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 |
|---|---|---|---|---|---|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
4,803
shares
|
$365,748
0.07% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,795
shares
|
$365,139
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
4,756
shares
|
$362,169
0.13% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,738
shares
|
$360,798
0.06% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,568
shares
|
$347,853
0.05% of portfolio
|
Q2 2023
Added 25.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
4,520
shares
|
$344,198
0.01% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,369
shares
|
$332,699
0.0% of portfolio
|
Q1 2024
Reduced 16.3%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
4,241
shares
|
$322,952
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,233
shares
|
$322,342
0.0% of portfolio
|
Q3 2024
Added 22.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,186
shares
|
$318,763
0.06% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,167
shares
|
$317,317
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,109
shares
|
$312,900
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
4,073
shares
|
$310,158
0.03% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,985
shares
|
$303,457
0.09% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,887
shares
|
$295,995
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
3,851
shares
|
$293,253
0.2% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,816
shares
|
$290,588
0.01% of portfolio
|
Q1 2019
Closed
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
3,805
shares
|
$289,750
0.03% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,696
shares
|
$281,450
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,646
shares
|
$277,642
0.03% of portfolio
|
Q2 2023
Reduced 6.42%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,620
shares
|
$275,663
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,560
shares
|
$271,094
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,484
shares
|
$265,306
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,441
shares
|
$262,032
0.01% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,390
shares
|
$258,148
0.06% of portfolio
|
Q3 2024
Reduced 14.76%
|