IMCG Institutional Ownership & Shareholders
ISHARES MORNINGSTAR MID-CAP (IMCG) is currently held by 427 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.63B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IMCG tracked by InsiderSet, reporting ownership valued at approximately $282.31M 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 $267.69M, representing an estimated loss of -5.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed IMCG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Vantagepoint Investment Advisers Llc, Rmg Wealth Management Llc, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR MID-CAP (IMCG).
This page ranks the largest institutional IMCG 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
427
Total Reported Value
$2.63B
Largest Holder
Lpl Financial Llc
Largest Position
$282.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.06% | 2,871,946 | $282,312,272 | $267,694,087 | -$14,618,185 | -5.18% | |
| Vantagepoint Investment Advisers Llc | 2.09% | 2,943,606 | $276,375,167 | $274,373,515 | -$2,001,652 | -0.72% | |
| Rmg Wealth Management Llc | 13.71% | 1,358,033 | $132,530,481 | $126,582,256 | -$5,948,225 | -4.49% | |
| Morgan Stanley | 0.01% | 1,316,703 | $129,432,017 | $122,729,887 | -$6,702,130 | -5.18% | |
| Raymond James Financial Inc | 0.03% | 1,137,839 | $111,849,570 | $106,057,973 | -$5,791,597 | -5.18% | |
| Ameriprise Financial Inc | 0.02% | 1,021,825 | $100,366,216 | $95,244,308 | -$5,121,908 | -5.10% | |
| Cetera Investment Advisers | 0.09% | 970,838 | $95,433,404 | $90,491,810 | -$4,941,594 | -5.18% | |
| Allegheny Financial Group | 6.49% | 622,184 | $61,160,744 | $57,993,771 | -$3,166,973 | -5.18% | |
| Bank Of America Corp | 0.00% | 577,867 | $56,804,332 | $53,862,983 | -$2,941,349 | -5.18% | |
| Osaic Holdings, Inc. | 0.06% | 542,966 | $53,380,861 | $50,609,861 | -$2,771,000 | -5.19% | |
| Commonwealth Equity Services, Llc | 0.07% | 548,314 | $51,481,162 | $51,108,348 | -$372,814 | -0.72% | |
| Ubs Group Ag | 0.01% | 440,630 | $43,313,929 | $41,071,122 | -$2,242,807 | -5.18% | |
| Mariner, Llc | 0.05% | 436,059 | $42,864,531 | $40,645,059 | -$2,219,472 | -5.18% | |
| Victory Financial Group, Llc | 3.87% | 444,213 | $41,707,131 | $41,405,094 | -$302,037 | -0.72% | |
| Wells Fargo & Company/Mn | 0.01% | 422,531 | $41,534,778 | $39,384,115 | -$2,150,663 | -5.18% | |
| Cornerstone Planning Group Llc | 4.77% | 396,327 | $38,499,218 | $36,941,640 | -$1,557,578 | -4.05% | |
| Arax Advisory Partners | 0.20% | 305,921 | $30,072,012 | $28,514,896 | -$1,557,116 | -5.18% | |
| First Pacific Financial | 2.72% | 283,401 | $26,608,492 | $26,415,807 | -$192,685 | -0.72% | |
| Orgel Wealth Management, Llc | 0.50% | 279,574 | $26,249,203 | $26,059,093 | -$190,110 | -0.72% | |
| Eclectic Associates Inc | 2.80% | 266,843 | $25,053,886 | $24,872,436 | -$181,450 | -0.72% | |
| Avior Wealth Management, Llc | 0.65% | 261,421 | $24,544,837 | $24,367,051 | -$177,786 | -0.72% | |
| Capital Wealth Management, Llc | 5.56% | 259,662 | $24,379,671 | $24,203,095 | -$176,576 | -0.72% | |
| Cosner Financial Group, Llc | 12.69% | 263,187 | $24,025,337 | $24,531,660 | +$506,323 | +2.11% | |
| Beam Wealth Advisors, Inc. | 4.88% | 240,282 | $22,560,119 | $22,396,685 | -$163,434 | -0.72% | |
| Iag Wealth Partners, Llc | 2.19% | 225,135 | $22,130,821 | $20,984,833 | -$1,145,988 | -5.18% | |
| Rodgers & Associates, Ltd | 2.05% | 231,710 | $21,755,252 | $21,597,689 | -$157,563 | -0.72% | |
| Royal Bank Of Canada | 0.00% | 212,859 | $20,924,000 | $19,840,587 | -$1,083,413 | -5.18% | |
| Elevation Point Wealth Partners, Llc | 0.36% | 196,090 | $19,275,647 | $18,277,549 | -$998,098 | -5.18% | |
