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Ishares Morningstar Mid-Cap (IMCV)

CUSIP: 464288406 | NYSE | 389 institutional holders

Quarters

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

Vantagepoint Investment Advisers LLC1,046,977
0.7% of portfolio›$96.1M
Orgel Wealth Management, LLC316,009
0.5% of portfolio›$29.0M
Commonwealth Equity Services, LLC281,155
0.0% of portfolio›$25.8M
Black Diamond Financial, LLC266,709
2.1% of portfolio›$24.5M
Matrix Trust Co210,165
0.1% of portfolio›$19.3K
Steele Capital Management, Inc.210,165
0.7% of portfolio›$19.3M
Marietta Wealth Management, LLC131,609
1.3% of portfolio›$12.5M
Rodgers & Associates, LTD120,256
1.0% of portfolio›$11.0M
Ipsen Advisor Group LLC82,927
5.2% of portfolio›$7.6M
GHP Investment Advisors, Inc.79,887
0.3% of portfolio›$7.3M
Davenport & Co LLC75,017
0.0% of portfolio›$6.9M
Lebenthal Global Advisors, LLC58,902
0.7% of portfolio›$5.4M
Advisory Solutions Group, LLC58,088
1.1% of portfolio›$5.3M
Cambridge Investment Research Advisors, Inc.57,817
0.0% of portfolio›$5.3K
Ddfg, Inc52,527
0.9% of portfolio›$4.8M
Sovran Advisors, LLC47,782
0.3% of portfolio›$4.7M
Creative Planning44,298
0.0% of portfolio›$4.1M
Aire Advisors, LLC38,247
0.6% of portfolio›$3.5M
Dynamic Advisor Solutions LLC29,368
0.1% of portfolio›$2.7M
Caliber Wealth Management, LLC / KS23,681
0.2% of portfolio›$2.2M
Diversify Advisory Services, LLC23,537
0.0% of portfolio›$2.3M
Diversify Wealth Management, LLC23,537
0.0% of portfolio›$2.3M
James J. Burns & Company, LLC19,032
0.2% of portfolio›$1.7M
Courage Miller Partners, LLC17,103
0.4% of portfolio›$1.6M
Park Avenue Securities LLC16,336
0.0% of portfolio›$1.5K
PCA Investment Advisory Services Inc.13,776
0.3% of portfolio›$1.3M
Flagstar Securities, Inc12,786
0.4% of portfolio›$1.2M
Citigroup Inc11,977
0.0% of portfolio›$1.1M
LaFleur & Godfrey LLC10,799
0.1% of portfolio›$990.8K
Wealth Enhancement Advisory Services, LLC10,755
0.0% of portfolio›$1.0M
Retirement Planning Group, LLC10,049
0.0% of portfolio›$922.0K
Sentinel Advisory Group, LLC9,216
0.3% of portfolio›$845.6K
JIM Saulnier & Associates, LLC8,193
0.3% of portfolio›$751.7K
Flagship Harbor Advisors, LLC7,639
0.0% of portfolio›$700.8K
D.A. Davidson & Co.7,172
0.0% of portfolio›$658.1K
Kestra Advisory Services, LLC6,928
0.0% of portfolio›$635.7K
Sage Financial Group Inc6,109
0.0% of portfolio›$560.5K
Vise Technologies, Inc.5,626
0.0% of portfolio›$516.2K
Prime Capital Investment Advisors, LLC5,304
0.0% of portfolio›$486.6K
Woodard & Co Asset Management Group Inc4,693
0.1% of portfolio›$430.6K
Parallel Advisors, LLC4,603
0.0% of portfolio›$422.3K
Willis Johnson Wealth, Inc.4,530
0.0% of portfolio›$415.6K
Farther Finance Advisors, LLC4,316
0.0% of portfolio›$396.0K
Cape Investment Advisory, Inc.4,239
0.1% of portfolio›$388.9K
Revisor Wealth Management LLC3,626
0.1% of portfolio›$345.8K
Altfest L J & Co Inc3,601
0.0% of portfolio›$330.4K
Trust Investment Advisors3,556
0.1% of portfolio›$326.3K
Plante Moran Financial Advisors, LLC3,453
0.0% of portfolio›$316.8K
Oakworth Capital, Inc.3,430
0.0% of portfolio›$314.7K
Glass Jacobson Investment Advisors llc3,284
0.1% of portfolio›$301.3K
Odyssey Capital Advisors, Inc.3,143
0.2% of portfolio›$288.4K
Bellecapital International Ltd.2,980
0.0% of portfolio›$273.4K
Lawood & Co2,844
0.2% of portfolio›$260.9K
Portland Financial Advisors Inc2,827
0.5% of portfolio›$259.4K
International Assets Investment Management, LLC2,292
0.0% of portfolio›$211.2K
Founders Grove Wealth Partners, LLC2,196
0.0% of portfolio›$201.5K
Horst & Graben Wealth Management LLC2,186
0.0% of portfolio›$200.6K
Assetmark, Inc858
0.0% of portfolio›$78.7K
GK Wealth Management LLC825
