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 197 institutions that hold shares in the stock, with a total of 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $563 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
280
shares
|
$22,089
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
268
shares
|
$21,142
0.0% of portfolio
|
Q3 2024
Added 59.52%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
253
shares
|
$19,959
0.0% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
227
shares
|
$17,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
208
shares
|
$16,409
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
205
shares
|
$16,172
0.0% of portfolio
|
Q1 2024
Reduced 61.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$15,778
0.0% of portfolio
|
Q4 2023
Reduced 4.76%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
189
shares
|
$14,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
184
shares
|
$14,515
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
184
shares
|
$14,515
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
176
shares
|
$13,884
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
102
shares
|
$8,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
100
shares
|
$7,889
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$5,364
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
56
shares
|
$4,417
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
41
shares
|
$3,234
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19
shares
|
$1,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
17
shares
|
$1,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
12
shares
|
$946
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
10
shares
|
$788
0.0% of portfolio
|
Q2 2024
Reduced 99.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6
shares
|
$473
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
4
shares
|
$315
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|