iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

$72.18

+0.86 (+1.21%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Current Institutional Ownership Percentage: 22.26%
Number of Institutional Buyers (last 12 months): 54
Total Institutional Inflows (last 12 months): $65.66M

Number of Institutional Sellers (last 12 months): 50
Total Institutional Outflows (last 12 months): $26.51M

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IMCB Institutional Buying and Selling by Quarter

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iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Avion Wealth	643	$45K	0.0%	N/A	0.005%
7/26/2024	Cambridge Investment Research Advisors Inc.	63,450	$4.45M	0.0%	+19.7%	0.531%
7/24/2024	Goldstein Advisors LLC	38,119	$2.67M	0.4%	-0.5%	0.319%
7/20/2024	Raymond James Financial Services Advisors Inc.	149,376	$10.47M	0.0%	-27.6%	1.250%
7/20/2024	Brand Asset Management Group Inc.	36,461	$2.56M	1.1%	-0.9%	0.305%
7/20/2024	Means Investment CO. Inc.	130,372	$9.14M	1.1%	+9.9%	1.091%
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7/19/2024	Raymond James & Associates	205,915	$14.43M	0.0%	-3.5%	1.723%
7/18/2024	Portside Wealth Group LLC	22,660	$1.59M	0.3%	N/A	0.190%
7/18/2024	Miracle Mile Advisors LLC	13,671	$958K	0.0%	-6.5%	0.114%
7/17/2024	Divergent Wealth Advisors	4,803	$337K	0.1%	-8.3%	0.040%
7/16/2024	Steele Capital Management Inc.	154,885	$10.86M	0.6%	-0.6%	1.296%
7/16/2024	Wealth Enhancement Advisory Services LLC	25,817	$1.81M	0.0%	+2.3%	0.216%
7/13/2024	Sunburst Financial Group LLC	92,922	$6.51M	1.8%	+7.1%	0.778%
7/12/2024	Diversify Advisory Services LLC	15,119	$1.06M	0.1%	+68.3%	0.127%
7/12/2024	Atlas Private Wealth Advisors	6,204	$435K	0.1%	N/A	0.052%
7/12/2024	Lion Street Advisors LLC	5,353	$375K	0.1%	-9.5%	0.045%
7/10/2024	Matrix Trust Co	154,883	$10.86M	2.5%	-0.2%	1.296%
7/10/2024	S.A. Mason LLC	11,580	$812K	0.5%	+2.8%	0.097%
7/8/2024	Benchmark Wealth Management LLC	57,158	$4.01M	2.1%	-11.2%	0.478%
5/24/2024	Cetera Advisors LLC	52,745	$3.84M	0.0%	+42.7%	0.441%
5/24/2024	Cetera Investment Advisers	166,848	$12.15M	0.0%	+498.9%	1.396%
5/17/2024	Comerica Bank	4,674	$340K	0.0%	-27.3%	0.039%
5/17/2024	Clear Point Advisors Inc.	1,802	$131K	0.1%	-9.9%	0.015%
5/16/2024	B. Riley Wealth Advisors Inc.	5,521	$402K	0.0%	+15.4%	0.046%
5/13/2024	Ameritas Investment Partners Inc.	6,663	$485K	0.0%	-7.3%	0.056%
5/10/2024	Osaic Holdings Inc.	101,767	$7.42M	0.0%	+15.0%	0.852%
5/10/2024	Nwam LLC	10,914	$772K	0.1%	-14.4%	0.091%
5/8/2024	Avantax Advisory Services Inc.	81,523	$5.94M	0.1%	-7.2%	0.679%
5/7/2024	Bedel Financial Consulting Inc.	23,314	$1.70M	0.3%	+9.8%	0.194%
5/1/2024	Concourse Financial Group Securities Inc.	11,605	$845K	0.1%	-2.0%	0.097%
5/1/2024	Diversify Advisory Services LLC	8,985	$650K	0.0%	N/A	0.075%
4/30/2024	J.W. Cole Advisors Inc.	13,576	$989K	0.0%	-3.9%	0.113%
4/29/2024	Commonwealth Equity Services LLC	383,809	$27.95M	0.0%	+1.7%	3.198%
4/29/2024	Yarger Wealth Strategies LLC	69,277	$5.05M	3.4%	+0.3%	0.577%
4/25/2024	Cambridge Investment Research Advisors Inc.	52,986	$3.86M	0.0%	-0.8%	0.442%
4/24/2024	Pitti Group Wealth Management LLC	17,972	$1.28M	1.4%	-1.3%	0.150%
4/23/2024	Global Retirement Partners LLC	22,709	$1.65M	0.1%	-2.5%	0.189%
4/23/2024	Raymond James Financial Services Advisors Inc.	206,230	$15.02M	0.0%	+18.8%	1.719%
4/22/2024	PFG Investments LLC	4,976	$362K	0.0%	N/A	0.041%
4/22/2024	Raymond James & Associates	213,433	$15.54M	0.0%	-18.6%	1.779%
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4/19/2024	Marshall Financial Group LLC	30,990	$2.26M	0.6%	+10.5%	0.257%
4/19/2024	Evolution Wealth Advisors LLC	4,000	$291K	0.1%	N/A	0.033%
4/18/2024	Steele Capital Management Inc.	155,750	$11.34M	0.7%	-1.9%	1.293%
4/18/2024	Miracle Mile Advisors LLC	14,617	$1.07M	0.0%	-3.2%	0.121%
4/16/2024	Sunburst Financial Group LLC	86,741	$6.28M	1.8%	+5.7%	0.720%
