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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,394
shares
|
$440,150
0.0% of portfolio
|
Q3 2025
Reduced 43.25%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
5,392
shares
|
$439,987
0.13% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,360
shares
|
$437,375
0.01% of portfolio
|
Q3 2025
Added 19.64%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
5,333
shares
|
$435,172
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,156
shares
|
$420,729
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,076
shares
|
$414,201
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,020
shares
|
$409,632
0.14% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,000
shares
|
$408,000
0.06% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,978
shares
|
$406,204
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,808
shares
|
$392,332
0.04% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
4,808
shares
|
$392,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
4,803
shares
|
$391,924
0.07% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,688
shares
|
$382,540
0.0% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,607
shares
|
$375,931
0.0% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,594
shares
|
$374,870
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,568
shares
|
$372,748
0.05% of portfolio
|
Q2 2023
Added 25.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,474
shares
|
$365,078
0.01% of portfolio
|
Q3 2025
Added 131.81%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
4,300
shares
|
$350,880
0.02% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
4,272
shares
|
$348,595
0.16% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,238
shares
|
$345,820
0.0% of portfolio
|
Q3 2025
Reduced 31.22%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
4,053
shares
|
$330,724
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,000
shares
|
$326,400
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,974
shares
|
$324,278
0.0% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
3,967
shares
|
$323,707
0.04% of portfolio
|
Q3 2025
Reduced 30.33%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
3,887
shares
|
$317,179
0.01% of portfolio
|
Q1 2023
New holding
|
|