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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$72.43 -0.02 (-0.03%)
As of 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)
77
Total
Institutional Inflows
(last 12 months)
$130.84M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$21.73M
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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
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%
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%
2/17/2025EPG Wealth Management LLC1,796$137K0.0%+26.2%0.015%
2/17/2025Cetera Investment Advisers184,243$14.03M0.0%+7.1%1.542%
2/17/2025Citadel Advisors LLC25,172$1.92M0.0%+50.7%0.211%
2/17/2025Bank of America Corp DE119,994$9.14M0.0%-1.1%1.004%
2/17/2025Ameriprise Financial Inc.120,456$9.17M0.0%-10.6%1.008%
2/17/2025Aptus Capital Advisors LLC103,342$7.87M0.1%+3.0%0.865%
2/14/2025Mercer Global Advisors Inc. ADV2,644$201K0.0%N/A0.022%
2/14/2025Jane Street Group LLC8,701$663K0.0%+66.8%0.073%
2/14/2025Comerica Bank5,338$406K0.0%+29.9%0.045%
2/14/2025Three Seasons Wealth LLC4,746$361K0.2%N/A0.040%
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2/14/2025Stifel Financial Corp75,318$5.74M0.0%+1.8%0.630%
2/14/2025Tower Research Capital LLC TRC 3,278$250K0.0%+70.4%0.027%
2/14/2025MML Investors Services LLC121,011$9.22M0.0%+9.6%1.013%
2/14/2025Concourse Financial Group Securities Inc.10,047$800K0.0%-3.2%0.084%
2/13/2025Summit 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%
2/13/2025Raymond James Financial Inc.345,690$26.32M0.0%N/A2.893%
2/13/2025Advisory Services Network LLC13,210$1.01M0.0%+144.3%0.111%
2/13/2025Envestnet Asset Management Inc.52,171$3.97M0.0%-3.2%0.437%
2/13/2025Wells Fargo & Company MN105,013$8.00M0.0%+4.6%0.879%
2/12/2025World Investment Advisors21,298$1.62M0.0%+1.6%0.178%
2/12/2025JPMorgan Chase & Co.23,353$1.78M0.0%+14.0%0.195%
2/12/2025Tyler Stone Wealth Management3,526$269K0.0%-15.8%0.030%
2/11/2025LPL Financial LLC429,064$32.67M0.0%+4.6%3.590%
2/10/2025Clearwater 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%
2/10/2025Harbour Investments Inc.1,967$150K0.0%-8.5%0.016%
2/10/2025Corient Private Wealth LLC10,374$790K0.0%-33.9%0.087%
2/10/2025Commonwealth Equity Services LLC367,484$27.98M0.0%-2.0%3.075%
2/10/2025Avantax Advisory Services Inc.82,176$6.26M0.0%-5.2%0.688%
2/7/2025HighTower Advisors LLC45,714$3.48M0.0%+1.3%0.383%
2/7/2025Independent Advisor Alliance6,220$474K0.0%N/A0.052%
2/6/2025Opulen Financial Group LLC8,439$643K0.6%N/A0.071%
2/6/2025Raymond James Financial Inc.345,690$26.32M0.0%N/A2.893%
2/6/2025M&T Bank Corp3,636$277K0.0%-16.8%0.030%
2/6/2025Assetmark Inc.2,832$216K0.0%+356.8%0.024%
2/6/2025Synergy Investment Management LLC2,340$178K0.1%N/A0.020%
2/6/2025Bedel Financial Consulting Inc.40,210$3.20M0.4%+27.3%0.336%
2/6/2025Jones Financial Companies Lllp3,076$234K0.0%+85.3%0.026%
2/5/2025Cape Investment Advisory Inc.1,786$136K0.1%-26.4%0.015%
2/3/2025Sigma Planning Corp4,005$305K0.0%-3.9%0.034%
2/3/2025Private Advisor Group LLC2,632$200K0.0%-62.5%0.022%
2/3/2025 Good Life Advisors LLC5,076$387K0.0%-50.0%0.042%
2/3/2025 Financial Perspectives Inc4,968$378K0.1%+4.5%0.042%
2/3/2025 Flagstar Advisors Inc.24,176$1.84M0.5%-4.2%0.202%
1/31/2025Global Retirement Partners LLC14,332$1.09M0.0%-3.7%0.120%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,646$1.50M0.1%N/A0.164%
1/31/2025 Steele Capital Management Inc.174,202$13.27M0.7%-0.3%1.458%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV50,912$3.88M0.8%-1.0%0.426%
1/31/2025J.W. Cole Advisors Inc.13,043$993K0.0%+3.2%0.109%
1/30/2025Sunburst Financial Group LLC102,137$7.78M1.9%+2.0%0.855%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,646$1.50M0.1%N/A0.164%
1/29/2025Gladstone Institutional Advisory LLC69,705$5.31M0.2%-6.4%0.583%
1/29/2025Savant Capital LLC6,108$465K0.0%-46.4%0.051%
1/28/2025Rede Wealth LLC12,925$984K0.4%-18.6%0.108%
1/27/2025 Lion Street Advisors LLC4,208$320K0.1%-16.6%0.035%
1/27/2025Stratos Wealth Partners LTD.59,010$4.49M0.1%N/A0.494%
1/24/2025 Means Investment CO. Inc.157,560$12.00M1.2%+11.3%1.318%
1/22/2025 Patriot Financial Group Insurance Agency LLC18,123$1.38M0.2%+7.7%0.152%
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1/22/2025 Parsons Capital Management Inc. RI18,988$1.45M0.1%-0.8%0.159%
1/22/2025 Jim Saulnier & Associates LLC18,673$1.42M1.3%+26.4%0.156%
1/22/2025 PFG Investments LLC4,923$375K0.0%-17.1%0.041%
1/21/2025 Marshall Financial Group LLC30,161$2.30M0.6%-2.7%0.252%
1/21/2025 Atlas Private Wealth Advisors8,854$674K0.1%+17.2%0.074%
1/21/2025 RFG Advisory LLC3,032$231K0.0%+10.9%0.025%
1/17/2025Capital Planning Advisors LLC7,006$534K0.1%+19.5%0.059%
1/17/2025 Goldstein Advisors LLC37,809$2.88M0.4%-0.8%0.316%
1/17/2025 Janney Montgomery Scott LLC11,442$871K0.0%-3.8%0.096%
1/17/2025Evolution Wealth Advisors LLC4,000$305K0.1%N/A0.033%
(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, 150 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 ($32.67M), Commonwealth Equity Services LLC ($27.98M), Raymond James Financial Inc. ($26.32M), 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 108 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. ($248.81K), Steele Capital Management Inc. ($179.28K), Cetera Investment Advisers ($152.01K), Aptus Capital Advisors LLC ($103.34K), Commonwealth Equity Services LLC ($83.88K), and Raymond James Financial Services Advisors Inc. ($79.83K).

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

Institutional investors have bought a total of 2,531,597 shares in the last 24 months. This purchase volume represents approximately $182.57M 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), Avantax Advisory Services Inc. ($132.83K), Raymond James & Associates ($109.66K), Woodard & Co. Asset Management Group Inc. ADV ($62.35K), UBS Group AG ($49.81K), Marshall Financial Group LLC ($28.68K), and Miracle Mile Advisors LLC ($24.88K).

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

Institutional investors have sold a total of 868,241 shares in the last 24 months. This volume of shares sold represents approximately $58.12M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 4/25/2025 by MarketBeat.com Staff
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