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 7.41 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,191,062
shares
|
$85 Million
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,189,258
shares
|
$84.9 Million
0.01% of portfolio
|
Q4 2024
Added 29.83%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
429,064
shares
|
$30.6 Million
0.01% of portfolio
|
Q4 2024
Added 4.62%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
367,484
shares
|
$26.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
345,690
shares
|
$24.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
302,927
shares
|
$21.6 Million
2.45% of portfolio
|
Q1 2025
Added 92.26%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,394
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
180,316
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
174,787
shares
|
$12.5 Million
0.67% of portfolio
|
Q1 2025
Added 0.34%
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
174,785
shares
|
$12.5 Million
2.18% of portfolio
|
Q1 2025
Added 0.34%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,133
shares
|
$9.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
121,011
shares
|
$8.64 Million
0.03% of portfolio
|
Q4 2024
Added 9.63%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
120,456
shares
|
$8.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
119,994
shares
|
$8.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
105,013
shares
|
$7.5 Million
0.0% of portfolio
|
Q4 2024
Added 4.58%
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
103,342
shares
|
$7.38 Million
0.09% of portfolio
|
Q4 2024
Added 3.01%
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
102,137
shares
|
$7.29 Million
2.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
82,355
shares
|
$5.88 Million
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
79,705
shares
|
$5.69 Million
0.02% of portfolio
|
Q1 2025
Added 4.79%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
75,318
shares
|
$5.38 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
72,538
shares
|
$5.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
69,705
shares
|
$4.98 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
68,793
shares
|
$4.91 Million
3.4% of portfolio
|
Q1 2025
Added 0.27%
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
63,991
shares
|
$4.57 Million
3.83% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
55,941
shares
|
$3.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|