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 200 institutions that hold shares in the stock, with a total of 8.76 Million shares, which have been reported (via 13F filing form) to have a value of $714 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,216
shares
|
$261,878
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,184
shares
|
$259,273
0.08% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,175
shares
|
$258,540
0.01% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,161
shares
|
$257,400
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
3,114
shares
|
$253,573
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,104
shares
|
$252,758
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,089
shares
|
$251,537
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
3,012
shares
|
$245,267
0.01% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,850
shares
|
$232,075
0.01% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,760
shares
|
$224,746
0.0% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,705
shares
|
$220,268
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,704
shares
|
$220,186
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,588
shares
|
$210,740
0.13% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,340
shares
|
$190,546
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,240
shares
|
$182,403
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,145
shares
|
$174,667
0.0% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,000
shares
|
$162,860
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,996
shares
|
$162,534
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,958
shares
|
$159,439
0.0% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,798
shares
|
$146,411
0.04% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,786
shares
|
$145,433
0.05% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,675
shares
|
$136,395
0.01% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,635
shares
|
$133,138
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,596
shares
|
$129,962
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,451
shares
|
$118,154
0.01% of portfolio
|
Q3 2024
New holding
|