4/15/2024	S.A. Mason LLC	11,270	$821K	0.5%	+4.8%	0.094%
4/15/2024	Flagstar Advisors Inc.	26,716	$1.95M	0.5%	-1.5%	0.222%
4/10/2024	PPS&V Asset Management Consultants Inc.	4,851	$353K	0.3%	-56.9%	0.040%
3/15/2024	B. Riley Wealth Advisors Inc.	4,783	$321K	0.0%	-13.4%	0.040%
3/8/2024	ICA Group Wealth Management LLC	1,194	$80K	0.0%	N/A	0.010%
2/14/2024	Pacific Financial Group Inc.	89,518	$6.01M	4.5%	-1.3%	0.743%
2/13/2024	Cetera Advisor Networks LLC	102,419	$6.88M	0.0%	-15.2%	0.850%
2/12/2024	Goldstein Advisors LLC	38,257	$2.57M	0.4%	-2.9%	0.317%
2/12/2024	Stifel Financial Corp	75,517	$5.07M	0.0%	-2.7%	0.627%
2/12/2024	Parallel Advisors LLC	580	$39K	0.0%	N/A	0.005%
2/12/2024	Cape Investment Advisory Inc.	2,426	$163K	0.1%	-26.6%	0.020%
2/9/2024	Cambridge Investment Research Advisors Inc.	53,433	$3.59M	0.0%	+0.3%	0.443%
2/9/2024	Corient Private Wealth LLC	41,173	$2.76M	0.0%	+13.6%	0.342%
2/9/2024	UBS Group AG	1,115,895	$74.91M	0.0%	-4.3%	9.261%
2/8/2024	Bedel Financial Consulting Inc.	21,234	$1.43M	0.3%	+23.2%	0.176%
2/7/2024	Avantax Advisory Services Inc.	87,894	$5.90M	0.1%	-3.4%	0.729%
2/7/2024	Concourse Financial Group Securities Inc.	11,842	$795K	0.1%	-4.2%	0.098%
2/6/2024	Apollon Wealth Management LLC	10,838	$728K	0.0%	-44.6%	0.090%
2/6/2024	Private Advisor Group LLC	3,276	$220K	0.0%	N/A	0.027%
2/6/2024	M&T Bank Corp	5,220	$350K	0.0%	-15.8%	0.043%
2/6/2024	Merit Financial Group LLC	31,058	$2.09M	0.1%	+10.2%	0.258%
2/6/2024	Commonwealth Equity Services LLC	377,258	$25.33M	0.0%	+19.4%	3.131%
2/5/2024	Steele Capital Management Inc.	158,775	$10.66M	0.7%	N/A	1.318%
2/5/2024	Pitti Group Wealth Management LLC	18,200	$1.22M	1.3%	-4.3%	0.151%
2/5/2024	Russell Investments Group Ltd.	703	$47K	0.0%	-38.2%	0.006%
2/2/2024	Addison Advisors LLC	4,050	$272K	0.1%	+189.3%	0.034%
2/2/2024	Truist Financial Corp	22,146	$1.49M	0.0%	+10.0%	0.184%
2/2/2024	Atria Wealth Solutions Inc.	56,316	$3.78M	0.0%	-1.9%	0.467%
1/31/2024	J.W. Cole Advisors Inc.	14,121	$948K	0.1%	+5.7%	0.117%
1/31/2024	Western Wealth Management LLC	3,300	$222K	0.0%	N/A	0.027%
1/26/2024	Cerity Partners LLC	22,870	$1.54M	0.0%	N/A	0.190%
1/26/2024	Geneos Wealth Management Inc.	2,240	$150K	0.0%	-13.0%	0.019%
1/25/2024	RFG Advisory LLC	3,042	$204K	0.0%	N/A	0.025%
1/25/2024	International Assets Investment Management LLC	24,361	$1.64M	0.0%	N/A	0.202%
1/25/2024	Woodard & Co. Asset Management Group Inc. ADV	108,568	$7.29M	2.1%	-1.9%	0.901%
1/25/2024	Means Investment CO. Inc.	101,923	$6.84M	1.0%	+17.5%	0.846%
1/24/2024	International Assets Investment Management LLC	24,361	$1.64M	0.0%	N/A	0.202%
1/22/2024	Miracle Mile Advisors LLC	15,094	$1.01M	0.0%	-19.7%	0.125%
1/19/2024	Benchmark Wealth Management LLC	64,461	$4.33M	2.6%	-1.6%	0.535%
1/19/2024	Flagstar Advisors Inc.	27,111	$1.82M	0.6%	-2.1%	0.225%
1/18/2024	Global Retirement Partners LLC	23,296	$1.53M	0.1%	-2.1%	0.193%
1/18/2024	Yarger Wealth Strategies LLC	69,055	$4.64M	3.7%	+1.0%	0.573%
1/17/2024	S.A. Mason LLC	10,755	$722K	0.5%	+2.7%	0.089%
1/17/2024	Rede Wealth LLC	13,716	$921K	0.4%	N/A	0.114%
1/16/2024	Raymond James Financial Services Advisors Inc.	173,642	$11.66M	0.0%	+37.4%	1.441%
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1/16/2024	Raymond James & Associates	262,119	$17.60M	0.0%	+9.5%	2.175%
1/12/2024	Mutual Advisors LLC	4,312	$289K	0.0%	+5.7%	0.036%
1/11/2024	Marshall Financial Group LLC	28,036	$1.88M	0.6%	-3.0%	0.233%
1/10/2024	Dfpg Investments LLC	9,305	$612K	0.0%	+6.8%	0.077%
1/9/2024	Sunburst Financial Group LLC	82,026	$5.51M	1.7%	+17.3%	0.681%
1/9/2024	DB Wealth Management Group LLC	9,052	$608K	0.3%	+4.5%	0.075%
12/11/2023	Headinvest LLC	485	$29K	0.0%	N/A	0.004%
12/1/2023	B. Riley Wealth Advisors Inc.	5,521	$331K	0.0%	+18.8%	0.046%
11/14/2023	Tower Research Capital LLC TRC	7,947	$475K	0.0%	+38.2%	0.066%
11/14/2023	Woodard & Co. Asset Management Group Inc. ADV	110,669	$6.61M	2.2%	+18.5%	0.918%

