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Ishares Morningstar Mid-Cap (IMCB)

CUSIP: 464288208 | NYSE | 519 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Means Investment Co., Inc.434,505
3.0% of portfolio›$41.1M
Sunburst Financial Group, LLC226,124
3.4% of portfolio›$21.4M
Creative Financial Designs Inc220,962
0.9% of portfolio›$20.9M
Northwest Wealth Advisors, LLC200,476
9.4% of portfolio›$18.9M
Steele Capital Management, Inc.193,326
0.7% of portfolio›$18.3M
Matrix Trust Co191,577
0.1% of portfolio›$18.1K
Fortitude Financial, LLC177,247
7.8% of portfolio›$16.7M
Kestra Advisory Services, LLC122,134
0.0% of portfolio›$11.5M
Cambridge Investment Research Advisors, Inc.113,684
0.0% of portfolio›$10.7K
Apollon Wealth Management, LLC101,519
0.1% of portfolio›$9.6M
Commonwealth Equity Services, LLC99,843
0.0% of portfolio›$9.4M
Farther Finance Advisors, LLC79,761
0.1% of portfolio›$7.5M
Carnegie Investment Counsel79,659
0.2% of portfolio›$7.5M
Goldstein Advisors, LLC38,325
0.3% of portfolio›$3.6M
United Advisor Group, LLC31,054
0.3% of portfolio›$2.9M
Sowell Financial Services LLC30,295
0.1% of portfolio›$2.9M
Truist Financial Corp28,125
0.0% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC21,340
0.0% of portfolio›$2.1M
Parsons Capital Management Inc17,198
0.1% of portfolio›$1.6M
Rede Wealth, LLC12,179
0.4% of portfolio›$1.2M
VestGen Advisors, LLC12,168
0.0% of portfolio›$1.1M
Apella Capital, LLC11,532
0.0% of portfolio›$1.1M
S.A. Mason LLC11,266
0.3% of portfolio›$1.1M
Financial Perspectives, Inc11,249
0.2% of portfolio›$1.1M
Liberty Capital Management, Inc.10,200
0.2% of portfolio›$963.7K
Opulen Financial Group LLC9,061
0.5% of portfolio›$856.1K
Creative Planning8,565
0.0% of portfolio›$809.2K
Diversify Advisory Services, LLC8,035
0.0% of portfolio›$782.2K
Diversify Wealth Management, LLC8,035
0.0% of portfolio›$782.2K
Truefg, LLC7,919
0.2% of portfolio›$748.2K
Signal Advisors Wealth, LLC7,632
0.0% of portfolio›$721.1K
Three Seasons Wealth, LLC6,881
0.1% of portfolio›$650.1K
Lawood & Co6,736
0.4% of portfolio›$636.4K
Mullaney, Keating & Wright, Inc.6,025
0.3% of portfolio›$569.2K
Vise Technologies, Inc.5,658
0.0% of portfolio›$534.6K
JIM Saulnier & Associates, LLC5,559
0.2% of portfolio›$525.3K
Financial Futures Ltd Liability Co.5,481
0.2% of portfolio›$517.8K
IFP Advisors, Inc5,471
0.0% of portfolio›$516.9K
Kaydan Wealth Management, Inc.5,260
0.2% of portfolio›$497.0K
Flagstar Securities, Inc5,104
0.1% of portfolio›$482.3K
Hoxton Planning & Management, LLC5,099
0.1% of portfolio›$481.8K
Citigroup Inc4,728
0.0% of portfolio›$446.7K
Schear Investment Advisers, LLC4,225
0.0% of portfolio›$399.2K
Tempo Wealth, LLC4,225
0.0% of portfolio›$399.2K
Procyon Advisors, LLC4,198
