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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$82.53 -0.24 (-0.29%)
Closing price 08/29/2025 04:10 PM Eastern
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$82.57 +0.04 (+0.05%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
104
Total
Institutional Inflows
(last 12 months)
$232.56M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$54.31M
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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
8/19/2025 Advisory Services Network LLC12,085$978K0.0%-6.9%0.086%
8/18/2025 Geneos Wealth Management Inc.4,480$357K0.0%+100.0%0.032%
8/15/2025 Corient Private Wealth LLC9,450$753K0.0%+20.4%0.068%
8/15/2025 Equitable Holdings Inc.34,725$2.77M0.0%+7.4%0.248%
8/15/2025 MML Investors Services LLC121,599$9.69M0.0%+1.1%0.869%
8/15/2025 Bank of America Corp DE92,496$7.37M0.0%+3.3%0.661%
8/15/2025 Ameriprise Financial Inc.113,909$9.07M0.0%-2.9%0.814%
8/14/2025 Raymond James Financial Inc.317,974$25.33M0.0%-1.1%2.271%
8/14/2025 Diversify Advisory Services LLC8,729$706K0.0%-3.1%0.062%
8/13/2025 M&T Bank Corp6,162$491K0.0%+69.5%0.044%
8/13/2025 Northwestern Mutual Wealth Management Co.34,308$2.73M0.0%+5.9%0.245%
8/12/2025 J.W. Cole Advisors Inc.13,139$1.05M0.0%+2.0%0.094%
8/12/2025 Ameritas Investment Partners Inc.9,380$747K0.0%+39.8%0.067%
8/12/2025 Global Retirement Partners LLC11,938$951K0.0%N/A0.085%
8/12/2025 Archer Investment Corp1,099$88K0.0%+242.4%0.008%
8/12/2025 JPMorgan Chase & Co.25,892$2.06M0.0%+4.0%0.185%
8/12/2025 Howe & Rusling Inc.1,736$138K0.0%N/A0.012%
8/11/2025 United Advisor Group LLC22,837$1.82M0.3%+17.0%0.164%
8/8/2025 Financial Gravity Companies Inc.328$26K0.0%N/A0.002%
8/8/2025 Avantax Advisory Services Inc.83,245$6.63M0.0%+1.1%0.599%
8/8/2025 Cetera Investment Advisers181,928$14.49M0.0%+0.9%1.309%
8/8/2025 Creative Planning4,592$366K0.0%+13.9%0.033%
8/7/2025 Vise Technologies Inc.4,978$397K0.0%N/A0.036%
8/7/2025 Addison Advisors LLC2,650$211K0.1%-33.5%0.019%
8/6/2025 AE Wealth Management LLC1,348$107K0.0%+97.7%0.010%
8/5/2025 Ellevest Inc.2,639$210K0.0%N/A0.019%
8/5/2025 Sunburst Financial Group LLC107,230$8.54M1.9%+2.8%0.771%
8/5/2025 EPG Wealth Management LLC1,423$113K0.0%-20.9%0.010%
8/5/2025 Atlas Private Wealth Advisors3,882$309K0.0%-34.8%0.028%
8/4/2025 Rede Wealth LLC10,445$832K0.3%+3.0%0.075%
8/4/2025 Jim Saulnier & Associates LLC17,856$1.42M1.0%-7.9%0.128%
8/4/2025 Creative Financial Designs Inc. ADV153,163$12.20M0.9%+2,080.9%1.102%
8/4/2025 Assetmark Inc.2,383$190K0.0%-76.5%0.017%
8/4/2025 World Investment Advisors19,056$1.52M0.0%-8.0%0.137%
8/1/2025 Envestnet Asset Management Inc.67,204$5.35M0.0%+31.9%0.483%
7/31/2025 Schneider Downs Wealth Management Advisors LP4,053$323K0.0%N/A0.029%
7/31/2025 Carnegie Investment Counsel6,935$552K0.0%N/A0.050%
7/30/2025 Fingerlakes Wealth Management Inc.2,618$209K0.2%N/A0.019%
7/30/2025 Financial Perspectives Inc6,138$489K0.1%+4.1%0.044%
7/29/2025 Goldstein Advisors LLC39,303$3.13M0.4%+4.6%0.283%
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7/29/2025 Woodard & Co. Asset Management Group Inc. ADV48,553$3.87M0.7%-2.8%0.349%
7/28/2025 Private Wealth Asset Management LLC1,245$99K0.0%-23.9%0.009%
