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 202 institutions that hold shares in the stock, with a total of 8.91 Million shares, which have been reported (via 13F filing form) to have a value of $733 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
20,931
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
17,856
shares
|
$1.47 Million
0.97% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
17,498
shares
|
$1.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,507
shares
|
$1.36 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
13,933
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,139
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,425
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
12,085
shares
|
$993,387
0.02% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
12,043
shares
|
$989,934
0.46% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,033
shares
|
$989,112
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,786
shares
|
$968,809
0.02% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,659
shares
|
$958,369
0.0% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
11,532
shares
|
$947,930
0.02% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
10,445
shares
|
$858,579
0.3% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
10,200
shares
|
$838,440
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,908
shares
|
$814,437
0.02% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
9,855
shares
|
$810,081
0.13% of portfolio
|
Q2 2023
Reduced 7.08%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,762
shares
|
$802,436
0.01% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,505
shares
|
$781,311
0.0% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
9,380
shares
|
$771,036
0.02% of portfolio
|
Q2 2025
Added 39.81%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
9,332
shares
|
$767,090
0.22% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,305
shares
|
$764,871
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
|
$744,074
0.36% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,729
shares
|
$717,523
0.03% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,727
shares
|
$717,359
0.02% of portfolio
|
Q2 2025
Reduced 84.34%
|