2K | $10.8M | 0.1% | +8.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 134.2K | $10.6M | 0.0% | +7.6% |
| Integrated Investment Consultants, LLC | Wealth advisor | 133.1K | $10.5M | 2.2% | +6.5% |
| Sigma Planning Corp | Wealth advisor | 129.9K | $10.2M | 0.3% | +1.5% |
| Scott Capital Advisors, LLC | Wealth advisor | 115.0K | $9.5M | 1.9% | +3.0% |
| OxenFree Capital LLC | Wealth advisor | 110.5K | $9.4M | 4.6% | +20.3% |
| CWM, LLC | Wealth advisor | 116.4K | $9.2M | 0.0% | -40.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 107.6K | $8.5M | 0.0% | +6.1% |
| Tandem Financial, LLC | Wealth advisor | 107.5K | $8.5M | 2.9% | +64.3% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 107.2K | $8.4M | 2.3% | +7.0% |
| MGO ONE SEVEN LLC | Wealth advisor | 107.0K | $8.4M | 0.2% | +0.8% |
| PFS Partners, LLC | Wealth advisor | 101.9K | $8.0M | 3.7% | +3.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.