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 |
|---|---|---|---|---|---|
| UBS Group | 1.3M | $110M | 1% | Sep 2025 |
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| Morgan Stanley | 1.3M | $100M | 100% | Jun 2025 |
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| RMG Wealth Management | 1.1M | $94M | 4% | Sep 2025 |
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| LPL Financial | 472k | $39M | -5% | Sep 2025 |
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| Means Investment | 411k | $34M | 29% | Sep 2025 |
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| Raymond James Financial | 317k | $26M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 280k | $23M | 54% | Sep 2025 |
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| Steele Capital Management | 187k | $16M | 6% | Sep 2025 |
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| Matrix Trust | 187k | $16M | 6% | Sep 2025 |
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| Commonwealth Equity Services | 186k | $15M | -51% | Sep 2025 |
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| Ameriprise Financial | 173k | $14M | 51% | Sep 2025 |
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| Creative Financial Designs | 168k | $14M | 10% | Sep 2025 |
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| Mml Investors Services | 124k | $10M | 2% | Sep 2025 |
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| Advisor Group Holdings | 119k | $9.8M | -8% | Sep 2025 |
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| Aptus Capital Advisors | 113k | $9.4M | 4% | Sep 2025 |
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| Sunburst Financial Group | 111k | $9.3M | 4% | Sep 2025 |
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| Farther Finance Advisors | 89k | $7.4M | 108% | Sep 2025 |
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| Cambridge Investment Research Advisors | 88k | $7.3M | 5% | Sep 2025 |
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| H D Vest Advisory Services | 83k | $6.6M | 1% | Jun 2025 |
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| Wells Fargo & Company | 83k | $6.8M | 1% | Sep 2025 |
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| Stratos Wealth Partners | 81k | $6.7M | 100% | Sep 2025 |
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| Envestnet Asset Management | 78k | $6.5M | 16% | Sep 2025 |
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| Stifel Financial | 74k | $6.1M | -1% | Sep 2025 |
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| Royal Bank of Canada | 71k | $5.9M | 31% | Sep 2025 |
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| Yarger Wealth Strategies | 69k | $5.7M | 0% | Sep 2025 |
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| VestGen Advisors | 69k | $5.7M | 100% | Sep 2025 |
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| Gladstone Institutional Advisory | 67k | $5.5M | -1% | Sep 2025 |
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| Pacific Financial Group | 60k | $5.0M | -7% | Sep 2025 |
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| Mercer Global Advisors | 59k | $4.9M | -28% | Sep 2025 |
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| Carnegie Capital Asset Management | 56k | $4.6M | 703% | Sep 2025 |
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| Benchmark Wealth Management | 55k | $4.4M | 0% | Jun 2025 |
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| Bedel Financial Consulting | 50k | $4.2M | 6% | Sep 2025 |
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| Woodard & Co Asset Management Group | 48k | $4.0M | -2% | Sep 2025 |
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| HighTower Advisors | 47k | $3.9M | 8% | Sep 2025 |
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| Kestra Advisory Services | 46k | $3.8M | -4% | Sep 2025 |
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| Goldman Sachs Group | 43k | $3.6M | 0% | Sep 2025 |
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| Summit Financial | 41k | $3.4M | 100% | Sep 2025 |
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| Goldstein Advisors | 40k | $3.3M | 0% | Sep 2025 |
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| Sowell Financial Services | 38k | $3.2M | -2% | Sep 2025 |
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| Brand Asset Management Group | 37k | $3.1M | 1% | Sep 2025 |
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| Gts Securities | 37k | $3.0M | 100% | Sep 2025 |
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| Equitable Holdings | 36k | $3.0M | 4% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 35k | $2.9M | 1% | Sep 2025 |
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| United Advisor Group | 31k | $2.5M | 34% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 30k | $2.5M | -1% | Sep 2025 |
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| Branch Banking & Trust Company | 29k | $2.4M | 26% | Sep 2025 |
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| Merit Financial Group | 27k | $2.3M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 25k | $2.1M | 0% | Sep 2025 |
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| Susquehanna International | 24k | $2.0M | 100% | Sep 2025 |
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| Signature Securities Group Corporation | 24k | $2.0M | 0% | Sep 2025 |
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| HPM Partners | 21k | $1.7M | 0% | Sep 2025 |
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| Parsons Capital Management | 18k | $1.5M | 0% | Sep 2025 |
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| Jim Saulnier & Associates | 17k | $1.4M | -7% | Sep 2025 |
