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 198 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $617 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,938
shares
|
$718,793
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
8,431
shares
|
$678,021
0.57% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
7,848
shares
|
$631,136
0.0% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
7,493
shares
|
$602,587
0.09% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,362
shares
|
$592,052
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,023
shares
|
$564,789
0.04% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
6,848
shares
|
$550,716
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,709
shares
|
$539,537
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
6,517
shares
|
$524,097
0.01% of portfolio
|
Q3 2021
Reduced 28.27%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
5,956
shares
|
$478,981
0.06% of portfolio
|
Q1 2025
Reduced 32.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
5,953
shares
|
$478,740
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
5,895
shares
|
$474,075
0.15% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,725
shares
|
$460,404
0.0% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
5,675
shares
|
$456,383
0.05% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,600
shares
|
$450,352
0.09% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
5,586
shares
|
$449,226
0.28% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
5,392
shares
|
$433,624
0.14% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,284
shares
|
$424,939
0.0% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,156
shares
|
$414,645
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,076
shares
|
$408,211
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,000
shares
|
$402,100
0.06% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
4,923
shares
|
$395,907
0.02% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,803
shares
|
$386,257
0.03% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
4,803
shares
|
$386,257
0.07% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,774
shares
|
$383,925
0.04% of portfolio
|
Q1 2025
Added 0.36%
|