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 |
|---|---|---|---|---|---|
| Morgan Stanley | 913k | $64M | -1% | Jun 2024 |
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| Townsquare Capital | 562k | $43M | 100% | Sep 2024 |
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| LPL Financial | 410k | $31M | -4% | Sep 2024 |
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| Commonwealth Equity Services | 375k | $29M | -3% | Sep 2024 |
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| Raymond James & Associates | 211k | $16M | 3% | Sep 2024 |
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| Steele Capital Management | 175k | $13M | 13% | Sep 2024 |
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| Matrix Trust | 175k | $13M | 13% | Sep 2024 |
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| Cetera Investment Advisers | 166k | $12M | -1% | Jun 2024 |
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| Means Investment | 142k | $11M | 9% | Sep 2024 |
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| Raymond James Financial Services Advisors | 135k | $10M | -10% | Sep 2024 |
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| Bank of America Corporation | 121k | $9.2M | 2% | Sep 2024 |
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| Mml Investors Services | 110k | $8.4M | 25% | Sep 2024 |
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| Wells Fargo & Company | 100k | $7.6M | 0% | Sep 2024 |
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| Aptus Capital Advisors | 100k | $7.6M | 100% | Sep 2024 |
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| Sunburst Financial Group | 100k | $7.6M | 8% | Sep 2024 |
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| Advisor Group Holdings | 94k | $7.1M | -8% | Sep 2024 |
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| H D Vest Advisory Services | 84k | $5.9M | 3% | Jun 2024 |
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| Pacific Financial Group | 81k | $5.7M | -7% | Jun 2024 |
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| Gladstone Institutional Advisory | 75k | $5.7M | -1% | Sep 2024 |
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| Stifel Financial | 74k | $5.2M | -2% | Jun 2024 |
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| Yarger Wealth Strategies | 69k | $5.2M | 0% | Sep 2024 |
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| Goldman Sachs Group | 63k | $4.4M | 46% | Jun 2024 |
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| Cambridge Investment Research Advisors | 61k | $4.6M | -4% | Sep 2024 |
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| Atria Wealth Solutions | 56k | $4.3M | -1% | Sep 2024 |
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| Benchmark Wealth Management | 56k | $4.2M | -3% | Sep 2024 |
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| Envestnet Asset Management | 54k | $4.1M | 17% | Sep 2024 |
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| Woodard & Co Asset Management Group | 51k | $3.9M | -53% | Sep 2024 |
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| Royal Bank of Canada | 46k | $3.5M | -1% | Sep 2024 |
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| HighTower Advisors | 45k | $3.2M | -3% | Jun 2024 |
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| Kestra Advisory Services | 42k | $3.2M | -3% | Sep 2024 |
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| Goldstein Advisors | 38k | $2.9M | 0% | Sep 2024 |
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| Brand Asset Management Group | 36k | $2.7M | -1% | Sep 2024 |
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| Bedel Financial Consulting | 32k | $2.4M | 18% | Sep 2024 |
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| Susquehanna International | 31k | $2.4M | 54% | Sep 2024 |
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| Marshall Financial Group | 31k | $2.4M | 0% | Sep 2024 |
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| Equitable Holdings | 27k | $1.9M | 7% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 26k | $1.8M | 2% | Jun 2024 |
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| Merit Financial Group | 25k | $1.9M | -15% | Sep 2024 |
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| Signature Securities Group Corporation | 25k | $1.9M | -1% | Sep 2024 |
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| Portside Wealth Group | 25k | $1.9M | 11% | Sep 2024 |
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| Branch Banking & Trust Company | 23k | $1.6M | 12% | Jun 2024 |
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| HPM Partners | 22k | $1.6M | -6% | Sep 2024 |
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| Pensionmark Financial Group | 21k | $1.5M | 0% | Jun 2024 |
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| Jpmorgan Chase & Co | 21k | $1.6M | 36% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 19k | $1.5M | 10% | Sep 2024 |
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| Parsons Capital Management | 19k | $1.5M | 0% | Sep 2024 |
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| Pitti Group Wealth Management | 18k | $1.2M | 0% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 17k | $1.3M | 9% | Sep 2024 |
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| Citadel Advisors | 17k | $1.3M | 100% | Sep 2024 |
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| Rede Wealth | 16k | $1.2M | -11% | Sep 2024 |
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| CI Private Wealth | 16k | $1.2M | -63% | Sep 2024 |
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| Global Retirement Partners | 15k | $1.1M | -20% | Sep 2024 |