0.0% of portfolio›$396.6K
Glenview Trust Co3,887
0.0% of portfolio›$367.2K
Summit Wealth Group LLC / Co3,825
0.0% of portfolio›$361.4K
XML Financial, LLC3,720
0.0% of portfolio›$351.5K
Steinberganna Wealth Management3,715
0.2% of portfolio›$351.0K
Robertson Stephens Wealth Management, LLC3,560
0.0% of portfolio›$336.3K
Schneider Downs Wealth Management Advisors, LP3,553
0.0% of portfolio›$335.7K
Ashton Thomas Securities, LLC3,420
0.0% of portfolio›$323.1K
PPS&V Asset Management Consultants, Inc.3,292
0.2% of portfolio›$311.0K
Barrett & Company, Inc.3,271
0.1% of portfolio›$309.0K
Capital Square, LLC2,995
0.1% of portfolio›$283.0K
Private Trust Co NA2,938
0.0% of portfolio›$277.6K
Brighton Jones LLC2,691
0.0% of portfolio›$254.2K
Laurel OAK Wealth Management, LLC2,680
0.0% of portfolio›$253.2K
Dynamic Advisor Solutions LLC2,519
0.0% of portfolio›$238.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,380
0.0% of portfolio›$224.9K
Wedbush Securities Inc2,224
0.0% of portfolio›$210
Woodard & Co Asset Management Group Inc1,941
0.0% of portfolio›$183.4K
Cape Investment Advisory, Inc.1,786
0.0% of portfolio›$168.7K
Signaturefd, LLC1,781
0.0% of portfolio›$168.3K
Plante Moran Financial Advisors, LLC1,675
0.0% of portfolio›$158.3K
EPG Wealth Management LLC1,430
0.0% of portfolio›$135.1K
CoreCap Advisors, LLC1,360
0.0% of portfolio›$128.5K
Capital Investment Advisory Services, LLC936
0.0% of portfolio›$88.4K
Avion Wealth643
0.0% of portfolio›$60
Latitude Advisors, LLC609
0.0% of portfolio›$57.5K
Glass Jacobson Investment Advisors llc549
0.0% of portfolio›$51.9K
Compass Financial Management LLC543
0.0% of portfolio›$51.3K
Ashton Thomas Private Wealth, LLC520
0.0% of portfolio›$49.1K
Morton Brown Family Wealth, LLC491
0.0% of portfolio›$46.4K
Assetmark, Inc464
0.0% of portfolio›$43.8K
Mosley Wealth Management436
0.0% of portfolio›$42.5K
Tsfg, LLC420
0.0% of portfolio›$40
Mather Group, Llc.413
0.0% of portfolio›$39.0K
Olistico Wealth, LLC275
0.0% of portfolio›$26.0K
Salomon & Ludwin, LLC228
0.0% of portfolio›$21.5K
SYM Financial Corp228
0.0% of portfolio›$21.5K
Westside Investment Management, Inc.180
0.0% of portfolio›$17.1K
Armstrong Advisory Group, Inc140
0.0% of portfolio›$13.2K
Lanark Financial, Inc.84
0.0% of portfolio›$7.9K
Asset Dedication, LLC42
0.0% of portfolio›$4.0K
Buck Wealth Strategies, LLC8
0.0% of portfolio›$758
StyleTurnoverLocationFiled
Means Investment Co., Inc.
434,505$41.1M3.0%GrowthVery LowBangor, ME2026-11-03
Sunburst Financial Group, LLC
226,124$21.4M3.4%ETFVery LowVestavia Hills, AL2026-10-09
Creative Financial Designs Inc
220,962$20.9M0.9%ETFMediumKokomo, IN2026-11-04
Northwest Wealth Advisors, LLC
200,476$18.9M9.4%ETFVery LowBellingham, WA2026-11-02
Steele Capital Management, Inc.
