§ EQUITY
USDIMCB
ISHARES MORNINGSTAR MID-CAP
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HighTower Advisors, LLC | 1.9M | 0.2% | +4% |
| Morgan Stanley IM | 1.5M | 0.0% | −50% |
| RMG Wealth Management LLC | 1.3M | 13.5% | n/a |
| UBS Group AG | 1.4M | 0.0% | +2% |
| LPL Financial LLC | 445K | 0.0% | −2% |
| MEANS INVESTMENT CO., INC. | 432K | 3.1% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for IMCB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER70.9% · 170 holders
DEALER / BANK27.3% · 16 holders
QUALITY / COMPOUNDER1.3% · 4 holders
INCOME / DEFENSIVE0.4% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IMCB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IMCB yet.