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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$80.70 +1.13 (+1.42%)
(As of 01:00 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)
62
Total
Institutional Inflows
(last 12 months)
$73.63M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$24.43M
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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
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%
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%
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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%
8/19/2024B. 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%
5/16/2024B. 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%
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%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

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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%
4/24/2024 Pitti Group Wealth Management LLC17,972$1.28M1.4%-1.3%0.150%
4/23/2024 Global Retirement Partners LLC22,709$1.65M0.1%-2.5%0.189%
(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, 129 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 1,713,598 shares in the last 24 months. This purchase volume represents approximately $114.41M in transactions.

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

Of the 77 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 976,145 shares in the last 24 months. This volume of shares sold represents approximately $62.72M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 11/21/2024 by MarketBeat.com Staff
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