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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
22,724
shares
|
$1.88 Million
0.42% of portfolio
|
Q2 2023
Reduced 6.9%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,889
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
19,056
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
17,856
shares
|
$1.48 Million
0.97% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
17,498
shares
|
$1.45 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,507
shares
|
$1.37 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
13,933
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,139
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,425
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
12,085
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,033
shares
|
$997,295
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
11,938
shares
|
$989,421
0.02% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
11,930
shares
|
$988,758
0.48% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,659
shares
|
$966,297
0.0% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
11,532
shares
|
$955,772
0.03% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,838
shares
|
$898,253
0.02% of portfolio
|
Q4 2023
Reduced 44.59%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
10,445
shares
|
$865,681
0.3% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
10,200
shares
|
$845,376
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
9,855
shares
|
$816,782
0.13% of portfolio
|
Q2 2023
Reduced 7.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,505
shares
|
$787,774
0.0% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
9,450
shares
|
$783,216
0.0% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
9,380
shares
|
$777,414
0.02% of portfolio
|
Q2 2025
Added 39.81%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
9,332
shares
|
$773,436
0.22% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,305
shares
|
$771,198
0.05% of portfolio
|
Q4 2023
Added 6.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,052
shares
|
$750,229
0.36% of portfolio
|
Q4 2023
Added 4.5%
|