ISHARES MORNINGSTAR MID-CAP (IMCB) Institutional Shareholders
ISHARES MORNINGSTAR MID-CAP (IMCB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $829.70M in IMCB holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of IMCB tracked by InsiderSet, reporting ownership valued at approximately $132.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $132.30M, representing an estimated loss of -0.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed IMCB value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR MID-CAP (IMCB).
This page ranks the largest institutional IMCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
197
Total Reported Value
$829.70M
Largest Holder
Ubs Group Ag
Largest Position
$132.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.02% | 1,374,939 | $132,764,110 | $132,296,631 | -$467,479 | -0.35% | |
| Morgan Stanley | 0.01% | 1,185,395 | $114,461,805 | $114,058,707 | -$403,098 | -0.35% | |
| Raymond James Financial Inc | 0.01% | 508,246 | $49,076,224 | $48,903,430 | -$172,794 | -0.35% | |
| Lpl Financial Llc | 0.01% | 474,114 | $45,780,476 | $45,619,249 | -$161,227 | -0.35% | |
| Means Investment Co., Inc. | 2.97% | 407,204 | $39,319,628 | $39,181,169 | -$138,459 | -0.35% | |
| Aptus Capital Advisors, Llc | 0.17% | 243,185 | $23,481,944 | $23,399,261 | -$82,683 | -0.35% | |
| Cetera Investment Advisers | 0.02% | 242,800 | $23,444,849 | $23,362,216 | -$82,633 | -0.35% | |
| Sunburst Financial Group, Llc | 3.90% | 241,685 | $23,337,141 | $23,254,931 | -$82,210 | -0.35% | |
| Creative Financial Designs Inc | 0.98% | 213,786 | $20,643,134 | $20,570,489 | -$72,645 | -0.35% | |
| Wells Fargo & Company/Mn | 0.00% | 203,536 | $19,653,447 | $19,584,234 | -$69,213 | -0.35% | |
| Stratos Wealth Partners, Ltd. | 0.20% | 203,531 | $19,652,988 | $19,583,753 | -$69,235 | -0.35% | |
| Steele Capital Management, Inc. | 0.69% | 193,311 | $18,666,064 | $18,600,384 | -$65,680 | -0.35% | |
| Matrix Trust Co | 2.68% | 191,562 | $18,497,000 | $18,432,096 | -$64,904 | -0.35% | |
| Commonwealth Equity Services, Llc | 0.02% | 183,052 | $17,675,516 | $17,613,263 | -$62,253 | -0.35% | |
| Northwest Wealth Advisors, Llc | 9.06% | 163,319 | $15,770,025 | $15,714,554 | -$55,471 | -0.35% | |
| Ameriprise Financial Inc | 0.00% | 153,511 | $14,822,526 | $14,770,828 | -$51,698 | -0.35% | |
| Fortitude Financial, Llc | 13.01% | 149,902 | $14,474,574 | $14,423,570 | -$51,004 | -0.35% | |
| Osaic Holdings, Inc. | 0.02% | 147,937 | $14,289,728 | $14,234,498 | -$55,230 | -0.39% | |
| Mml Investors Services, Llc | 0.02% | 119,628 | $11,551,272 | $11,510,606 | -$40,666 | -0.35% | |
| Kestra Advisory Services, Llc | 0.04% | 117,549 | $11,350,518 | $11,310,565 | -$39,953 | -0.35% | |
| Bank Of America Corp | 0.00% | 109,011 | $10,526,083 | $10,489,038 | -$37,045 | -0.35% | |
| Royal Bank Of Canada | 0.00% | 97,209 | $9,386,000 | $9,353,450 | -$32,550 | -0.35% | |
| Farther Finance Advisors, Llc | 0.07% | 86,445 | $8,347,141 | $8,317,738 | -$29,403 | -0.35% | |
