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 199 institutions that hold shares in the stock, with a total of 7.39 Million shares, which have been reported (via 13F filing form) to have a value of $540 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,191,062
shares
|
$87.1 Million
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,189,258
shares
|
$86.9 Million
0.01% of portfolio
|
Q4 2024
Added 29.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
429,064
shares
|
$31.4 Million
0.01% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
367,484
shares
|
$26.9 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
|
$25.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,394
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
184,243
shares
|
$13.5 Million
0.03% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
174,202
shares
|
$12.7 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
174,200
shares
|
$12.7 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
157,560
shares
|
$11.5 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
|
$9.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
121,011
shares
|
$8.84 Million
0.03% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
120,456
shares
|
$8.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
119,994
shares
|
$8.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
105,013
shares
|
$7.68 Million
0.0% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
103,342
shares
|
$7.55 Million
0.09% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
102,137
shares
|
$7.47 Million
2.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
82,176
shares
|
$6.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
76,061
shares
|
$5.56 Million
0.02% of portfolio
|
Q4 2024
Added 25.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
75,318
shares
|
$5.5 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
72,538
shares
|
$5.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
69,705
shares
|
$5.09 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
68,608
shares
|
$5.01 Million
3.41% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
65,659
shares
|
$4.8 Million
3.72% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
59,010
shares
|
$4.31 Million
0.07% of portfolio
|
Q4 2024
New holding
|