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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

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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)
52
Total
Institutional Inflows
(last 12 months)
$51.35M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$27.87M
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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
5/17/2024 Comerica Bank4,674$340K0.0%-27.3%0.039%
5/17/2024 Clear Point Advisors Inc.1,802$131K0.1%-9.9%0.015%
5/16/2024 B. Riley Wealth Advisors Inc.5,521$402K0.0%+15.4%0.046%
5/13/2024 Ameritas Investment Partners Inc.6,663$485K0.0%-7.3%0.056%
5/10/2024 Osaic Holdings Inc.101,767$7.42M0.0%+15.0%0.852%
5/10/2024 Nwam LLC10,914$772K0.1%-14.4%0.091%
5/8/2024 Avantax Advisory Services Inc.81,523$5.94M0.1%-7.2%0.679%
5/7/2024 Bedel Financial Consulting Inc.23,314$1.70M0.3%+9.8%0.194%
5/1/2024 Concourse Financial Group Securities Inc.11,605$845K0.1%-2.0%0.097%
5/1/2024 Diversify Advisory Services LLC8,985$650K0.0%N/A0.075%
4/30/2024 J.W. Cole Advisors Inc.13,576$989K0.0%-3.9%0.113%
4/29/2024Commonwealth Equity Services LLC383,809$27.95M0.0%+1.7%3.198%
4/29/2024 Yarger Wealth Strategies LLC69,277$5.05M3.4%+0.3%0.577%
4/25/2024 Cambridge Investment Research Advisors Inc.52,986$3.86M0.0%-0.8%0.442%
4/24/2024 Pitti Group Wealth Management LLC17,972$1.28M1.4%-1.3%0.150%
4/23/2024 Global Retirement Partners LLC22,709$1.65M0.1%-2.5%0.189%
4/23/2024 Raymond James Financial Services Advisors Inc.206,230$15.02M0.0%+18.8%1.719%
4/22/2024 PFG Investments LLC4,976$362K0.0%N/A0.041%
4/22/2024 Raymond James & Associates213,433$15.54M0.0%-18.6%1.779%
4/19/2024 Marshall Financial Group LLC30,990$2.26M0.6%+10.5%0.257%
4/19/2024 Evolution Wealth Advisors LLC4,000$291K0.1%N/A0.033%
4/18/2024 Steele Capital Management Inc.155,750$11.34M0.7%-1.9%1.293%
4/18/2024 Miracle Mile Advisors LLC14,617$1.07M0.0%-3.2%0.121%
4/16/2024 Sunburst Financial Group LLC86,741$6.28M1.8%+5.7%0.720%
4/15/2024 S.A. Mason LLC11,270$821K0.5%+4.8%0.094%
4/15/2024 Flagstar Advisors Inc.26,716$1.95M0.5%-1.5%0.222%
4/10/2024 PPS&V Asset Management Consultants Inc.4,851$353K0.3%-56.9%0.040%
3/15/2024 B. Riley Wealth Advisors Inc.4,783$321K0.0%-13.4%0.040%
3/8/2024 ICA Group Wealth Management LLC1,194$80K0.0%N/A0.010%
2/14/2024 Pacific Financial Group Inc.89,518$6.01M4.5%-1.3%0.743%
2/13/2024 Cetera Advisor Networks LLC102,419$6.88M0.0%-15.2%0.850%
2/12/2024 Goldstein Advisors LLC38,257$2.57M0.4%-2.9%0.317%
2/12/2024 Stifel Financial Corp75,517$5.07M0.0%-2.7%0.627%
2/12/2024 Parallel Advisors LLC580$39K0.0%N/A0.005%
2/12/2024Cape Investment Advisory Inc.2,426$163K0.1%-26.6%0.020%
2/9/2024 Cambridge Investment Research Advisors Inc.53,433$3.59M0.0%+0.3%0.443%
2/9/2024 Corient Private Wealth LLC41,173$2.76M0.0%+13.6%0.342%
2/9/2024 UBS Group AG1,115,895$74.91M0.0%-4.3%9.261%
2/8/2024 Bedel Financial Consulting Inc.21,234$1.43M0.3%+23.2%0.176%
2/7/2024 Avantax Advisory Services Inc.87,894$5.90M0.1%-3.4%0.729%
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2/7/2024 Concourse Financial Group Securities Inc.11,842$795K0.1%-4.2%0.098%
2/6/2024 Apollon Wealth Management LLC10,838$728K0.0%-44.6%0.090%
2/6/2024 Private Advisor Group LLC3,276$220K0.0%N/A0.027%
2/6/2024 M&T Bank Corp5,220$350K0.0%-15.8%0.043%
2/6/2024 Merit 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%
2/5/2024 Steele Capital Management Inc.158,775$10.66M0.7%N/A1.318%
2/5/2024 Pitti Group Wealth Management LLC18,200$1.22M1.3%-4.3%0.151%
2/5/2024 Russell Investments Group Ltd.703$47K0.0%-38.2%0.006%
2/2/2024 Addison Advisors LLC4,050$272K0.1%+189.3%0.034%
2/2/2024 Truist Financial Corp22,146$1.49M0.0%+10.0%0.184%
2/2/2024 Atria Wealth Solutions Inc.56,316$3.78M0.0%-1.9%0.467%
1/31/2024 J.W. Cole Advisors Inc.14,121$948K0.1%+5.7%0.117%
1/31/2024 Western Wealth Management LLC3,300$222K0.0%N/A0.027%
1/26/2024 Cerity Partners LLC22,870$1.54M0.0%N/A0.190%
1/26/2024 Geneos Wealth Management Inc.2,240$150K0.0%-13.0%0.019%
1/25/2024 RFG Advisory LLC3,042$204K0.0%N/A0.025%
1/25/2024 International Assets Investment Management LLC24,361$1.64M0.0%N/A0.202%
1/25/2024 Woodard & Co. Asset Management Group Inc. ADV108,568$7.29M2.1%-1.9%0.901%
1/25/2024 Means Investment CO. Inc.101,923$6.84M1.0%+17.5%0.846%
1/24/2024 International Assets Investment Management LLC24,361$1.64M0.0%N/A0.202%
1/22/2024 Miracle Mile Advisors LLC15,094$1.01M0.0%-19.7%0.125%
1/19/2024 Benchmark Wealth Management LLC64,461$4.33M2.6%-1.6%0.535%
1/19/2024 Flagstar Advisors Inc.27,111$1.82M0.6%-2.1%0.225%
1/18/2024 Global Retirement Partners LLC23,296$1.53M0.1%-2.1%0.193%
1/18/2024 Yarger Wealth Strategies LLC69,055$4.64M3.7%+1.0%0.573%
1/17/2024 S.A. Mason LLC10,755$722K0.5%+2.7%0.089%
1/17/2024 Rede Wealth LLC13,716$921K0.4%N/A0.114%
1/16/2024 Raymond James Financial Services Advisors Inc.173,642$11.66M0.0%+37.4%1.441%
1/16/2024 Raymond James & Associates262,119$17.60M0.0%+9.5%2.175%
1/12/2024 Mutual Advisors LLC4,312$289K0.0%+5.7%0.036%
1/11/2024 Marshall Financial Group LLC28,036$1.88M0.6%-3.0%0.233%
1/10/2024Dfpg Investments LLC9,305$612K0.0%+6.8%0.077%
1/9/2024 Sunburst Financial Group LLC82,026$5.51M1.7%+17.3%0.681%
1/9/2024DB Wealth Management Group LLC9,052$608K0.3%+4.5%0.075%
12/11/2023Headinvest LLC485$29K0.0%N/A0.004%
12/1/2023 B. Riley Wealth Advisors Inc.5,521$331K0.0%+18.8%0.046%
11/14/2023 Tower Research Capital LLC TRC7,947$475K0.0%+38.2%0.066%
11/14/2023 Woodard & Co. Asset Management Group Inc. ADV110,669$6.61M2.2%+18.5%0.918%
11/13/2023 LPL Financial LLC434,736$25.97M0.0%+14.4%3.608%
11/13/2023 Kestra Advisory Services LLC42,632$2.55M0.0%+5.7%0.354%
11/9/2023DB Wealth Management Group LLC8,662$517K0.3%+4.5%0.072%
11/9/2023 UBS Group AG1,165,702$69.63M0.0%+0.0%9.674%
11/8/2023 HighTower Advisors LLC38,518$2.30M0.0%-0.7%0.320%
11/8/2023 Atria Wealth Solutions Inc.57,392$3.43M0.0%+1.7%0.476%
11/8/2023 Avantax Advisory Services Inc.90,974$5.43M0.1%-0.6%0.755%
11/7/2023 Merit Financial Group LLC28,190$1.68M0.1%+29.5%0.234%
11/7/2023 Addison Advisors LLC1,400$84K0.0%-24.5%0.012%
11/7/2023Cape Investment Advisory Inc.3,306$197K0.1%-6.0%0.027%
11/6/2023 Sigma Planning Corp4,598$275K0.0%-11.1%0.038%
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America’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.

