Who owns iShares Morningstar Mid Core Index?
- Ticker: IMCB
- CUSIP Number: 464288208
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Mid Core Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Mid Core Index stock
Who bought or sold iShares Morningstar Mid Core Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| UBS Group | 1.2M | $84M | 4% | Mar 2024 |
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| Morgan Stanley | 919k | $67M | 2% | Mar 2024 |
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| LPL Financial | 453k | $33M | 4% | Mar 2024 |
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| Commonwealth Equity Services | 384k | $28M | 2% | Mar 2024 |
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| Raymond James & Associates | 213k | $16M | -19% | Mar 2024 |
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| Raymond James Financial Services Advisors | 206k | $15M | 19% | Mar 2024 |
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| Ameriprise Financial | 156k | $11M | -10% | Mar 2024 |
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| Steele Capital Management | 156k | $11M | -2% | Mar 2024 |
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| Matrix Trust | 155k | $11M | -2% | Mar 2024 |
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| Bank of America Corporation | 122k | $8.9M | 3% | Mar 2024 |
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| Means Investment | 119k | $8.6M | 16% | Mar 2024 |
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| Woodard & Co Asset Management Group | 108k | $7.8M | -1% | Mar 2024 |
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| Advisor Group Holdings | 102k | $7.4M | 15% | Mar 2024 |
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| Wells Fargo & Company | 99k | $7.2M | 4% | Mar 2024 |
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| Pacific Financial Group | 87k | $6.3M | -3% | Mar 2024 |
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| Sunburst Financial Group | 87k | $6.3M | 6% | Mar 2024 |
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| H D Vest Advisory Services | 82k | $5.9M | -7% | Mar 2024 |
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| Gladstone Institutional Advisory | 79k | $5.3M | 0% | Dec 2023 |
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| Stifel Financial | 75k | $5.5M | 0% | Mar 2024 |
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| Yarger Wealth Strategies | 69k | $5.0M | 0% | Mar 2024 |
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| Benchmark Wealth Management | 64k | $4.7M | 0% | Mar 2024 |
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| Atria Wealth Solutions | 56k | $4.1M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 53k | $3.9M | -1% | Mar 2024 |
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| HighTower Advisors | 47k | $3.4M | -16% | Mar 2024 |
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| Kestra Advisory Services | 45k | $3.0M | 5% | Dec 2023 |
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| Royal Bank of Canada | 44k | $3.2M | -8% | Mar 2024 |
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| Goldman Sachs Group | 43k | $3.2M | 0% | Mar 2024 |
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| CI Private Wealth | 43k | $3.1M | 4% | Mar 2024 |
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| Envestnet Asset Management | 39k | $2.9M | -10% | Mar 2024 |
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| Goldstein Advisors | 38k | $2.8M | 0% | Mar 2024 |
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| Brand Asset Management Group | 37k | $2.7M | -3% | Mar 2024 |
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| Marshall Financial Group | 31k | $2.3M | 11% | Mar 2024 |
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| Merit Financial Group | 30k | $2.1M | -4% | Mar 2024 |
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| Signature Securities Group Corporation | 27k | $1.9M | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 25k | $1.8M | 0% | Mar 2024 |
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| Bedel Financial Consulting | 23k | $1.7M | 10% | Mar 2024 |
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| HPM Partners | 23k | $1.7M | 0% | Mar 2024 |
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| Global Retirement Partners | 23k | $1.7M | -3% | Mar 2024 |
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| Pensionmark Financial Group | 21k | $1.5M | 10% | Mar 2024 |
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| Branch Banking & Trust Company | 20k | $1.5M | -8% | Mar 2024 |
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| Parsons Capital Management | 19k | $1.4M | 0% | Mar 2024 |
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| Silver Oak Securities | 18k | $1.3M | 100% | Mar 2024 |
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| Pitti Group Wealth Management | 18k | $1.3M | -1% | Mar 2024 |
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| Rede Wealth | 17k | $1.3M | 26% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 15k | $1.1M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 15k | $1.1M | 14% | Mar 2024 |
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| Miracle Mile Advisors | 15k | $1.1M | -3% | Mar 2024 |
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| CWM | 14k | $1.0M | 0% | Mar 2024 |
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| J.w. Cole Advisors | 14k | $989k | -4% | Mar 2024 |
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| Jpmorgan Chase & Co | 13k | $965k | 2544% | Mar 2024 |
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| Atlantic Trust | 12k | $897k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 12k | $875k | 0% | Mar 2024 |