| Steele Capital Management, Inc. | 0.71% | 205,084 | $19,255,308 | $19,115,880 | -$139,428 | -0.72% | |
| Thrivent Financial For Lutherans | 0.03% | 192,454 | $18,917,000 | $17,938,637 | -$978,363 | -5.17% | |
| Bedel Financial Consulting, Inc. | 1.58% | 167,366 | $16,452,076 | $15,600,185 | -$851,891 | -5.18% | |
| Ptm Wealth Management, Llc | 6.87% | 166,015 | $16,158,220 | $15,474,258 | -$683,962 | -4.23% | |
| Eagle Strategies Llc | 1.44% | 158,498 | $14,881,379 | $14,773,599 | -$107,780 | -0.72% | |
| Granville Capital, Inc. | 6.61% | 150,569 | $14,800,911 | $14,034,536 | -$766,375 | -5.18% | |
| Nations Financial Group Inc | 0.68% | 145,713 | $14,323,656 | $13,581,909 | -$741,747 | -5.18% | |
| Vestmark Advisory Solutions, Inc. | 0.13% | 144,173 | $14,172,206 | $13,438,365 | -$733,841 | -5.18% | |
| Envestnet Asset Management Inc | 0.00% | 144,107 | $14,165,735 | $13,432,213 | -$733,522 | -5.18% | |
| Creative Financial Designs Inc | 0.67% | 142,953 | $14,052,239 | $13,324,649 | -$727,590 | -5.18% | |
| Integrated Investment Consultants, Llc | 2.55% | 136,468 | $12,935,080 | $12,720,182 | -$214,898 | -1.66% | |
| Sigma Planning Corp | 0.33% | 134,602 | $12,637,764 | $12,546,252 | -$91,512 | -0.72% | |
| Wellington Management Group Llp | 0.00% | 122,950 | $12,085,985 | $11,460,170 | -$625,816 | -5.18% | |
| Certified Advisory Corp | 0.99% | 127,302 | $11,952,429 | $11,865,819 | -$86,610 | -0.72% | |
| Oxenfree Capital Llc | 4.85% | 115,293 | $11,221,438 | $10,746,461 | -$474,977 | -4.23% | |
| Wood Tarver Financial Group, Llc | 2.63% | 113,377 | $11,144,000 | $10,567,870 | -$576,130 | -5.17% | |
| Tandem Financial, Llc | 3.56% | 112,506 | $11,059,352 | $10,486,684 | -$572,668 | -5.18% | |
| Scott Capital Advisors, Llc | 1.58% | 114,721 | $11,023,519 | $10,693,144 | -$330,375 | -3.00% | |
| Newedge Advisors, Llc | 0.03% | 109,197 | $10,734,008 | $10,178,252 | -$555,756 | -5.18% | |
| Pfs Partners, Llc | 3.96% | 103,798 | $9,745,578 | $9,675,012 | -$70,566 | -0.72% | |
| Equitable Holdings, Inc. | 0.06% | 98,557 | $9,688,160 | $9,186,498 | -$501,662 | -5.18% | |
| Cwm, Llc | 0.02% | 116,410 | $9,169,581 | $10,850,576 | +$1,680,995 | +18.33% |
Frequently asked questions about IMCG
Who are the largest institutional holders of IMCG?
The largest institutional holders of IMCG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Vantagepoint Investment Advisers Llc, Rmg Wealth Management Llc, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported IMCG position.
What is IMCG institutional ownership?
This page tracks IMCG positions reported by institutional investment managers through SEC Form 13F. ISHARES MORNINGSTAR MID-CAP (IMCG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IMCG?
InsiderSet currently tracks 427 institutional managers reporting IMCG 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 IMCG shareholders.
How much IMCG stock do institutions own?
Institutional investment managers disclosed approximately $2.63B in IMCG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IMCG institutional ownership last updated?
The latest IMCG 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 IMCG 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 IMCG position after the reporting date.
Are institutions buying or selling IMCG?
Institutional buying and selling can be analyzed by comparing IMCG positions across consecutive 13F reporting periods. InsiderSet's IMCG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IMCG ownership changes.
How has IMCG institutional ownership changed over time?
InsiderSet tracks IMCG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.