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 197 institutions that hold shares in the stock, with a total of 7.59 Million shares, which have been reported (via 13F filing form) to have a value of $585 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
55,733
shares
|
$4.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
55,379
shares
|
$4.27 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
50,957
shares
|
$3.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
49,947
shares
|
$3.85 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.77 Million
0.72% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
46,481
shares
|
$3.58 Million
0.48% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
46,267
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
43,591
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
43,380
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
42,778
shares
|
$3.3 Million
0.02% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
37,574
shares
|
$2.9 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
35,970
shares
|
$2.77 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
35,642
shares
|
$2.75 Million
0.38% of portfolio
|
Q1 2025
Added 96.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
32,399
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
32,324
shares
|
$2.49 Million
0.02% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
31,092
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
24,899
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
24,636
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,356
shares
|
$1.88 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
24,186
shares
|
$1.86 Million
0.47% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
23,547
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
22,724
shares
|
$1.75 Million
0.42% of portfolio
|
Q2 2023
Reduced 6.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,852
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
20,711
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
19,520
shares
|
$1.5 Million
0.32% of portfolio
|
Q1 2025
Added 14.38%
|