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 195 institutions that hold shares in the stock, with a total of 7.2 Million shares, which have been reported (via 13F filing form) to have a value of $549 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,357
shares
|
$712,535
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,305
shares
|
$708,575
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
|
$689,309
0.36% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
7,717
shares
|
$587,649
0.48% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
7,556
shares
|
$575,389
0.08% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,363
shares
|
$560,692
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,025
shares
|
$534,953
0.0% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,973
shares
|
$530,993
0.01% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
6,900
shares
|
$525,435
0.02% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
6,517
shares
|
$496,269
0.0% of portfolio
|
Q3 2021
Reduced 28.27%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
6,006
shares
|
$457,356
0.06% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,953
shares
|
$453,320
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,937
shares
|
$452,102
0.03% of portfolio
|
Q3 2024
Added 20.47%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
5,900
shares
|
$449,285
0.03% of portfolio
|
Q4 2022
Reduced 7.81%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
5,863
shares
|
$446,467
0.07% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,764
shares
|
$438,928
0.04% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
5,586
shares
|
$425,373
0.26% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,407
shares
|
$411,743
0.01% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
5,392
shares
|
$410,600
0.12% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$397,274
0.0% of portfolio
|
Q3 2024
Added 73.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,156
shares
|
$392,629
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,043
shares
|
$384,024
0.14% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,000
shares
|
$380,750
0.06% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
4,935
shares
|
$375,800
0.1% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,840
shares
|
$368,566
0.03% of portfolio
|
Q2 2024
Reduced 1.45%
|