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 204 institutions that hold shares in the stock, with a total of 9.11 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
68,964
shares
|
$5.72 Million
3.34% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
67,422
shares
|
$5.59 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
67,204
shares
|
$5.57 Million
0.0% of portfolio
|
Q2 2025
Added 31.88%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
64,764
shares
|
$5.37 Million
4.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
55,403
shares
|
$4.59 Million
1.97% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
53,929
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$4.05 Million
0.72% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
48,553
shares
|
$4.02 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
47,602
shares
|
$3.95 Million
0.02% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
47,512
shares
|
$3.94 Million
0.51% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
43,592
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
43,380
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
42,691
shares
|
$3.54 Million
0.07% of portfolio
|
Q2 2025
Added 1347.15%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
39,303
shares
|
$3.26 Million
0.42% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
38,738
shares
|
$3.21 Million
0.39% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
38,539
shares
|
$3.19 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
36,400
shares
|
$3.02 Million
1.11% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
34,725
shares
|
$2.88 Million
0.02% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
34,308
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
30,634
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
27,254
shares
|
$2.26 Million
0.03% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
24,899
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
23,750
shares
|
$1.97 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
23,209
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
22,837
shares
|
$1.89 Million
0.34% of portfolio
|
Q2 2025
Added 16.99%
|