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 | 1.6M | $157M | -16% | Jun 2026 |
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| Morgan Stanley | 1.5M | $126M | 0% | Mar 2026 |
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| UBS Group | 1.4M | $133M | 1% | Jun 2026 |
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| Raymond James Financial | 508k | $49M | -11% | Jun 2026 |
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| LPL Financial | 474k | $46M | 6% | Jun 2026 |
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| Means Investment | 407k | $39M | -6% | Jun 2026 |
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| Aptus Capital Advisors | 243k | $24M | 9% | Jun 2026 |
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| Cetera Investment Advisers | 243k | $23M | 1% | Jun 2026 |
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| Sunburst Financial Group | 242k | $23M | 10% | Jun 2026 |
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| Creative Financial Designs | 214k | $21M | 15% | Jun 2026 |
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| Wells Fargo & Company | 204k | $20M | -4% | Jun 2026 |
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| Stratos Wealth Partners | 204k | $20M | 8% | Jun 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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| Commonwealth Equity Services | 183k | $18M | 4% | Jun 2026 |
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| Northwest Wealth Advisors | 163k | $16M | 14% | Jun 2026 |
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| Ameriprise Financial | 154k | $15M | 3% | Jun 2026 |
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| Fortitude Financial | 150k | $15M | -18% | Jun 2026 |
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| Advisor Group Holdings | 148k | $14M | 24% | Jun 2026 |
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| Mml Investors Services | 120k | $12M | 22% | Jun 2026 |
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| Kestra Advisory Services | 118k | $11M | 0% | Jun 2026 |
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| Bank of America Corporation | 109k | $11M | -4% | Jun 2026 |
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| Cambridge Investment Research Advisors | 102k | $9.8M | 6% | Jun 2026 |
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| Royal Bank of Canada | 97k | $9.4M | -7% | Jun 2026 |
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| Farther Finance Advisors | 86k | $8.3M | -24% | Jun 2026 |
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| Envestnet Asset Management | 82k | $7.9M | 1% | Jun 2026 |
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| Stifel Financial | 74k | $7.1M | 1% | Jun 2026 |
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| Carnegie Capital Asset Management | 69k | $6.6M | 14% | Jun 2026 |
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| Pacific Financial Group | 66k | $6.4M | -1% | Jun 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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| Summit Financial | 54k | $5.2M | 9% | Jun 2026 |
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| Mercer Global Advisors | 49k | $4.7M | -6% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 44k | $4.2M | -1% | Jun 2026 |
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| Equitable Holdings | 42k | $4.0M | 1% | Jun 2026 |
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| Goldstein Advisors | 38k | $3.7M | 2% | Jun 2026 |
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| Brand Asset Management Group | 35k | $3.4M | -2% | Jun 2026 |
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| United Advisor Group | 32k | $3.1M | 5% | Jun 2026 |
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| Jane Street | 30k | $2.9M | 881% | Jun 2026 |
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| Sowell Financial Services | 30k | $2.9M | -16% | Jun 2026 |
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| Jpmorgan Chase & Co | 30k | $2.9M | 100% | 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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| Jones Financial Companies, L.L | 26k | $2.5M | 36% | Jun 2026 |
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| Summit Investment Advisors | 26k | $2.5M | 91% | Jun 2026 |
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| HPM Partners | 24k | $2.3M | -5% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 22k | $2.2M | 100% | Jun 2026 |
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| Harbour Investments | 22k | $2.1M | 394% | Jun 2026 |
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| Pitti Group Wealth Management | 18k | $1.7M | 1% | Jun 2026 |
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| Parsons Capital Management | 17k | $1.7M | 0% | Jun 2026 |
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| FMR | 17k | $1.6M | 6% | Jun 2026 |
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| CWM | 15k | $1.2M | 3% | Mar 2026 |
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| J.w. Cole Advisors | 14k | $1.3M | 100% | Jun 2026 |
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| VestGen Advisors | 13k | $1.3M | -9% | Jun 2026 |
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| Bleakley Financial Group | 12k | $1.2M | -8% | Jun 2026 |
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| Rede Wealth | 12k | $1.2M | -23% | Jun 2026 |
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| Advisory Services Network | 12k | $1.1M | 0% | Jun 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 | 9.8k | $944k | -2% | Jun 2026 |
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| Janney Montgomery Scott | 9.7k | $935k | 0% | Jun 2026 |
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| Financial Perspectives | 9.6k | $931k | 12% | Jun 2026 |
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| Summit Asset Management | 9.6k | $923k | 0% | Jun 2026 |
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| Capital Planning Advisors | 9.4k | $785k | 10% | Mar 2026 |
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| Opulen Financial Group | 9.2k | $889k | 0% | Jun 2026 |
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| Geneos Wealth Management | 8.9k | $864k | 0% | Jun 2026 |
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| Signature Securities Group Corporation | 8.6k | $835k | -2% | Jun 2026 |
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| Proactive Wealth Strategies | 8.3k | $801k | -4% | Jun 2026 |
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| Diversify Wealth Management | 8.2k | $794k | -4% | Jun 2026 |
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| Diversify Advisory Services | 8.2k | $794k | 100% | Jun 2026 |
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| Truefg | 8.1k | $784k | -5% | Jun 2026 |
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| Miracle Mile Advisors | 8.1k | $779k | -8% | Jun 2026 |
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| Hilltop Holdings | 8.0k | $768k | 0% | Jun 2026 |
