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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
73,618
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
70,692
shares
|
$5.77 Million
0.0% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
69,153
shares
|
$5.64 Million
3.14% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
68,847
shares
|
$5.62 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
66,622
shares
|
$5.44 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
60,115
shares
|
$4.91 Million
3.73% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
58,483
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.31%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
55,676
shares
|
$4.54 Million
0.09% of portfolio
|
Q3 2025
Added 702.83%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
55,403
shares
|
$4.52 Million
1.97% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
50,302
shares
|
$4.1 Million
0.53% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.99 Million
0.72% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
47,797
shares
|
$3.9 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
46,940
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
45,913
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
43,380
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
40,919
shares
|
$3.34 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
39,497
shares
|
$3.22 Million
0.4% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
37,937
shares
|
$3.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
36,758
shares
|
$3 Million
0.89% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,656
shares
|
$2.99 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
36,000
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
34,657
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
30,556
shares
|
$2.49 Million
0.37% of portfolio
|
Q3 2025
Added 33.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
30,437
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
29,336
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Added 26.4%
|
|