0.0% of portfolio›$75.7K
Ashton Thomas Private Wealth, LLC804
0.0% of portfolio›$73.8K
Barnes Dennig Private Wealth Management LLC641
0.0% of portfolio›$58.8K
Parkside Financial Bank & Trust517
0.0% of portfolio›$47.5K
Mather Group, Llc.399
0.0% of portfolio›$36.6K
Sunrise Financial Services, LLC330
0.0% of portfolio›$30.3K
Lanark Financial, Inc.300
0.0% of portfolio›$27.5K
Fairway Wealth LLC181
0.0% of portfolio›$16.6K
Creative Financial Designs Inc158
0.0% of portfolio›$14.5K
Salomon & Ludwin, LLC153
0.0% of portfolio›$14.0K
Chilton Capital Management LLC100
0.0% of portfolio›$9.2K
Country Trust Bank87
0.0% of portfolio›$8.0K
Pinnacle Bancorp, Inc.81
0.0% of portfolio›$7.4K
Gladwyn Financial Advisors, Inc.76
0.0% of portfolio›$6.9K
Private Trust Co NA47
0.0% of portfolio›$4.3K
Allspring Global Investments Holdings, LLC40
0.0% of portfolio›$3.7K
Nvest Wealth Strategies, Inc.35
0.0% of portfolio›$3.2K
Richardson Financial Services Inc.27
0.0% of portfolio›$2.5K
Signature Equity Partners, LLC24
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Vantagepoint Investment Advisers LLC
1,046,977$96.1M0.7%ETFVery LowWashington, DC2026-10-26
Orgel Wealth Management, LLC
316,009$29.0M0.5%ETFMediumAltoona, WI2026-10-14
Commonwealth Equity Services, LLC
281,155$25.8M0.0%ETFLowWaltham, MA2026-11-02
Black Diamond Financial, LLC
266,709$24.5M2.1%ETFVery LowTowson, MD2026-10-26
Matrix Trust Co
210,165$19.3K0.1%ETFLowDenver, CO2026-10-07
Steele Capital Management, Inc.
210,165$19.3M0.7%ETFVery LowDubuque, IA2026-11-02
Marietta Wealth Management, LLC
131,609$12.5M1.3%GrowthLowMarietta, GA2026-10-22
Rodgers & Associates, LTD
120,256$11.0M1.0%ETFVery LowLancaster, PA2026-10-20
Ipsen Advisor Group LLC
82,927$7.6M5.2%ETFLowLittle Rock, AR2026-10-29
GHP Investment Advisors, Inc.
79,887$7.3M0.3%CoreVery LowDenver, CO2026-10-15
Davenport & Co LLC
75,017$6.9M0.0%CoreMediumRichmond, VA2026-10-14
Lebenthal Global Advisors, LLC
58,902$5.4M0.7%ETFMediumHauppauge, NY2026-10-28
Advisory Solutions Group, LLC
58,088$5.3M1.1%ETFN/APlymouth, MN2026-10-14
Cambridge Investment Research Advisors, Inc.
57,817$5.3K0.0%ETFLowFairfield, IA2026-11-02
Ddfg, Inc
52,527$4.8M0.9%ETFLowThousand Oaks, CA2026-10-15
Sovran Advisors, LLC
47,782$4.7M0.3%ETFMediumSan Diego, CA2026-11-02
Creative Planning
44,298$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Aire Advisors, LLC
38,247$3.5M0.6%ETFVery LowBeverly Hills, CA2026-10-22
Dynamic Advisor Solutions LLC
29,368$2.7M0.1%ETFLowPhoenix, AZ2026-10-13
Caliber Wealth Management, LLC / KS
23,681$2.2M0.2%ETFLowOverland Park, KS2026-11-04
Diversify Advisory Services, LLC
23,537$2.3M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
23,537$2.3M0.0%GrowthMediumSandy, UT2026-10-20
James J. Burns & Company, LLC
19,032$1.7M0.2%ETFVery LowMelville, NY2026-10-22
Courage Miller Partners, LLC
17,103$1.6M0.4%ETFVery LowNorfolk, VA2026-10-21
Park Avenue Securities LLC
16,336$1.5K0.0%ETFMediumNew York, NY2026-10-26
PCA Investment Advisory Services Inc.
13,776$1.3M0.3%ETFVery LowCincinnati, OH2026-10-13
Flagstar Securities, Inc
12,786$1.2M0.4%ETFVery LowNew York, NY2026-10-15
Citigroup Inc
11,977$1.1M0.0%CoreMediumNew York, NY2026-11-04
LaFleur & Godfrey LLC
10,799$990.8K0.1%GrowthLowGrand Rapids, MI2026-10-27
Wealth Enhancement Advisory Services, LLC
10,755$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Retirement Planning Group, LLC
10,049$922.0K0.0%ETFVery LowLeawood, KS2026-10-19
Sentinel Advisory Group, LLC
9,216$845.6K0.3%ETFVery LowMiddleton, WI2026-10-20
JIM Saulnier & Associates, LLC
8,193$751.7K0.3%ETFLowFort Collins, CO2026-11-04
Flagship Harbor Advisors, LLC
7,639$700.8K0.0%ETFMediumBoston, MA2026-10-26
D.A. Davidson & Co.
