ISHARES MORNINGSTAR MID-CAP IMCV
$93.28
+1.4% 52w: $73.04 – $93.28
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data73.0483.1693.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
173
+9 QoQ
13F value
$681.5M
+7.0% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IMCV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 965.2K | $81.8M | 0.7% | -4.3% |
| MORGAN STANLEY | Bank broker | 610.5K | $51.8M | 0.0% | +4.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 444.5K | $37.7M | 0.0% | -1.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 407.8K | $34.6M | 0.0% | +72.8% |
| LPL Financial LLC | Bank broker | 370.8K | $31.4M | 0.0% | +9.5% |
| Orgel Wealth Management, LLC | Wealth advisor | 342.8K | $29.1M | 0.6% | -4.3% |
| Equitable Holdings, Inc. | Wealth advisor | 330.3K | $27.2M | 0.2% | -0.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 270.6K | $22.9M | 0.0% | -7.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 250.7K | $21.3M | 0.0% | -4.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 230.9K | $19.6M | 0.0% | +6.2% |
| Black Diamond Financial, LLC | Wealth advisor | 217.1K | $18.4M | 2.0% | -2.5% |
| Matrix Trust Co | Wealth advisor | 207.3K | $17.6M | 2.9% | +0.3% |
| Steele Capital Management, Inc. | Wealth advisor | 207.3K | $17.6M | 0.7% | +0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 202.2K | $17.1M | 0.0% | -10.2% |
| UBS Group AG | Bank broker | 195.3K | $16.6M | 0.0% | +1.0% |
| GRANVILLE CAPITAL, INC. | Wealth advisor | 152.7K | $12.9M | 6.8% | +7.9% |
| Marietta Wealth Management, LLC | Other | 130.3K | $11.0M | 1.3% | +1.6% |
| swisspartners Advisors Ltd | Other | 128.7K | $10.9M | 6.8% | +0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 126.6K | $10.7M | 0.0% | +7.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 124.4K | $10.5M | 0.0% | +27.8% |
| Rodgers & Associates, LTD | Wealth advisor | 119.7K | $10.1M | 1.0% | +7.4% |
| Cetera Investment Advisers | Wealth advisor | 109.8K | $9.3M | 0.0% | +13.9% |
| ROYAL BANK OF CANADA | Bank broker | 97.4K | $8.3M | 0.0% | +4.4% |
| Bedel Financial Consulting, Inc. | Other | 91.3K | $7.7M | 0.9% | +5.8% |
| Ipsen Advisor Group LLC | Wealth advisor | 84.9K | $7.2M | 5.0% | +1.5% |
| Clark Capital Management Group, Inc. | Other | 82.8K | $7.0M | 0.0% | +1.3% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 81.3K | $6.9M | 0.3% | -1.6% |
| DAVENPORT & Co LLC | Diversified mechanical | 70.0K | $5.9M | 0.0% | +6.0% |
| Lebenthal Global Advisors, LLC | Wealth advisor | 61.8K | $5.2M | 0.8% | +1.7% |
| Sovran Advisors, LLC | Wealth advisor | 56.0K | $5.0M | 0.4% | +2.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 58.2K | $4.9M | 0.0% | +15.1% |
| Mariner, LLC | Diversified mechanical | 57.1K | $4.8M | 0.0% | +1.6% |
| Avior Wealth Management, LLC | Wealth advisor | 53.2K | $4.5M | 0.1% | +247.8% |
| DDFG, Inc | Wealth advisor | 49.9K | $4.2M | 0.9% | +6.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 45.1K | $3.8M | 0.0% | -3.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 44.8K | $3.8M | 0.0% | -2.2% |
| Creative Planning | Wealth advisor | 44.4K | $3.8M | 0.0% | 0.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 43.0K | $3.6M | 0.0% | -0.3% |
| AIRE ADVISORS, LLC | Wealth advisor | 40.5K | $3.4M | 0.6% | -0.1% |
| Millstone Evans Group, LLC | Other | 38.3K | $3.2M | 1.9% | -0.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 35.7K | $3.0M | 0.0% | +100.0% |
| Merit Financial Group, LLC | Wealth advisor | 28.0K | $2.4M | 0.0% | +1.0% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 27.6K | $2.3M | 0.1% | +1.9% |
| Vivaldi Capital Management LP | Other | 27.1K | $2.3M | 0.3% | -1.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 26.5K | $2.3M | 0.0% | -5.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 25.3K | $2.1M | 0.0% | +200.1% |
| JIM SAULNIER & ASSOCIATES, LLC | Wealth advisor | 24.9K | $2.1M | 1.0% | -1.5% |
| Caliber Wealth Management, LLC / KS | Wealth advisor | 24.6K | $2.1M | 0.2% | -0.6% |
| Focus Partners Wealth | Wealth advisor | 24.4K | $2.1M | 0.0% | +0.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 22.5K | $2.0M | 0.0% | New |
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.