IMCB Institutional Ownership & Shareholders
ISHARES MORNINGSTAR MID-CAP (IMCB) is currently held by 202 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $819.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $134.76M, representing an estimated gain of +1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
202
Total Reported Value
$819.49M
Largest Holder
Ubs Group Ag
Largest Position
$132.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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 | $134,763,546 | +$1,999,436 | +1.51% | |
| Morgan Stanley | 0.01% | 1,185,395 | $114,461,805 | $116,185,543 | +$1,723,738 | +1.51% | |
| Raymond James Financial Inc | 0.01% | 508,246 | $49,076,224 | $49,815,325 | +$739,101 | +1.51% | |
| Lpl Financial Llc | 0.01% | 474,114 | $45,780,476 | $46,469,904 | +$689,428 | +1.51% | |
| Means Investment Co., Inc. | 2.98% | 434,505 | $41,052,003 | $42,587,660 | +$1,535,657 | +3.74% | |
| Aptus Capital Advisors, Llc | 0.17% | 243,185 | $23,481,944 | $23,835,583 | +$353,639 | +1.51% | |
| Cetera Investment Advisers | 0.02% | 242,800 | $23,444,849 | $23,797,848 | +$352,999 | +1.51% | |
| Sunburst Financial Group, Llc | 3.49% | 226,124 | $21,364,238 | $22,163,363 | +$799,125 | +3.74% | |
| Creative Financial Designs Inc | 0.98% | 213,786 | $20,643,134 | $20,954,064 | +$310,930 | +1.51% | |
| Wells Fargo & Company/Mn | 0.00% | 203,536 | $19,653,447 | $19,949,418 | +$295,971 | +1.51% | |
| Stratos Wealth Partners, Ltd. | 0.20% | 203,531 | $19,652,988 | $19,948,928 | +$295,940 | +1.51% | |
| Northwest Wealth Advisors, Llc | 9.37% | 200,476 | $18,940,953 | $19,649,495 | +$708,542 | +3.74% | |
| Steele Capital Management, Inc. | 0.68% | 193,326 | $18,265,394 | $18,948,693 | +$683,299 | +3.74% | |
| Fortitude Financial, Llc | 7.85% | 177,247 | $16,746,297 | $17,372,723 | +$626,426 | +3.74% | |
| Ameriprise Financial Inc | 0.00% | 153,511 | $14,822,526 | $15,046,258 | +$223,732 | +1.51% | |
| Osaic Holdings, Inc. | 0.02% | 147,937 | $14,289,728 | $14,499,927 | +$210,199 | +1.47% | |
| Mml Investors Services, Llc | 0.02% | 119,628 | $11,551,272 | $11,725,243 | +$173,971 | +1.51% | |
| Kestra Advisory Services, Llc | 0.03% | 122,134 | $11,539,226 | $11,970,866 | +$431,640 | +3.74% | |
| Bank Of America Corp | 0.00% | 109,011 | $10,526,083 | $10,684,626 | +$158,543 | +1.51% | |
| Apollon Wealth Management, Llc | 0.11% | 101,519 | $9,591,482 | $9,950,304 | +$358,822 | +3.74% | |
| Commonwealth Equity Services, Llc | 0.01% | 99,843 | $9,433,192 | $9,786,032 | +$352,840 | +3.74% | |
| Royal Bank Of Canada | 0.00% | 97,209 | $9,386,000 | $9,527,862 | +$141,862 | +1.51% | |
| Envestnet Asset Management Inc | 0.00% | 81,961 | $7,912,740 | $8,033,342 | +$120,602 | +1.52% | |
| Farther Finance Advisors, Llc | 0.05% | 79,761 | $7,535,820 | $7,817,711 | +$281,891 | +3.74% | |
| Carnegie Investment Counsel | 0.15% | 79,659 | $7,526,214 | $7,807,713 | +$281,499 | +3.74% | |
| Stifel Financial Corp | 0.01% | 73,517 | $7,098,690 | $7,205,710 | +$107,020 | +1.51% | |
| Pacific Financial Group Inc | 3.05% | 65,814 | $6,354,953 | $6,450,707 | +$95,754 | +1.51% | |
| Yarger Wealth Strategies, Llc | 2.26% | 64,819 | $6,295,685 | $6,353,182 | +$57,497 | +0.91% | |
| Bedel Financial Consulting, Inc. | 0.59% | 63,707 | $6,151,548 | $6,244,191 | +$92,643 | +1.51% | |
| Gladstone Institutional Advisory Llc | 0.18% | 60,135 | $5,806,636 | $5,894,084 | +$87,448 | +1.51% | |
