S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
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Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
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OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
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S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Detecting Cancer in 1.5 Seconds: Early Investment Opportunity (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Detecting Cancer in 1.5 Seconds: Early Investment Opportunity (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Detecting Cancer in 1.5 Seconds: Early Investment Opportunity (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Detecting Cancer in 1.5 Seconds: Early Investment Opportunity (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Detecting Cancer in 1.5 Seconds: Early Investment Opportunity (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Detecting Cancer in 1.5 Seconds: Early Investment Opportunity (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts

iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

$70.39
+0.38 (+0.54%)
(As of 03/1/2024 08:52 PM ET)

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)
70
Total
Institutional Inflows
(last 12 months)
$63.01 M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$48.68 M
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IMCB Institutional Buying and Selling by Quarter


iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024Harbour Investments Inc.2,386$0.16M0.0%+230.0%0.020%
2/15/2024Townsquare Capital LLC3,269$0.22M0.0%-26.9%0.027%
2/15/2024Mission Creek Capital Partners Inc.6,047$0.41M0.1%-7.1%0.050%
2/15/2024Nwam LLC12,743$0.86M0.1%+7.2%0.106%
2/15/2024Comerica Bank6,428$0.43M0.0%-8.4%0.053%
2/14/2024Royal Bank of Canada47,735$3.20M0.0%-17.1%0.396%
2/14/2024Pacific Financial Group Inc.89,518$6.01M4.5%-1.3%0.743%
2/14/2024Kestra Advisory Services LLC44,932$3.02M0.0%+5.4%0.373%
2/13/2024Envestnet Asset Management Inc.40,075$2.69M0.0%-7.9%0.333%
2/13/2024Cetera Advisor Networks LLC102,419$6.88M0.0%-15.2%0.850%
2/13/2024Tower Research Capital LLC TRC 3,852$0.26M0.0%-51.5%0.032%
2/12/2024Goldstein Advisors LLC38,257$2.57M0.4%-2.9%0.317%
2/12/2024Stifel Financial Corp75,517$5.07M0.0%-2.7%0.627%
2/12/2024Parallel Advisors LLC580$39K0.0%N/A0.005%
2/12/2024Cape Investment Advisory Inc.2,426$0.16M0.1%-26.6%0.020%
2/9/2024Cambridge Investment Research Advisors Inc.53,433$3.59M0.0%+0.3%0.443%
2/9/2024Corient Private Wealth LLC41,173$2.76M0.0%+13.6%0.342%
2/9/2024Wells Fargo & Company MN95,195$6.39M0.0%-44.6%0.790%
2/9/2024UBS Group AG1,115,895$74.91M0.0%-4.3%9.261%
2/8/2024Bedel Financial Consulting Inc.21,234$1.43M0.3%+23.2%0.176%
2/7/2024Avantax Advisory Services Inc.87,894$5.90M0.1%-3.4%0.729%
2/7/2024Concourse Financial Group Securities Inc.11,842$0.80M0.1%-4.2%0.098%
2/6/2024Apollon Wealth Management LLC10,838$0.73M0.0%-44.6%0.090%
