Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$92.13 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
121
Total
Institutional Inflows
(last 12 months)
$506.01M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$73.57M
Get IMCB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Mid-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IMCB Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC1,606$134K0.0%N/A0.009%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada104,467$8.72M0.0%-2.3%0.607%
5/15/2026 Matrix Private Capital Group LLC2,672$223K0.1%N/A0.016%
5/14/2026 RMG 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%
5/5/2026 Three 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%
5/1/2026 American 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%
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%
2/18/2026 IHT Wealth Management LLC5,665$469K0.0%+2.9%0.033%
2/18/2026 American Trust10,443$864K0.1%-13.9%0.061%
2/17/2026 Cetera Investment Advisers237,483$19.65M0.0%-15.3%1.393%
2/17/2026 Hilltop Holdings Inc.7,953$658K0.0%+3.7%0.047%
2/17/2026 Equitable Holdings Inc.34,802$2.88M0.0%-3.3%0.204%
2/17/2026 Capital Planning Advisors LLC8,537$706K0.1%+6.5%0.050%
2/17/2026 Osaic Holdings Inc.112,761$9.33M0.0%-4.9%0.661%
2/17/2026 Pacific 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%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
2/17/2026 Royal 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%
2/16/2026 Mariner 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%
2/13/2026 UMB Bank n.a.515$43K0.0%N/A0.003%
2/13/2026 Stifel Financial Corp73,957$6.12M0.0%+0.5%0.434%
2/13/2026 Morgan Stanley1,501,549$124.22M0.0%+17.9%8.807%
2/13/2026 Integrated Wealth Concepts LLC6,462$535K0.0%-5.9%0.038%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC520$43K0.0%N/A0.003%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
2/6/2026Global 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%
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%
1/29/2026 UBS 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%
1/28/2026Edge Financial Advisors LLC10,132$838K0.4%+2.6%0.059%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
1/27/2026 Steele Capital Management Inc.189,190$15.65M0.7%+1.2%1.110%
1/27/2026 Fortitude Financial LLC174,666$14.45M12.3%N/A1.024%
1/26/2026 Merit Financial Group LLC27,659$2.29M0.0%+1.1%0.162%
1/26/2026 Means Investment CO. Inc.428,013$35.41M3.0%+4.1%2.510%
1/26/2026 United Advisor Group LLC31,223$2.58M0.3%+2.2%0.183%
1/26/2026 CWM LLC14,377$1.19M0.0%+3.2%0.084%
1/23/2026 Farther Finance Advisors LLC105,378$8.72M0.1%+18.8%0.620%
1/23/2026 Rede Wealth LLC11,357$940K0.3%N/A0.067%
1/23/2026 Carnegie Investment Counsel60,468$5.00M0.1%+8.6%0.356%
1/22/2026 Apollon Wealth Management LLC7,728$639K0.0%-22.0%0.045%


IMCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 202 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 167 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. ($309.33K), Morgan Stanley ($228.22K), Stratos Wealth Partners LTD. ($196.67K), and Fortitude Financial LLC ($174.67K).

Institutional investors have bought a total of 6,155,787 shares in the last 24 months. This purchase volume represents approximately $506.01M in transactions.

Of the 64 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: Fortitude Financial LLC ($412.94K), Commonwealth Equity Services LLC ($202.90K), VestGen Advisors LLC ($53.08K), Atria Wealth Solutions Inc. ($47.01K), Cetera Investment Advisers ($42.88K), Mercer Global Advisors Inc. ADV ($27.42K), and Woodard & Co. Asset Management Group Inc. ADV ($25.43K).

Institutional investors have sold a total of 934,163 shares in the last 24 months. This volume of shares sold represents approximately $73.57M in transactions.


Related Companies

This page (NYSEARCA:IMCB) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel