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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
4,803
shares
|
$356,670
0.03% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
4,803
shares
|
$356,670
0.07% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,787
shares
|
$355,482
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
4,757
shares
|
$353,254
0.05% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
4,746
shares
|
$352,437
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,568
shares
|
$339,219
0.05% of portfolio
|
Q2 2023
Added 25.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
4,520
shares
|
$335,655
0.01% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
4,258
shares
|
$316,199
0.17% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,229
shares
|
$314,045
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,208
shares
|
$312,486
0.1% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,005
shares
|
$297,411
0.01% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$297,040
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,985
shares
|
$295,926
0.09% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
3,887
shares
|
$288,648
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
3,851
shares
|
$285,975
0.2% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,816
shares
|
$283,376
0.01% of portfolio
|
Q1 2019
Closed
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
3,636
shares
|
$270,009
0.0% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,560
shares
|
$264,365
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,526
shares
|
$261,840
0.05% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,473
shares
|
$257,904
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,446
shares
|
$255,899
0.03% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,390
shares
|
$251,741
0.05% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
3,360
shares
|
$249,513
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,278
shares
|
$243,424
0.01% of portfolio
|
Q4 2024
Added 70.37%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,194
shares
|
$237,186
0.1% of portfolio
|
Q4 2024
Added 0.41%
|