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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,321,405
shares
|
$108 Million
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,273,333
shares
|
$104 Million
0.01% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
1,129,819
shares
|
$92.2 Million
13.19% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
471,819
shares
|
$38.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
411,047
shares
|
$33.5 Million
3.04% of portfolio
|
Q3 2025
Added 28.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
316,547
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
280,361
shares
|
$22.9 Million
0.03% of portfolio
|
Q3 2025
Added 54.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,394
shares
|
$17.2 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
187,000
shares
|
$15.3 Million
0.69% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
186,998
shares
|
$15.3 Million
2.43% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
185,989
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 51.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
172,546
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2025
Added 51.48%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
168,275
shares
|
$13.7 Million
1.02% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,133
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
124,275
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
118,572
shares
|
$9.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
113,234
shares
|
$9.24 Million
0.07% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
111,440
shares
|
$9.09 Million
2.04% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
96,457
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
88,721
shares
|
$7.24 Million
0.11% of portfolio
|
Q3 2025
Added 107.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
87,863
shares
|
$7.17 Million
0.02% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
83,245
shares
|
$6.79 Million
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
82,475
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
81,250
shares
|
$6.63 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
77,757
shares
|
$6.34 Million
0.0% of portfolio
|
Q3 2025
Added 15.7%
|
|