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| Proequities | 12k | $845M | -2% | Mar 2024 |
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| Apella Capital | 12k | $831k | 0% | Mar 2024 |
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| S.A. Mason | 11k | $821k | 5% | Mar 2024 |
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| Nwam | 11k | $772k | -14% | Mar 2024 |
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| Apollon Wealth Management | 11k | $789k | 0% | Mar 2024 |
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| Truefg | 10k | $756k | 0% | Mar 2024 |
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| Liberty Capital Management | 10k | $743k | 0% | Mar 2024 |
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| Summit Asset Management | 9.9k | $718k | 0% | Mar 2024 |
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| Dfpg Investments | 9.3k | $612k | 7% | Dec 2023 |
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| DB Wealth Management Group | 9.1k | $608k | 5% | Dec 2023 |
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| Diversify Advisory Services | 9.0k | $650k | 100% | Mar 2024 |
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| FMR | 7.4k | $539k | 151% | Mar 2024 |
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| Mariner Wealth Advisors | 7.4k | $537k | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 7.3k | $534k | -5% | Mar 2024 |
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| Thrivent Financial for Lutherans | 6.8k | $497k | 100% | Mar 2024 |
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| Summit Investment Advisors | 6.7k | $485k | -7% | Mar 2024 |
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| Haverford Trust Company | 6.5k | $475k | 0% | Mar 2024 |
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| Kaydan Wealth Management | 6.5k | $470k | 0% | Mar 2024 |
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| Mission Creek Capital Partners | 6.0k | $406k | -7% | Dec 2023 |
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| Raymond James Trust | 6.0k | $439k | 17% | Mar 2024 |
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| Philip James Wealth Mangement | 6.0k | $437k | 0% | Mar 2024 |
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| Lion Street Advisors | 5.9k | $397k | 0% | Mar 2024 |
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| Adell, Harriman, & Carpenter | 5.9k | $430k | 0% | Mar 2024 |
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| Financial Futures Ltd Liability | 5.7k | $418k | 0% | Mar 2024 |
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| Advisory Services Network | 5.7k | $417k | 0% | Mar 2024 |
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| Susquehanna International | 5.3k | $386k | -37% | Mar 2024 |
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| Creative Financial Designs | 5.2k | $382k | 2124% | Mar 2024 |
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| Divergent Wealth Advisors | 5.2k | $381k | -15% | Mar 2024 |
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| Good Life Advisors | 5.1k | $370k | 0% | Mar 2024 |
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| PFG Investments | 5.0k | $362k | 100% | Mar 2024 |
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| Procyon Private Wealth Partners | 4.9k | $358k | 0% | Mar 2024 |
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| Pps&v Asset Management Consultants | 4.9k | $353k | -57% | Mar 2024 |
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| National Asset Management | 4.8k | $321k | -13% | Dec 2023 |
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| Brian McDonald | 4.7k | $340k | -33% | Mar 2024 |
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| Sigma Planning | 4.6k | $339k | 100% | Mar 2024 |
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| Mutual Advisors | 4.5k | $331k | 5% | Mar 2024 |
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| Lincoln National | 4.5k | $329k | 0% | Mar 2024 |
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| MAI Wealth Advisors | 4.4k | $323k | 7% | Mar 2024 |
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| M^T Bank Corporation | 4.4k | $318k | -16% | Mar 2024 |
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| Financial Perspectives | 4.3k | $315k | 3% | Mar 2024 |
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| Addison Advisors | 4.1k | $295k | 0% | Mar 2024 |
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| Evolution Wealth Advisors | 4.0k | $291k | 100% | Mar 2024 |
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| Glenview Trust | 3.9k | $261k | 0% | Dec 2023 |
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| Citigroup | 3.9k | $282k | 3% | Mar 2024 |
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| XML Financial | 3.8k | $279k | 0% | Mar 2024 |
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| Bsc Private Wealth Management | 3.6k | $266k | 0% | Mar 2024 |
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| Robertson Stephens Wealth Management | 3.6k | $259k | 0% | Mar 2024 |
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| Capital Planning Advisors | 3.5k | $257k | 100% | Mar 2024 |
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| Creative Planning | 3.5k | $253k | 100% | Mar 2024 |
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| Mercer Global Advisors | 3.5k | $253k | 100% | Mar 2024 |
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| Bouchey Financial | 3.4k | $245k | 0% | Mar 2024 |
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| Western Wealth Management | 3.3k | $240k | 0% | Mar 2024 |
