ISHARES MORNINGSTAR MID-CAP (IMCB) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $996.49M in IMCB holdings during the latest filing period.
Hightower Advisors, Llc is currently the largest disclosed institutional shareholder of IMCB tracked by InsiderSet, reporting ownership valued at approximately $160.81M in its March 31, 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 $181.71M, representing an estimated gain of +12.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed IMCB value among the investors covered in this analysis. Major shareholders include Hightower Advisors, Llc, Morgan Stanley, Rmg Wealth Management Llc, 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
190
Total Reported Value
$996.49M
Largest Holder
Hightower Advisors, Llc
Largest Position
$160.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
176
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hightower Advisors, Llc | 0.17% | 1,927,513 | $160,812,480 | $181,706,651 | +$20,894,171 | +12.99% | |
| Morgan Stanley | 0.01% | 1,508,981 | $125,894,341 | $142,251,639 | +$16,357,298 | +12.99% | |
| Rmg Wealth Management Llc | 13.54% | 1,284,701 | $117,280,354 | $121,108,763 | +$3,828,409 | +3.26% | |
| Ubs Group Ag | 0.02% | 1,364,509 | $113,840,986 | $128,632,263 | +$14,791,277 | +12.99% | |
| Raymond James Financial Inc | 0.01% | 569,148 | $47,484,019 | $53,653,582 | +$6,169,563 | +12.99% | |
| Lpl Financial Llc | 0.01% | 445,448 | $37,163,705 | $41,992,383 | +$4,828,678 | +12.99% | |
| Means Investment Co., Inc. | 3.15% | 432,405 | $36,075,524 | $40,762,819 | +$4,687,295 | +12.99% | |
| Cetera Investment Advisers | 0.02% | 240,763 | $20,086,828 | $22,696,728 | +$2,609,900 | +12.99% | |
| Aptus Capital Advisors, Llc | 0.16% | 222,148 | $18,533,808 | $20,941,892 | +$2,408,084 | +12.99% | |
| Sunburst Financial Group, Llc | 3.54% | 220,648 | $18,408,624 | $20,800,487 | +$2,391,863 | +12.99% | |
| Wells Fargo & Company/Mn | 0.00% | 211,454 | $17,641,584 | $19,933,769 | +$2,292,185 | +12.99% | |
| Steele Capital Management, Inc. | 0.66% | 191,542 | $15,980,335 | $18,056,664 | +$2,076,329 | +12.99% | |
| Stratos Wealth Partners, Ltd. | 0.18% | 187,984 | $15,683,562 | $17,721,252 | +$2,037,690 | +12.99% | |
| Creative Financial Designs Inc | 0.95% | 186,408 | $15,551,986 | $17,572,682 | +$2,020,696 | +12.99% | |
| Fortitude Financial, Llc | 8.06% | 182,541 | $15,229,396 | $17,208,140 | +$1,978,744 | +12.99% | |
| Commonwealth Equity Services, Llc | 0.02% | 175,656 | $14,654,971 | $16,559,091 | +$1,904,120 | +12.99% | |
| Ameriprise Financial Inc | 0.00% | 149,314 | $12,520,431 | $14,075,831 | +$1,555,400 | +12.42% | |
| Northwest Wealth Advisors, Llc | 8.53% | 143,117 | $11,940,218 | $13,491,640 | +$1,551,422 | +12.99% | |
| Osaic Holdings, Inc. | 0.01% | 119,402 | $9,964,706 | $11,256,027 | +$1,291,321 | +12.96% | |
| Kestra Advisory Services, Llc | 0.04% | 117,073 | $9,767,382 | $11,036,472 | +$1,269,090 | +12.99% | |