193,326$18.3M0.7%ETFVery LowDubuque, IA2026-11-02
Matrix Trust Co
191,577$18.1K0.1%ETFLowDenver, CO2026-10-07
Fortitude Financial, LLC
177,247$16.7M7.8%ETFHighSpokane, WA2026-10-19
Kestra Advisory Services, LLC
122,134$11.5M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
113,684$10.7K0.0%ETFLowFairfield, IA2026-11-02
Apollon Wealth Management, LLC
101,519$9.6M0.1%GrowthLowMount Pleasant, SC2026-10-23
Commonwealth Equity Services, LLC
99,843$9.4M0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
79,761$7.5M0.1%IndexLowSan Francisco, CA2026-10-08
Carnegie Investment Counsel
79,659$7.5M0.2%CoreLowPepper Pike, OH2026-10-20
Goldstein Advisors, LLC
38,325$3.6M0.3%ETFMediumMadison, WI2026-10-15
United Advisor Group, LLC
31,054$2.9M0.3%ETFLowCincinnati, OH2026-11-03
Sowell Financial Services LLC
30,295$2.9M0.1%CoreLowNorth Little Rock, AR2026-10-23
Truist Financial Corp
28,125$2.7M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
21,340$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Parsons Capital Management Inc
17,198$1.6M0.1%CoreLowProvidence, RI2026-10-28
Rede Wealth, LLC
12,179$1.2M0.4%ValueMediumCharlottesville, VA2026-10-22
VestGen Advisors, LLC
12,168$1.1M0.0%GrowthMediumChicago, IL2026-10-27
Apella Capital, LLC
11,532$1.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
S.A. Mason LLC
11,266$1.1M0.3%GrowthVery LowHolland, MI2026-10-13
Financial Perspectives, Inc
11,249$1.1M0.2%GrowthVery LowMinneapolis, MN2026-11-03
Liberty Capital Management, Inc.
10,200$963.7K0.2%CoreVery LowBirmingham, MI2026-11-02
Opulen Financial Group LLC
9,061$856.1K0.5%ETFVery LowArlington, VA2026-10-22
Creative Planning
8,565$809.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Diversify Advisory Services, LLC
8,035$782.2K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
8,035$782.2K0.0%GrowthMediumSandy, UT2026-10-20
Truefg, LLC
7,919$748.2K0.2%ETFVery LowCedar Park, TX2026-10-15
Signal Advisors Wealth, LLC
7,632$721.1K0.0%ETFLowDetroit, MI2026-10-13
Three Seasons Wealth, LLC
6,881$650.1K0.1%GrowthMediumSalt Lake City, UT2026-11-03
Lawood & Co
6,736$636.4K0.4%CoreLowWilliamsport, PA2026-10-09
Mullaney, Keating & Wright, Inc.
6,025$569.2K0.3%GrowthVery LowMiddletown, CT2026-10-19
Vise Technologies, Inc.
5,658$534.6K0.0%IndexLowNew York, NY2026-10-29
JIM Saulnier & Associates, LLC
5,559$525.3K0.2%ETFLowFort Collins, CO2026-11-04
Financial Futures Ltd Liability Co.
5,481$517.8K0.2%ETFLowBrielle, NJ2026-10-13
IFP Advisors, Inc
5,471$516.9K0.0%GrowthLowTampa, FL2026-10-16
Kaydan Wealth Management, Inc.
5,260$497.0K0.2%ETFMediumFenton, MI2026-10-08
Flagstar Securities, Inc
5,104$482.3K0.1%ETFVery LowNew York, NY2026-10-15
Hoxton Planning & Management, LLC
5,099$481.8K0.1%ETFLowShepherdstown, WV2026-10-15
Citigroup Inc
4,728$446.7K0.0%CoreMediumNew York, NY2026-11-04
Schear Investment Advisers, LLC
4,225$399.2K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
4,225$399.2K0.0%Agg GrowthLowIndependence, OH2026-10-14
Procyon Advisors, LLC
4,198$396.6K0.0%CoreVery LowShelton, CT2026-10-21
Glenview Trust Co
3,887$367.2K0.0%GrowthVery LowLouisville, KY2026-10-28
Summit Wealth Group LLC / Co
3,825$361.4K0.0%ETFHighColorado Springs, CO2026-10-29
XML Financial, LLC
3,720$351.5K0.0%ETFLowBethesda, MD2026-10-29
Steinberganna Wealth Management
3,715$351.0K0.2%ETFLowHuntington, NY2026-10-23
Robertson Stephens Wealth Management, LLC
3,560$336.3K0.0%ETFMediumSan Francisco, CA2026-10-16
Schneider Downs Wealth Management Advisors, LP
3,553$335.7K0.0%ETFVery LowPittsburgh, PA2026-10-27
Ashton Thomas Securities, LLC
3,420$323.1K0.0%ETFMediumRochester, NY2026-10-26
PPS&V Asset Management Consultants, Inc.