| Envestnet Asset Management Inc | 0.00% | 81,961 | $7,912,740 | $7,886,287 | -$26,453 | -0.33% | |
| Stifel Financial Corp | 0.01% | 73,517 | $7,098,690 | $7,073,806 | -$24,884 | -0.35% | |
| Pacific Financial Group Inc | 3.05% | 65,814 | $6,354,953 | $6,332,623 | -$22,330 | -0.35% | |
| Yarger Wealth Strategies, Llc | 2.26% | 64,819 | $6,295,685 | $6,236,884 | -$58,801 | -0.93% | |
| Bedel Financial Consulting, Inc. | 0.59% | 63,707 | $6,151,548 | $6,129,888 | -$21,660 | -0.35% | |
| Gladstone Institutional Advisory Llc | 0.18% | 60,135 | $5,806,636 | $5,786,190 | -$20,446 | -0.35% | |
| Mercer Global Advisors Inc | 0.01% | 55,611 | $5,369,832 | $5,350,890 | -$18,942 | -0.35% | |
| Summit Financial, Llc | 0.06% | 53,774 | $5,192,397 | $5,174,134 | -$18,263 | -0.35% | |
| Carnegie Investment Counsel | 0.10% | 60,331 | $5,033,408 | $5,805,049 | +$771,641 | +15.33% | |
| Equitable Holdings, Inc. | 0.02% | 41,534 | $4,010,551 | $3,996,401 | -$14,150 | -0.35% | |
| Goldstein Advisors, Llc | 0.34% | 38,426 | $3,710,398 | $3,697,350 | -$13,048 | -0.35% | |
| Brand Asset Management Group, Inc. | 0.75% | 34,967 | $3,376,414 | $3,364,525 | -$11,889 | -0.35% | |
| United Advisor Group, Llc | 0.33% | 32,306 | $3,119,512 | $3,108,483 | -$11,029 | -0.35% | |
| Jane Street Group, Llc | 0.00% | 30,404 | $2,935,810 | $2,925,473 | -$10,337 | -0.35% | |
| Sowell Financial Services Llc | 0.10% | 30,300 | $2,925,791 | $2,915,466 | -$10,325 | -0.35% | |
| Jpmorgan Chase & Co | 0.00% | 30,193 | $2,910,393 | $2,905,170 | -$5,223 | -0.18% | |
| Merit Financial Group, Llc | 0.02% | 29,159 | $2,815,572 | $2,805,679 | -$9,893 | -0.35% | |
| Truist Financial Corp | 0.00% | 26,829 | $2,590,653 | $2,581,486 | -$9,167 | -0.35% | |
| Jones Financial Companies Lllp | 0.00% | 26,399 | $2,536,153 | $2,540,112 | +$3,959 | +0.16% | |
| Ameritas Investment Partners, Inc. | 0.07% | 25,670 | $2,478,710 | $2,469,967 | -$8,743 | -0.35% | |
| Cerity Partners Llc | 0.00% | 23,765 | $2,294,741 | $2,286,668 | -$8,073 | -0.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,412 | $2,176,802 | $2,156,483 | -$20,319 | -0.93% | |
| Harbour Investments, Inc. | 0.03% | 21,493 | $2,075,329 | $2,068,056 | -$7,273 | -0.35% | |
| Pitti Group Wealth Management, Llc | 1.26% | 17,876 | $1,726,155 | $1,720,029 | -$6,126 | -0.35% | |
| Parsons Capital Management Inc/Ri | 0.08% | 17,198 | $1,660,639 | $1,654,792 | -$5,847 | -0.35% | |
| Fmr Llc | 0.00% | 16,739 | $1,616,307 | $1,610,627 | -$5,680 | -0.35% | |
| J.W. Cole Advisors, Inc. | 0.02% | 13,515 | $1,304,969 | $1,300,413 | -$4,556 | -0.35% |
Frequently asked questions about IMCB
Who owns the most IMCB stock?
The largest holders of IMCB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORNINGSTAR MID-CAP (IMCB).
Is IMCB widely held by superinvestors?
Many widely followed stocks like IMCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IMCB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.