Who owns iShares Morningstar Mid Core Index?
- Ticker: IMCB
- CUSIP Number: 464288208
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Mid Core Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Mid Core Index stock
Who bought or sold iShares Morningstar Mid Core Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HighTower Advisors | 1.8M | $153M | 3833% | Dec 2025 |
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| UBS Group | 1.3M | $110M | 1% | Dec 2025 |
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| Raymond James Financial | 498k | $41M | 57% | Dec 2025 |
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| LPL Financial | 456k | $38M | -3% | Dec 2025 |
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| Means Investment | 428k | $35M | 4% | Dec 2025 |
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| Cetera Investment Advisers | 238k | $20M | -15% | Dec 2025 |
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| Wells Fargo & Company | 205k | $17M | 148% | Dec 2025 |
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| Matrix Trust | 189k | $16M | 1% | Dec 2025 |
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| Steele Capital Management | 189k | $16M | 1% | Dec 2025 |
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| Commonwealth Equity Services | 180k | $15M | -4% | Dec 2025 |
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| Creative Financial Designs | 179k | $15M | 7% | Dec 2025 |
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| Fortitude Financial | 175k | $15M | 100% | Dec 2025 |
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| Ameriprise Financial | 161k | $13M | -7% | Dec 2025 |
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| Stratos Wealth Partners | 138k | $11M | 69% | Dec 2025 |
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| Mml Investors Services | 123k | $10M | -1% | Dec 2025 |
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| Northwest Wealth Advisors | 118k | $9.8M | 100% | Dec 2025 |
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| Aptus Capital Advisors | 117k | $9.7M | 3% | Dec 2025 |
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| Sunburst Financial Group | 115k | $9.5M | 3% | Dec 2025 |
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| Advisor Group Holdings | 113k | $9.3M | -5% | Dec 2025 |
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| Farther Finance Advisors | 105k | $8.7M | 19% | Dec 2025 |
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| Kestra Advisory Services | 102k | $8.4M | 122% | Dec 2025 |
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| Cambridge Investment Research Advisors | 83k | $6.9M | -5% | Dec 2025 |
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| Stifel Financial | 74k | $6.1M | 0% | Dec 2025 |
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| Royal Bank of Canada | 71k | $5.9M | 31% | Sep 2025 |
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| Pacific Financial Group | 68k | $5.6M | 13% | Dec 2025 |
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| Envestnet Asset Management | 66k | $5.5M | -15% | Dec 2025 |
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| Yarger Wealth Strategies | 66k | $5.5M | -4% | Dec 2025 |
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| Gladstone Institutional Advisory | 64k | $5.3M | -4% | Dec 2025 |
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| Carnegie Capital Asset Management | 61k | $5.0M | 9% | Dec 2025 |
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| Mercer Global Advisors | 54k | $4.5M | -7% | Dec 2025 |
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| Bedel Financial Consulting | 54k | $4.4M | 7% | Dec 2025 |
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| Summit Financial | 45k | $3.7M | 10% | Dec 2025 |
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| Goldman Sachs Group | 43k | $3.6M | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 41k | $3.4M | 19% | Dec 2025 |
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| Goldstein Advisors | 38k | $3.2M | -3% | Dec 2025 |
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| Sowell Financial Services | 38k | $3.1M | 0% | Dec 2025 |
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| Brand Asset Management Group | 36k | $3.0M | -2% | Dec 2025 |
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| Gts Securities | 35k | $2.9M | -4% | Dec 2025 |
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| Equitable Holdings | 35k | $2.9M | -3% | Dec 2025 |
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| United Advisor Group | 31k | $2.6M | 2% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 31k | $2.6M | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 30k | $2.5M | 1% | Dec 2025 |
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| Susquehanna International | 29k | $2.4M | 21% | Dec 2025 |
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| Merit Financial Group | 28k | $2.3M | 1% | Dec 2025 |
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| Jpmorgan Chase & Co | 25k | $2.1M | 100% | Sep 2025 |
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| Woodard & Co Asset Management Group | 25k | $2.0M | -49% | Dec 2025 |
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| HPM Partners | 21k | $1.7M | 0% | Dec 2025 |
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| Jane Street | 20k | $1.6M | 100% | Dec 2025 |
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| Parsons Capital Management | 17k | $1.4M | -2% | Dec 2025 |
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| Jim Saulnier & Associates | 17k | $1.4M | 1% | Dec 2025 |
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| Pitti Group Wealth Management | 16k | $1.3M | 1% | Dec 2025 |