7/28/2025 RFG Advisory LLC3,051$243K0.0%-3.9%0.022%
7/25/2025 Atria Wealth Solutions Inc.8,727$695K0.0%-84.3%0.063%
7/25/2025 Lion Street Advisors LLC2,880$229K0.1%-18.5%0.021%
7/25/2025 Yarger Wealth Strategies LLC68,964$5.49M2.9%+0.2%0.496%
7/25/2025 CWM LLC13,933$1.11M0.0%+3.8%0.100%
7/25/2025 Means Investment CO. Inc.319,053$25.42M2.4%+5.3%2.295%
7/24/2025 Edge Financial Advisors LLC3,114$250K0.1%N/A0.022%
7/23/2025 Detalus Advisors LLC3,184$254K0.1%+6.9%0.023%
7/23/2025 Opulen Financial Group LLC8,149$649K0.5%-3.3%0.059%
7/23/2025 RMG Wealth Management LLC1,083,709$87.67M13.4%N/A7.796%
7/21/2025 Ameritas Advisory Services LLC370$29K0.0%N/A0.003%
7/21/2025 Pacific Financial Group Inc.64,764$5.16M4.0%+1.2%0.466%
7/21/2025 Triad Wealth Partners LLC7,632$608K0.1%N/A0.055%
7/21/2025 Patriot Financial Group Insurance Agency LLC38,738$3.09M0.4%+8.7%0.279%
7/18/2025 Parsons Capital Management Inc. RI17,498$1.39M0.1%-1.8%0.126%
7/18/2025 PFG Investments LLC6,354$506K0.0%+29.1%0.046%
7/18/2025 Truist Financial Corp23,209$1.85M0.0%-1.4%0.167%
7/17/2025 Janney Montgomery Scott LLC11,659$929K0.0%+4.6%0.084%
7/15/2025 Pitti Group Wealth Management LLC16,507$1.32M1.1%-2.7%0.119%
7/14/2025 Flagstar Advisors Inc.23,750$1.89M0.5%-1.8%0.171%
7/14/2025 Matrix Trust Co177,216$14.12M2.2%+1.4%1.280%
7/14/2025 Sowell Financial Services LLC38,539$3.07M0.1%N/A0.278%
7/11/2025 Farther Finance Advisors LLC42,691$3.40M0.1%+1,347.2%0.308%
7/10/2025 Marshall Financial Group LLC5,600$450K0.1%-10.0%0.040%
7/10/2025 Wealth Enhancement Advisory Services LLC30,634$2.48M0.0%-1.5%0.221%
7/9/2025 Brand Asset Management Group Inc.36,400$2.90M1.1%+1.2%0.263%
6/11/2025Fortitude Financial LLC70,502$5.22M5.0%-85.4%0.590%
5/28/2025Silicon Valley Capital Partners954$70K0.0%N/A0.008%
5/28/2025 Wealth Management Associates Inc.3,822$283K0.1%-5.0%0.032%
5/15/2025 Royal Bank of Canada46,267$3.43M0.0%+0.8%0.387%
5/14/2025 Wealth Preservation Advisors LLC702$52K0.0%N/A0.006%
5/14/2025 Comerica Bank5,725$424K0.0%+7.2%0.048%
5/14/2025 Northwestern Mutual Wealth Management Co.32,399$2.40M0.0%+4.4%0.271%
5/14/2025 Kestra Advisory Services LLC42,778$3.17M0.0%+1.9%0.358%
5/14/2025 Rede Wealth LLC10,142$751K0.3%-21.5%0.085%
5/14/2025 Flow Traders U.S. LLC24,356$1.80M0.1%N/A0.204%
5/13/2025 Aptus Capital Advisors LLC105,533$7.82M0.1%+2.1%0.883%
5/13/2025 Raymond James Financial Inc.321,664$23.83M0.0%-7.0%2.692%
5/13/2025 HighTower Advisors LLC43,591$3.23M0.0%-4.6%0.365%
5/12/2025 Capital Planning Advisors LLC7,493$555K0.1%+7.0%0.063%
5/9/2025 Atria Wealth Solutions Inc.55,733$4.13M0.0%-0.4%0.466%
5/9/2025 Commonwealth Equity Services LLC398,963$29.56M0.0%+8.6%3.339%
5/7/2025 Woodard & Co. Asset Management Group Inc. ADV49,947$3.70M0.8%-1.9%0.418%
5/7/2025 LPL Financial LLC453,623$33.61M0.0%+5.7%3.796%
5/7/2025 Bedel Financial Consulting Inc.46,481$3.43M0.5%+15.6%0.389%
5/6/2025 Assetmark Inc.10,149$752K0.0%+258.4%0.085%
5/6/2025 Cetera Investment Advisers180,316$13.36M0.0%-2.1%1.509%
5/6/2025 Avantax Advisory Services Inc.82,355$6.10M0.0%+0.2%0.689%
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Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.tc pixel

