Security record · archived quarter
IMCG
iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
48Tracked holders
+2Δ holders
11.45MShares held
$913.80MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +0.7% ·
net new positions +4.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +3 | 12.46M | $1.22B | +5 | −2 |
| Q1 2026 | 49 | 0 | 11.86M | $935.34M | +2 | −2 |
| Q4 2025 | 48 | +2 | 11.45M | $913.80M | +2 | — |
| Q3 2025 | 5 | -1 | 1.23M | $101.72M | — | −1 |
| Q2 2025 | 3 | 0 | 18.51K | $1.49M | +1 | −1 |
| Q1 2025 | 2 | 0 | 22.19K | $1.59M | — | — |
| Q4 2024 | 2 | -1 | 21.84K | $1.65M | — | −1 |
| Q3 2024 | 3 | +1 | 19.97K | $1.46M | +1 | — |
| Q2 2024 | 2 | — | 42.62K | $2.89M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.45M | — | $195.47M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.15M | +10.0% | $91.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.15M | +10.0% | $91.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.15M | +10.0% | $91.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 968.00K | — | $77.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 968.00K | — | $77.28M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 968.00K | — | $77.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 916.93K | — | $73.21M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 841.44K | — | $67.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 809.91K | — | $64.69M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 809.91K | — | $64.69M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 563.09K | — | $44.96M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 552.02K | — | $44.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 552.02K | — | $44.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 552.02K | — | $44.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 552.02K | — | $44.07M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 472.35K | — | $37.72M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 472.35K | — | $37.72M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 472.35K | — | $37.72M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 472.35K | — | $37.72M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 450.98K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 450.98K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 450.98K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 433.11K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 433.11K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 419.45K | — | $33.49M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 419.45K | — | $33.49M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 270.30K | — | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 270.30K | — | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 270.30K | — | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 196.22K | — | $15.67M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 184.44K | — | $14.73M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 101.37K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 101.37K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 95.11K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 79.50K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Creative Planning | 48.61K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Creative Planning | 48.61K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Creative Planning | 48.61K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 37.70K | New | $3.01M | 0.0% | New | 1 | SEC ↗ |
| 46 | HighTower Advisors, LLC | 30.42K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Hrt Financial Lp | 29.49K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 27.56K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Blair William & Co/Il | 26.54K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 24.70K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 22.64K | +1.3% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 19.94K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 19.94K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 19.94K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 19.94K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Jane Street Group, Llc | 19.07K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Citigroup Inc | 14.81K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 14.08K | New | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 59 | Captrust Financial Advisors | 12.89K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 12.45K | -0.8% | $994,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Stifel Financial Corp | 12.24K | — | $977,608 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Corient Private Wealth LP | 18.97K | — | $972,527 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Corient Private Wealth LP | 18.97K | — | $972,527 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Focus Partners Wealth | 7.86K | — | $627,309 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Clearbridge Investments, LLC | 7.42K | — | $592,413 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Assetmark, Inc | 6.82K | — | $544,748 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 6.47K | — | $516,964 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 5.65K | — | $451,183 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Us Bancorp \De\ | 4.33K | — | $346,106 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Susquehanna International Group, Llp | 3.59K | — | $286,705 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Baird Financial Group, Inc. | 3.56K | — | $283,991 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 2.80K | +10.8% | $223,312 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 930 | — | $74,251 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 867 | — | $69,240 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 867 | — | $69,240 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 641 | — | $51,174 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Fifth Third Bancorp | 446 | — | $35,609 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $3.01M | 0.0% |
| Citadel Advisors | $1.12M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 400 holders, 25.84M shares, $1.99B 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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