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 199 institutions that hold shares in the stock, with a total of 7.39 Million shares, which have been reported (via 13F filing form) to have a value of $545 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,134
shares
|
$231,163
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,104
shares
|
$228,951
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,089
shares
|
$227,844
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3,085
shares
|
$227,549
0.02% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,076
shares
|
$226,885
0.0% of portfolio
|
Q4 2024
Added 85.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,032
shares
|
$223,640
0.01% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,012
shares
|
$222,165
0.01% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,912
shares
|
$214,789
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,832
shares
|
$208,888
0.0% of portfolio
|
Q4 2024
Added 356.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,811
shares
|
$207,339
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,703
shares
|
$199,373
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,700
shares
|
$199,152
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,644
shares
|
$195,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,632
shares
|
$194,136
0.0% of portfolio
|
Q4 2024
Reduced 62.53%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,588
shares
|
$190,890
0.13% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
2,556
shares
|
$188,530
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
2,500
shares
|
$184,400
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,340
shares
|
$172,598
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,240
shares
|
$165,222
0.01% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,991
shares
|
$146,856
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,967
shares
|
$145,085
0.0% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,796
shares
|
$132,472
0.04% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,786
shares
|
$131,735
0.05% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,675
shares
|
$123,548
0.01% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,656
shares
|
$122,146
0.0% of portfolio
|
Q3 2024
Added 1.91%
|