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 | 1.9M | $161M | 4% | Mar 2026 |
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| Morgan Stanley | 1.5M | $126M | 0% | Mar 2026 |
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| UBS Group | 1.4M | $114M | 2% | Mar 2026 |
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| RMG Wealth Management | 1.3M | $117M | 100% | Mar 2026 |
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| Raymond James Financial | 569k | $48M | 14% | Mar 2026 |
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| LPL Financial | 445k | $37M | -2% | Mar 2026 |
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| Means Investment | 432k | $36M | 1% | Mar 2026 |
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| Sunburst Financial Group | 242k | $23M | 10% | Jun 2026 |
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| Cetera Investment Advisers | 241k | $20M | 1% | Mar 2026 |
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| Aptus Capital Advisors | 222k | $19M | 90% | Mar 2026 |
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| Creative Financial Designs | 214k | $21M | 15% | Jun 2026 |
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| Wells Fargo & Company | 212k | $18M | 3% | Mar 2026 |
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| Steele Capital Management | 193k | $19M | 1% | Jun 2026 |
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| Matrix Trust | 192k | $19M | 1% | Jun 2026 |
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| Stratos Wealth Partners | 188k | $16M | 37% | Mar 2026 |
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| Commonwealth Equity Services | 183k | $18M | 4% | Jun 2026 |
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| Northwest Wealth Advisors | 163k | $16M | 14% | Jun 2026 |
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| Fortitude Financial | 150k | $15M | -18% | Jun 2026 |
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| Ameriprise Financial | 149k | $13M | -7% | Mar 2026 |
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| Advisor Group Holdings | 119k | $10M | 6% | Mar 2026 |
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| Kestra Advisory Services | 118k | $11M | 0% | Jun 2026 |
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| Bank of America Corporation | 113k | $9.5M | 100% | Mar 2026 |
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| Royal Bank of Canada | 105k | $8.7M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 102k | $9.8M | 6% | Jun 2026 |
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| Mml Investors Services | 98k | $8.2M | -20% | Mar 2026 |
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| Farther Finance Advisors | 86k | $8.3M | -24% | Jun 2026 |
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| Envestnet Asset Management | 81k | $6.8M | 22% | Mar 2026 |
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| Stifel Financial | 73k | $6.1M | -2% | Mar 2026 |
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| Carnegie Capital Asset Management | 69k | $6.6M | 14% | Jun 2026 |
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| Pacific Financial Group | 67k | $5.6M | -2% | Mar 2026 |
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| Yarger Wealth Strategies | 65k | $5.4M | -2% | Mar 2026 |
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| Bedel Financial Consulting | 64k | $6.2M | 7% | Jun 2026 |
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| Gladstone Institutional Advisory | 60k | $5.8M | -5% | Jun 2026 |
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| Mercer Global Advisors | 52k | $4.3M | -4% | Mar 2026 |
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| Summit Financial | 49k | $4.1M | 10% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 44k | $3.7M | 7% | Mar 2026 |
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| Equitable Holdings | 41k | $3.4M | 18% | Mar 2026 |
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| Goldstein Advisors | 38k | $3.2M | -1% | Mar 2026 |
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| Sowell Financial Services | 36k | $3.0M | -5% | Mar 2026 |
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| Brand Asset Management Group | 36k | $3.0M | -1% | Mar 2026 |
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| United Advisor Group | 32k | $3.1M | 5% | Jun 2026 |
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| Merit Financial Group | 29k | $2.8M | 5% | Jun 2026 |
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| Branch Banking & Trust Company | 27k | $2.6M | -1% | Jun 2026 |
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| HPM Partners | 25k | $2.1M | 19% | Mar 2026 |
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| Jones Financial Companies, L.L | 19k | $1.6M | 49% | Mar 2026 |
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| Pitti Group Wealth Management | 18k | $1.5M | 9% | Mar 2026 |
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| Parsons Capital Management | 17k | $1.7M | 0% | Jun 2026 |
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| FMR | 16k | $1.3M | 1% | Mar 2026 |
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| Rede Wealth | 16k | $1.3M | 38% | Mar 2026 |
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| CWM | 15k | $1.2M | 3% | Mar 2026 |
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| VestGen Advisors | 15k | $1.3M | -8% | Mar 2026 |
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| Summit Investment Advisors | 14k | $1.1M | 43% | Mar 2026 |
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| Bleakley Financial Group | 13k | $1.1M | -6% | Mar 2026 |
