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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
328
shares
|
$27,184
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
328
shares
|
$27,184
0.01% of portfolio
|
Q2 2024
Reduced 62.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
316
shares
|
$26,190
0.0% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
308
shares
|
$25,527
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
300
shares
|
$24,864
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
280
shares
|
$23,206
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
241
shares
|
$19,974
0.0% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
240
shares
|
$19,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
228
shares
|
$18,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
227
shares
|
$18,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
220
shares
|
$18,233
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
209
shares
|
$17,321
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
184
shares
|
$15,249
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
184
shares
|
$15,249
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
177
shares
|
$14,669
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$8,288
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
96
shares
|
$7,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
68
shares
|
$5,635
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
60
shares
|
$4,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
56
shares
|
$4,641
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
42
shares
|
$3,480
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
19
shares
|
$1,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
17
shares
|
$1,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$994
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
10
shares
|
$828
0.0% of portfolio
|
Q1 2025
New holding
|