7,172$658.1K0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Advisory Services, LLC
6,928$635.7K0.0%CoreLowAustin, TX2026-11-02
Sage Financial Group Inc
6,109$560.5K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Vise Technologies, Inc.
5,626$516.2K0.0%IndexLowNew York, NY2026-10-29
Prime Capital Investment Advisors, LLC
5,304$486.6K0.0%ETFLowOverland Park, KS2026-10-20
Woodard & Co Asset Management Group Inc
4,693$430.6K0.1%ETFMediumBermuda Run, NC2026-11-03
Parallel Advisors, LLC
4,603$422.3K0.0%IndexLowSan Francisco, CA2026-11-03
Willis Johnson Wealth, Inc.
4,530$415.6K0.0%ETFLowHouston, TX2026-11-03
Farther Finance Advisors, LLC
4,316$396.0K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
4,239$388.9K0.1%ETFLowMcdonough, GA2026-10-13
Revisor Wealth Management LLC
3,626$345.8K0.1%CoreLowAkron, OH2026-10-20
Altfest L J & Co Inc
3,601$330.4K0.0%ETFHighNew York, NY2026-10-27
Trust Investment Advisors
3,556$326.3K0.1%GrowthLowIndianapolis, IN2026-10-20
Plante Moran Financial Advisors, LLC
3,453$316.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Oakworth Capital, Inc.
3,430$314.7K0.0%ETFLowBirmingham, AL2026-10-26
Glass Jacobson Investment Advisors llc
3,284$301.3K0.1%ETFLowOwings Mills, MD2026-10-26
Odyssey Capital Advisors, Inc.
3,143$288.4K0.2%ETFLowBala Cynwyd, PA2026-10-26
Bellecapital International Ltd.
2,980$273.4K0.0%GrowthMediumZurich, Switzerland2026-10-21
Lawood & Co
2,844$260.9K0.2%CoreLowWilliamsport, PA2026-10-09
Portland Financial Advisors Inc
2,827$259.4K0.5%ETFVery LowPort Washington, NY2026-10-26
International Assets Investment Management, LLC
2,292$211.2K0.0%CoreVery HighOrlando, FL2026-11-02
Founders Grove Wealth Partners, LLC
2,196$201.5K0.0%ETFLowRichmond, VA2026-10-16
Horst & Graben Wealth Management LLC
2,186$200.6K0.0%ETFMediumPortland, OR2026-11-02
Assetmark, Inc
858$78.7K0.0%ETFLowConcord, CA2026-10-21
GK Wealth Management LLC
825$75.7K0.0%GARPVery HighReno, NV2026-10-09
Ashton Thomas Private Wealth, LLC
804$73.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Barnes Dennig Private Wealth Management LLC
641$58.8K0.0%CoreLowCincinnati, OH2026-10-30
Parkside Financial Bank & Trust
517$47.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mather Group, Llc.
399$36.6K0.0%ETFMediumChicago, IL2026-10-14
Sunrise Financial Services, LLC
330$30.3K0.0%ETFMediumBurien, WA2026-10-21
Lanark Financial, Inc.
300$27.5K0.0%CoreMediumBirmingham, AL2026-10-26
Fairway Wealth LLC
181$16.6K0.0%ETFLowIndependence, OH2026-10-30
Creative Financial Designs Inc
158$14.5K0.0%ETFMediumKokomo, IN2026-11-04
Salomon & Ludwin, LLC
153$14.0K0.0%ETFVery LowRichmond, VA2026-10-29
Chilton Capital Management LLC
100$9.2K0.0%GrowthMediumHouston, TX2026-10-28
Country Trust Bank
87$8.0K0.0%GrowthLowBloomington, IL2026-10-30
Pinnacle Bancorp, Inc.
81$7.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Gladwyn Financial Advisors, Inc.
76$6.9K0.0%ETFVery LowChantilly, VA2026-10-05
Private Trust Co NA
47$4.3K0.0%CoreLowCleveland, OH2026-10-20
Allspring Global Investments Holdings, LLC
40$3.7K0.0%CoreMediumCharlotte, NC2026-11-04
Nvest Wealth Strategies, Inc.
35$3.2K0.0%ETFVery LowPowell, OH2026-10-14
Richardson Financial Services Inc.
27$2.5K0.0%GrowthMediumMedway, MA2026-10-30
Signature Equity Partners, LLC
24$2.2K0.0%GrowthMediumColumbus, OH2026-10-29