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 198 institutions that hold shares in the stock, with a total of 7.35 Million shares, which have been reported (via 13F filing form) to have a value of $541 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,278
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.92%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
18,988
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
18,673
shares
|
$1.37 Million
1.23% of portfolio
|
Q4 2024
Added 26.37%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
17,066
shares
|
$1.26 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
16,958
shares
|
$1.25 Million
1.64% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,332
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,418
shares
|
$987,833
0.0% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,210
shares
|
$972,520
0.02% of portfolio
|
Q4 2024
Added 144.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
13,043
shares
|
$960,225
0.04% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
12,925
shares
|
$951,538
0.38% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,033
shares
|
$885,869
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
11,758
shares
|
$865,623
0.48% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
11,532
shares
|
$848,985
0.03% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,442
shares
|
$842,360
0.0% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,838
shares
|
$797,893
0.02% of portfolio
|
Q4 2023
Reduced 44.59%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,495
shares
|
$772,641
0.02% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,374
shares
|
$763,733
0.0% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,200
shares
|
$750,924
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
10,047
shares
|
$739,660
0.05% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,022
shares
|
$737,819
0.04% of portfolio
|
Q4 2024
Reduced 32.34%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
9,855
shares
|
$725,525
0.08% of portfolio
|
Q2 2023
Reduced 7.08%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,505
shares
|
$699,758
0.0% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
9,398
shares
|
$691,880
0.23% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,305
shares
|
$685,034
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
|
$666,408
0.36% of portfolio
|
Q4 2023
Added 4.5%
|