Institutional Ownership Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 8.91 Million shares, which have been reported (via 13F filing form) to have a value of $711 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,261,378
shares
|
$102 Million
0.02% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,194,704
shares
|
$96.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,083,709
shares
|
$87.5 Million
13.48% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
453,623
shares
|
$36.6 Million
0.01% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
382,362
shares
|
$30.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
321,664
shares
|
$26 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
319,053
shares
|
$25.7 Million
2.43% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,394
shares
|
$17.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
180,316
shares
|
$14.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
177,217
shares
|
$14.3 Million
0.68% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
177,216
shares
|
$14.3 Million
2.25% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
153,163
shares
|
$12.4 Million
0.94% of portfolio
|
Q2 2025
Added 2080.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,133
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
127,175
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
120,301
shares
|
$9.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
117,325
shares
|
$9.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
107,230
shares
|
$8.65 Million
2.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
105,533
shares
|
$8.52 Million
0.09% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
103,586
shares
|
$8.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
89,513
shares
|
$7.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
83,538
shares
|
$6.74 Million
0.02% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
82,355
shares
|
$6.65 Million
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
75,347
shares
|
$6.08 Million
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
70,502
shares
|
$5.69 Million
4.97% of portfolio
|
Q1 2025
Reduced 85.42%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
68,964
shares
|
$5.57 Million
3.34% of portfolio
|
Q2 2025
Added 0.25%
|