You can stream it for free right here.
11/6/2023 PFG Investments LLC5,174$309K0.1%+4.0%0.043%
11/6/2023 Parsons Capital Management Inc. RI19,138$1.14M0.1%-2.7%0.159%
11/2/2023 M&T Bank Corp6,200$370K0.0%N/A0.051%
11/1/2023 Nwam LLC11,885$710K0.1%-10.9%0.099%
10/30/2023 Matrix Trust Co157,955$9.44M2.5%+3.1%1.311%
10/27/2023 Assetmark Inc.603$36K0.0%-97.5%0.005%
10/25/2023 Means Investment CO. Inc.86,744$5.18M0.8%+39.5%0.720%
10/25/2023 Miracle Mile Advisors LLC18,789$1.12M0.0%-1.1%0.156%
10/24/2023 Bouchey Financial Group Ltd3,360$202K0.0%N/A0.028%
10/24/2023 J.W. Cole Advisors Inc.13,360$798K0.1%-9.9%0.111%
(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, 117 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were UBS Group AG ($74.91M), Commonwealth Equity Services LLC ($27.95M), LPL Financial LLC ($25.97M), Raymond James & Associates ($15.54M), Raymond James Financial Services Advisors Inc. ($15.02M), Steele Capital Management Inc. ($11.34M), and Matrix Trust Co ($9.44M).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 91 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 Services Advisors Inc. ($170.67K), Steele Capital Management Inc. ($158.78K), Means Investment CO. Inc. ($101.92K), Commonwealth Equity Services LLC ($100.81K), UBS Group AG ($92.54K), Sunburst Financial Group LLC ($70.85K), and LPL Financial LLC ($58.01K).

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

Institutional investors have bought a total of 1,464,251 shares in the last 24 months. This purchase volume represents approximately $90.79M in transactions.

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

Of the 66 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 & Associates ($160.47K), Avantax Advisory Services Inc. ($139.56K), Raymond James Financial Services Advisors Inc. ($135.91K), UBS Group AG ($54.85K), Advisor Group Holdings Inc. ($53.68K), Envestnet Asset Management Inc. ($48.91K), and LPL Financial LLC ($48.35K).

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

Institutional investors have sold a total of 970,436 shares in the last 24 months. This volume of shares sold represents approximately $59.33M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 5/19/2024 by MarketBeat.com Staff

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