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 198 institutions that hold shares in the stock, with a total of 7.35 Million shares, which have been reported (via 13F filing form) to have a value of $541 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,451
shares
|
$106,822
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,371
shares
|
$100,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
1,297
shares
|
$95,485
0.06% of portfolio
|
Q2 2021
Added 300.31%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,264
shares
|
$93,055
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
1,100
shares
|
$80,982
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$73,620
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
978
shares
|
$72,000
0.02% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
975
shares
|
$71,779
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
936
shares
|
$68,908
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
700
shares
|
$51,534
0.02% of portfolio
|
Q1 2023
Reduced 45.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
689
shares
|
$50,724
0.0% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
643
shares
|
$47,337
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
479
shares
|
$35,263
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
439
shares
|
$32,319
0.0% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
420
shares
|
$30,920
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
420
shares
|
$30,920
0.01% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
360
shares
|
$26,503
0.0% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
350
shares
|
$25,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
344
shares
|
$25,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
328
shares
|
$24,147
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
328
shares
|
$24,147
0.01% of portfolio
|
Q2 2024
Reduced 62.73%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
321
shares
|
$23,632
0.01% of portfolio
|
Q2 2024
Added 31.56%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
308
shares
|
$22,674
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$22,086
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
300
shares
|
$22,086
0.01% of portfolio
|
Q2 2024
New holding
|