| Mercer Global Advisors Inc | 0.01% | 55,611 | $5,369,832 | $5,450,668 | +$80,836 | +1.51% | |
| Summit Financial, Llc | 0.06% | 53,774 | $5,192,397 | $5,270,616 | +$78,219 | +1.51% | |
| Equitable Holdings, Inc. | 0.02% | 41,534 | $4,010,551 | $4,070,922 | +$60,371 | +1.51% | |
| Goldstein Advisors, Llc | 0.32% | 38,325 | $3,620,929 | $3,756,394 | +$135,465 | +3.74% | |
| Brand Asset Management Group, Inc. | 0.75% | 34,967 | $3,376,414 | $3,427,263 | +$50,849 | +1.51% | |
| Jane Street Group, Llc | 0.00% | 30,404 | $2,935,810 | $2,980,024 | +$44,214 | +1.51% | |
| United Advisor Group, Llc | 0.29% | 31,054 | $2,934,026 | $3,043,733 | +$109,707 | +3.74% | |
| Jpmorgan Chase & Co | 0.00% | 30,193 | $2,910,393 | $2,959,343 | +$48,950 | +1.68% | |
| Sowell Financial Services Llc | 0.09% | 30,295 | $2,862,260 | $2,969,340 | +$107,080 | +3.74% | |
| Merit Financial Group, Llc | 0.02% | 29,159 | $2,815,572 | $2,857,996 | +$42,424 | +1.51% | |
| Truist Financial Corp | 0.00% | 28,125 | $2,657,215 | $2,756,649 | +$99,434 | +3.74% | |
| Jones Financial Companies Lllp | 0.00% | 26,399 | $2,536,153 | $2,587,477 | +$51,324 | +2.02% | |
| Ameritas Investment Partners, Inc. | 0.07% | 25,670 | $2,478,710 | $2,516,025 | +$37,315 | +1.51% | |
| Cerity Partners Llc | 0.00% | 23,765 | $2,294,741 | $2,329,307 | +$34,566 | +1.51% | |
| Harbour Investments, Inc. | 0.03% | 21,493 | $2,075,329 | $2,106,619 | +$31,290 | +1.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 21,340 | $2,062,569 | $2,091,623 | +$29,054 | +1.41% | |
| Pitti Group Wealth Management, Llc | 1.26% | 17,876 | $1,726,155 | $1,752,102 | +$25,947 | +1.50% | |
| Parsons Capital Management Inc/Ri | 0.07% | 17,198 | $1,624,868 | $1,685,648 | +$60,780 | +3.74% | |
| Fmr Llc | 0.00% | 16,739 | $1,616,307 | $1,640,660 | +$24,353 | +1.51% | |
| J.W. Cole Advisors, Inc. | 0.02% | 13,515 | $1,304,969 | $1,324,662 | +$19,693 | +1.51% |
Frequently asked questions about IMCB
Who are the largest institutional holders of IMCB?
The largest institutional holders of IMCB reported in the latest SEC Form 13F filings include Ubs Group Ag, Morgan Stanley, Raymond James Financial Inc, Lpl Financial Llc, and Means Investment Co., Inc.. InsiderSet ranks institutional holders by their latest reported IMCB position.
What is IMCB institutional ownership?
This page tracks IMCB positions reported by institutional investment managers through SEC Form 13F. ISHARES MORNINGSTAR MID-CAP (IMCB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IMCB?
InsiderSet currently tracks 202 institutional managers reporting IMCB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IMCB shareholders.
How much IMCB stock do institutions own?
Institutional investment managers disclosed approximately $819.49M in IMCB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IMCB institutional ownership last updated?
The latest IMCB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IMCB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IMCB position after the reporting date.
Are institutions buying or selling IMCB?
Institutional buying and selling can be analyzed by comparing IMCB positions across consecutive 13F reporting periods. InsiderSet's IMCB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IMCB ownership changes.
How has IMCB institutional ownership changed over time?
InsiderSet tracks IMCB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.