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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
19,390
shares
|
$1.49 Million
1.12% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
17,818
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
16,958
shares
|
$1.31 Million
1.64% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,806
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,332
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,418
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,982
shares
|
$1 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,883
shares
|
$993,021
0.03% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,033
shares
|
$927,503
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
11,871
shares
|
$915,016
0.48% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
11,532
shares
|
$888,886
0.03% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,149
shares
|
$859,364
0.0% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,838
shares
|
$835,393
0.02% of portfolio
|
Q4 2023
Reduced 44.59%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,495
shares
|
$808,954
0.02% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,200
shares
|
$786,216
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
10,149
shares
|
$782,284
0.0% of portfolio
|
Q1 2025
Added 258.37%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
10,142
shares
|
$781,745
0.27% of portfolio
|
Q1 2025
Reduced 21.53%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
9,855
shares
|
$759,623
0.13% of portfolio
|
Q2 2023
Reduced 7.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,505
shares
|
$732,645
0.0% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
9,398
shares
|
$724,397
0.23% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,305
shares
|
$717,229
0.05% of portfolio
|
Q4 2023
Added 6.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,052
shares
|
$697,728
0.36% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,005
shares
|
$694,105
0.04% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,938
shares
|
$688,941
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
8,431
shares
|
$649,861
0.57% of portfolio
|
Q1 2025
Reduced 0.09%
|