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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$79.94 +1.05 (+1.33%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Current
Institutional Ownership
Percentage
22.26%
Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$71.20M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$25.03M
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IMCB Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Marshall Financial Group LLC30,161$2.30M0.6%-2.7%0.252%
1/21/2025Atlas Private Wealth Advisors8,854$674K0.1%+17.2%0.074%
1/21/2025RFG Advisory LLC3,032$231K0.0%+10.9%0.025%
1/17/2025 Capital Planning Advisors LLC7,006$534K0.1%+19.5%0.059%
1/17/2025 Goldstein Advisors LLC37,809$2.88M0.4%-0.8%0.316%
1/17/2025 Janney Montgomery Scott LLC11,442$871K0.0%-3.8%0.096%
1/17/2025 Evolution Wealth Advisors LLC4,000$305K0.1%N/A0.033%
1/17/2025 XML Financial LLC3,085$235K0.0%-18.9%0.026%
1/16/2025 Diversify Advisory Services LLC10,022$758K0.0%-32.3%0.084%
1/15/2025 Portside Wealth Group LLC24,746$1.88M0.3%-1.8%0.207%
1/15/2025 Merit Financial Group LLC24,568$1.87M0.0%-2.8%0.206%
1/15/2025 Brand Asset Management Group Inc.35,978$2.74M1.1%-0.4%0.301%
1/15/2025 Procyon Advisors LLC4,984$380K0.0%+3.0%0.042%
1/13/2025 Miracle Mile Advisors LLC11,968$911K0.0%-9.4%0.100%
1/13/2025 EWG Elevate Inc.42,479$3.24M1.0%N/A0.355%
1/13/2025 Matrix Trust Co174,200$13.27M2.3%-0.3%1.458%
1/10/2025 Wealth Enhancement Advisory Services LLC25,872$1.97M0.0%+1.4%0.217%
12/26/2024JPMorgan Chase & Co.20,480$1.56M0.0%+35.9%0.171%
12/13/2024B. Riley Wealth Advisors Inc.3,441$261K0.0%+9.8%0.029%
11/25/2024World Investment Advisors LLC20,971$1.59M0.0%-0.9%0.175%
11/18/2024Arete Wealth Advisors LLC2,752$208K0.0%N/A0.023%
11/15/2024Glass Jacobson Investment Advisors llc821$62K0.0%+508.1%0.007%
11/15/2024MML Investors Services LLC110,379$8.39M0.0%+25.2%0.924%
11/15/2024Jane Street Group LLC5,217$397K0.0%+73.7%0.044%
11/15/2024Mission Creek Capital Partners Inc.3,390$258K0.1%-14.8%0.028%
11/15/2024Integrated Wealth Concepts LLC6,973$530K0.0%-4.8%0.058%
11/13/2024Townsquare Capital LLC561,771$42.71M0.5%+7.4%4.701%
11/13/2024FMR LLC7,972$606K0.0%+2.7%0.067%
11/13/2024Pacific Financial Group Inc.69,963$5.32M3.9%-14.0%0.585%
11/12/2024Jim Saulnier & Associates LLC14,777$1.12M1.1%N/A0.124%
11/12/2024Cerity Partners LLC21,589$1.64M0.0%-5.9%0.181%
11/12/2024Flagstar Advisors Inc.25,249$1.92M0.5%-0.5%0.211%
11/12/2024Nwam LLC12,353$939K0.1%N/A0.103%
11/8/2024Steele Capital Management Inc.174,807$13.34M0.7%+12.9%1.463%
11/7/2024Thrivent Financial for Lutherans5,953$453K0.0%-13.4%0.050%
11/6/2024OneDigital Investment Advisors LLC2,809$214K0.0%-4.6%0.024%
11/5/2024Aptus Capital Advisors LLC100,318$7.63M0.1%N/A0.839%
11/5/2024Proactive Wealth Strategies LLC4,241$322K0.2%N/A0.035%
11/4/2024Tyler Stone Wealth Management4,186$318K0.1%+100.0%0.035%
11/4/2024Sigma Planning Corp4,167$317K0.0%-4.6%0.035%
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11/1/2024Assetmark Inc.620$47K0.0%-41.3%0.005%
10/31/2024 Portside Wealth Group LLC25,195$1.92M0.3%+11.2%0.211%
