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 217 institutions that hold shares in the stock, with a total of 9.53 Million shares, which have been reported (via 13F filing form) to have a value of $778 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,305
shares
|
$759,288
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
|
$738,643
0.36% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
8,809
shares
|
$718,814
0.2% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,727
shares
|
$712,123
0.02% of portfolio
|
Q2 2025
Reduced 84.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
8,560
shares
|
$698,496
0.02% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
8,015
shares
|
$654,024
0.09% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,829
shares
|
$638,846
0.0% of portfolio
|
Q3 2025
Reduced 36.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,703
shares
|
$628,564
0.0% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,671
shares
|
$625,953
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
7,632
shares
|
$622,771
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
7,152
shares
|
$583,603
0.45% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,121
shares
|
$581,073
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,864
shares
|
$560,102
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
6,749
shares
|
$550,718
0.06% of portfolio
|
Q3 2025
Added 44.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,736
shares
|
$549,657
0.0% of portfolio
|
Q3 2025
Added 53.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
6,637
shares
|
$541,579
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
6,557
shares
|
$535,051
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,496
shares
|
$530,073
0.01% of portfolio
|
Q3 2025
Added 43.72%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
6,383
shares
|
$520,852
0.15% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,154
shares
|
$502,166
0.03% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,018
shares
|
$491,068
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
5,586
shares
|
$455,817
0.25% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,507
shares
|
$449,371
0.01% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
5,438
shares
|
$443,740
0.1% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,394
shares
|
$440,150
0.0% of portfolio
|
Q3 2025
New holding
|
|