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| Diversify Advisory Services | 15k | $1.1M | -2% | Sep 2024 |
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| Jim Saulnier & Associates | 15k | $1.1M | 100% | Sep 2024 |
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| CWM | 13k | $1.0M | -3% | Sep 2024 |
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| Miracle Mile Advisors | 13k | $1.0M | -3% | Sep 2024 |
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| J.w. Cole Advisors | 13k | $961k | 0% | Sep 2024 |
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| Atlantic Trust | 12k | $943k | 0% | Sep 2024 |
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| Nwam | 12k | $939k | 100% | Sep 2024 |
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| Axiom Advisory | 12k | $874k | 2% | Sep 2024 |
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| Janney Montgomery Scott | 12k | $904k | 0% | Sep 2024 |
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| S.A. Mason | 12k | $891k | 1% | Sep 2024 |
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| Apella Capital | 12k | $871k | 0% | Sep 2024 |
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| Savant Capital Management | 11k | $867k | 100% | Sep 2024 |
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| Apollon Wealth Management | 11k | $824k | 0% | Sep 2024 |
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| Proequities | 10k | $789M | -10% | Sep 2024 |
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| Liberty Capital Management | 10k | $775k | 0% | Sep 2024 |
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| Good Life Advisors | 10k | $772k | 100% | Sep 2024 |
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| Summit Asset Management | 9.9k | $749k | 0% | Sep 2024 |
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| Truefg | 9.6k | $729k | -1% | Sep 2024 |
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| Financial Network Wealth Advisors | 7.7k | $587k | -3% | Sep 2024 |
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| Atlas Private Wealth Advisors | 7.6k | $574k | 22% | Sep 2024 |
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| Mariner Wealth Advisors | 7.4k | $560k | 0% | Sep 2024 |
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| Private Advisor | 7.0k | $534k | -1% | Sep 2024 |
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| Integrated Wealth Concepts | 7.0k | $530k | -5% | Sep 2024 |
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| Summit Investment Advisors | 6.9k | $525k | 4% | Sep 2024 |
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| Haverford Trust Company | 6.5k | $495k | 0% | Sep 2024 |
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| Philip James Wealth Mangement | 6.0k | $457k | 0% | Sep 2024 |
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| Thrivent Financial for Lutherans | 6.0k | $453k | -13% | Sep 2024 |
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| Adell, Harriman, & Carpenter | 5.9k | $449k | 0% | Sep 2024 |
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| Capital Planning Advisors | 5.9k | $446k | 14% | Sep 2024 |
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| Creative Financial Designs | 5.8k | $438k | 4% | Sep 2024 |
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| Financial Futures Ltd Liability | 5.6k | $425k | 0% | Sep 2024 |
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| Advisory Services Network | 5.4k | $379k | 0% | Sep 2024 |
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| Kaydan Wealth Management | 5.4k | $410k | -16% | Sep 2024 |
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| Jane Street | 5.2k | $397k | 74% | Sep 2024 |
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| Raymond James Trust | 5.2k | $392k | 0% | Sep 2024 |
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| Lion Street Advisors | 5.0k | $383k | -6% | Sep 2024 |
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| Alliance Wealth Advisors | 4.9k | $375k | 3% | Sep 2024 |
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| PFG Investments | 4.9k | $346k | -1% | Jun 2024 |
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| Procyon Private Wealth Partners | 4.8k | $368k | 0% | Sep 2024 |
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| Divergent Wealth Advisors | 4.8k | $365k | 0% | Sep 2024 |
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| Financial Perspectives | 4.8k | $362k | 6% | Sep 2024 |
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| 49 Wealth Management | 4.7k | $360k | 0% | Sep 2024 |
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| Mutual Advisors | 4.5k | $346k | 0% | Sep 2024 |
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| M^T Bank Corporation | 4.4k | $332k | 0% | Sep 2024 |
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| Proactive Wealth Strategies | 4.2k | $322k | 100% | Sep 2024 |
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| Citigroup | 4.2k | $322k | 23% | Sep 2024 |
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| Tyler-Stone Wealth Management | 4.2k | $318k | 100% | Sep 2024 |
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| Sigma Planning | 4.2k | $317k | -5% | Sep 2024 |
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| Brian McDonald | 4.1k | $312k | 0% | Sep 2024 |
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| Diversify Wealth Management | 4.1k | $311k | -11% | Sep 2024 |
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| Addison Advisors | 4.0k | $303k | -2% | Sep 2024 |
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| Glenview Trust | 3.9k | $296k | 0% | Sep 2024 |
