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 | 1.1M | $75M | -4% | Dec 2023 |
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| Commonwealth Equity Services | 377k | $25M | 19% | Dec 2023 |
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| Raymond James & Associates | 262k | $18M | 9% | Dec 2023 |
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| Raymond James Financial Services Advisors | 174k | $12M | 37% | Dec 2023 |
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| Matrix Trust | 158k | $11M | 0% | Dec 2023 |
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| Steele Capital Management | 156k | $11M | -2% | Mar 2024 |
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| Means Investment | 119k | $8.6M | 16% | Mar 2024 |
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| Bank of America Corporation | 119k | $8.0M | -1% | Dec 2023 |
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| Woodard & Co Asset Management Group | 109k | $7.3M | -2% | Dec 2023 |
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| Wells Fargo & Company | 95k | $6.4M | -45% | Dec 2023 |
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| Pacific Financial Group | 90k | $6.0M | -1% | Dec 2023 |
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| Advisor Group Holdings | 89k | $5.9M | -10% | Dec 2023 |
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| H D Vest Advisory Services | 88k | $5.9M | -3% | Dec 2023 |
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| Sunburst Financial Group | 87k | $6.3M | 6% | Mar 2024 |
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| Gladstone Institutional Advisory | 79k | $5.3M | 0% | Dec 2023 |
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| Stifel Financial | 76k | $5.1M | -3% | Dec 2023 |
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| Yarger Wealth Strategies | 69k | $4.6M | 1% | Dec 2023 |
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| Benchmark Wealth Management | 64k | $4.7M | 0% | Mar 2024 |
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| Atria Wealth Solutions | 56k | $3.8M | -2% | Dec 2023 |
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| HighTower Advisors | 56k | $3.7M | 44% | Dec 2023 |
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| Cambridge Investment Research Advisors | 53k | $3.6M | 0% | Dec 2023 |
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| Royal Bank of Canada | 48k | $3.2M | -17% | Dec 2023 |
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| Kestra Advisory Services | 45k | $3.0M | 5% | Dec 2023 |
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| Goldman Sachs Group | 43k | $2.9M | 0% | Dec 2023 |
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| CI Private Wealth | 41k | $2.8M | 14% | Dec 2023 |
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| Goldstein Advisors | 38k | $2.6M | -3% | Dec 2023 |
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| Brand Asset Management Group | 38k | $2.5M | 0% | Dec 2023 |
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| Merit Financial Group | 31k | $2.1M | 10% | Dec 2023 |
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| Marshall Financial Group | 28k | $1.9M | -3% | Dec 2023 |
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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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| Global Retirement Partners | 23k | $1.5M | -2% | Dec 2023 |
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| HPM Partners | 23k | $1.5M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 22k | $1.5M | 10% | Dec 2023 |
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| Bedel Financial Consulting | 21k | $1.4M | 23% | Dec 2023 |
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| Pensionmark Financial Group | 19k | $1.3M | 0% | Dec 2023 |
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| Parsons Capital Management | 19k | $1.3M | 0% | Dec 2023 |
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| Pitti Group Wealth Management | 18k | $1.2M | -4% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 15k | $1.0M | 1% | Dec 2023 |
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| Miracle Mile Advisors | 15k | $1.1M | -3% | Mar 2024 |
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| J.w. Cole Advisors | 14k | $948k | 6% | Dec 2023 |
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| CWM | 14k | $1.0M | 0% | Mar 2024 |
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| Rede Wealth | 14k | $921k | 100% | Dec 2023 |
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| Nwam | 13k | $855k | 7% | Dec 2023 |
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| Janney Montgomery Scott | 12k | $806k | 1% | Dec 2023 |
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| Proequities | 12k | $795M | -4% | Dec 2023 |
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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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| Apollon Wealth Management | 11k | $728k | -45% | Dec 2023 |
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| Truefg | 10k | $699k | 1% | Dec 2023 |
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| Liberty Capital Management | 10k | $743k | 0% | Mar 2024 |
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| Summit Asset Management | 9.9k | $662k | 0% | Dec 2023 |
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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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| Mariner Wealth Advisors | 7.4k | $494k | 9% | Dec 2023 |
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| Summit Investment Advisors | 7.2k | $482k | -1% | Dec 2023 |
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| Haverford Trust Company | 6.5k | $438k | 0% | Dec 2023 |
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| Kaydan Wealth Management | 6.5k | $470k | 0% | Mar 2024 |
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| Divergent Wealth Advisors | 6.2k | $416k | 0% | Dec 2023 |
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| Mission Creek Capital Partners | 6.0k | $406k | -7% | Dec 2023 |
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| Philip James Wealth Mangement | 6.0k | $402k | 100% | Dec 2023 |
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| Lion Street Advisors | 5.9k | $397k | 0% | Mar 2024 |
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| Adell, Harriman, & Carpenter | 5.9k | $396k | 0% | Dec 2023 |
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| Financial Futures Ltd Liability | 5.7k | $385k | 1% | Dec 2023 |
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| Advisory Services Network | 5.7k | $385k | 0% | Dec 2023 |
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| M^T Bank Corporation | 5.2k | $350k | -16% | Dec 2023 |
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| Raymond James Trust | 5.2k | $346k | -53% | Dec 2023 |
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| Good Life Advisors | 5.1k | $341k | 0% | Dec 2023 |