2/6/2024Private Advisor Group LLC3,276$0.22M0.0%N/A0.027%
2/6/2024M&T Bank Corp5,220$0.35M0.0%-15.8%0.043%
2/6/2024Merit Financial Group LLC31,058$2.09M0.1%+10.2%0.258%
2/6/2024Commonwealth Equity Services LLC377,258$25.33M0.0%+19.4%3.131%
2/5/2024Steele Capital Management Inc.158,775$10.66M0.7%N/A1.318%
2/5/2024Pitti Group Wealth Management LLC18,200$1.22M1.3%-4.3%0.151%
2/5/2024Russell Investments Group Ltd.703$47K0.0%-38.2%0.006%
2/2/2024Addison Advisors LLC4,050$0.27M0.1%+189.3%0.034%
2/2/2024Truist Financial Corp22,146$1.49M0.0%+10.0%0.184%
2/2/2024Atria Wealth Solutions Inc.56,316$3.78M0.0%-1.9%0.467%
1/31/2024J.W. Cole Advisors Inc.14,121$0.95M0.1%+5.7%0.117%
1/31/2024Western Wealth Management LLC3,300$0.22M0.0%N/A0.027%
1/26/2024Cerity Partners LLC22,870$1.54M0.0%N/A0.190%
1/26/2024Geneos Wealth Management Inc.2,240$0.15M0.0%-13.0%0.019%
1/25/2024RFG Advisory LLC3,042$0.20M0.0%N/A0.025%
1/25/2024International Assets Investment Management LLC24,361$1.64M0.0%N/A0.202%
1/25/2024Woodard & Co. Asset Management Group Inc. ADV108,568$7.29M2.1%-1.9%0.901%
1/25/2024Means Investment CO. Inc.101,923$6.84M1.0%+17.5%0.846%
1/24/2024International Assets Investment Management LLC24,361$1.64M0.0%N/A0.202%
1/22/2024Miracle Mile Advisors LLC15,094$1.01M0.0%-19.7%0.125%
1/19/2024Benchmark Wealth Management LLC64,461$4.33M2.6%-1.6%0.535%
1/19/2024Flagstar Advisors Inc.27,111$1.82M0.6%-2.1%0.225%
1/18/2024Global Retirement Partners LLC23,296$1.53M0.1%-2.1%0.193%
1/18/2024Yarger Wealth Strategies LLC69,055$4.64M3.7%+1.0%0.573%
1/17/2024S.A. Mason LLC10,755$0.72M0.5%+2.7%0.089%
1/17/2024Rede Wealth LLC13,716$0.92M0.4%N/A0.114%
1/16/2024Raymond James Financial Services Advisors Inc.173,642$11.66M0.0%+37.4%1.441%
1/16/2024Raymond James & Associates262,119$17.60M0.0%+9.5%2.175%
1/12/2024Mutual Advisors LLC4,312$0.29M0.0%+5.7%0.036%
1/11/2024Marshall Financial Group LLC28,036$1.88M0.6%-3.0%0.233%
1/10/2024Dfpg Investments LLC9,305$0.61M0.0%+6.8%0.077%
1/9/2024Sunburst Financial Group LLC82,026$5.51M1.7%+17.3%0.681%
1/9/2024DB Wealth Management Group LLC9,052$0.61M0.3%+4.5%0.075%
12/11/2023Headinvest LLC485$29K0.0%N/A0.004%
12/1/2023B. Riley Wealth Advisors Inc.5,521$0.33M0.0%+18.8%0.046%
11/21/2023Comerica Bank7,019$0.42M0.0%N/A0.058%
11/16/2023Morgan Stanley900,006$53.76M0.0%0.0%7.469%
11/15/2023Townsquare Capital LLC4,473$0.27M0.0%-8.5%0.037%
11/15/2023Royal Bank of Canada57,598$3.44M0.0%+14.7%0.478%
11/15/2023Ameriprise Financial Inc.172,886$10.33M0.0%+7.4%1.435%
11/14/2023Tower Research Capital LLC TRC 7,947$0.48M0.0%+38.2%0.066%
11/14/2023Woodard & Co. Asset Management Group Inc. ADV110,669$6.61M2.2%+18.5%0.918%
11/13/2023Mariner LLC6,772$0.40M0.0%+8.7%0.056%
11/13/2023LPL Financial LLC434,736$25.97M0.0%+14.4%3.608%
11/13/2023FMR LLC2,950$0.18M0.0%-7.7%0.024%
11/13/2023Envestnet Asset Management Inc.43,520$2.60M0.0%-1.6%0.361%
11/13/2023Kestra Advisory Services LLC42,632$2.55M0.0%+5.7%0.354%
11/9/2023DB Wealth Management Group LLC8,662$0.52M0.3%+4.5%0.072%
