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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,497
shares
|
$203,755
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
2,497
shares
|
$203,755
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,455
shares
|
$200,328
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,454
shares
|
$200,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
2,411
shares
|
$196,737
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,007
shares
|
$163,771
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,889
shares
|
$154,142
0.0% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,736
shares
|
$141,657
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,675
shares
|
$136,680
0.01% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,629
shares
|
$132,926
0.01% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,622
shares
|
$132,355
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,596
shares
|
$130,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,453
shares
|
$118,564
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,451
shares
|
$118,401
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,430
shares
|
$116,687
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,264
shares
|
$103,142
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,245
shares
|
$101,592
0.01% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,176
shares
|
$95,961
0.0% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,136
shares
|
$92,697
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,129
shares
|
$92,126
0.02% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,111
shares
|
$90,657
0.04% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,100
shares
|
$89,760
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$81,600
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
980
shares
|
$79,968
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
961
shares
|
$78,417
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|