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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$76.92 +1.13 (+1.49%)
(As of 12/20/2024 05:31 PM ET)
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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)
$73.58M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$24.44M
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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
12/13/2024 B. Riley Wealth Advisors Inc.3,441$261K0.0%+9.8%0.029%
11/25/2024 World Investment Advisors LLC20,971$1.59M0.0%-0.9%0.175%
11/18/2024 Arete Wealth Advisors LLC2,752$208K0.0%N/A0.023%
11/15/2024 Glass Jacobson Investment Advisors llc821$62K0.0%+508.1%0.007%
11/15/2024 MML Investors Services LLC110,379$8.39M0.0%+25.2%0.924%
11/15/2024 Jane Street Group LLC5,217$397K0.0%+73.7%0.044%
11/15/2024 Mission Creek Capital Partners Inc.3,390$258K0.1%-14.8%0.028%
11/15/2024 Integrated Wealth Concepts LLC6,973$530K0.0%-4.8%0.058%
11/13/2024 Townsquare Capital LLC561,771$42.71M0.5%+7.4%4.701%
11/13/2024 FMR LLC7,972$606K0.0%+2.7%0.067%
11/13/2024 Pacific Financial Group Inc.69,963$5.32M3.9%-14.0%0.585%
11/12/2024 Jim Saulnier & Associates LLC14,777$1.12M1.1%N/A0.124%
11/12/2024 Cerity Partners LLC21,589$1.64M0.0%-5.9%0.181%
11/12/2024 Flagstar Advisors Inc.25,249$1.92M0.5%-0.5%0.211%
11/12/2024 Nwam LLC12,353$939K0.1%N/A0.103%
11/8/2024 Steele Capital Management Inc.174,807$13.34M0.7%+12.9%1.463%
11/7/2024 Thrivent Financial for Lutherans5,953$453K0.0%-13.4%0.050%
11/6/2024 OneDigital Investment Advisors LLC2,809$214K0.0%-4.6%0.024%
11/5/2024 Aptus Capital Advisors LLC100,318$7.63M0.1%N/A0.839%
11/5/2024 Proactive Wealth Strategies LLC4,241$322K0.2%N/A0.035%
11/4/2024 Tyler Stone Wealth Management4,186$318K0.1%+100.0%0.035%
11/4/2024 Sigma Planning Corp4,167$317K0.0%-4.6%0.035%
11/1/2024 Assetmark Inc.620$47K0.0%-41.3%0.005%
10/31/2024 Portside Wealth Group LLC25,195$1.92M0.3%+11.2%0.211%
10/28/2024 Gladstone Institutional Advisory LLC74,453$5.66M0.3%-0.8%0.623%
10/28/2024 Creative Financial Designs Inc. ADV5,764$438K0.0%+4.0%0.048%
10/25/2024 S.A. Mason LLC11,724$891K0.5%+1.2%0.098%
10/25/2024 Sunburst 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%
10/24/2024 Patriot 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%
10/24/2024 PFG Investments LLC5,937$451K0.0%+20.5%0.050%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV51,402$3.91M0.9%-53.0%0.430%
10/22/2024 Signaturefd 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%
10/16/2024 Global Retirement Partners LLC14,880$1.13M0.0%-19.8%0.125%
10/16/2024 Good Life Advisors LLC10,152$772K0.0%+100.0%0.085%
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10/16/2024 Kaydan Wealth Management Inc.5,392$410K0.1%-16.4%0.045%
10/10/2024 Concourse Financial Group Securities Inc.10,381$789K0.0%-10.4%0.087%
10/10/2024 Lion 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%
10/9/2024 Atlas Private Wealth Advisors7,556$574K0.1%+21.8%0.063%
10/8/2024 CWM LLC13,418$1.02M0.0%-2.8%0.112%
10/8/2024 Axiom Advisory LLC12,033$874K0.0%+1.9%0.101%
10/7/2024 Miracle Mile Advisors LLC13,209$1.00M0.0%-3.4%0.111%
8/22/2024 Cetera Investment Advisers165,901$11.63M0.0%-0.6%1.388%
8/21/2024 Truist Financial Corp22,863$1.60M0.0%+12.1%0.191%
8/19/2024 B. Riley Wealth Advisors Inc.3,133$220K0.0%-43.3%0.026%
8/16/2024 Northwestern Mutual Wealth Management Co.17,594$1.23M0.0%+20.1%0.147%
8/15/2024 Matrix Private Capital Group LLC2,664$187K0.1%+12.0%0.022%
8/10/2024 Pitti 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%
8/8/2024 J.W. Cole Advisors Inc.12,636$886K0.0%-6.9%0.106%
8/8/2024 Envestnet Asset Management Inc.46,181$3.24M0.0%+17.6%0.386%
8/7/2024Truefg LLC9,723$682K0.2%-6.3%0.081%
8/7/2024 Financial Futures Ltd Liability Co.5,586$392K0.2%-2.7%0.047%
8/6/2024Norden Group LLC3,428$240K0.0%N/A0.029%
8/5/2024 Private Advisor Group LLC7,130$500K0.0%+125.9%0.060%
8/2/2024 Pacific 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%
7/26/2024 Cambridge 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%
7/20/2024Brand 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%
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%
7/17/2024 Divergent Wealth Advisors4,803$337K0.1%-8.3%0.040%
7/16/2024 Steele 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%
7/13/2024 Sunburst 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%
7/12/2024 Atlas Private Wealth Advisors6,204$435K0.1%N/A0.052%
7/12/2024 Lion Street Advisors LLC5,353$375K0.1%-9.5%0.045%
7/10/2024 Matrix Trust Co154,883$10.86M2.5%-0.2%1.296%
7/10/2024 S.A. Mason LLC11,580$812K0.5%+2.8%0.097%
7/8/2024Benchmark Wealth Management LLC57,158$4.01M2.1%-11.2%0.478%
5/24/2024Cetera Advisors LLC52,745$3.84M0.0%+42.7%0.441%
5/24/2024 Cetera Investment Advisers166,848$12.15M0.0%+498.9%1.396%
5/17/2024 Comerica Bank4,674$340K0.0%-27.3%0.039%
5/17/2024 Clear Point Advisors Inc.1,802$131K0.1%-9.9%0.015%
5/16/2024 B. Riley Wealth Advisors Inc.5,521$402K0.0%+15.4%0.046%
5/13/2024 Ameritas Investment Partners Inc.6,663$485K0.0%-7.3%0.056%
First JFK… next Elon? (Ad)