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| VestGen Advisors | 16k | $1.3M | -77% | Dec 2025 |
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| FMR | 15k | $1.2M | 0% | Sep 2025 |
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| CWM | 14k | $1.2M | 3% | Dec 2025 |
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| Bleakley Financial Group | 14k | $1.2M | 100% | Dec 2025 |
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| J.w. Cole Advisors | 13k | $1.1M | -1% | Dec 2025 |
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| Jones Financial Companies, L.L | 13k | $1.1M | 94% | Dec 2025 |
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| Advisory Services Network | 12k | $985k | 0% | Dec 2025 |
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| S.A. Mason | 12k | $965k | -3% | Dec 2025 |
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| Apella Capital | 12k | $954k | 0% | Dec 2025 |
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| Signature Securities Group Corporation | 11k | $944k | -52% | Dec 2025 |
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| Rede Wealth | 11k | $940k | 100% | Dec 2025 |
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| American Trust | 10k | $864k | -14% | Dec 2025 |
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| Janney Montgomery Scott | 10k | $846k | -11% | Dec 2025 |
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| Liberty Capital Management | 10k | $844k | 0% | Dec 2025 |
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| Edge Financial Advisors | 10k | $838k | 3% | Dec 2025 |
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| Miracle Mile Advisors | 9.7k | $805k | 0% | Dec 2025 |
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| Summit Asset Management | 9.6k | $790k | -3% | Dec 2025 |
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| Summit Investment Advisors | 9.4k | $778k | 0% | Dec 2025 |
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| Opulen Financial Group | 9.3k | $768k | 30% | Dec 2025 |
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| Truefg | 8.6k | $713k | -2% | Dec 2025 |
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| Diversify Advisory Services | 8.5k | $735k | 0% | Dec 2025 |
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| Capital Planning Advisors | 8.5k | $706k | 7% | Dec 2025 |
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| Global Retirement Partners | 8.0k | $665k | -32% | Dec 2025 |
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| Financial Perspectives | 8.0k | $665k | 26% | Dec 2025 |
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| Geneos Wealth Management | 8.0k | $663k | 50% | Dec 2025 |
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| Triad Wealth Partners | 8.0k | $662k | 5% | Dec 2025 |
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| Hilltop Holdings | 8.0k | $658k | 4% | Dec 2025 |
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| Citadel Advisors | 7.8k | $650k | -37% | Sep 2025 |
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| Apollon Wealth Management | 7.7k | $639k | -22% | Dec 2025 |
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| Mariner Wealth Advisors | 7.3k | $605k | 3% | Dec 2025 |
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| Three Seasons Wealth | 6.9k | $568k | 2% | Dec 2025 |
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| SB Capital Management | 6.8k | $559k | 100% | Dec 2025 |
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| Lawood & Co | 6.7k | $557k | 100% | Dec 2025 |
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| Atomi Financial Group | 6.6k | $548k | 0% | Dec 2025 |
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| Haverford Trust Company | 6.6k | $546k | 1% | Dec 2025 |
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| Mutual Advisors | 6.5k | $537k | 0% | Dec 2025 |
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| Integrated Wealth Concepts | 6.5k | $535k | -6% | Dec 2025 |
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| Brian McDonald | 6.4k | $530k | 6% | Dec 2025 |
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| Gwn Securities | 6.4k | $527k | 100% | Dec 2025 |
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| PFG Investments | 6.2k | $509k | 0% | Dec 2025 |
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| IHT Wealth Management | 5.7k | $469k | 3% | Dec 2025 |
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| Financial Futures Ltd Liability | 5.6k | $460k | 0% | Dec 2025 |
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| Atlantic Trust | 5.4k | $446k | 0% | Dec 2025 |
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| Kaydan Wealth Management | 5.4k | $446k | 0% | Dec 2025 |
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| Steinberganna Wealth Management | 5.3k | $442k | 0% | Dec 2025 |
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| Hoxton Planning & Management | 5.2k | $430k | 4% | Dec 2025 |
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| Vise Technologies | 5.0k | $412k | 0% | Dec 2025 |
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| Integrity Alliance | 5.0k | $410k | 100% | Dec 2025 |
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| 49 Wealth Management | 4.8k | $399k | 0% | Dec 2025 |
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| Thrivent Financial for Lutherans | 4.8k | $404k | 0% | Dec 2025 |
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| NFP Retirement | 4.8k | $397k | 0% | Dec 2025 |
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| Marshall Financial Group | 4.8k | $394k | -12% | Dec 2025 |
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| IFP Advisors | 4.6k | $383k | 1829% | Dec 2025 |