Click here to get the details on this virtual monopoly.
5/6/2025 AE Wealth Management LLC682$51K0.0%+306.0%0.006%
5/5/2025 J.W. Cole Advisors Inc.12,883$954K0.0%-1.2%0.108%
5/5/2025 Diversify Advisory Services LLC9,005$658K0.0%-10.1%0.075%
4/30/2025 Cerity Partners LLC20,852$1.55M0.0%-3.6%0.174%
4/30/2025 Principal Securities Inc.408$31K0.0%+52.2%0.003%
4/29/2025 Envestnet Asset Management Inc.50,957$3.78M0.0%-2.3%0.426%
4/29/2025 Adell Harriman & Carpenter Inc.4,300$319K0.0%-27.1%0.036%
4/29/2025 World Investment Advisors20,711$1.53M0.0%-2.8%0.173%
4/28/2025 Detalus Advisors LLC2,979$221K0.1%N/A0.025%
4/24/2025 Philip James Wealth Mangement LLC5,675$420K0.1%-5.9%0.047%
(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, 164 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were RMG Wealth Management LLC ($87.67M), UBS Group AG ($74.91M), Townsquare Capital LLC ($42.71M), LPL Financial LLC ($33.61M), Commonwealth Equity Services LLC ($29.56M), Means Investment CO. Inc. ($25.42M), and Raymond James Financial Inc. ($25.33M).Learn more on iShares Morningstar Mid-Cap ETF's institutional investors.

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

22.26% of iShares Morningstar Mid-Cap ETF's 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's stock?

Of the 130 institutional investors that purchased iShares Morningstar Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RMG Wealth Management LLC ($1.08M), Raymond James Financial Inc. ($691.38K), Means Investment CO. Inc. ($240.10K), Steele Capital Management Inc. ($179.28K), Cetera Investment Advisers ($152.77K), Creative Financial Designs Inc. ADV ($147.62K), and Commonwealth Equity Services LLC ($108.78K).

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

Institutional investors have bought a total of 2,996,467 shares in the last 24 months. This purchase volume represents approximately $232.56M in transactions.

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

Of the 71 institutional investors that sold iShares Morningstar Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fortitude Financial LLC ($412.94K), Woodard & Co. Asset Management Group Inc. ADV ($60.72K), Atria Wealth Solutions Inc. ($47.21K), Raymond James Financial Inc. ($27.72K), Marshall Financial Group LLC ($25.41K), Ameriprise Financial Inc. ($17.73K), and Pacific Financial Group Inc. ($13.04K).

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

Institutional investors have sold a total of 723,058 shares in the last 24 months. This volume of shares sold represents approximately $54.31M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 8/30/2025 by MarketBeat.com Staff
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