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 218 institutions that hold shares in the stock, with a total of 9.52 Million shares, which have been reported (via 13F filing form) to have a value of $777 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
3,851
shares
|
$314,241
0.18% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
3,822
shares
|
$311,875
0.11% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,816
shares
|
$311,385
0.01% of portfolio
|
Q1 2019
Closed
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
3,740
shares
|
$305,184
0.03% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
3,620
shares
|
$295,392
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,560
shares
|
$290,496
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,526
shares
|
$287,721
0.05% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,446
shares
|
$281,193
0.03% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
3,227
shares
|
$263,323
0.09% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,211
shares
|
$262,017
0.07% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,190
shares
|
$260,303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,104
shares
|
$253,286
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,089
shares
|
$252,062
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,061
shares
|
$249,777
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
3,012
shares
|
$245,779
0.01% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,988
shares
|
$243,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,895
shares
|
$236,231
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,772
shares
|
$226,195
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,699
shares
|
$220,238
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
2,650
shares
|
$216,239
0.06% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
2,647
shares
|
$215,995
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,619
shares
|
$213,710
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,588
shares
|
$211,180
0.13% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,573
shares
|
$209,956
0.14% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,501
shares
|
$204,081
0.0% of portfolio
|
Q3 2025
New holding
|
|