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 194 institutions that hold shares in the stock, with a total of 7.58 Million shares, which have been reported (via 13F filing form) to have a value of $583 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,261,378
shares
|
$95.9 Million
0.02% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,194,704
shares
|
$90.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
453,623
shares
|
$34.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
398,963
shares
|
$30.3 Million
0.04% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
321,664
shares
|
$24.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
302,927
shares
|
$23 Million
2.45% of portfolio
|
Q1 2025
Added 92.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,394
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
180,316
shares
|
$13.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
174,787
shares
|
$13.3 Million
0.67% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
174,785
shares
|
$13.3 Million
2.18% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,133
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
127,175
shares
|
$9.66 Million
0.02% of portfolio
|
Q1 2025
Added 75.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
120,301
shares
|
$9.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
117,325
shares
|
$8.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
105,533
shares
|
$8.02 Million
0.09% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
104,272
shares
|
$7.92 Million
1.98% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
103,586
shares
|
$7.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
89,513
shares
|
$6.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
82,355
shares
|
$6.26 Million
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
79,705
shares
|
$6.06 Million
0.02% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
75,347
shares
|
$5.73 Million
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
68,793
shares
|
$5.23 Million
3.4% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
67,422
shares
|
$5.12 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
67,037
shares
|
$5.09 Million
0.0% of portfolio
|
Q1 2025
Added 2079.36%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
63,991
shares
|
$4.86 Million
3.83% of portfolio
|
Q1 2025
Reduced 2.54%
|