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5/10/2024 Osaic Holdings Inc.101,767$7.42M0.0%+15.0%0.852%
5/10/2024 Nwam LLC10,914$772K0.1%-14.4%0.091%
5/8/2024 Avantax Advisory Services Inc.81,523$5.94M0.1%-7.2%0.679%
5/7/2024 Bedel Financial Consulting Inc.23,314$1.70M0.3%+9.8%0.194%
5/1/2024 Concourse Financial Group Securities Inc.11,605$845K0.1%-2.0%0.097%
5/1/2024 Diversify Advisory Services LLC8,985$650K0.0%N/A0.075%
4/30/2024 J.W. Cole Advisors Inc.13,576$989K0.0%-3.9%0.113%
4/29/2024Commonwealth Equity Services LLC383,809$27.95M0.0%+1.7%3.198%
4/29/2024 Yarger Wealth Strategies LLC69,277$5.05M3.4%+0.3%0.577%
4/25/2024 Cambridge Investment Research Advisors Inc.52,986$3.86M0.0%-0.8%0.442%
(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, 130 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 ($13.29M).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 94 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 1,713,906 shares in the last 24 months. This purchase volume represents approximately $114.44M in transactions.

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

Of the 78 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 976,337 shares in the last 24 months. This volume of shares sold represents approximately $62.73M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 12/22/2024 by MarketBeat.com Staff
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