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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$80.19 -0.15 (-0.19%)
As of 08/8/2025 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)
98
Total
Institutional Inflows
(last 12 months)
$230.06M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$53.93M
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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
8/8/2025Financial Gravity Companies Inc.328$26K0.0%N/A0.002%
8/8/2025Avantax Advisory Services Inc.83,245$6.63M0.0%+1.1%0.599%
8/8/2025Cetera Investment Advisers181,928$14.49M0.0%+0.9%1.309%
8/8/2025Creative 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%
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%
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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%
5/15/2025Royal Bank of Canada46,267$3.43M0.0%+0.8%0.387%
5/14/2025Wealth Preservation Advisors LLC702$52K0.0%N/A0.006%
5/14/2025Comerica Bank5,725$424K0.0%+7.2%0.048%
5/14/2025Northwestern Mutual Wealth Management Co.32,399$2.40M0.0%+4.4%0.271%
5/14/2025Kestra Advisory Services LLC42,778$3.17M0.0%+1.9%0.358%
5/14/2025 Rede Wealth LLC10,142$751K0.3%-21.5%0.085%
5/14/2025Flow Traders U.S. LLC24,356$1.80M0.1%N/A0.204%
5/13/2025Aptus Capital Advisors LLC105,533$7.82M0.1%+2.1%0.883%
5/13/2025Raymond James Financial Inc.321,664$23.83M0.0%-7.0%2.692%
5/13/2025HighTower Advisors LLC43,591$3.23M0.0%-4.6%0.365%
5/12/2025Capital 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%
5/7/2025LPL Financial LLC453,623$33.61M0.0%+5.7%3.796%
5/7/2025Bedel 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%
5/6/2025Cetera Investment Advisers180,316$13.36M0.0%-2.1%1.509%
5/6/2025Avantax 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%
5/5/2025J.W. Cole Advisors Inc.12,883$954K0.0%-1.2%0.108%
5/5/2025Diversify Advisory Services LLC9,005$658K0.0%-10.1%0.075%
4/30/2025Cerity Partners LLC20,852$1.55M0.0%-3.6%0.174%
4/30/2025Principal 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%
4/21/2025United Advisor Group LLC19,520$1.45M0.3%+14.4%0.163%
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4/21/2025PSI 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%
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%
(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, 161 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. ($23.83M).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 124 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 ($153.62K), 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 2,965,746 shares in the last 24 months. This purchase volume represents approximately $230.06M in transactions.

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

Of the 72 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), Marshall Financial Group LLC ($25.41K), Raymond James Financial Inc. ($24.03K), Ameriprise Financial Inc. ($14.32K), 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 718,840 shares in the last 24 months. This volume of shares sold represents approximately $53.93M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 8/9/2025 by MarketBeat.com Staff
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