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| Procyon Private Wealth Partners | 4.6k | $380k | 0% | Dec 2025 |
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| Harbour Investments | 4.6k | $377k | 2% | Dec 2025 |
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| Colony | 4.5k | $376k | 12% | Dec 2025 |
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| Savant Capital Management | 4.3k | $358k | -6% | Dec 2025 |
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| Proactive Wealth Strategies | 4.3k | $355k | 0% | Dec 2025 |
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| Creative Planning | 4.1k | $342k | 4% | Dec 2025 |
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| Evolution Wealth Advisors | 4.0k | $331k | 0% | Dec 2025 |
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| Glenview Trust | 3.9k | $322k | 0% | Dec 2025 |
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| Pps&v Asset Management Consultants | 3.9k | $319k | 0% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 3.8k | $316k | 100% | Dec 2025 |
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| Wealth Management Associates | 3.8k | $316k | 0% | Dec 2025 |
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| XML Financial | 3.7k | $309k | 0% | Dec 2025 |
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| Robertson Stephens Wealth Management | 3.6k | $295k | 0% | Dec 2025 |
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| Schneider Downs Wealth Management Advisors | 3.6k | $294k | -12% | Dec 2025 |
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| Philip James Wealth Mangement | 3.5k | $288k | -12% | Dec 2025 |
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| Bsc Private Wealth Management | 3.4k | $285k | 0% | Dec 2025 |
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| Allegheny Financial Group | 3.3k | $271k | 100% | Dec 2025 |
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| Detalus Advisors | 3.2k | $268k | 1% | Dec 2025 |
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| Barrett & Company | 3.2k | $268k | 0% | Dec 2025 |
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| M^T Bank Corporation | 3.2k | $268k | -24% | Dec 2025 |
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| Captrust Financial Advisors | 3.1k | $258k | -2% | Dec 2025 |
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| Silvercrest Asset Management Group | 3.1k | $257k | 0% | Sep 2025 |
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| Vestmark Advisory Solutions | 3.0k | $250k | 21% | Dec 2025 |
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| Farmers & Merchants Investment | 3.0k | $249k | 0% | Dec 2025 |
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| AQR Capital Management | 3.0k | $248k | 100% | Sep 2025 |
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| Private Advisor | 2.9k | $240k | 0% | Dec 2025 |
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| Ellevest | 2.7k | $220k | 1% | Dec 2025 |
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| Addison Advisors | 2.7k | $219k | 0% | Dec 2025 |
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| Evernest Financial Advisors | 2.6k | $231k | 10% | Dec 2025 |
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| Matrix Private Capital Group | 2.6k | $217k | 0% | Dec 2025 |
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| Mosley Wealth Management | 2.6k | $219k | 100% | Dec 2025 |
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| Fingerlakes Wealth Management | 2.6k | $214k | 0% | Dec 2025 |
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| Mount Yale Investment Advisors | 2.5k | $207k | 0% | Dec 2025 |
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| ValMark Advisers | 2.5k | $207k | 0% | Dec 2025 |
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| Goss Wealth Management | 2.0k | $165k | -1% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.9k | $159k | 2% | Dec 2025 |
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| Cape Investment Advisory | 1.8k | $148k | 100% | Dec 2025 |
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| Howe and Rusling | 1.7k | $144k | 0% | Dec 2025 |
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| Signature | 1.7k | $144k | 7% | Dec 2025 |
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| Plante Moran Financial Advisors | 1.7k | $139k | 0% | Dec 2025 |
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| CoreCap Advisors | 1.6k | $135k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 1.6k | $133k | 0% | Dec 2025 |
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| Flagship Harbor Advisors | 1.5k | $123k | 100% | Dec 2025 |
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| Private Trust Co Na | 1.5k | $120k | 0% | Dec 2025 |
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| Rothschild Investment | 1.5k | $120k | 0% | Dec 2025 |
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| EPG Wealth Management | 1.4k | $118k | 0% | Dec 2025 |
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| Tower Research Capital | 297.00 | $25k | -89% | Dec 2025 |
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Who sold out of iShares Morningstar Mid Core Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RMG Wealth Management | Sep 2025 | 1.1M | $94M |
| CI Private Wealth | Sep 2025 | 7.7k | $640k |
| Adell, Harriman, & Carpenter | Sep 2025 | 4.3k | $357k |
| Ashton Thomas Securities | Sep 2025 | 3.6k | $301k |
| RFG Advisory | Sep 2025 | 3.1k | $254k |
| Lion Street Advisors | Jun 2025 | 2.9k | $229k |
| Arete Wealth Advisors | Sep 2025 | 2.7k | $224k |
| IFG Advisory | Sep 2025 | 2.5k | $204k |
| Resources Investment Advisors | Sep 2025 | 2.5k | $204k |