10/28/2024Gladstone Institutional Advisory LLC74,453$5.66M0.3%-0.8%0.623%
10/28/2024Creative Financial Designs Inc. ADV5,764$438K0.0%+4.0%0.048%
10/25/2024S.A. Mason LLC11,724$891K0.5%+1.2%0.098%
10/25/2024Sunburst Financial Group LLC100,157$7.61M1.9%+7.8%0.838%
10/25/2024 Diversify Wealth Management LLC4,073$311K0.0%-11.5%0.034%
10/25/2024 Diversify Advisory Services LLC14,812$1.14M0.1%-2.0%0.124%
10/24/2024Patriot Financial Group Insurance Agency LLC16,823$1.28M0.2%+9.1%0.141%
10/24/2024 Wealth Enhancement Advisory Services LLC25,521$1.94M0.0%-1.1%0.214%
10/24/2024PFG Investments LLC5,937$451K0.0%+20.5%0.050%
10/23/2024Woodard & Co. Asset Management Group Inc. ADV51,402$3.91M0.9%-53.0%0.430%
10/22/2024Signaturefd LLC1,453$110K0.0%+12.1%0.012%
10/19/2024Rede Wealth LLC15,886$1.21M0.5%-10.7%0.133%
10/19/2024Means Investment CO. Inc.141,510$10.76M1.2%+8.5%1.184%
10/18/2024Raymond James & Associates211,394$16.07M0.0%+2.7%1.769%
10/16/2024Global Retirement Partners LLC14,880$1.13M0.0%-19.8%0.125%
10/16/2024Good Life Advisors LLC10,152$772K0.0%+100.0%0.085%
10/16/2024 Kaydan Wealth Management Inc.5,392$410K0.1%-16.4%0.045%
10/10/2024Concourse Financial Group Securities Inc.10,381$789K0.0%-10.4%0.087%
10/10/2024Lion Street Advisors LLC5,043$383K0.1%-5.8%0.042%
10/9/2024 PPS&V Asset Management Consultants Inc.3,851$293K0.2%-20.6%0.032%
10/9/2024 Matrix Trust Co174,805$13.29M2.5%+12.9%1.463%
10/9/2024Atlas Private Wealth Advisors7,556$574K0.1%+21.8%0.063%
10/8/2024CWM LLC13,418$1.02M0.0%-2.8%0.112%
10/8/2024Axiom Advisory LLC12,033$874K0.0%+1.9%0.101%
10/7/2024 Miracle Mile Advisors LLC13,209$1.00M0.0%-3.4%0.111%
8/22/2024Cetera Investment Advisers165,901$11.63M0.0%-0.6%1.388%
8/21/2024Truist Financial Corp22,863$1.60M0.0%+12.1%0.191%
8/19/2024B. Riley Wealth Advisors Inc.3,133$220K0.0%-43.3%0.026%
8/16/2024Northwestern Mutual Wealth Management Co.17,594$1.23M0.0%+20.1%0.147%
8/15/2024Matrix Private Capital Group LLC2,664$187K0.1%+12.0%0.022%
8/10/2024Pitti Group Wealth Management LLC18,200$1.22M1.3%+1.3%0.152%
8/10/2024 Yarger Wealth Strategies LLC68,551$4.81M2.9%-1.0%0.574%
8/9/2024Financial Perspectives Inc4,480$314K0.1%+3.7%0.037%
8/8/2024J.W. Cole Advisors Inc.12,636$886K0.0%-6.9%0.106%
8/8/2024Envestnet Asset Management Inc.46,181$3.24M0.0%+17.6%0.386%
8/7/2024 Truefg LLC9,723$682K0.2%-6.3%0.081%
8/7/2024Financial Futures Ltd Liability Co.5,586$392K0.2%-2.7%0.047%
8/6/2024Norden Group LLC3,428$240K0.0%N/A0.029%
8/5/2024Private Advisor Group LLC7,130$500K0.0%+125.9%0.060%
8/2/2024Pacific Financial Group Inc.81,339$5.70M4.0%-6.6%0.681%
7/31/2024Commonwealth Equity Services LLC387,739$27.18M0.0%+1.0%3.245%
7/26/2024Avion Wealth643$45K0.0%N/A0.005%
7/26/2024Cambridge Investment Research Advisors Inc.63,450$4.45M0.0%+19.7%0.531%
7/24/2024 Goldstein Advisors LLC38,119$2.67M0.4%-0.5%0.319%
7/20/2024Raymond James Financial Services Advisors Inc.149,376$10.47M0.0%-27.6%1.250%
7/20/2024 Brand Asset Management Group Inc.36,461$2.56M1.1%-0.9%0.305%
7/20/2024Means Investment CO. Inc.130,372$9.14M1.1%+9.9%1.091%
7/19/2024Raymond James & Associates205,915$14.43M0.0%-3.5%1.723%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

