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 195 institutions that hold shares in the stock, with a total of 7.2 Million shares, which have been reported (via 13F filing form) to have a value of $567 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
|
$92.9 Million
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
916,009
shares
|
$72 Million
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
561,771
shares
|
$44.2 Million
0.52% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
410,120
shares
|
$32.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
374,921
shares
|
$29.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,394
shares
|
$16.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
174,807
shares
|
$13.7 Million
0.7% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
174,805
shares
|
$13.7 Million
2.48% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
172,074
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
141,510
shares
|
$11.1 Million
1.22% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,133
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
134,773
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
121,270
shares
|
$9.54 Million
0.0% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
110,379
shares
|
$8.68 Million
0.03% of portfolio
|
Q3 2024
Added 25.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
100,415
shares
|
$7.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
100,318
shares
|
$7.89 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
100,157
shares
|
$7.88 Million
2.04% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
93,820
shares
|
$7.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
86,665
shares
|
$6.82 Million
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
74,453
shares
|
$5.86 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
73,991
shares
|
$5.82 Million
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
69,963
shares
|
$5.5 Million
3.9% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
68,582
shares
|
$5.39 Million
3.28% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
60,709
shares
|
$4.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
55,958
shares
|
$4.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.01%
|