(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, 120 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were UBS Group AG ($74.91M), Commonwealth Equity Services LLC ($27.95M), LPL Financial LLC ($25.97M), Raymond James & Associates ($14.43M), Cetera Investment Advisers ($12.15M), Steele Capital Management Inc. ($10.86M), and Matrix Trust Co ($10.86M).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 92 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 Services Advisors Inc. ($170.67K), Steele Capital Management Inc. ($158.78K), Cetera Investment Advisers ($143.26K), Means Investment CO. Inc. ($106.20K), Commonwealth Equity Services LLC ($100.81K), UBS Group AG ($92.54K), and Sunburst Financial Group LLC ($77.03K).

How much institutional buying is happening at iShares Morningstar Mid-Cap ETF?: Institutional investors have bought a total of 1,654,406 shares in the last 24 months. This purchase volume represents approximately $104.95M in transactions.
Which iShares Morningstar Mid-Cap ETF major shareholders have been selling company stock?: Of the 67 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. ($139.56K), UBS Group AG ($54.85K), Advisor Group Holdings Inc. ($53.68K), Envestnet Asset Management Inc. ($48.91K), and LPL Financial LLC ($48.35K).
How much institutional selling is happening at iShares Morningstar Mid-Cap ETF?: Institutional investors have sold a total of 1,011,199 shares in the last 24 months. This volume of shares sold represents approximately $62.66M in transactions.