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 $551 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,305
shares
|
$690,989
0.05% of portfolio
|
Q4 2023
Added 6.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,052
shares
|
$672,201
0.36% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
8,854
shares
|
$657,498
0.1% of portfolio
|
Q4 2024
Added 17.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,701
shares
|
$646,136
0.0% of portfolio
|
Q4 2024
Added 66.78%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
8,439
shares
|
$626,680
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,362
shares
|
$546,702
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
7,006
shares
|
$520,265
0.09% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
6,860
shares
|
$509,423
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
6,707
shares
|
$498,061
0.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
6,568
shares
|
$487,739
0.04% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
6,517
shares
|
$483,952
0.01% of portfolio
|
Q3 2021
Reduced 28.27%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,220
shares
|
$461,897
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
6,108
shares
|
$453,580
0.0% of portfolio
|
Q4 2024
Reduced 46.44%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
6,030
shares
|
$447,787
0.06% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
5,953
shares
|
$442,069
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
5,900
shares
|
$438,134
0.03% of portfolio
|
Q4 2022
Reduced 7.81%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
5,586
shares
|
$414,816
0.29% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
5,392
shares
|
$400,409
0.14% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,338
shares
|
$396,399
0.0% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,156
shares
|
$382,884
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,076
shares
|
$376,943
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,000
shares
|
$371,300
0.06% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,984
shares
|
$370,111
0.02% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
4,968
shares
|
$368,923
0.13% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,923
shares
|
$365,581
0.02% of portfolio
|
Q4 2024
Reduced 17.08%
|