11/9/2023UBS Group AG1,165,702$69.63M0.0%+0.0%9.674%
11/8/2023HighTower Advisors LLC38,518$2.30M0.0%-0.7%0.320%
11/8/2023Atria Wealth Solutions Inc.57,392$3.43M0.0%+1.7%0.476%
11/8/2023Avantax Advisory Services Inc.90,974$5.43M0.1%-0.6%0.755%
11/7/2023Merit Financial Group LLC28,190$1.68M0.1%+29.5%0.234%
11/7/2023Addison Advisors LLC1,400$84K0.0%-24.5%0.012%
11/7/2023Cape Investment Advisory Inc.3,306$0.20M0.1%-6.0%0.027%
11/6/2023Sigma Planning Corp4,598$0.28M0.0%-11.1%0.038%
11/6/2023PFG Investments LLC5,174$0.31M0.1%+4.0%0.043%
11/6/2023Parsons Capital Management Inc. RI19,138$1.14M0.1%-2.7%0.159%
11/2/2023M&T Bank Corp6,200$0.37M0.0%N/A0.051%
11/1/2023Nwam LLC11,885$0.71M0.1%-10.9%0.099%
10/30/2023Matrix Trust Co157,955$9.44M2.5%+3.1%1.311%
10/27/2023Assetmark Inc.603$36K0.0%-97.5%0.005%
10/25/2023Concourse Financial Group Securities Inc.12,358$0.74M0.1%-2.0%0.103%
10/25/2023Means Investment CO. Inc.86,744$5.18M0.8%+39.5%0.720%
10/25/2023Miracle Mile Advisors LLC18,789$1.12M0.0%-1.1%0.156%
10/24/2023Bouchey Financial Group Ltd3,360$0.20M0.0%N/A0.028%
10/24/2023J.W. Cole Advisors Inc.13,360$0.80M0.1%-9.9%0.111%
10/24/2023Raymond James Financial Services Advisors Inc.126,397$7.55M0.0%-38.4%1.049%
10/24/2023Raymond James & Associates239,466$14.30M0.0%-8.0%1.987%
10/24/2023Cambridge Investment Research Advisors Inc.53,261$3.18M0.0%+1.0%0.442%
10/23/2023Commonwealth Equity Services LLC316,048$18.88M0.0%+1.8%2.623%
10/19/2023Patriot Financial Group Insurance Agency LLC15,092$0.90M0.2%+3.3%0.125%
10/19/2023Marshall Financial Group LLC28,902$1.73M0.6%-2.0%0.240%
10/18/2023Goldstein Advisors LLC39,402$2.35M0.5%-1.1%0.327%
10/18/2023Brand Asset Management Group Inc.37,820$2.26M1.2%-1.2%0.314%
10/16/2023Benchmark Wealth Management LLC65,494$3.91M2.5%-13.7%0.544%
10/16/2023Yarger Wealth Strategies LLC68,405$4.09M3.5%-0.6%0.568%
(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, 143 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. ($10.66M).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 123 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. ($0.16M), Raymond James Financial Services Advisors Inc. ($0.14M), UBS Group AG ($0.13M), Woodard & Co. Asset Management Group Inc. ADV ($0.12M), Pacific Financial Group Inc. ($0.11M), Means Investment CO. Inc. ($0.10M), 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 2,246,500 shares in the last 24 months. This purchase volume represents approximately $140.78M in transactions.

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

Of the 85 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. ($0.14M), Raymond James & Associates ($0.14M), Raymond James Financial Services Advisors Inc. ($0.14M), Royal Bank of Canada ($0.10M), 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 1,364,900 shares in the last 24 months. This volume of shares sold represents approximately $84.32M in transactions.


This page (NYSEARCA:IMCB) was last updated on 3/4/2024 by MarketBeat.com Staff