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| Pps&v Asset Management Consultants | 3.9k | $293k | -21% | Sep 2024 |
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| XML Financial | 3.8k | $289k | -1% | Sep 2024 |
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| Bsc Private Wealth Management | 3.6k | $277k | 0% | Sep 2024 |
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| Ashton Thomas Securities | 3.6k | $275k | 100% | Sep 2024 |
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| Robertson Stephens Wealth Management | 3.6k | $271k | 0% | Sep 2024 |
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| Creative Planning | 3.5k | $265k | 0% | Sep 2024 |
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| Mission Creek Capital Partners | 3.4k | $258k | -15% | Sep 2024 |
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| Bouchey Financial | 3.4k | $255k | 0% | Sep 2024 |
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| Plante Moran Financial Advisors | 3.3k | $253k | 15% | Sep 2024 |
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| Norden Group | 3.3k | $253k | -3% | Sep 2024 |
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| Foundations Investment Advisors | 3.2k | $242k | 0% | Sep 2024 |
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| Barrett & Company | 3.2k | $242k | 0% | Sep 2024 |
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| National Asset Management | 3.1k | $220k | -43% | Jun 2024 |
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| FinTrust Capital Advisors | 3.1k | $236k | 0% | Sep 2024 |
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| Silvercrest Asset Management Group | 3.1k | $217k | 0% | Jun 2024 |
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| Farmers & Merchants Investment | 3.0k | $229k | 0% | Sep 2024 |
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| Western Wealth Management | 3.0k | $224k | -8% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.9k | $221k | 100% | Sep 2024 |
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| Resources Investment Advisors | 2.8k | $214k | -5% | Sep 2024 |
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| Arete Wealth Advisors | 2.8k | $208k | 100% | Sep 2024 |
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| RFG Advisory | 2.7k | $208k | -11% | Sep 2024 |
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| Mosley Wealth Management | 2.6k | $204k | 100% | Sep 2024 |
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| Loring Wolcott Coolidge Fa | 2.6k | $196k | 0% | Sep 2024 |
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| Franklin Resources | 2.5k | $193k | 0% | Sep 2024 |
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| Cape Investment Advisory | 2.4k | $170k | 0% | Jun 2024 |
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| Geneos Wealth Management | 2.2k | $157k | 0% | Jun 2024 |
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| Harbour Investments | 2.1k | $163k | -5% | Sep 2024 |
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| Tower Research Capital | 2.1k | $146k | 100% | Jun 2024 |
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| Clear Point Advisors | 1.8k | $137k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 1.7k | $126k | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 1.6k | $114k | 19% | Jun 2024 |
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| Signature | 1.5k | $111k | 12% | Sep 2024 |
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| Rothschild Investment | 1.5k | $110k | 100% | Sep 2024 |
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| CoreCap Advisors | 1.4k | $104k | 100% | Sep 2024 |
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| HighMark Wealth Management | 1.3k | $99k | 0% | Sep 2024 |
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| Huntington National Bank | 1.0k | $76k | 0% | Sep 2024 |
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| AdvisorNet Financial | 969.00 | $74k | 0% | Sep 2024 |
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| Financial Freedom | 936.00 | $71k | 0% | Sep 2024 |
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| Farther Finance Advisors | 860.00 | $65k | -9% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 821.00 | $62k | 508% | Sep 2024 |
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| Annapolis Financial Services | 700.00 | $53k | 0% | Sep 2024 |
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| Pnc Financial Services | 689.00 | $52k | -15% | Sep 2024 |
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| Efficient Wealth Management | 643.00 | $48k | 0% | Sep 2024 |
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| Assetmark | 620.00 | $47k | -41% | Sep 2024 |
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| Russell Investments | 534.00 | $37k | -20% | Jun 2024 |
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| Goss Wealth Management | 520.00 | $36k | -10% | Jun 2024 |
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| Financial Gravity Wealth | 328.00 | $23k | -63% | Jun 2024 |
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| ICA Group Wealth Management | 10.00 | $705.000000 | -99% | Jun 2024 |
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Who sold out of iShares Morningstar Mid Core Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Silver Oak Securities | Jun 2024 | 17k | $1.2M |
| MAI Wealth Advisors | Jun 2024 | 4.4k | $307k |
| Evolution Wealth Advisors | Jun 2024 | 4.0k | $280k |
| Charles Schwab Investment Management | Jun 2024 | 3.8k | $269k |
| Mercer Global Advisors | Mar 2024 | 3.5k | $253k |
| Country Trust Bank | Jun 2024 | 3.0k | $209k |