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| Advisory Services Network | 12k | $968k | -3% | Mar 2026 |
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| Apella Capital | 12k | $1.1M | 0% | Jun 2026 |
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| S.A. Mason | 11k | $1.1M | -2% | Jun 2026 |
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| Liberty Capital Management | 10k | $985k | 0% | Jun 2026 |
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| Susquehanna International | 9.9k | $829k | -66% | Mar 2026 |
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| Janney Montgomery Scott | 9.7k | $812k | -5% | Mar 2026 |
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| Financial Perspectives | 9.6k | $931k | 12% | Jun 2026 |
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| Summit Asset Management | 9.6k | $797k | 0% | Mar 2026 |
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| Capital Planning Advisors | 9.4k | $785k | 10% | Mar 2026 |
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| Comprehensive Portfolio Management | 9.2k | $770k | 100% | Mar 2026 |
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| Opulen Financial Group | 9.2k | $769k | -1% | Mar 2026 |
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| Geneos Wealth Management | 8.9k | $746k | 12% | Mar 2026 |
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| Signature Securities Group Corporation | 8.8k | $734k | -23% | Mar 2026 |
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| Miracle Mile Advisors | 8.8k | $733k | -10% | Mar 2026 |
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| Proactive Wealth Strategies | 8.6k | $718k | 101% | Mar 2026 |
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| Diversify Wealth Management | 8.2k | $794k | -4% | Jun 2026 |
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| Truefg | 8.1k | $784k | -5% | Jun 2026 |
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| Hilltop Holdings | 8.0k | $664k | 0% | Mar 2026 |
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| Jim Saulnier & Associates | 7.9k | $761k | -53% | Jun 2026 |
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| Apollon Wealth Management | 7.7k | $645k | 0% | Mar 2026 |
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| Triad Wealth Partners | 7.6k | $637k | -5% | Mar 2026 |
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| Three Seasons Wealth | 7.2k | $598k | 5% | Mar 2026 |
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| Hrt Financial | 6.9k | $571k | 100% | Mar 2026 |
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| Lawood & Co | 6.7k | $650k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 6.6k | $551k | 100% | Mar 2026 |
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| Haverford Trust Company | 6.6k | $551k | 0% | Mar 2026 |
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| Gwn Securities | 6.6k | $549k | 3% | Mar 2026 |
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| Mutual Advisors | 6.5k | $542k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 6.5k | $540k | 0% | Mar 2026 |
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| CI Private Wealth | 6.4k | $532k | -3% | Mar 2026 |
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| IHT Wealth Management | 5.6k | $471k | 0% | Mar 2026 |
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| Independent Advisor Alliance | 5.6k | $470k | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 5.5k | $463k | -24% | Mar 2026 |
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| Financial Futures Ltd Liability | 5.5k | $457k | -1% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 5.5k | $457k | 100% | Mar 2026 |
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| CIBC Bancorp USA | 5.4k | $450k | 100% | Mar 2026 |
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| Kaydan Wealth Management | 5.4k | $521k | 0% | Jun 2026 |
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| PFG Investments | 5.4k | $517k | 0% | Jun 2026 |
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| Hoxton Planning & Management | 5.3k | $513k | -5% | Jun 2026 |
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| IFP Advisors | 5.1k | $425k | 10% | Mar 2026 |
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| Goss Wealth Management | 5.1k | $424k | 156% | Mar 2026 |
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| Vise Technologies | 5.0k | $412k | 0% | Mar 2026 |
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| American Trust | 4.9k | $411k | -53% | Mar 2026 |
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| Thrivent Financial for Lutherans | 4.8k | $394k | 0% | Mar 2026 |
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| 49 Wealth Management | 4.8k | $404k | 0% | Mar 2026 |
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| Marshall Financial Group | 4.8k | $402k | 1% | Mar 2026 |
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| NFP Retirement | 4.8k | $401k | 0% | Mar 2026 |
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| Ashton Thomas Securities | 4.5k | $377k | 100% | Mar 2026 |
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| Harbour Investments | 4.3k | $363k | -4% | Mar 2026 |
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| Steward Partners Investment Advisory | 4.3k | $359k | 124% | Mar 2026 |
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| Procyon Private Wealth Partners | 4.3k | $411k | -1% | Jun 2026 |
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| Creative Planning | 4.2k | $348k | 1% | Mar 2026 |
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| Citigroup | 4.1k | $345k | 100% | Mar 2026 |
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| Steinberganna Wealth Management | 4.0k | $330k | -26% | Mar 2026 |
