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 172 institutions that hold shares in the stock, with a total of 6.48 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 29, 2024 Q1 2024 |
6,006
shares
|
$420,119
0.31% of portfolio
|
Q1 2024
Added 0.33%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2024 Q1 2024 |
6,001
shares
|
$419,769
0.11% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
5,917
shares
|
$413,894
0.16% of portfolio
|
Q4 2023
Reduced 19.12%
|
|
Adell Harriman & Carpenter Inc
|
Apr 25, 2024 Q1 2024 |
5,900
shares
|
$412,705
0.04% of portfolio
|
Q4 2022
Reduced 7.81%
|
|
Financial Futures LTD Liability Co.
|
Apr 29, 2024 Q1 2024 |
5,739
shares
|
$401,443
0.29% of portfolio
|
Q4 2023
Added 0.99%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
5,728
shares
|
$400,673
0.01% of portfolio
|
Q1 2023
Added 5.8%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
5,521
shares
|
$386,193
0.01% of portfolio
|
Q1 2024
Added 15.43%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
5,306
shares
|
$371,154
0.0% of portfolio
|
Q1 2024
Reduced 71.98%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
5,249
shares
|
$367,167
0.04% of portfolio
|
Q1 2024
Added 2124.15%
|
|
Divergent Wealth Advisors
|
May 10, 2024 Q1 2024 |
5,235
shares
|
$366,188
0.08% of portfolio
|
Q1 2024
Reduced 15.41%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
5,076
shares
|
$355,066
0.03% of portfolio
|
Q3 2023
Reduced 7.3%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,000
shares
|
$349,750
0.06% of portfolio
|
Q2 2021
Added 300.0%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
4,976
shares
|
$348,071
0.02% of portfolio
|
Q1 2024
New holding
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
4,911
shares
|
$343,524
0.03% of portfolio
|
Q4 2022
Added 1.07%
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 10, 2024 Q1 2024 |
4,851
shares
|
$339,327
0.26% of portfolio
|
Q1 2024
Reduced 56.85%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
4,844
shares
|
$338,837
0.01% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
4,674
shares
|
$326,946
0.0% of portfolio
|
Q1 2024
Reduced 27.29%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
4,648
shares
|
$325,127
0.01% of portfolio
|
Q1 2024
New holding
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,568
shares
|
$319,531
0.05% of portfolio
|
Q2 2023
Added 25.77%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
4,549
shares
|
$318,202
0.01% of portfolio
|
Q1 2024
Added 5.5%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
4,510
shares
|
$315,474
0.01% of portfolio
|
Q1 2024
Added 0.02%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
4,440
shares
|
$310,578
0.0% of portfolio
|
Q1 2024
Added 7.25%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
4,369
shares
|
$305,611
0.0% of portfolio
|
Q1 2024
Reduced 16.3%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
4,321
shares
|
$302,253
0.12% of portfolio
|
Q1 2024
Added 2.78%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
4,050
shares
|
$283,297
0.11% of portfolio
|
Q4 2023
Added 189.29%
|