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 186 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $532 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,165,184
shares
|
$87.9 Million
0.02% of portfolio
|
Q2 2024
Added 0.81%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
913,021
shares
|
$68.9 Million
0.01% of portfolio
|
Q1 2024
Added 1.05%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
523,208
shares
|
$39.5 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
426,437
shares
|
$32.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
387,739
shares
|
$29.3 Million
0.04% of portfolio
|
Q2 2024
Added 1.02%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
205,915
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
165,901
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
154,885
shares
|
$11.7 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Matrix Trust CO
|
Jul 10, 2024 Q2 2024 |
154,883
shares
|
$11.7 Million
2.45% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
151,574
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
149,376
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 27.57%
|
|
Means Investment Co., Inc.
|
Jul 19, 2024 Q2 2024 |
130,372
shares
|
$9.84 Million
1.11% of portfolio
|
Q2 2024
Added 9.85%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
119,360
shares
|
$9.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 31, 2024 Q2 2024 |
109,275
shares
|
$8.25 Million
1.98% of portfolio
|
Q2 2024
Added 1.51%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
99,964
shares
|
$7.54 Million
0.0% of portfolio
|
Q2 2024
Added 1.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
98,156
shares
|
$7.41 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
Sunburst Financial Group, LLC
|
Jul 12, 2024 Q2 2024 |
92,922
shares
|
$7.01 Million
1.86% of portfolio
|
Q2 2024
Added 7.13%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
88,181
shares
|
$6.65 Million
0.02% of portfolio
|
Q2 2024
Added 20.67%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
84,346
shares
|
$6.36 Million
0.04% of portfolio
|
Q2 2024
Added 3.46%
|
|
Pacific Financial Group Inc
|
Aug 02, 2024 Q2 2024 |
81,339
shares
|
$6.14 Million
4.04% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
75,090
shares
|
$5.67 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
73,963
shares
|
$5.58 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Aug 09, 2024 Q2 2024 |
68,551
shares
|
$5.17 Million
3.25% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
63,450
shares
|
$4.79 Million
0.02% of portfolio
|
Q2 2024
Added 19.75%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
63,277
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2024
Added 45.87%
|