Free Trial
→ Trump Exec Order 14179 is wealth “gift” to good Americans? (From Paradigm Press) (Ad) Buy IMCB Stock  Free IMCB Stock Alerts

iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$75.99 -0.36 (-0.47%)
As of 05/23/2025 04:10 PM Eastern
Compare

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)
84
Total
Institutional Inflows
(last 12 months)
$136.23M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$23.78M
Get IMCB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Mid-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IMCB Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
4/23/2025 Goldstein Advisors LLC37,574$2.78M0.4%-0.6%0.314%
4/23/2025 Creative Financial Designs Inc. ADV7,023$520K0.0%+6.9%0.059%
4/23/2025 Pacific Financial Group Inc.63,991$4.74M3.8%-2.5%0.535%
4/22/2025 XML Financial LLC3,787$281K0.0%+22.8%0.032%
4/22/2025 Cambridge Investment Research Advisors Inc.79,705$5.91M0.0%+4.8%0.667%
4/21/2025 Jim Saulnier & Associates LLC19,390$1.44M1.1%+3.8%0.162%
4/21/2025 Means Investment CO. Inc.302,927$22.44M2.4%+92.3%2.535%
4/21/2025 United Advisor Group LLC19,520$1.45M0.3%+14.4%0.163%
4/21/2025 PSI Advisors LLC662$49K0.0%N/A0.006%
4/21/2025 Kingswood Wealth Advisors LLC3,324$247K0.0%N/A0.028%
4/18/2025 Lion Street Advisors LLC3,535$262K0.1%-16.0%0.030%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
4/18/2025 Financial Perspectives Inc5,895$437K0.1%+18.7%0.049%
4/17/2025 Janney Montgomery Scott LLC11,149$826K0.0%-2.6%0.093%
4/17/2025 Atlas Private Wealth Advisors5,956$441K0.1%-32.7%0.050%
4/16/2025 Steele Capital Management Inc.174,787$12.95M0.7%+0.3%1.463%
4/16/2025 Marshall Financial Group LLC6,221$461K0.1%-79.4%0.052%
4/15/2025 Yarger Wealth Strategies LLC68,793$5.10M3.0%+0.3%0.576%
4/15/2025 Parsons Capital Management Inc. RI17,818$1.32M0.1%-6.2%0.149%
4/14/2025 Truefg LLC9,398$696K0.2%-2.0%0.079%
4/14/2025 Farther Finance Advisors LLC2,950$219K0.0%+282.1%0.025%
4/14/2025 Miracle Mile Advisors LLC10,495$777K0.0%-12.3%0.088%
4/14/2025 Patriot Financial Group Insurance Agency LLC35,642$2.64M0.4%+96.7%0.298%
4/11/2025 Pitti Group Wealth Management LLC16,958$1.26M1.3%-4.3%0.142%
4/11/2025 Procyon Advisors LLC4,587$340K0.0%-8.0%0.038%
4/10/2025 Matrix Trust Co174,785$12.95M2.2%+0.3%1.463%
4/9/2025 RFG Advisory LLC3,175$235K0.0%+4.7%0.027%
4/2/2025 Global Wealth Strategies & Associates1,100$81K0.0%N/A0.009%
3/17/2025 Wealth Enhancement Advisory Services LLC31,026$2.36M0.0%+21.6%0.260%
2/24/2025 United Advisor Group LLC17,066$1.30M0.3%N/A0.143%
2/17/2025 EPG Wealth Management LLC1,796$137K0.0%+26.2%0.015%
2/17/2025 Cetera Investment Advisers184,243$14.03M0.0%+7.1%1.542%
2/17/2025 Citadel Advisors LLC25,172$1.92M0.0%+50.7%0.211%
2/17/2025 Bank of America Corp DE119,994$9.14M0.0%-1.1%1.004%
2/17/2025 Ameriprise Financial Inc.120,456$9.17M0.0%-10.6%1.008%
2/17/2025 Aptus Capital Advisors LLC103,342$7.87M0.1%+3.0%0.865%
2/14/2025 Mercer Global Advisors Inc. ADV2,644$201K0.0%N/A0.022%
2/14/2025 Jane Street Group LLC8,701$663K0.0%+66.8%0.073%
2/14/2025 Comerica Bank5,338$406K0.0%+29.9%0.045%
2/14/2025 Three Seasons Wealth LLC4,746$361K0.2%N/A0.040%
2/14/2025 Stifel Financial Corp75,318$5.74M0.0%+1.8%0.630%
2/14/2025 Tower Research Capital LLC TRC3,278$250K0.0%+70.4%0.027%
2/14/2025 MML Investors Services LLC121,011$9.22M0.0%+9.6%1.013%
2/14/2025 Concourse Financial Group Securities Inc.10,047$800K0.0%-3.2%0.084%
2/13/2025 Summit Investment Advisors Inc.6,707$511K0.5%-2.8%0.056%
2/13/2025 Glass Jacobson Investment Advisors llc978$74K0.0%+19.1%0.008%
2/13/2025 Raymond James Financial Inc.345,690$26.32M0.0%N/A2.893%
2/13/2025 Advisory Services Network LLC13,210$1.01M0.0%+144.3%0.111%
2/13/2025 Envestnet Asset Management Inc.52,171$3.97M0.0%-3.2%0.437%
2/13/2025 Wells Fargo & Company MN105,013$8.00M0.0%+4.6%0.879%
2/12/2025 World Investment Advisors21,298$1.62M0.0%+1.6%0.178%
2/12/2025 JPMorgan Chase & Co.23,353$1.78M0.0%+14.0%0.195%
2/12/2025 Tyler Stone Wealth Management3,526$269K0.0%-15.8%0.030%
2/11/2025 LPL Financial LLC429,064$32.67M0.0%+4.6%3.590%
2/10/2025 Clearwater Capital Advisors LLC3,446$262K0.0%-5.5%0.029%
2/10/2025 Pitti Group Wealth Management LLC17,727$1.35M1.4%-2.6%0.148%
2/10/2025 Creative Financial Designs Inc. ADV6,568$500K0.0%+13.9%0.055%
2/10/2025 Harbour Investments Inc.1,967$150K0.0%-8.5%0.016%
2/10/2025 Corient Private Wealth LLC10,374$790K0.0%-33.9%0.087%
2/10/2025 Commonwealth Equity Services LLC367,484$27.98M0.0%-2.0%3.075%
2/10/2025 Avantax Advisory Services Inc.82,176$6.26M0.0%-5.2%0.688%
2/7/2025 HighTower Advisors LLC45,714$3.48M0.0%+1.3%0.383%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
2/7/2025 Independent Advisor Alliance6,220$474K0.0%N/A0.052%
2/6/2025 Opulen Financial Group LLC8,439$643K0.6%N/A0.071%
2/6/2025 Raymond James Financial Inc.345,690$26.32M0.0%N/A2.893%
2/6/2025 M&T Bank Corp3,636$277K0.0%-16.8%0.030%
2/6/2025 Assetmark Inc.2,832$216K0.0%+356.8%0.024%
2/6/2025 Synergy Investment Management LLC2,340$178K0.1%N/A0.020%
2/6/2025 Bedel Financial Consulting Inc.40,210$3.20M0.4%+27.3%0.336%
2/6/2025 Jones Financial Companies Lllp3,076$234K0.0%+85.3%0.026%
2/5/2025 Cape Investment Advisory Inc.1,786$136K0.1%-26.4%0.015%
2/3/2025 Sigma Planning Corp4,005$305K0.0%-3.9%0.034%
(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, 151 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), LPL Financial LLC ($33.61M), Commonwealth Equity Services LLC ($29.56M), Raymond James Financial Inc. ($23.83M), Means Investment CO. Inc. ($22.44M), and Raymond James & Associates ($16.07M).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 110 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: Raymond James Financial Inc. ($691.38K), Means Investment CO. Inc. ($236.33K), Steele Capital Management Inc. ($179.28K), Cetera Investment Advisers ($152.01K), Commonwealth Equity Services LLC ($108.78K), Aptus Capital Advisors LLC ($105.53K), and LPL Financial LLC ($101.52K).

