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 |
|---|---|---|---|---|---|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
55,598
shares
|
$4.37 Million
2.09% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
53,920
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
51,402
shares
|
$4.04 Million
0.94% of portfolio
|
Q3 2024
Reduced 52.96%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.85 Million
0.72% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
45,603
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
45,129
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
43,380
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
41,640
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
38,133
shares
|
$3 Million
0.44% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
36,128
shares
|
$2.84 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
31,593
shares
|
$2.48 Million
0.34% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
31,054
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 54.08%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
31,008
shares
|
$2.44 Million
0.57% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
25,521
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
25,288
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
25,249
shares
|
$1.99 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
25,195
shares
|
$1.98 Million
0.33% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,122
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
23,128
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
22,724
shares
|
$1.79 Million
0.42% of portfolio
|
Q2 2023
Reduced 6.9%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
21,589
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
20,971
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
20,480
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 35.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
19,338
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
19,138
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2023
Reduced 2.69%
|