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| Barrett & Company | 3.2k | $230k | 0% | Mar 2024 |
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| Private Advisor | 3.2k | $230k | -4% | Mar 2024 |
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| FinTrust Capital Advisors | 3.1k | $226k | 0% | Mar 2024 |
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| Silvercrest Asset Management Group | 3.1k | $225k | 100% | Mar 2024 |
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| Foundations Investment Advisors | 3.1k | $223k | 100% | Mar 2024 |
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| RFG Advisory | 3.1k | $222k | 0% | Mar 2024 |
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| Farmers & Merchants Investment | 3.0k | $219k | 0% | Mar 2024 |
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| Country Trust Bank | 3.0k | $218k | 0% | Mar 2024 |
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| Plante Moran Financial Advisors | 2.9k | $210k | 0% | Mar 2024 |
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| Resources Investment Advisors | 2.9k | $209k | 100% | Mar 2024 |
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| Loring Wolcott Coolidge Fa | 2.6k | $176k | 0% | Mar 2024 |
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| Franklin Resources | 2.5k | $182k | -17% | Mar 2024 |
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| Cape Investment Advisory | 2.4k | $163k | -27% | Dec 2023 |
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| Harbour Investments | 2.4k | $160k | 230% | Dec 2023 |
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| Tyler-Stone Wealth Management | 2.3k | $165k | 0% | Mar 2024 |
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| Geneos Wealth Management | 2.2k | $163k | 0% | Mar 2024 |
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| Clear Point Advisors | 1.8k | $131k | -10% | Mar 2024 |
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| EPG Wealth Management | 1.4k | $93k | 2% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.4k | $99k | 1% | Mar 2024 |
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| HighMark Wealth Management | 1.3k | $95k | 0% | Mar 2024 |
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| Signature | 1.2k | $89k | 10% | Mar 2024 |
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| ICA Group Wealth Management | 1.2k | $87k | 0% | Mar 2024 |
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| Huntington National Bank | 1.0k | $73k | 0% | Mar 2024 |
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| AdvisorNet Financial | 948.00 | $69k | 0% | Mar 2024 |
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| Financial Freedom | 936.00 | $68k | 0% | Mar 2024 |
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| Farther Finance Advisors | 932.00 | $67k | 0% | Mar 2024 |
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| Pnc Financial Services | 812.00 | $59k | 0% | Mar 2024 |
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| Annapolis Financial Services | 700.00 | $51k | 0% | Mar 2024 |
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| Russell Investments | 667.00 | $49k | -5% | Mar 2024 |
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| Goss Wealth Management | 579.00 | $42k | -96% | Mar 2024 |
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| Morton Brown Family Wealth | 474.00 | $35k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 439.00 | $32k | -4% | Mar 2024 |
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| TSFG | 420.00 | $31k | -14% | Mar 2024 |
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| Washington Trust Company | 420.00 | $31k | 0% | Mar 2024 |
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| Sound Income Strategies | 280.00 | $20k | 0% | Mar 2024 |
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| Salomon & Ludwin | 268.00 | $20k | 0% | Mar 2024 |
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| Archer Investment Corp | 244.00 | $18k | 0% | Mar 2024 |
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| Capital Analysts | 208.00 | $15k | 0% | Mar 2024 |
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| Fifth Third Bancorp | 205.00 | $15k | -62% | Mar 2024 |
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| Bank Of Montreal | 200.00 | $15k | 0% | Mar 2024 |
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| Coastal Investment Advisors | 192.00 | $14k | 100% | Mar 2024 |
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| Boyd Watterson Asset Management | 184.00 | $13k | 0% | Mar 2024 |
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| Westside Investment Management | 174.00 | $13k | 1% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 134.00 | $9.8k | 0% | Mar 2024 |
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| Principal Securities | 106.00 | $7.7k | 0% | Mar 2024 |
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| Security National Bank | 100.00 | $7.3k | 100% | Mar 2024 |
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| Valley National Advisers | 96.00 | $6.0k | 1% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 68.00 | $5.0k | 0% | Mar 2024 |
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| Assetmark | 21.00 | $1.5k | -70% | Mar 2024 |
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Who sold out of iShares Morningstar Mid Core Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tower Research Capital | Sep 2023 | 7.9k | $475k |
| 49 Wealth Management | Dec 2023 | 5.2k | $346k |
| Townsquare Capital | Dec 2023 | 3.3k | $220k |
| Rockbridge Investment Management, LCC | Dec 2023 | 611.00 | $41k |
| Parallel Advisors | Dec 2023 | 580.00 | $39k |
| Headinvest | Sep 2023 | 485.00 | $29k |
| IFP Advisors | Sep 2023 | 216.00 | $13k |