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

Institutional investors have bought a total of 2,591,280 shares in the last 24 months. This purchase volume represents approximately $187.58M in transactions.

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

Of the 86 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. ($187.59K), Raymond James & Associates ($109.66K), Woodard & Co. Asset Management Group Inc. ADV ($61.43K), UBS Group AG ($49.81K), Marshall Financial Group LLC ($28.68K), Miracle Mile Advisors LLC ($24.88K), and Raymond James Financial Inc. ($24.03K).

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

Institutional investors have sold a total of 752,789 shares in the last 24 months. This volume of shares sold represents approximately $51.64M in transactions.


Related Companies

This page (NYSEARCA:IMCB) was last updated on 5/24/2025 by MarketBeat.com Staff
From Our Partners
Trump Predicts Dollar Downfall
READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... ...
Augusta Precious Metals | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
$19 for a FULL YEAR of stock picks?!
Invest in Musk's AI Play With Just $100 You don't need deep pockets to ride the next wave of AI wealth. ...
Behind the Markets | Sponsored
Trump Exec Order 14179 is wealth “gift” to good Americans?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
Elon just did WHAT!?
As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they got...
Brownstone Research | Sponsored
Banks aren’t ready for this altcoin—are you?
While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...
Crypto 101 Media | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
After Monday, price goes up 600% (hurry)
Right now, for a limited time… You can get up to 52 Money Monday trades for just $7! Thanks to Wall Street’...
Timothy Sykes | Sponsored