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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,216
shares
|
$93,729
0.0% of portfolio
|
Q1 2025
Reduced 62.9%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
1,100
shares
|
$84,788
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,000
shares
|
$77,080
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
978
shares
|
$75,384
0.02% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
975
shares
|
$75,153
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
954
shares
|
$73,534
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
936
shares
|
$72,146
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
702
shares
|
$54,110
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
700
shares
|
$53,956
0.02% of portfolio
|
Q1 2023
Reduced 45.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
690
shares
|
$53,185
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
682
shares
|
$52,568
0.0% of portfolio
|
Q1 2025
Added 305.95%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
662
shares
|
$51,026
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
643
shares
|
$49,562
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
481
shares
|
$37,075
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
439
shares
|
$33,838
0.0% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
420
shares
|
$32,373
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
420
shares
|
$32,373
0.01% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
408
shares
|
$31,448
0.0% of portfolio
|
Q1 2025
Added 52.24%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
361
shares
|
$27,825
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
340
shares
|
$26,207
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
328
shares
|
$25,282
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
328
shares
|
$25,282
0.01% of portfolio
|
Q2 2024
Reduced 62.73%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
321
shares
|
$24,742
0.01% of portfolio
|
Q2 2024
Added 31.56%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
308
shares
|
$23,740
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
300
shares
|
$23,124
0.0% of portfolio
|
Q4 2024
Added 50.0%
|