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 199 institutions that hold shares in the stock, with a total of 7.39 Million shares, which have been reported (via 13F filing form) to have a value of $553 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
55,941
shares
|
$4.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
55,481
shares
|
$4.13 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
52,171
shares
|
$3.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
50,912
shares
|
$3.79 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.64 Million
0.72% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
45,898
shares
|
$3.42 Million
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
45,714
shares
|
$3.41 Million
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
43,380
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
42,479
shares
|
$3.17 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,969
shares
|
$3.13 Million
0.02% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
40,210
shares
|
$3 Million
0.44% of portfolio
|
Q4 2024
Added 27.28%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
37,809
shares
|
$2.82 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
35,978
shares
|
$2.68 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
31,033
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 60.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
31,026
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 19.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
30,636
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
30,161
shares
|
$2.25 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
25,172
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Added 50.69%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
24,746
shares
|
$1.84 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
24,568
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
24,176
shares
|
$1.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23,353
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
23,108
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
22,724
shares
|
$1.69 Million
0.42% of portfolio
|
Q2 2023
Reduced 6.9%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,636
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 0.22%
|