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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$101.24 +0.09 (+0.09%)
As of 03:40 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)
105
Total
Institutional Inflows
(last 12 months)
$403.26M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$40.45M
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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
8/13/2026Capital Square LLC2,312$225K0.1%N/A0.014%
8/13/2026Capital Square LLC30,581$2.97M1.3%N/A0.179%
8/12/2026 Compass Financial Management LLC543$52K0.0%N/A0.003%
8/7/2026 Trust Co. of Vermont45,368$3.66M0.1%N/A0.265%
7/9/2026 Matrix Trust Co191,562$18.50M2.7%+0.9%1.130%
7/9/2026 Fortitude Financial LLC149,902$14.48M13.0%-17.9%0.884%
7/9/2026 Sunburst Financial Group LLC241,685$23.34M3.8%+9.5%1.426%
7/7/2026 PPS&V Asset Management Consultants Inc.3,292$318K0.2%-3.2%0.019%
6/18/2026Western Wealth Management LLC1,606$134K0.0%N/A0.009%
6/3/2026 NewEdge Advisors LLC5,087$424K0.0%+155.9%0.030%
5/29/2026 Mullaney Keating & Wright Inc.3,810$318K0.2%+25.8%0.022%
5/19/2026Western Wealth Management LLC1,606$134K0.0%N/A0.009%
5/19/2026Bank of America Corp DE113,351$9.46M0.0%+3.5%0.659%
5/19/2026 Ashton Thomas Securities LLC4,520$377K0.0%N/A0.026%
5/18/2026Royal Bank of Canada104,467$8.72M0.0%-2.3%0.607%
5/15/2026Matrix Private Capital Group LLC2,672$223K0.1%N/A0.016%
5/14/2026RMG Wealth Management LLC1,284,701$117.28M14.0%N/A7.469%
5/13/2026 Cetera Investment Advisers240,763$20.09M0.0%+1.4%1.400%
5/5/2026Three Seasons Wealth LLC7,170$598K0.2%+4.5%0.042%
5/5/2026 Geneos Wealth Management Inc.8,944$746K0.0%+11.5%0.052%
5/4/2026 Bleakley Financial Group LLC13,408$1.12M0.0%-6.1%0.078%
5/4/2026 Bedel Financial Consulting Inc.59,645$4.98M0.6%+11.0%0.347%
5/4/2026 Procyon Advisors LLC4,293$358K0.0%-6.4%0.025%
5/2/2026 Diversify Wealth Management LLC8,513$756K0.0%N/A0.049%
5/2/2026 Carnegie Investment Counsel60,331$5.03M0.1%-0.2%0.351%
5/1/2026 Fifth Third Bancorp6,606$551K0.0%N/A0.038%
5/1/2026American Trust4,929$411K0.0%-52.8%0.029%
4/30/2026 Kestra Advisory Services LLC117,073$9.77M0.0%+14.9%0.681%
4/29/2026 Northwest Wealth Advisors LLC143,117$11.94M8.5%+21.3%0.832%
4/27/2026 PFG Investments LLC5,356$447K0.0%-13.0%0.031%
4/27/2026 Private Advisor Group LLC3,192$266K0.0%+10.1%0.019%
4/23/2026 Flagstar Advisors Inc.8,795$734K0.3%-22.9%0.051%
4/22/2026 Janney Montgomery Scott LLC9,730$812K0.0%-4.9%0.057%
4/21/2026 Hoxton Planning & Management LLC5,586$466K0.1%+7.5%0.032%
4/20/2026 Ritholtz Wealth Management9,224$770K0.0%N/A0.054%
4/16/2026 Allegheny Financial Group3,403$284K0.0%+4.0%0.020%
4/16/2026 Triad Wealth Partners LLC7,632$637K0.1%-4.6%0.044%
3/9/2026 Corient Private Wealth LLC6,543$541K0.0%-15.1%0.038%
2/23/2026 Beaird Harris Wealth Management LLC984$81K0.0%N/A0.006%
2/20/2026SB Capital Management Inc6,756$559K0.2%N/A0.040%
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2/18/2026 Mercer Global Advisors Inc. ADV54,153$4.48M0.0%-7.4%0.318%
2/18/2026 VestGen Advisors LLC15,767$1.30M0.1%-77.1%0.092%
2/18/2026IHT Wealth Management LLC5,665$469K0.0%+2.9%0.033%
2/18/2026American Trust10,443$864K0.1%-13.9%0.061%
2/17/2026 Cetera Investment Advisers237,483$19.65M0.0%-15.3%1.393%
2/17/2026Hilltop Holdings Inc.7,953$658K0.0%+3.7%0.047%
2/17/2026Equitable Holdings Inc.34,802$2.88M0.0%-3.3%0.204%
2/17/2026Capital Planning Advisors LLC8,537$706K0.1%+6.5%0.050%
2/17/2026Osaic Holdings Inc.112,761$9.33M0.0%-4.9%0.661%
2/17/2026Pacific Financial Group Inc.68,220$5.64M3.1%+13.5%0.400%
2/17/2026 Blair William & Co. IL400$33K0.0%+2,005.3%0.002%
2/17/2026Royal Bank of Canada106,973$8.85M0.0%+51.3%0.627%
2/17/2026 Opal Capital LLC4,828$422K0.1%N/A0.028%
2/16/2026 MML Investors Services LLC123,175$10.19M0.0%-0.9%0.722%
2/16/2026Mariner LLC7,316$605K0.0%+2.7%0.043%
2/16/2026 Aptus Capital Advisors LLC116,957$9.68M0.1%+3.3%0.686%
2/13/2026 Kestra Advisory Services LLC101,891$8.43M0.0%+121.9%0.598%
2/13/2026UMB Bank n.a.515$43K0.0%N/A0.003%
2/13/2026 Stifel Financial Corp73,957$6.12M0.0%+0.5%0.434%
2/13/2026Morgan Stanley1,501,549$124.22M0.0%+17.9%8.807%
2/13/2026 Integrated Wealth Concepts LLC6,462$535K0.0%-5.9%0.038%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC520$43K0.0%N/A0.003%
2/13/2026Wells Fargo & Company MN204,827$16.95M0.0%+148.4%1.201%
2/13/2026 Summit Financial LLC44,878$3.71M0.1%+9.7%0.263%
2/12/2026 Laurel Oak Wealth Management LLC2,678$222K0.0%N/A0.016%
2/12/2026Jane Street Group LLC19,834$1.64M0.0%N/A0.116%
2/12/2026 Commonwealth Equity Services LLC179,461$14.85M0.0%-3.5%1.053%
2/12/2026 Mosley Wealth Management2,621$219K0.1%N/A0.015%
2/11/2026 Hoxton Planning & Management LLC5,197$430K0.1%+3.5%0.030%
2/11/2026 Janney Montgomery Scott LLC10,229$846K0.0%-11.0%0.060%
2/11/2026 GWN Securities Inc.6,365$527K0.1%N/A0.037%
2/11/2026 Brand Asset Management Group Inc.36,080$2.99M0.8%-1.8%0.212%
2/11/2026 LPL Financial LLC456,261$37.75M0.0%-3.3%2.676%
2/10/2026 Goldstein Advisors LLC38,341$3.17M0.4%-2.9%0.225%
2/10/2026 Opulen Financial Group LLC9,286$768K0.6%+29.8%0.054%
2/10/2026 Basepoint Wealth LLC487$40K0.0%N/A0.003%
2/10/2026 Northwestern Mutual Wealth Management Co.41,254$3.41M0.0%+19.0%0.242%
2/10/2026 Savant Capital LLC4,332$358K0.0%-6.0%0.025%
2/9/2026 Integrity Alliance LLC.4,954$410K0.0%N/A0.029%
2/9/2026 Bleakley Financial Group LLC14,283$1.18M0.0%N/A0.084%
2/9/2026 Summit Asset Management LLC9,554$790K0.1%-3.1%0.056%
2/6/2026 Northwest Wealth Advisors LLC117,988$9.76M7.6%N/A0.692%
2/6/2026 Global Retirement Partners LLC8,037$665K0.0%-31.8%0.047%
2/6/2026 IFP Advisors Inc4,630$383K0.0%+1,829.2%0.027%
2/6/2026 Creative Financial Designs Inc. ADV179,442$14.85M0.9%+6.6%1.052%
2/6/2026 HighTower Advisors LLC1,846,327$152.75M0.2%+3,833.4%10.829%
2/5/2026 Lawood & Co.6,736$557K0.5%N/A0.040%
2/4/2026 Summit Wealth Group LLC Co.3,825$316K0.0%N/A0.022%
2/3/2026 International Assets Investment Management LLC306$25K0.0%N/A0.002%
2/2/2026 Allegheny Financial Group3,273$271K0.0%N/A0.019%
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2/2/2026 Truist Financial Corp29,700$2.46M0.0%+1.2%0.174%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV24,514$2.03M0.3%-48.7%0.144%
1/30/2026 Archer Investment Corp977$81K0.0%-13.5%0.006%
1/30/2026 M&T Bank Corp3,241$268K0.0%-23.5%0.019%
1/29/2026Comerica Bank6,407$530K0.0%+6.5%0.038%
1/29/2026 S.A. Mason LLC11,668$965K0.4%-3.1%0.068%
1/29/2026UBS Group AG1,331,760$110.18M0.0%+0.8%7.811%
1/28/2026 Geneos Wealth Management Inc.8,019$663K0.0%+49.6%0.047%
1/28/2026 Financial Perspectives Inc8,036$665K0.2%+25.9%0.047%
1/28/2026 Bedel Financial Consulting Inc.53,735$4.45M0.5%+6.8%0.315%


IMCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were HighTower Advisors LLC ($152.75M), Morgan Stanley ($124.22M), RMG Wealth Management LLC ($117.28M), UBS Group AG ($110.18M), Townsquare Capital LLC ($42.71M), LPL Financial LLC ($37.75M), and Means Investment CO. Inc. ($35.41M).Learn more on iShares Morningstar Mid-Cap ETF's 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.

Of the 168 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 ($2.41M), HighTower Advisors LLC ($1.80M), Raymond James Financial Inc. ($691.38K), Means Investment CO. Inc. ($297.64K), Morgan Stanley ($228.22K), Stratos Wealth Partners LTD. ($196.67K), and Fortitude Financial LLC ($174.67K).

Institutional investors have bought a total of 4,844,111 shares in the last 24 months. This purchase volume represents approximately $403.26M in transactions.

Of the 55 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: Commonwealth Equity Services LLC ($202.90K), VestGen Advisors LLC ($53.08K), Cetera Investment Advisers ($42.88K), Fortitude Financial LLC ($32.64K), Mercer Global Advisors Inc. ADV ($27.42K), Woodard & Co. Asset Management Group Inc. ADV ($24.04K), and LPL Financial LLC ($15.56K).

Institutional investors have sold a total of 482,588 shares in the last 24 months. This volume of shares sold represents approximately $40.45M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IMCB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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