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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
227
shares
|
$18,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
220
shares
|
$17,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
184
shares
|
$15,014
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
184
shares
|
$15,014
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
178
shares
|
$14,524
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
68
shares
|
$5,548
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
56
shares
|
$4,569
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
42
shares
|
$3,427
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19
shares
|
$1,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
17
shares
|
$1,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
15
shares
|
$1,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
12
shares
|
$979
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
10
shares
|
$816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
10
shares
|
$816
0.0% of portfolio
|
Q2 2024
Reduced 99.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6
shares
|
$489
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2
shares
|
$163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|