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| Glenview Trust | 3.9k | $324k | 0% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 3.8k | $369k | 0% | Jun 2026 |
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| Wealth Management Associates | 3.8k | $319k | 0% | Mar 2026 |
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| Mullaney, Keating & Wright | 3.8k | $318k | 26% | Mar 2026 |
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| XML Financial | 3.7k | $361k | 0% | Jun 2026 |
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| Robertson Stephens Wealth Management | 3.6k | $344k | 0% | Jun 2026 |
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| Schneider Downs Wealth Management Advisors | 3.6k | $296k | 0% | Mar 2026 |
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| Colony | 3.5k | $289k | -24% | Mar 2026 |
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| Bsc Private Wealth Management | 3.4k | $288k | 0% | Mar 2026 |
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| Allegheny Financial Group | 3.4k | $284k | 4% | Mar 2026 |
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| Byrne Financial Freedom | 3.3k | $323k | 100% | Jun 2026 |
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| Pps&v Asset Management Consultants | 3.3k | $318k | -3% | Jun 2026 |
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| Barrett & Company | 3.3k | $315k | 0% | Jun 2026 |
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| M^T Bank Corporation | 3.2k | $270k | 0% | Mar 2026 |
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| Private Advisor | 3.2k | $266k | 10% | Mar 2026 |
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| Captrust Financial Advisors | 3.2k | $263k | 1% | Mar 2026 |
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| Jane Street | 3.1k | $259k | -84% | Mar 2026 |
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| Silvercrest Asset Management Group | 3.1k | $258k | 0% | Mar 2026 |
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| Private Trust Co Na | 3.0k | $291k | 81% | Jun 2026 |
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| Laurel Oak Wealth Management | 2.7k | $224k | 100% | Mar 2026 |
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| Matrix Private Capital Group | 2.7k | $223k | 2% | Mar 2026 |
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| Evernest Financial Advisors | 2.6k | $237k | 0% | Mar 2026 |
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| Ellevest | 2.6k | $218k | -2% | Mar 2026 |
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| Venture Visionary Partners | 2.6k | $217k | 100% | Mar 2026 |
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| Savant Capital Management | 2.5k | $209k | -42% | Mar 2026 |
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| ValMark Advisers | 2.5k | $209k | 0% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.4k | $230k | 100% | Jun 2026 |
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| Wedbush Morgan Securities | 2.2k | $215k | 100% | Jun 2026 |
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| Fingerlakes Wealth Management | 2.2k | $211k | 100% | Jun 2026 |
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| Woodard & Co Asset Management Group | 2.0k | $189k | -18% | Jun 2026 |
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| Cape Investment Advisory | 1.8k | $172k | 100% | Jun 2026 |
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| Signature | 1.8k | $170k | 1% | Jun 2026 |
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| Keating Financial Advisory Services | 1.7k | $145k | 100% | Mar 2026 |
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| Howe and Rusling | 1.7k | $145k | 0% | Mar 2026 |
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| Plante Moran Financial Advisors | 1.7k | $140k | 0% | Mar 2026 |
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| CoreCap Advisors | 1.6k | $157k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 1.6k | $134k | 0% | Mar 2026 |
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| Rothschild Investment | 1.5k | $121k | 0% | Mar 2026 |
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| EPG Wealth Management | 1.4k | $138k | 0% | Jun 2026 |
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| Private Wealth Asset Management | 1.2k | $104k | 0% | Mar 2026 |
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| Addison Advisors | 1.2k | $99k | -55% | Mar 2026 |
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| AE Wealth Management | 1.2k | $97k | 0% | Mar 2026 |
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| Greykasell Wealth Strategies | 1.1k | $96k | 0% | Mar 2026 |
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| Mosley Wealth Management | 435.00 | $42k | -83% | Jun 2026 |
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Who sold out of iShares Morningstar Mid Core Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2025 | 43k | $3.6M |
| Gts Securities | Dec 2025 | 35k | $2.9M |
| Wealth Enhancement Advisory Services | Dec 2025 | 31k | $2.6M |
| J.w. Cole Advisors | Dec 2025 | 13k | $1.1M |
| Diversify Advisory Services | Dec 2025 | 8.5k | $735k |
| Atomi Financial Group | Dec 2025 | 6.6k | $548k |
| Evolution Wealth Advisors | Mar 2026 | 4.0k | $334k |
| Philip James Wealth Mangement | Dec 2025 | 3.5k | $288k |
| Detalus Advisors | Dec 2025 | 3.2k | $268k |
| Vestmark Advisory Solutions | Dec 2025 | 3.0k | $250k |
| AQR Capital Management | Dec 2025 | 3.0k | $247k |
| Mount Yale Investment Advisors | Dec 2025 | 2.5k | $207k |
| Farmers & Merchants Investment | Mar 2026 | 1.5k | $125k |
| Flagship Harbor Advisors | Dec 2025 | 1.5k | $123k |