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7/18/2024 Portside Wealth Group LLC22,660$1.59M0.3%N/A0.190%
7/18/2024 Miracle Mile Advisors LLC13,671$958K0.0%-6.5%0.114%
7/17/2024Divergent Wealth Advisors4,803$337K0.1%-8.3%0.040%
7/16/2024Steele Capital Management Inc.154,885$10.86M0.6%-0.6%1.296%
7/16/2024 Wealth Enhancement Advisory Services LLC25,817$1.81M0.0%+2.3%0.216%
7/13/2024Sunburst Financial Group LLC92,922$6.51M1.8%+7.1%0.778%
7/12/2024 Diversify Advisory Services LLC15,119$1.06M0.1%+68.3%0.127%
7/12/2024Atlas Private Wealth Advisors6,204$435K0.1%N/A0.052%
7/12/2024Lion Street Advisors LLC5,353$375K0.1%-9.5%0.045%
7/10/2024 Matrix Trust Co154,883$10.86M2.5%-0.2%1.296%
(Data available from 1/1/2016 forward)

IMCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCB shares?

During the previous two years, 134 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were UBS Group AG ($74.91M), Townsquare Capital LLC ($42.71M), Commonwealth Equity Services LLC ($27.18M), LPL Financial LLC ($25.97M), Raymond James & Associates ($16.07M), Steele Capital Management Inc. ($13.34M), and Matrix Trust Co ($13.27M).Learn more on IMCB's institutional investors.

What percentage of iShares Morningstar Mid-Cap ETF stock is owned by institutional investors?

22.26% of iShares Morningstar Mid-Cap ETF stock is owned by institutional investors. Learn more on IMCB's institutional investor holdings.

Which institutional investors have been buying iShares Morningstar Mid-Cap ETF stock?

Of the 96 institutional investors that purchased iShares Morningstar Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Steele Capital Management Inc. ($178.70K), Raymond James Financial Services Advisors Inc. ($169.41K), Cetera Investment Advisers ($139.84K), Means Investment CO. Inc. ($111.72K), Aptus Capital Advisors LLC ($100.32K), UBS Group AG ($92.54K), and Commonwealth Equity Services LLC ($83.88K).

How much institutional buying is happening at iShares Morningstar Mid-Cap ETF?

Institutional investors have bought a total of 1,705,476 shares in the last 24 months. This purchase volume represents approximately $114.90M in transactions.

Which iShares Morningstar Mid-Cap ETF major shareholders have been selling company stock?

Of the 79 institutional investors that sold iShares Morningstar Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($192.76K), Raymond James & Associates ($167.99K), Avantax Advisory Services Inc. ($128.34K), Woodard & Co. Asset Management Group Inc. ADV ($61.86K), Advisor Group Holdings Inc. ($53.68K), UBS Group AG ($49.81K), and LPL Financial LLC ($36.99K).

How much institutional selling is happening at iShares Morningstar Mid-Cap ETF?

Institutional investors have sold a total of 982,724 shares in the last 24 months. This volume of shares sold represents approximately $63.29M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 1/21/2025 by MarketBeat.com Staff
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