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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
8,696
shares
|
$714,811
0.0% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
8,149
shares
|
$669,847
0.53% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
7,963
shares
|
$654,558
0.1% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,671
shares
|
$630,556
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
7,632
shares
|
$627,350
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,121
shares
|
$585,346
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,860
shares
|
$563,892
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
6,749
shares
|
$554,767
0.06% of portfolio
|
Q3 2025
Added 44.02%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
6,517
shares
|
$535,697
0.01% of portfolio
|
Q3 2021
Reduced 28.27%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
6,383
shares
|
$524,682
0.15% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,354
shares
|
$522,298
0.03% of portfolio
|
Q2 2025
Added 29.07%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
6,162
shares
|
$506,516
0.0% of portfolio
|
Q2 2025
Added 69.47%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,077
shares
|
$499,529
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
5,841
shares
|
$480,130
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
5,586
shares
|
$459,169
0.26% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
5,438
shares
|
$447,003
0.1% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
5,392
shares
|
$443,222
0.13% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,360
shares
|
$440,592
0.01% of portfolio
|
Q3 2025
Added 19.64%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
5,333
shares
|
$438,372
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,284
shares
|
$434,344
0.0% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,156
shares
|
$423,823
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,076
shares
|
$417,247
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,000
shares
|
$411,000
0.06% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,978
shares
|
$409,191
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
4,803
shares
|
$394,806
0.07% of portfolio
|
Q2 2024
Reduced 8.25%
|