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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,803
shares
|
$398,072
0.03% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
4,803
shares
|
$398,072
0.07% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
4,790
shares
|
$396,995
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,711
shares
|
$390,447
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
4,686
shares
|
$388,375
0.04% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,594
shares
|
$380,750
0.03% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,592
shares
|
$380,584
0.0% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,568
shares
|
$378,595
0.05% of portfolio
|
Q2 2023
Added 25.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,520
shares
|
$374,617
0.01% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,480
shares
|
$371,302
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,402
shares
|
$364,837
0.0% of portfolio
|
Q2 2025
Added 29.78%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
4,300
shares
|
$356,384
0.02% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
4,256
shares
|
$352,737
0.16% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
4,103
shares
|
$340,056
0.0% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
4,053
shares
|
$335,912
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,000
shares
|
$331,520
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
3,911
shares
|
$324,143
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,887
shares
|
$322,154
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
3,882
shares
|
$321,740
0.04% of portfolio
|
Q2 2025
Reduced 34.82%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
3,851
shares
|
$319,170
0.19% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
3,825
shares
|
$317,016
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
3,822
shares
|
$316,767
0.12% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,816
shares
|
$316,270
0.01% of portfolio
|
Q1 2019
Closed
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,740
shares
|
$309,971
0.03% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,560
shares
|
$295,052
0.01% of portfolio
|
Q4 2022
New holding
|