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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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| Lincoln National | 4.5k | $303k | -2% | Dec 2023 |
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| Mutual Advisors | 4.3k | $290k | 6% | Dec 2023 |
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| Financial Perspectives | 4.2k | $282k | -2% | Dec 2023 |
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| MAI Wealth Advisors | 4.1k | $278k | 0% | Dec 2023 |
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| Addison Advisors | 4.1k | $272k | 189% | Dec 2023 |
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| Glenview Trust | 3.9k | $261k | 0% | Dec 2023 |
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| Citigroup | 3.8k | $253k | 18% | Dec 2023 |
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| Bsc Private Wealth Management | 3.6k | $245k | 0% | Dec 2023 |
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| Robertson Stephens Wealth Management | 3.6k | $239k | 0% | Dec 2023 |
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| Bouchey Financial | 3.4k | $226k | 0% | Dec 2023 |
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| Western Wealth Management | 3.3k | $222k | 100% | Dec 2023 |
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| Private Advisor | 3.3k | $220k | 100% | Dec 2023 |
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| Townsquare Capital | 3.3k | $220k | -27% | Dec 2023 |
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| Barrett & Company | 3.2k | $230k | 0% | Mar 2024 |
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| RFG Advisory | 3.1k | $222k | 0% | Mar 2024 |
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| Farmers & Merchants Investment | 3.0k | $202k | 0% | Dec 2023 |
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| Franklin Resources | 3.0k | $201k | 0% | Dec 2023 |
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| Country Trust Bank | 3.0k | $218k | 0% | Mar 2024 |
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| Plante Moran Financial Advisors | 2.9k | $193k | 0% | Dec 2023 |
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| Loring Wolcott Coolidge Fa | 2.6k | $170k | 0% | Dec 2023 |
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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 | $152k | -7% | Dec 2023 |
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| Geneos Wealth Management | 2.2k | $150k | -13% | Dec 2023 |
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| EPG Wealth Management | 1.4k | $93k | 2% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.4k | $91k | 0% | Dec 2023 |
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| HighMark Wealth Management | 1.3k | $87k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 1.2k | $80k | 100% | Dec 2023 |
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| Signature | 1.1k | $75k | 4% | Dec 2023 |
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| Huntington National Bank | 1.0k | $67k | -40% | Dec 2023 |
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| AdvisorNet Financial | 948.00 | $69k | 0% | Mar 2024 |
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| Financial Freedom | 936.00 | $63k | 0% | Dec 2023 |
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| Farther Finance Advisors | 932.00 | $63k | -5% | Dec 2023 |
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| Pnc Financial Services | 812.00 | $55k | 0% | Dec 2023 |
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| Russell Investments | 703.00 | $47k | -38% | Dec 2023 |
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| Annapolis Financial Services | 700.00 | $51k | 0% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 611.00 | $41k | 100% | Dec 2023 |
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| Parallel Advisors | 580.00 | $39k | 100% | Dec 2023 |
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| Fifth Third Bancorp | 536.00 | $36k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 501.00 | $34k | 0% | Dec 2023 |
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| Morton Brown Family Wealth | 472.00 | $32k | 1% | Dec 2023 |
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| Hanson McClain Advisors | 457.00 | $31k | 0% | Dec 2023 |
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| TSFG | 420.00 | $31k | -14% | Mar 2024 |
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| Washington Trust Company | 420.00 | $28k | 0% | Dec 2023 |
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| Sound Income Strategies | 280.00 | $20k | 0% | Mar 2024 |
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| Salomon & Ludwin | 268.00 | $16k | 0% | Dec 2023 |
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| Archer Investment Corp | 244.00 | $16k | 0% | Dec 2023 |
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| Creative Financial Designs | 236.00 | $16k | 100% | Dec 2023 |
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| Capital Analysts | 208.00 | $14k | 0% | Dec 2023 |
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| Bank Of Montreal | 200.00 | $14k | -5% | Dec 2023 |
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| Boyd Watterson Asset Management | 184.00 | $12k | 0% | Dec 2023 |
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| Westside Investment Management | 173.00 | $12k | 1% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 134.00 | $9.0k | -1% | Dec 2023 |
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| Principal Securities | 106.00 | $7.1k | 100% | Dec 2023 |
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| Security National Bank | 100.00 | $7.3k | 100% | Mar 2024 |
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| Valley National Advisers | 95.00 | $6.0k | 100% | Dec 2023 |
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| Assetmark | 70.00 | $4.7k | -88% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 68.00 | $4.6k | 0% | Dec 2023 |
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| Rise Advisors | 66.00 | $4.8k | 0% | Mar 2024 |
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| Institutional & Family Asset Management | 56.00 | $3.8k | 0% | Dec 2023 |
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| Asset Dedication | 41.00 | $3.0k | 0% | Mar 2024 |
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| Live Oak Investment Partners | 21.00 | $1.4k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 18.00 | $1.0k | 0% | Dec 2023 |
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| Global Trust Asset Management | 12.00 | $873.999600 | 0% | 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 |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 30k | $1.8M |
| PFG Investments | Sep 2023 | 5.2k | $309k |
| Sigma Planning | Sep 2023 | 4.6k | $275k |
| Headinvest | Sep 2023 | 485.00 | $29k |
| Integrity Financial Corp | Sep 2023 | 260.00 | $16k |
| IFP Advisors | Sep 2023 | 216.00 | $13k |
| Coastal Investment Advisors | Sep 2023 | 192.00 | $12k |
| FNY Investment Advisers | Sep 2023 | 100.00 | $5.0k |
| Cary Street Partner Investment Advisory | Sep 2023 | 70.00 | $4.2k |