Security record
IMCB
iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management
41Tracked holders
0Δ holders
6.91MShares held
$667.18MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -7.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.62M | -15.8% | $156.68M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 1.37M | +0.8% | $132.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 4 | Raymond James Financial Inc | 508.25K | -10.7% | $49.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 474.11K | +6.4% | $45.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 242.80K | +0.8% | $23.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 203.54K | -3.7% | $19.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 183.05K | +4.2% | $17.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 153.51K | +2.8% | $14.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 147.94K | +23.9% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Mml Investors Services, Llc | 119.63K | +21.9% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 109.01K | -3.8% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | Envestnet Asset Management Inc | 81.96K | +1.1% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 73.52K | +1.2% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 55.61K | +7.2% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 43.76K | -1.1% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 30.40K | +880.8% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 30.19K | +7.7% | $2.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | Truist Financial Corp | 26.83K | -1.2% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 26.40K | +35.8% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Cerity Partners LLC | 23.77K | -4.9% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 22.41K | -0.7% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 16.74K | +5.8% | $1.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 9.78K | -1.6% | $944,164 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Creative Planning | 6.53K | +56.4% | $630,466 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Corient Private Wealth LP | 6.25K | -1.9% | $603,700 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 5.44K | -1.8% | $525,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 5.39K | 0.0% | $520,845 | 0.0% | Held | 2 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 5.11K | New | $493,277 | 0.0% | New | 1 | SEC ↗ |
| 31 | Citigroup Inc | 4.23K | +2.4% | $408,352 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 3.38K | +7.4% | $326,742 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.36K | -49.1% | $324,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 2.34K | -32.5% | $225,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.61K | +0.2% | $155,253 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 677 | +0.1% | $65,379 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | UBS AM, a distinct business unit of… | 520 | 0.0% | $50,211 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 452 | -3.2% | $43,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 426 | 0.0% | $41,135 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 390 | 0.0% | $37,658 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 7 | -98.2% | $604 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $493,277 | 0.0% |
Exited
| Hrt Financial Lp | $571,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 191 holders, 12.13M shares, $996.73M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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