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| Pitti Group Wealth Management | 16k | $1.3M | -3% | Sep 2025 |
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| FMR | 15k | $1.2M | 0% | Sep 2025 |
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| CWM | 14k | $1.2M | 0% | Sep 2025 |
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| J.w. Cole Advisors | 13k | $1.1M | 0% | Sep 2025 |
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| American Trust | 12k | $1.0M | 100% | Sep 2025 |
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| S.A. Mason | 12k | $1.0M | 1% | Sep 2025 |
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| Advisory Services Network | 12k | $987k | -2% | Sep 2025 |
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| Global Retirement Partners | 12k | $979k | -1% | Sep 2025 |
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| Apella Capital | 12k | $942k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 12k | $954k | -1% | Sep 2025 |
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| Liberty Capital Management | 10k | $847k | 0% | Sep 2025 |
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| Apollon Wealth Management | 9.9k | $823k | -9% | Sep 2025 |
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| Edge Financial Advisors | 9.9k | $820k | 217% | Sep 2025 |
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| Summit Asset Management | 9.9k | $819k | 0% | Sep 2025 |
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| Miracle Mile Advisors | 9.8k | $811k | 15% | Sep 2025 |
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| NFP Retirement | 9.6k | $782k | 100% | Sep 2025 |
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| Summit Investment Advisors | 9.4k | $780k | 0% | Sep 2025 |
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| Truefg | 8.8k | $732k | -6% | Sep 2025 |
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| Atria Wealth Solutions | 8.7k | $695k | -84% | Jun 2025 |
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| Diversify Advisory Services | 8.6k | $705k | -2% | Sep 2025 |
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| Capital Planning Advisors | 8.0k | $666k | 1% | Sep 2025 |
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| Citadel Advisors | 7.8k | $650k | -37% | Sep 2025 |
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| CI Private Wealth | 7.7k | $640k | -11% | Sep 2025 |
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| Hilltop Holdings | 7.7k | $637k | 0% | Sep 2025 |
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| Triad Wealth Partners | 7.6k | $634k | 0% | Sep 2025 |
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| Opulen Financial Group | 7.2k | $594k | -12% | Sep 2025 |
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| Mariner Wealth Advisors | 7.1k | $591k | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 6.9k | $570k | 0% | Sep 2025 |
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| Three Seasons Wealth | 6.7k | $561k | 44% | Sep 2025 |
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| Jones Financial Companies, L.L | 6.7k | $557k | 53% | Sep 2025 |
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| Atomi Financial Group | 6.6k | $551k | 100% | Sep 2025 |
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| Haverford Trust Company | 6.6k | $545k | 1% | Sep 2025 |
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| Mutual Advisors | 6.5k | $540k | 44% | Sep 2025 |
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| Financial Perspectives | 6.4k | $530k | 4% | Sep 2025 |
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| PFG Investments | 6.2k | $511k | -3% | Sep 2025 |
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| Brian McDonald | 6.0k | $500k | -1% | Sep 2025 |
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| Financial Futures Ltd Liability | 5.6k | $464k | 0% | Sep 2025 |
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| IHT Wealth Management | 5.5k | $457k | 17% | Sep 2025 |
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| Marshall Financial Group | 5.4k | $452k | -3% | Sep 2025 |
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| Atlantic Trust | 5.4k | $448k | -26% | Sep 2025 |
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| Kaydan Wealth Management | 5.4k | $448k | 0% | Sep 2025 |
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| Geneos Wealth Management | 5.4k | $445k | 20% | Sep 2025 |
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| Steinberganna Wealth Management | 5.3k | $443k | 100% | Sep 2025 |
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| Good Life Advisors | 5.1k | $404k | 0% | Jun 2025 |
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| Hoxton Planning & Management | 5.0k | $417k | -14% | Sep 2025 |
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| Vise Technologies | 5.0k | $413k | 0% | Sep 2025 |
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| 49 Wealth Management | 4.8k | $399k | 0% | Sep 2025 |
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| Thrivent Financial for Lutherans | 4.8k | $399k | 100% | Sep 2025 |
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| Savant Capital Management | 4.6k | $383k | -13% | Sep 2025 |
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| Procyon Private Wealth Partners | 4.6k | $382k | 0% | Sep 2025 |
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| Harbour Investments | 4.5k | $372k | 132% | Sep 2025 |
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| Adell, Harriman, & Carpenter | 4.3k | $357k | 0% | Sep 2025 |
