iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

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Stock Analysis Chart Holdings Ownership Ratings

Current Institutional Ownership Percentage: 22.26%
Number of Institutional Buyers (last 12 months): 70
Total Institutional Inflows (last 12 months): $57.08M

Number of Institutional Sellers (last 12 months): 68
Total Institutional Outflows (last 12 months): $45.94M

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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
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%
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2/16/2024	Harbour Investments Inc.	2,386	$160K	0.0%	+230.0%	0.020%
2/15/2024	Townsquare Capital LLC	3,269	$219K	0.0%	-26.9%	0.027%
2/15/2024	Mission Creek Capital Partners Inc.	6,047	$406K	0.1%	-7.1%	0.050%
2/15/2024	Nwam LLC	12,743	$855K	0.1%	+7.2%	0.106%
2/15/2024	Comerica Bank	6,428	$432K	0.0%	-8.4%	0.053%
2/14/2024	Royal Bank of Canada	47,735	$3.20M	0.0%	-17.1%	0.396%
2/14/2024	Pacific Financial Group Inc.	89,518	$6.01M	4.5%	-1.3%	0.743%
2/14/2024	Kestra Advisory Services LLC	44,932	$3.02M	0.0%	+5.4%	0.373%
2/13/2024	Envestnet Asset Management Inc.	40,075	$2.69M	0.0%	-7.9%	0.333%
2/13/2024	Cetera Advisor Networks LLC	102,419	$6.88M	0.0%	-15.2%	0.850%
2/13/2024	Tower Research Capital LLC TRC	3,852	$259K	0.0%	-51.5%	0.032%
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	Wells Fargo & Company MN	95,195	$6.39M	0.0%	-44.6%	0.790%
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%
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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%
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%
11/21/2023	Comerica Bank	7,019	$419K	0.0%	N/A	0.058%
11/16/2023	Morgan Stanley	900,006	$53.76M	0.0%	0.0%	7.469%
11/15/2023	Townsquare Capital LLC	4,473	$267K	0.0%	-8.5%	0.037%
11/15/2023	Royal Bank of Canada	57,598	$3.44M	0.0%	+14.7%	0.478%
11/15/2023	Ameriprise Financial Inc.	172,886	$10.33M	0.0%	+7.4%	1.435%
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%
11/13/2023	Mariner LLC	6,772	$404K	0.0%	+8.7%	0.056%
11/13/2023	LPL Financial LLC	434,736	$25.97M	0.0%	+14.4%	3.608%
11/13/2023	FMR LLC	2,950	$176K	0.0%	-7.7%	0.024%
11/13/2023	Envestnet Asset Management Inc.	43,520	$2.60M	0.0%	-1.6%	0.361%
11/13/2023	Kestra Advisory Services LLC	42,632	$2.55M	0.0%	+5.7%	0.354%
11/9/2023	DB Wealth Management Group LLC	8,662	$517K	0.3%	+4.5%	0.072%
11/9/2023	UBS Group AG	1,165,702	$69.63M	0.0%	+0.0%	9.674%
11/8/2023	HighTower Advisors LLC	38,518	$2.30M	0.0%	-0.7%	0.320%
11/8/2023	Atria Wealth Solutions Inc.	57,392	$3.43M	0.0%	+1.7%	0.476%
11/8/2023	Avantax Advisory Services Inc.	90,974	$5.43M	0.1%	-0.6%	0.755%
11/7/2023	Merit Financial Group LLC	28,190	$1.68M	0.1%	+29.5%	0.234%
11/7/2023	Addison Advisors LLC	1,400	$84K	0.0%	-24.5%	0.012%
11/7/2023	Cape Investment Advisory Inc.	3,306	$197K	0.1%	-6.0%	0.027%
11/6/2023	Sigma Planning Corp	4,598	$275K	0.0%	-11.1%	0.038%
11/6/2023	PFG Investments LLC	5,174	$309K	0.1%	+4.0%	0.043%
11/6/2023	Parsons Capital Management Inc. RI	19,138	$1.14M	0.1%	-2.7%	0.159%
11/2/2023	M&T Bank Corp	6,200	$370K	0.0%	N/A	0.051%
11/1/2023	Nwam LLC	11,885	$710K	0.1%	-10.9%	0.099%
10/30/2023	Matrix Trust Co	157,955	$9.44M	2.5%	+3.1%	1.311%
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10/27/2023	Assetmark Inc.	603	$36K	0.0%	-97.5%	0.005%
10/25/2023	Concourse Financial Group Securities Inc.	12,358	$742K	0.1%	-2.0%	0.103%
10/25/2023	Means Investment CO. Inc.	86,744	$5.18M	0.8%	+39.5%	0.720%
10/25/2023	Miracle Mile Advisors LLC	18,789	$1.12M	0.0%	-1.1%	0.156%
10/24/2023	Bouchey Financial Group Ltd	3,360	$202K	0.0%	N/A	0.028%
10/24/2023	J.W. Cole Advisors Inc.	13,360	$798K	0.1%	-9.9%	0.111%
10/24/2023	Raymond James Financial Services Advisors Inc.	126,397	$7.55M	0.0%	-38.4%	1.049%
10/24/2023	Raymond James & Associates	239,466	$14.30M	0.0%	-8.0%	1.987%
10/24/2023	Cambridge Investment Research Advisors Inc.	53,261	$3.18M	0.0%	+1.0%	0.442%
10/23/2023	Commonwealth Equity Services LLC	316,048	$18.88M	0.0%	+1.8%	2.623%

(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, 142 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were UBS Group AG ($74.91M), Morgan Stanley ($53.76M), LPL Financial LLC ($25.97M), Commonwealth Equity Services LLC ($25.33M), Raymond James & Associates ($17.60M), Raymond James Financial Services Advisors Inc. ($11.66M), and Steele Capital Management Inc. ($11.34M).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 122 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. ($158.78K), Raymond James Financial Services Advisors Inc. ($138.78K), UBS Group AG ($125.47K), Woodard & Co. Asset Management Group Inc. ADV ($118.58K), Pacific Financial Group Inc. ($110.08K), Means Investment CO. Inc. ($101.92K), and Commonwealth Equity Services LLC ($94.26K).

How much institutional buying is happening at iShares Morningstar Mid-Cap ETF?: Institutional investors have bought a total of 2,237,582 shares in the last 24 months. This purchase volume represents approximately $140.21M in transactions.
Which iShares Morningstar Mid-Cap ETF major shareholders have been selling company stock?: Of the 88 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: Avantax Advisory Services Inc. ($144.64K), Raymond James & Associates ($136.63K), Raymond James Financial Services Advisors Inc. ($135.91K), Royal Bank of Canada ($102.38K), Wells Fargo & Company MN ($89.16K), Envestnet Asset Management Inc. ($76.20K), and Bank of America Corp DE ($61.26K).
How much institutional selling is happening at iShares Morningstar Mid-Cap ETF?: Institutional investors have sold a total of 1,358,543 shares in the last 24 months. This volume of shares sold represents approximately $83.95M in transactions.

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This page (NYSEARCA:IMCB) was last updated on 4/18/2024 by MarketBeat.com Staff

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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

IMCB Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

IMCB Institutional Ownership - Frequently Asked Questions

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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

IMCB Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

IMCB Institutional Ownership - Frequently Asked Questions