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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,453
shares
|
$110,645
0.0% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,451
shares
|
$110,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,423
shares
|
$108,361
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,371
shares
|
$104,401
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,297
shares
|
$98,766
0.05% of portfolio
|
Q2 2021
Added 300.31%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,264
shares
|
$96,253
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$76,150
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
969
shares
|
$73,789
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
936
shares
|
$71,276
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
860
shares
|
$65,489
0.0% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
821
shares
|
$62,519
0.02% of portfolio
|
Q3 2024
Added 508.15%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
700
shares
|
$53,305
0.02% of portfolio
|
Q1 2023
Reduced 45.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
689
shares
|
$52,467
0.0% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
643
shares
|
$48,964
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
620
shares
|
$47,213
0.0% of portfolio
|
Q3 2024
Reduced 41.29%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
477
shares
|
$36,323
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
439
shares
|
$33,429
0.0% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
420
shares
|
$31,983
0.01% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
420
shares
|
$31,983
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
381
shares
|
$29,013
0.0% of portfolio
|
Q3 2024
Reduced 28.65%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
328
shares
|
$24,977
0.01% of portfolio
|
Q2 2024
Reduced 62.73%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
328
shares
|
$24,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
321
shares
|
$24,444
0.01% of portfolio
|
Q2 2024
Added 31.56%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
300
shares
|
$22,845
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
280
shares
|
$21,322
0.0% of portfolio
|
Q2 2021
New holding
|