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 204 institutions that hold shares in the stock, with a total of 9.11 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,309,271
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,254,715
shares
|
$104 Million
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,083,709
shares
|
$89.8 Million
13.48% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
498,843
shares
|
$41.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
382,362
shares
|
$31.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
319,053
shares
|
$26.4 Million
2.43% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
317,974
shares
|
$26.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,394
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
181,928
shares
|
$15.1 Million
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
177,217
shares
|
$14.7 Million
0.68% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
177,216
shares
|
$14.7 Million
2.25% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
153,163
shares
|
$12.7 Million
0.94% of portfolio
|
Q2 2025
Added 2080.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,133
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
128,821
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
121,599
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
113,909
shares
|
$9.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
108,491
shares
|
$8.99 Million
0.08% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
107,230
shares
|
$8.89 Million
2.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
92,496
shares
|
$7.67 Million
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
83,538
shares
|
$6.92 Million
0.02% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
83,245
shares
|
$6.9 Million
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
81,593
shares
|
$6.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
81,572
shares
|
$6.76 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
74,517
shares
|
$6.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
70,502
shares
|
$5.84 Million
4.97% of portfolio
|
Q1 2025
Reduced 85.42%
|