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 198 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $617 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
55,733
shares
|
$4.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
55,379
shares
|
$4.45 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
50,957
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
49,947
shares
|
$4.02 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.93 Million
0.72% of portfolio
|
Q3 2022
Added 7.14%
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
46,481
shares
|
$3.74 Million
0.48% of portfolio
|
Q1 2025
Added 15.6%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
46,267
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
43,591
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
43,380
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
42,778
shares
|
$3.44 Million
0.02% of portfolio
|
Q1 2025
Added 1.93%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
42,691
shares
|
$3.43 Million
0.07% of portfolio
|
Q2 2025
Added 1347.15%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
38,539
shares
|
$3.1 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
37,574
shares
|
$3.02 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
36,400
shares
|
$2.93 Million
1.11% of portfolio
|
Q2 2025
Added 1.2%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
35,642
shares
|
$2.87 Million
0.38% of portfolio
|
Q1 2025
Added 96.67%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
32,399
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
32,324
shares
|
$2.6 Million
0.02% of portfolio
|
Q1 2025
Added 5.51%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
30,634
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
24,899
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 6.62%
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
24,636
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,356
shares
|
$1.96 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
23,750
shares
|
$1.91 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
23,547
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
22,724
shares
|
$1.83 Million
0.42% of portfolio
|
Q2 2023
Reduced 6.9%
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,852
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|