Who owns iShares Morningstar Mid-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IMCB from SEC Form 13F filings across 202 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 202 institutions disclosed 10.4M shares of iShares Morningstar Mid-Cap ETF worth $1.00B — about 60.7% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
202
13F holders
$1.00B
value, 2026 filers
60.7%
of shares outstanding (10.4M sh)
26
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IMCB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.6M | $156.7M | 0.2% | 9.5% | -15.8% |
| 2 | UBS Group AG | 1.4M | $132.8M | 0.0% | 8% | +0.8% |
| 3 | MORGAN STANLEY | 1.2M | $114.5M | 0.0% | 6.9% | -21.4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 508,246 | $49.1M | 0.0% | 3% | -10.7% |
| 5 | LPL Financial LLC | 474,114 | $45.8M | 0.0% | 2.8% | +6.4% |
| 6 | MEANS INVESTMENT CO., INC. | 407,204 | $39.3M | 3.0% | 2.4% | -5.8% |
| 7 | Aptus Capital Advisors, LLC | 243,185 | $23.5M | 0.2% | 1.4% | +9.5% |
| 8 | Cetera Investment Advisers | 242,800 | $23.4M | 0.0% | 1.4% | +0.8% |
| 9 | Sunburst Financial Group, LLC | 241,685 | $23.3M | 3.8% | 1.4% | +9.5% |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | 213,786 | $20.6M | 1.0% | 1.3% | +14.7% |
| 11 | WELLS FARGO & COMPANY/MN | 203,536 | $19.7M | 0.0% | 1.2% | -3.7% |
| 12 | Stratos Wealth Partners, LTD. | 203,531 | $19.7M | 0.2% | 1.2% | +8.3% |
| 13 | Steele Capital Management, Inc. | 193,311 | $18.7M | 0.7% | 1.1% | +0.9% |
| 14 | Matrix Trust Co | 191,562 | $18.5M | 2.7% | 1.1% | +0.9% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 183,052 | $17.7M | 0.0% | 1.1% | +4.2% |
| 16 | Northwest Wealth Advisors, LLC | 163,319 | $15.8M | 9.1% | 1% | +14.1% |
| 17 | AMERIPRISE FINANCIAL INC | 153,511 | $14.8M | 0.0% | 0.9% | +2.8% |
| 18 | Fortitude Financial, LLC | 149,902 | $14.5M | 13.0% | 0.9% | -17.9% |
| 19 | OSAIC HOLDINGS, INC. | 147,937 | $14.3M | 0.0% | 0.9% | +23.9% |
| 20 | MML INVESTORS SERVICES, LLC | 119,628 | $11.6M | 0.0% | 0.7% | +21.9% |
| 21 | Kestra Advisory Services, LLC | 117,549 | $11.4M | 0.0% | 0.7% | +0.4% |
| 22 | BANK OF AMERICA CORP /DE/ | 109,011 | $10.5M | 0.0% | 0.6% | -3.8% |
| 23 | Cambridge Investment Research Advisors, Inc. | 101,462 | $9.8M | 0.0% | 0.6% | +6.2% |
| 24 | ROYAL BANK OF CANADA | 97,209 | $9.4M | 0.0% | 0.6% | -6.9% |
| 25 | Farther Finance Advisors, LLC | 86,445 | $8.3M | 0.1% | 0.5% | -24.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.