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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
280
shares
|
$20,613
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
268
shares
|
$19,730
0.0% of portfolio
|
Q3 2024
Added 59.52%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
241
shares
|
$17,742
0.0% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
240
shares
|
$17,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
227
shares
|
$16,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
220
shares
|
$16,196
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
208
shares
|
$15,312
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
189
shares
|
$13,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
184
shares
|
$13,546
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
184
shares
|
$13,546
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
176
shares
|
$12,957
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
168
shares
|
$12,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$7,362
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
68
shares
|
$5,006
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
60
shares
|
$4,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
56
shares
|
$4,122
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
41
shares
|
$3,018
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
19
shares
|
$1,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
17
shares
|
$1,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
12
shares
|
$883
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
10
shares
|
$736
0.0% of portfolio
|
Q2 2024
Reduced 99.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6
shares
|
$441
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
4
shares
|
$294
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|