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 200 institutions that hold shares in the stock, with a total of 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,181,522
shares
|
$93.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
916,009
shares
|
$72.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
561,771
shares
|
$44.4 Million
0.52% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
410,120
shares
|
$32.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
367,484
shares
|
$29.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
345,690
shares
|
$27.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,394
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
174,202
shares
|
$13.8 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
174,200
shares
|
$13.8 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
172,074
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
157,560
shares
|
$12.5 Million
1.29% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,133
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
134,773
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
121,270
shares
|
$9.59 Million
0.0% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
110,379
shares
|
$8.73 Million
0.03% of portfolio
|
Q3 2024
Added 25.17%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
102,137
shares
|
$8.08 Million
2.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
100,415
shares
|
$7.94 Million
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
100,318
shares
|
$7.93 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
82,176
shares
|
$6.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
73,991
shares
|
$5.85 Million
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
72,538
shares
|
$5.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
69,963
shares
|
$5.53 Million
3.9% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
69,705
shares
|
$5.51 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
68,608
shares
|
$5.42 Million
3.41% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
60,709
shares
|
$4.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.32%
|