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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
300
shares
|
$23,124
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
280
shares
|
$21,582
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
241
shares
|
$18,576
0.0% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
240
shares
|
$18,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
227
shares
|
$17,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
220
shares
|
$16,957
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
209
shares
|
$16,109
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
184
shares
|
$14,182
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
184
shares
|
$14,182
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
176
shares
|
$13,566
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$7,708
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
68
shares
|
$5,241
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
60
shares
|
$4,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
56
shares
|
$4,316
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
42
shares
|
$3,237
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
19
shares
|
$1,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
17
shares
|
$1,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
12
shares
|
$924
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
10
shares
|
$770
0.0% of portfolio
|
Q2 2024
Reduced 99.16%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
10
shares
|
$770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6
shares
|
$462
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|