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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,526
shares
|
$292,234
0.05% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,446
shares
|
$285,604
0.03% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,216
shares
|
$266,542
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,184
shares
|
$263,889
0.08% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,161
shares
|
$261,983
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
3,114
shares
|
$258,088
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,104
shares
|
$257,259
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,089
shares
|
$256,016
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
3,051
shares
|
$252,866
0.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
3,012
shares
|
$249,634
0.01% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,893
shares
|
$239,771
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,880
shares
|
$238,694
0.07% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,707
shares
|
$224,356
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,650
shares
|
$219,632
0.06% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
2,639
shares
|
$218,720
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
2,618
shares
|
$216,979
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,617
shares
|
$216,896
0.13% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,588
shares
|
$214,493
0.13% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,383
shares
|
$197,503
0.0% of portfolio
|
Q2 2025
Reduced 76.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,163
shares
|
$179,269
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,001
shares
|
$165,842
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$165,760
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,930
shares
|
$159,958
0.0% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,786
shares
|
$148,023
0.05% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,675
shares
|
$138,824
0.01% of portfolio
|
Q4 2024
Reduced 49.74%
|