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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,729
shares
|
$723,459
0.03% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,727
shares
|
$723,293
0.02% of portfolio
|
Q2 2025
Reduced 84.34%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,522
shares
|
$706,303
0.01% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
8,149
shares
|
$675,389
0.53% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
7,963
shares
|
$659,973
0.1% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,671
shares
|
$635,772
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
7,632
shares
|
$632,540
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,121
shares
|
$590,188
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,935
shares
|
$574,772
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,860
shares
|
$568,556
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
6,517
shares
|
$540,128
0.01% of portfolio
|
Q3 2021
Reduced 28.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,354
shares
|
$526,619
0.03% of portfolio
|
Q2 2025
Added 29.07%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
6,162
shares
|
$510,706
0.0% of portfolio
|
Q2 2025
Added 69.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
6,138
shares
|
$508,717
0.15% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,077
shares
|
$503,661
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
5,841
shares
|
$484,102
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
5,694
shares
|
$471,918
0.06% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,600
shares
|
$464,128
0.09% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
5,586
shares
|
$462,967
0.26% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
5,392
shares
|
$446,888
0.14% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,284
shares
|
$437,937
0.0% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,156
shares
|
$427,329
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,076
shares
|
$420,698
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,000
shares
|
$414,400
0.06% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,978
shares
|
$412,576
0.02% of portfolio
|
Q2 2025
New holding
|