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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
27,348
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
24,977
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,814
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
23,664
shares
|
$1.93 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
22,724
shares
|
$1.85 Million
0.42% of portfolio
|
Q2 2023
Reduced 6.9%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
20,931
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
17,498
shares
|
$1.43 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
16,589
shares
|
$1.35 Million
0.77% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,028
shares
|
$1.31 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
13,933
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,145
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
12,130
shares
|
$989,807
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
12,043
shares
|
$982,708
0.46% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,033
shares
|
$981,892
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,882
shares
|
$969,571
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,786
shares
|
$961,737
0.02% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
11,532
shares
|
$941,011
0.02% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,489
shares
|
$937,502
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
10,200
shares
|
$832,320
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,908
shares
|
$808,492
0.02% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
9,871
shares
|
$805,473
0.37% of portfolio
|
Q3 2025
Added 216.99%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
9,855
shares
|
$804,168
0.13% of portfolio
|
Q2 2023
Reduced 7.08%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,762
shares
|
$796,579
0.01% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
9,606
shares
|
$783,849
0.04% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
9,392
shares
|
$766,387
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|