3,292$311.0K0.2%ETFVery LowPortage, MI2026-10-06
Barrett & Company, Inc.
3,271$309.0K0.1%ETFLowProvidence, RI2026-10-22
Capital Square, LLC
2,995$283.0K0.1%YieldMediumAthens, TN2026-10-19
Private Trust Co NA
2,938$277.6K0.0%CoreLowCleveland, OH2026-10-20
Brighton Jones LLC
2,691$254.2K0.0%CoreVery LowSeattle, WA2026-11-03
Laurel OAK Wealth Management, LLC
2,680$253.2K0.0%GrowthLowMarlton, NJ2026-10-19
Dynamic Advisor Solutions LLC
2,519$238.0K0.0%ETFLowPhoenix, AZ2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,380$224.9K0.0%GrowthVery LowSeattle, WA2026-10-27
Wedbush Securities Inc
2,224$2100.0%CoreLowPasadena, CA2026-10-22
Woodard & Co Asset Management Group Inc
1,941$183.4K0.0%ETFMediumBermuda Run, NC2026-11-03
Cape Investment Advisory, Inc.
1,786$168.7K0.0%ETFLowMcdonough, GA2026-10-13
Signaturefd, LLC
1,781$168.3K0.0%IndexLowAtlanta, GA2026-10-23
Plante Moran Financial Advisors, LLC
1,675$158.3K0.0%ETFVery LowSouthfield, MI2026-11-04
EPG Wealth Management LLC
1,430$135.1K0.0%GrowthLowAtlanta, GA2026-11-03
CoreCap Advisors, LLC
1,360$128.5K0.0%ETFMediumSouthfield, MI2026-10-08
Capital Investment Advisory Services, LLC
936$88.4K0.0%CoreMediumRaleigh, NC2026-10-30
Avion Wealth
643$600.0%ETFLowThe Woodlands, TX2026-11-04
Latitude Advisors, LLC
609$57.5K0.0%ETFLowYorkville, IL2026-10-27
Glass Jacobson Investment Advisors llc
549$51.9K0.0%ETFLowOwings Mills, MD2026-10-26
Compass Financial Management LLC
543$51.3K0.0%CoreN/ATampa, FL2026-10-30
Ashton Thomas Private Wealth, LLC
520$49.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Morton Brown Family Wealth, LLC
491$46.4K0.0%ETFVery LowAllentown, PA2026-10-23
Assetmark, Inc
464$43.8K0.0%ETFLowConcord, CA2026-10-21
Mosley Wealth Management
436$42.5K0.0%ETFHighAnaheim, CA2026-10-16
Tsfg, LLC
420$400.0%ETFLowLake Forest, IL2026-10-23
Mather Group, Llc.
413$39.0K0.0%ETFMediumChicago, IL2026-10-14
Olistico Wealth, LLC
275$26.0K0.0%GrowthVery LowTulsa, OK2026-10-05
Salomon & Ludwin, LLC
228$21.5K0.0%ETFVery LowRichmond, VA2026-10-29
SYM Financial Corp
228$21.5K0.0%ETFVery LowWinona Lake, IN2026-10-26
Westside Investment Management, Inc.
180$17.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Armstrong Advisory Group, Inc
140$13.2K0.0%ETFHighNeedham, MA2026-10-09
Lanark Financial, Inc.
84$7.9K0.0%CoreMediumBirmingham, AL2026-10-26
Asset Dedication, LLC
42$4.0K0.0%ETFLowSan Francisco, CA2026-11-03
Buck Wealth Strategies, LLC
8$7580.0%ValueMediumDenver, CO2026-10-28