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 195 institutions that hold shares in the stock, with a total of 7.25 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
3,360
shares
|
$268,060
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,333
shares
|
$265,906
0.02% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,329
shares
|
$265,587
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
3,181
shares
|
$253,780
0.1% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,134
shares
|
$250,030
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,104
shares
|
$247,637
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,089
shares
|
$246,440
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3,085
shares
|
$246,121
0.02% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,032
shares
|
$241,892
0.01% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
3,012
shares
|
$240,297
0.01% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,950
shares
|
$235,351
0.01% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,912
shares
|
$232,319
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,809
shares
|
$224,102
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,752
shares
|
$219,554
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,701
shares
|
$215,485
0.12% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
2,647
shares
|
$211,177
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,556
shares
|
$203,917
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
2,500
shares
|
$199,450
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,426
shares
|
$193,546
0.07% of portfolio
|
Q4 2023
Reduced 26.62%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,240
shares
|
$178,707
0.01% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,149
shares
|
$171,447
0.01% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,985
shares
|
$158,363
0.0% of portfolio
|
Q3 2024
Added 281.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,924
shares
|
$153,496
0.0% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,804
shares
|
$143,923
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$132,434
0.0% of portfolio
|
Q3 2024
Added 738.38%
|