Security record · archived quarter
IMCB
iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management
42Tracked holders
0Δ holders
7.39MShares held
$611.15MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.85M | n/a | $152.75M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.50M | +17.9% | $124.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | UBS Group AG | 1.33M | n/a | $110.18M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 498.21K | n/a | $41.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 456.26K | n/a | $37.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 237.48K | n/a | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 204.83K | n/a | $16.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 179.46K | n/a | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 161.13K | n/a | $13.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 123.17K | n/a | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 112.76K | n/a | $9.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Bank Of America Corp /De/ | 109.53K | n/a | $9.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 106.97K | n/a | $8.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Stifel Financial Corp | 73.96K | n/a | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 66.42K | n/a | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 54.15K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 43.38K | 0.0% | $3.59M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 41.25K | n/a | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 30.46K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 29.70K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 28.91K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 27.31K | -45.3% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Cerity Partners LLC | 20.98K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 19.83K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 15.63K | +6.5% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cwm, Llc | 14.38K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 13.04K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mariner, LLC | 7.32K | n/a | $605,253 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 6.54K | n/a | $541,270 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 4.54K | n/a | $375,926 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 4.13K | n/a | $341,731 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 4.10K | n/a | $339,276 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 3.12K | n/a | $257,704 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 2.99K | 0.0% | $247,230 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.60K | n/a | $132,481 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 675 | n/a | $55,823 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | UBS AM, a distinct business unit of… | 520 | n/a | $43,020 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 452 | n/a | $37,394 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 426 | n/a | $35,243 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 400 | n/a | $33,092 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 391 | n/a | $32,362 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 62 | New | $5,129 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $5,129 | 0.0% |
Exited
| Citadel Advisors | $650,198 | 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: Q4 2025 ·
Methodology ·
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