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 171 institutions that hold shares in the stock, with a total of 6.48 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,155,804
shares
|
$80.7 Million
0.02% of portfolio
|
Q1 2024
Added 3.58%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
918,645
shares
|
$64.2 Million
0.01% of portfolio
|
Q1 2024
Added 1.05%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
452,762
shares
|
$31.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
383,809
shares
|
$26.8 Million
0.05% of portfolio
|
Q1 2024
Added 1.74%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
213,433
shares
|
$14.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 18.57%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
206,230
shares
|
$14.4 Million
0.02% of portfolio
|
Q1 2024
Added 18.77%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
166,848
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2024
Added 1451.93%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
155,954
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
155,750
shares
|
$10.9 Million
0.65% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
Matrix Trust CO
|
May 06, 2024 Q1 2024 |
155,241
shares
|
$10.8 Million
2.56% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
122,054
shares
|
$8.53 Million
0.0% of portfolio
|
Q1 2024
Added 2.99%
|
|
Means Investment Co., Inc.
|
Apr 17, 2024 Q1 2024 |
118,681
shares
|
$8.29 Million
1.12% of portfolio
|
Q1 2024
Added 16.44%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 06, 2024 Q1 2024 |
107,648
shares
|
$7.52 Million
2.16% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
101,767
shares
|
$7.11 Million
0.02% of portfolio
|
Q1 2024
Added 14.97%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
98,971
shares
|
$6.91 Million
0.0% of portfolio
|
Q1 2024
Added 3.97%
|
|
Pacific Financial Group Inc
|
May 09, 2024 Q1 2024 |
87,120
shares
|
$6.09 Million
4.38% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
Sunburst Financial Group, LLC
|
Apr 15, 2024 Q1 2024 |
86,741
shares
|
$6.06 Million
1.86% of portfolio
|
Q1 2024
Added 5.75%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
81,523
shares
|
$5.69 Million
0.05% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
76,411
shares
|
$5.34 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
75,236
shares
|
$5.26 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
73,077
shares
|
$5.1 Million
0.02% of portfolio
|
Q1 2024
Added 18.96%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 29, 2024 Q1 2024 |
69,277
shares
|
$4.84 Million
3.78% of portfolio
|
Q1 2024
Added 0.32%
|
|
Benchmark Wealth Management, LLC
|
Apr 08, 2024 Q1 2024 |
64,401
shares
|
$4.5 Million
2.56% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
56,445
shares
|
$3.94 Million
0.05% of portfolio
|
Q1 2024
Added 0.23%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
52,986
shares
|
$3.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.84%
|