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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
936
shares
|
$76,377
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
925
shares
|
$75,480
0.03% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
707
shares
|
$57,691
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
700
shares
|
$57,119
0.02% of portfolio
|
Q1 2023
Reduced 45.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
673
shares
|
$54,916
0.0% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
643
shares
|
$52,468
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
600
shares
|
$48,960
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
595
shares
|
$48,552
0.0% of portfolio
|
Q3 2025
Added 60.81%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
566
shares
|
$46,185
0.0% of portfolio
|
Q3 2025
Reduced 76.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
494
shares
|
$40,310
0.0% of portfolio
|
Q3 2025
Added 136.36%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
484
shares
|
$39,494
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
439
shares
|
$35,822
0.0% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
426
shares
|
$34,761
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
420
shares
|
$34,272
0.01% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
390
shares
|
$31,823
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
332
shares
|
$27,091
0.0% of portfolio
|
Q3 2025
Added 245.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
330
shares
|
$26,927
0.0% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
328
shares
|
$26,764
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
328
shares
|
$26,764
0.01% of portfolio
|
Q2 2024
Reduced 62.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
316
shares
|
$25,785
0.0% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
308
shares
|
$25,132
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
280
shares
|
$22,848
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
241
shares
|
$19,665
0.0% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
240
shares
|
$19,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
228
shares
|
$18,604
0.0% of portfolio
|
Q2 2025
New holding
|
|