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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,587
shares
|
$353,565
0.02% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,568
shares
|
$352,101
0.05% of portfolio
|
Q2 2023
Added 25.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,520
shares
|
$348,401
0.01% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
4,300
shares
|
$331,444
0.02% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
4,242
shares
|
$326,973
0.17% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,191
shares
|
$323,042
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,030
shares
|
$310,632
0.0% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
4,000
shares
|
$308,320
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
3,985
shares
|
$307,163
0.09% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,907
shares
|
$301,151
0.01% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
3,887
shares
|
$299,609
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
3,851
shares
|
$296,835
0.21% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
3,822
shares
|
$294,599
0.12% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,816
shares
|
$294,137
0.01% of portfolio
|
Q1 2019
Closed
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
3,787
shares
|
$291,901
0.03% of portfolio
|
Q1 2025
Added 22.76%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,636
shares
|
$280,262
0.0% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
3,560
shares
|
$274,404
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,535
shares
|
$272,477
0.08% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
3,526
shares
|
$271,784
0.05% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,446
shares
|
$265,617
0.03% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,392
shares
|
$261,455
0.0% of portfolio
|
Q1 2025
Reduced 94.94%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,324
shares
|
$256,213
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,205
shares
|
$247,041
0.1% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,175
shares
|
$244,729
0.01% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,161
shares
|
$243,649
0.0% of portfolio
|
Q1 2025
Added 0.86%
|