IMCB

iShares Morningstar Mid-Cap ETF
$83.34-0.11 (-0.13%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.8463271499644131e+267B

Total Value

$1.5200012400011017e+210T

% of Float

Price History

$65.41$71.25$77.08$82.92$88.75Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HighTower Advisors, LLC1,846,327$152.0M0.17%Share
2MORGAN STANLEY1,499,644$124.0M0.01%Share
3UBS Group AG1,331,760$110.2M0.02%Share
4LPL Financial LLC456,261$37.0M0.01%Share
5MEANS INVESTMENT CO., INC.428,013$35.4M2.98%Share
6RAYMOND JAMES FINANCIAL INC289,950$23.0M0.01%Share
7Cetera Investment Advisers237,483$19.0M0.02%Share
8RAYMOND JAMES FINANCIAL INC203,102$16.0M0.00%Share
9Matrix Trust Co189,190$15.7M2.58%Share
10Steele Capital Management, Inc.189,190$15.7M0.67%Share
11CREATIVE FINANCIAL DESIGNS INC /ADV179,442$14.8M0.94%Share
12Fortitude Financial, LLC174,666$14.4M12.26%Share
13COMMONWEALTH EQUITY SERVICES, LLC179,461$14.0M0.02%Share
14AMERIPRISE FINANCIAL INC160,700$13.0M0.00%Share
15WELLS FARGO & COMPANY/MN167,370$13.0M0.00%Share
16Stratos Wealth Partners, LTD.137,663$11.4M0.13%Share
17MML INVESTORS SERVICES, LLC123,175$10.0M0.02%Share
18Northwest Wealth Advisors, LLC117,988$9.8M7.60%Share
19Sunburst Financial Group, LLC115,163$9.5M1.93%Share
20OSAIC HOLDINGS, INC.112,193$9.0M0.01%Share
21Aptus Capital Advisors, LLC116,957$9.0M0.06%Share
22Farther Finance Advisors, LLC105,378$8.7M0.09%Share
23Kestra Advisory Services, LLC101,891$8.0M0.03%Share
24ROYAL BANK OF CANADA102,036$8.0M0.00%Share
25STIFEL FINANCIAL CORP73,957$6.0M0.01%Share
26Cambridge Investment Research Advisors, Inc.83,392$6.0M0.02%Share
27PACIFIC FINANCIAL GROUP INC68,220$5.6M3.14%Share
28YARGER WEALTH STRATEGIES, LLC66,278$5.5M2.36%Share
29Carnegie Investment Counsel60,468$5.0M0.09%Share
30ENVESTNET ASSET MANAGEMENT INC66,419$5.0M0.00%Share
31Gladstone Institutional Advisory LLC64,130$5.0M0.19%Share
32Bedel Financial Consulting, Inc.53,735$4.4M0.48%Share
33BANK OF AMERICA CORP /DE/59,502$4.0M0.00%Share
34MERCER GLOBAL ADVISORS INC /ADV54,153$4.0M0.01%Share
35Goldstein Advisors, LLC38,341$3.2M0.36%Share
36Sowell Financial Services LLC37,891$3.1M0.12%Share
37GOLDMAN SACHS GROUP INC43,380$3.0M0.00%Share
38WELLS FARGO & COMPANY/MN37,456$3.0M0.00%Share
39BANK OF AMERICA CORP /DE/42,883$3.0M0.00%Share
40Summit Financial, LLC44,878$3.0M0.04%Share
41Brand Asset Management Group, Inc.36,080$3.0M0.83%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC30,457$2.6M0.00%Share
43United Advisor Group, LLC31,223$2.6M0.32%Share
44TRUIST FINANCIAL CORP29,700$2.5M0.00%Share
45Merit Financial Group, LLC26,760$2.2M0.02%Share
46WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV24,514$2.0M0.32%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP28,906$2.0M0.00%Share
48GTS SECURITIES LLC35,168$2.0M0.07%Share
49Equitable Holdings, Inc.27,338$2.0M0.01%Share
50PARSONS CAPITAL MANAGEMENT INC/RI17,198$1.4M0.08%Share