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 198 institutions that hold shares in the stock, with a total of 7.35 Million shares, which have been reported (via 13F filing form) to have a value of $541 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
55,941
shares
|
$4.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
55,379
shares
|
$4.08 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
52,171
shares
|
$3.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
50,912
shares
|
$3.75 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.6 Million
0.72% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
45,898
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
45,714
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
43,380
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,969
shares
|
$3.09 Million
0.02% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
40,210
shares
|
$2.96 Million
0.44% of portfolio
|
Q4 2024
Added 27.28%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
37,809
shares
|
$2.78 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
35,970
shares
|
$2.65 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
35,642
shares
|
$2.62 Million
0.38% of portfolio
|
Q1 2025
Added 96.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
31,033
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 60.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
31,026
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 19.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
30,636
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
30,161
shares
|
$2.22 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
25,172
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Added 50.69%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
24,636
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
24,186
shares
|
$1.78 Million
0.47% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23,353
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
23,108
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
22,724
shares
|
$1.67 Million
0.42% of portfolio
|
Q2 2023
Reduced 6.9%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,636
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
21,298
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Added 1.56%
|