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 |
|---|---|---|---|---|---|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
18,200
shares
|
$1.43 Million
1.42% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
16,823
shares
|
$1.32 Million
0.18% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,704
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
15,886
shares
|
$1.25 Million
0.46% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
15,684
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 63.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,880
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
14,812
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
14,777
shares
|
$1.16 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
13,418
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,209
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,642
shares
|
$994,293
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
12,400
shares
|
$975,260
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,353
shares
|
$971,563
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,353
shares
|
$971,563
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,033
shares
|
$946,395
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
11,893
shares
|
$935,384
0.0% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
11,724
shares
|
$922,092
0.48% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
11,532
shares
|
$906,991
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
11,404
shares
|
$896,924
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
10,838
shares
|
$852,408
0.02% of portfolio
|
Q4 2023
Reduced 44.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,381
shares
|
$816,465
0.05% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
10,200
shares
|
$802,230
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,152
shares
|
$798,454
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
9,855
shares
|
$775,095
0.09% of portfolio
|
Q2 2023
Reduced 7.08%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
9,585
shares
|
$753,860
0.24% of portfolio
|
Q3 2024
Reduced 1.42%
|