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| Jim Saulnier & Associates | 7.9k | $761k | -53% | Jun 2026 |
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| Apollon Wealth Management | 7.7k | $746k | 0% | Jun 2026 |
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| Comprehensive Portfolio Management | 7.6k | $738k | -17% | Jun 2026 |
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| Triad Wealth Partners | 7.6k | $747k | 0% | Jun 2026 |
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| SNS Financial | 7.5k | $728k | 100% | Jun 2026 |
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| Three Seasons Wealth | 6.8k | $654k | -5% | Jun 2026 |
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| Lawood & Co | 6.7k | $650k | 0% | Jun 2026 |
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| Gwn Securities | 6.7k | $645k | 2% | Jun 2026 |
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| Haverford Trust Company | 6.6k | $637k | 0% | Jun 2026 |
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| Mutual Advisors | 6.5k | $631k | 1% | Jun 2026 |
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| Creative Planning | 6.5k | $631k | 56% | Jun 2026 |
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| Integrated Wealth Concepts | 6.5k | $624k | 0% | Jun 2026 |
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| CI Private Wealth | 6.3k | $604k | -2% | Jun 2026 |
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| Global Retirement Partners | 6.2k | $600k | -23% | Jun 2026 |
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| IHT Wealth Management | 5.9k | $569k | 4% | Jun 2026 |
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| Financial Futures Ltd Liability | 5.5k | $529k | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 5.4k | $526k | -2% | Jun 2026 |
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| CIBC Bancorp USA | 5.4k | $521k | 0% | Jun 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 | 5.2k | $504k | 2% | Jun 2026 |
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| AQR Capital Management | 5.1k | $493k | 100% | Jun 2026 |
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| Vise Technologies | 5.1k | $493k | 3% | Jun 2026 |
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| Goss Wealth Management | 5.1k | $492k | 0% | Jun 2026 |
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| American Trust | 4.9k | $476k | 0% | Jun 2026 |
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| NFP Retirement | 4.8k | $464k | 0% | Jun 2026 |
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| Private Advisor | 4.8k | $463k | 50% | Jun 2026 |
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| Marshall Financial Group | 4.8k | $460k | -1% | Jun 2026 |
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| Mullaney, Keating & Wright | 4.7k | $455k | 24% | Jun 2026 |
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| Steward Partners Investment Advisory | 4.4k | $423k | 2% | Jun 2026 |
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| Procyon Private Wealth Partners | 4.3k | $411k | -1% | Jun 2026 |
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| Action Point Financial Planning | 4.1k | $400k | 100% | Jun 2026 |
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| Citigroup | 4.1k | $345k | 100% | Mar 2026 |
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| Glenview Trust | 3.9k | $375k | 0% | Jun 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 | $369k | 0% | Jun 2026 |
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| XML Financial | 3.7k | $361k | 0% | Jun 2026 |
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| Steinberganna Wealth Management | 3.7k | $358k | -6% | 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 | $343k | 0% | Jun 2026 |
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| Bsc Private Wealth Management | 3.4k | $333k | 0% | Jun 2026 |
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| Allegheny Financial Group | 3.4k | $284k | 4% | Mar 2026 |
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| Captrust Financial Advisors | 3.4k | $327k | 7% | Jun 2026 |
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| Fifth Third Bancorp | 3.4k | $324k | -49% | Jun 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 | $313k | 0% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 3.2k | $312k | -41% | Jun 2026 |
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| Silvercrest Asset Management Group | 3.1k | $298k | 0% | Jun 2026 |
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| Private Trust Co Na | 3.0k | $291k | 81% | Jun 2026 |
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| Ellevest | 2.8k | $266k | 5% | Jun 2026 |
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| Laurel Oak Wealth Management | 2.7k | $259k | 0% | Jun 2026 |
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| Matrix Private Capital Group | 2.7k | $258k | 0% | Jun 2026 |
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| Evernest Financial Advisors | 2.6k | $256k | 0% | Jun 2026 |
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| ValMark Advisers | 2.6k | $254k | 5% | Jun 2026 |
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| XTX Topco | 2.6k | $247k | 100% | Jun 2026 |
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| Venture Visionary Partners | 2.5k | $240k | -5% | Jun 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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| Colony | 2.3k | $226k | -33% | Jun 2026 |
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| Capital Square | 2.3k | $225k | 100% | Jun 2026 |
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| United Capital Financial Advisers | 2.3k | $219k | 100% | Jun 2026 |
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| Wedbush Morgan Securities | 2.2k | $215k | 100% | Jun 2026 |
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| Savant Capital Management | 2.2k | $214k | -12% | Jun 2026 |
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| Fingerlakes Wealth Management | 2.2k | $211k | 100% | Jun 2026 |
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| Kapstone Financial Advisors | 2.1k | $206k | 100% | Jun 2026 |
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| Advisors Capital Management | 2.1k | $205k | 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 | $168k | 0% | Jun 2026 |
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| Howe and Rusling | 1.7k | $168k | 0% | Jun 2026 |
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| Plante Moran Financial Advisors | 1.7k | $162k | 0% | Jun 2026 |
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| CoreCap Advisors | 1.6k | $157k | 0% | Jun 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 |
|---|---|---|---|
| RMG Wealth Management | Mar 2026 | 1.3M | $117M |
| Hrt Financial | Mar 2026 | 6.9k | $571k |
| Independent Advisor Alliance | Mar 2026 | 5.6k | $470k |
| Thrivent Financial for Lutherans | Mar 2026 | 4.8k | $394k |
| 49 Wealth Management | Mar 2026 | 4.8k | $404k |
| Ashton Thomas Securities | Mar 2026 | 4.5k | $377k |
| Evolution Wealth Advisors | Mar 2026 | 4.0k | $334k |