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| Proactive Wealth Strategies | 4.3k | $355k | 0% | Sep 2025 |
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| M^T Bank Corporation | 4.2k | $352k | -31% | Sep 2025 |
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| Schneider Downs Wealth Management Advisors | 4.1k | $337k | 0% | Sep 2025 |
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| Colony | 4.0k | $336k | 100% | Sep 2025 |
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| Evolution Wealth Advisors | 4.0k | $332k | 0% | Sep 2025 |
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| Creative Planning | 4.0k | $330k | -13% | Sep 2025 |
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| Philip James Wealth Mangement | 4.0k | $330k | -30% | Sep 2025 |
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| Glenview Trust | 3.9k | $323k | 0% | Sep 2025 |
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| Pps&v Asset Management Consultants | 3.9k | $320k | 0% | Sep 2025 |
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| Wealth Management Associates | 3.8k | $317k | 0% | Sep 2025 |
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| XML Financial | 3.7k | $311k | 0% | Sep 2025 |
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| Ashton Thomas Securities | 3.6k | $301k | 100% | Sep 2025 |
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| Robertson Stephens Wealth Management | 3.6k | $296k | 0% | Sep 2025 |
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| Tyler-Stone Wealth Management | 3.5k | $281k | 0% | Jun 2025 |
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| Bsc Private Wealth Management | 3.4k | $286k | 0% | Sep 2025 |
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| Barrett & Company | 3.2k | $268k | 0% | Sep 2025 |
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| Detalus Advisors | 3.2k | $267k | 1% | Sep 2025 |
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| Captrust Financial Advisors | 3.2k | $265k | 100% | Sep 2025 |
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| Silvercrest Asset Management Group | 3.1k | $257k | 0% | Sep 2025 |
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| RFG Advisory | 3.1k | $254k | 0% | Sep 2025 |
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| Farmers & Merchants Investment | 3.0k | $250k | 0% | Sep 2025 |
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| AQR Capital Management | 3.0k | $248k | 100% | Sep 2025 |
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| Private Advisor | 2.9k | $241k | 0% | Sep 2025 |
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| Tower Research Capital | 2.8k | $230k | 100% | Sep 2025 |
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| Arete Wealth Advisors | 2.7k | $224k | 0% | Sep 2025 |
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| Addison Advisors | 2.7k | $220k | 0% | Sep 2025 |
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| Ellevest | 2.6k | $220k | 0% | Sep 2025 |
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| Matrix Private Capital Group | 2.6k | $218k | 0% | Sep 2025 |
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| Fingerlakes Wealth Management | 2.6k | $214k | -2% | Sep 2025 |
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| ValMark Advisers | 2.5k | $208k | 100% | Sep 2025 |
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| Vestmark Advisory Solutions | 2.5k | $207k | 100% | Sep 2025 |
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| Mount Yale Investment Advisors | 2.5k | $207k | 100% | Sep 2025 |
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| IFG Advisory | 2.5k | $204k | 100% | Sep 2025 |
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| Resources Investment Advisors | 2.5k | $204k | 100% | Sep 2025 |
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| Evernest Financial Advisors | 2.4k | $200k | 100% | Sep 2025 |
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| Goss Wealth Management | 2.0k | $167k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.9k | $157k | -13% | Sep 2025 |
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| Cape Investment Advisory | 1.8k | $142k | 0% | Jun 2025 |
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| Howe and Rusling | 1.7k | $144k | 0% | Sep 2025 |
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| Plante Moran Financial Advisors | 1.7k | $139k | 0% | Sep 2025 |
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| CoreCap Advisors | 1.6k | $135k | 20% | Sep 2025 |
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| Signature | 1.6k | $135k | 2% | Sep 2025 |
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| Rockefeller Capital Management | 1.6k | $133k | 100% | Sep 2025 |
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| Private Trust Co Na | 1.5k | $121k | 100% | Sep 2025 |
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| Rothschild Investment | 1.5k | $121k | 0% | Sep 2025 |
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| Assetmark | 566.00 | $47k | -76% | Sep 2025 |
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Who sold out of iShares Morningstar Mid Core Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Patriot Financial Group Insurance Agency | Jun 2025 | 39k | $3.1M |
| Pensionmark Financial Group | Jun 2025 | 19k | $1.5M |
| Rede Wealth | Jun 2025 | 10k | $832k |
| Sigma Planning | Jun 2025 | 3.9k | $312k |
| Atlas Private Wealth Advisors | Jun 2025 | 3.9k | $309k |
| Summit Wealth Group Llc / Co | Jun 2025 | 3.8k | $305k |
| Foundations Investment Advisors | Jun 2025 | 3.2k | $252k |
| Lion Street Advisors | Jun 2025 | 2.9k | $229k |
| Franklin Resources | Jun 2025 | 2.0k | $159k |