| Farther Finance Advisors, Llc | 0.09% | 114,271 | $9,598,729 | $10,772,327 | +$1,173,598 | +12.23% | |
| Bank Of America Corp | 0.00% | 113,351 | $9,456,894 | $10,685,599 | +$1,228,705 | +12.99% | |
| Royal Bank Of Canada | 0.00% | 104,467 | $8,716,000 | $9,848,104 | +$1,132,104 | +12.99% | |
| Mml Investors Services, Llc | 0.02% | 98,151 | $8,188,748 | $9,252,695 | +$1,063,947 | +12.99% | |
| Envestnet Asset Management Inc | 0.00% | 81,101 | $6,766,280 | $7,645,391 | +$879,111 | +12.99% | |
| Stifel Financial Corp | 0.01% | 72,642 | $6,060,625 | $6,847,961 | +$787,336 | +12.99% | |
| Pacific Financial Group Inc | 3.00% | 66,732 | $5,567,463 | $6,290,826 | +$723,363 | +12.99% | |
| Yarger Wealth Strategies, Llc | 2.20% | 65,051 | $5,427,181 | $6,132,358 | +$705,177 | +12.99% | |
| Gladstone Institutional Advisory Llc | 0.20% | 63,430 | $5,291,965 | $5,979,546 | +$687,581 | +12.99% | |
| Carnegie Investment Counsel | 0.10% | 60,331 | $5,033,408 | $5,687,403 | +$653,995 | +12.99% | |
| Bedel Financial Consulting, Inc. | 0.57% | 59,645 | $4,976,182 | $5,622,734 | +$646,552 | +12.99% | |
| Mercer Global Advisors Inc | 0.01% | 51,885 | $4,328,757 | $4,891,199 | +$562,442 | +12.99% | |
| Summit Financial, Llc | 0.05% | 49,360 | $4,118,079 | $4,653,167 | +$535,088 | +12.99% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 44,273 | $3,693,674 | $4,173,616 | +$479,942 | +12.99% | |
| Equitable Holdings, Inc. | 0.02% | 41,024 | $3,393,916 | $3,867,332 | +$473,416 | +13.95% | |
| Goldstein Advisors, Llc | 0.35% | 37,786 | $3,152,471 | $3,562,086 | +$409,615 | +12.99% | |
| Sowell Financial Services Llc | 0.11% | 35,985 | $3,002,238 | $3,392,306 | +$390,068 | +12.99% | |
| Brand Asset Management Group, Inc. | 0.77% | 35,698 | $2,978,285 | $3,365,250 | +$386,965 | +12.99% | |
| United Advisor Group, Llc | 0.32% | 30,739 | $2,564,572 | $2,897,766 | +$333,194 | +12.99% | |
| Merit Financial Group, Llc | 0.02% | 27,772 | $2,316,986 | $2,618,066 | +$301,080 | +12.99% | |
| Truist Financial Corp | 0.00% | 27,167 | $2,266,528 | $2,561,033 | +$294,505 | +12.99% | |
| Cerity Partners Llc | 0.00% | 24,979 | $2,083,925 | $2,354,770 | +$270,845 | +13.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,563 | $1,903,439 | $2,127,014 | +$223,575 | +11.75% | |
| Jones Financial Companies Lllp | 0.00% | 19,444 | $1,600,941 | $1,832,986 | +$232,045 | +14.49% | |
| Pitti Group Wealth Management, Llc | 1.20% | 17,674 | $1,474,584 | $1,666,128 | +$191,544 | +12.99% | |
| Parsons Capital Management Inc/Ri | 0.07% | 17,198 | $1,434,830 | $1,621,255 | +$186,425 | +12.99% | |
| Jim Saulnier & Associates, Llc | 0.68% | 16,702 | $1,393,482 | $1,574,498 | +$181,016 | +12.99% | |
| Vestgen Advisors, Llc | 0.04% | 14,534 | $1,321,100 | $1,370,120 | +$49,020 | +3.71% | |
| Fmr Llc | 0.00% | 15,814 | $1,319,378 | $1,490,786 | +$171,408 | +12.99% | |
| Rede Wealth, Llc | 0.47% | 15,702 | $1,310,018 | $1,480,228 | +$170,210 | +12.99% |
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.