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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,596
shares
|
$132,276
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,451
shares
|
$120,258
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,423
shares
|
$117,938
0.03% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,360
shares
|
$112,716
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,348
shares
|
$111,722
0.0% of portfolio
|
Q2 2025
Added 97.65%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,297
shares
|
$107,495
0.05% of portfolio
|
Q2 2021
Added 300.31%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,264
shares
|
$104,760
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,245
shares
|
$103,185
0.01% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,100
shares
|
$91,168
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,099
shares
|
$91,085
0.02% of portfolio
|
Q2 2025
Added 242.37%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$82,880
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
977
shares
|
$80,973
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
958
shares
|
$79,399
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
957
shares
|
$79,316
0.03% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
936
shares
|
$77,575
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
705
shares
|
$58,430
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
700
shares
|
$58,016
0.02% of portfolio
|
Q1 2023
Reduced 45.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
692
shares
|
$57,352
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
643
shares
|
$53,291
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
482
shares
|
$39,948
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
439
shares
|
$36,384
0.0% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
420
shares
|
$34,809
0.01% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
382
shares
|
$31,660
0.0% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
370
shares
|
$30,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
340
shares
|
$28,179
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|