IMCB - iShares Trust - iShares Morningstar Mid-Cap ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

iShares Trust - iShares Morningstar Mid-Cap ETF
US ˙ ARCA ˙ US4642882082

Statistiche di base
Proprietari istituzionali 186 total, 186 long only, 0 short only, 0 long/short - change of 3,31% MRQ
Allocazione media del portafoglio 0.2536 % - change of -5,65% MRQ
Azioni istituzionali (Long) 8.652.062 (ex 13D/G) - change of 1,10MM shares 14,64% MRQ
Valore istituzionale (Long) $ 626.617 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares Morningstar Mid-Cap ETF (US:IMCB) ha 186 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 8,652,062 azioni. I maggiori azionisti includono UBS Group AG, Morgan Stanley, RMG Wealth Management LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, Means Investment Co., Inc., Raymond James Financial Inc, Cetera Investment Advisers, Steele Capital Management, Inc., and Matrix Trust Co .

(iShares Trust - iShares Morningstar Mid-Cap ETF (ARCA:IMCB) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 5, 2025 is 82,44 / share. Previously, on September 9, 2024, the share price was 72,77 / share. This represents an increase of 13,29% over that period.

IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF Historical Put/Call Ratio
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-14 13F Diversify Advisory Services, LLC 8.729 -3,06 706 7,29
2025-08-06 13F Hoxton Planning & Management, LLC 5.841 465
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-07-16 13F Signaturefd, Llc 1.596 1,79 127 9,48
2025-07-15 13F Pitti Group Wealth Management, LLC 16.507 -2,66 1.315 4,62
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0 -100,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 83.538 4,81 7 20,00
2025-08-14 13F UBS Group AG 1.309.271 3,80 104.297 11,61
2025-08-14 13F Wealth Preservation Advisors, LLC 705 0,43 56 7,69
2025-08-08 13F Good Life Advisors, LLC 5.076 0,00 404 7,45
2025-08-13 13F Financial Freedom, LLC 936 0,00 75 7,25
2025-08-05 13F Sigma Planning Corp 3.911 0,10 312 7,61
2025-08-05 13F GPS Wealth Strategies Group, LLC 6 0,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 328 0,00 26 8,33
2025-08-14 13F Stifel Financial Corp 74.517 -1,10 5.936 6,36
2025-08-11 13F United Advisor Group, LLC 22.837 16,99 1.819 25,80
2025-08-05 13F Ellevest, Inc. 2.639 210
2025-07-21 13F HighMark Wealth Management LLC 1.297 0,00 103 7,29
2025-07-21 13F Barrett & Company, Inc. 3.216 0,34 256 8,02
2025-07-30 13F Fingerlakes Wealth Management, Inc. 2.618 209
2025-08-05 13F Atlas Private Wealth Advisors 3.882 -34,82 309 -29,93
2025-08-11 13F Rothschild Investment Llc 1.451 0,00 116 7,48
2025-08-19 13F Advisory Services Network, LLC 12.085 -6,91 978 1,77
2025-08-13 13F Haverford Trust Co 6.517 0,00 519 7,68
2025-07-21 13F Pacific Financial Group Inc 64.764 1,21 5.159 8,84
2025-08-06 13F AE Wealth Management LLC 1.348 97,65 107 114,00
2025-07-28 13F Private Wealth Asset Management, LLC 1.245 -23,85 99 -18,18
2025-08-14 13F Citadel Advisors Llc 12.425 990
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100,00 0 -100,00
2025-08-15 13F Truefg, Llc 9.332 -0,70 743 6,75
2025-07-23 13F Detalus Advisors, LLC 3.184 6,88 254 15,00
2025-08-07 13F Addison Advisors LLC 2.650 -33,50 211 -28,47
2025-07-25 13F Cwm, Llc 13.933 3,84 1
2025-04-10 13F EWG Elevate Inc. 0 -100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 482 0,21 38 8,57
2025-07-23 13F Opulen Financial Group LLC 8.149 -3,34 649 4,01
2025-08-13 13F Capital Analysts, Inc. 209 0,00 0
2025-08-14 13F Goldman Sachs Group Inc 43.380 0,00 3.456 7,53
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 692 0,29 55 7,84
2025-08-12 13F Ameritas Investment Partners, Inc. 9.380 39,81 747 50,30
2025-08-07 13F Vise Technologies, Inc. 4.978 397
2025-04-24 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2025-08-12 13F Franklin Resources Inc 2.000 0,00 159 7,43
2025-07-29 13F Financial Futures Ltd Liability Co. 5.586 0,00 445 7,51
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-14 13F Glen Eagle Advisors, LLC 184 0,00 15 7,69
2025-08-08 13F Evolution Wealth Advisors, LLC 4.000 0,00 319 7,43
2025-08-14 13F Mercer Global Advisors Inc /adv 81.572 6.498
2025-08-05 13F Huntington National Bank 80 6,76
2025-08-07 13F Summit Asset Management, LLC 9.855 0,00 785 7,53
2025-08-06 13F Commonwealth Equity Services, Llc 382.362 -4,16 30 3,45
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100,00 0
2025-07-25 13F Means Investment Co., Inc. 319.053 5,32 25.416 13,25
2025-08-07 13F Allworth Financial LP 439 0,00 35 9,68
2025-08-14 13F CoreCap Advisors, LLC 1.360 0,00 108 8,00
2025-08-04 13F Wealth Management Associates, Inc. 3.822 0,00 304 7,42
2025-08-13 13F Russell Investments Group, Ltd. 382 5,82 30 15,38
2025-07-10 13F Marshall Financial Group LLC 5.600 -9,98 450 -2,17
2025-08-12 13F Archer Investment Corp 1.099 242,37 88 278,26
2025-07-17 13F Janney Montgomery Scott LLC 11.659 4,57 1
2025-07-14 13F AdvisorNet Financial, Inc 977 0,21 78 6,94
2025-08-05 13F Westside Investment Management, Inc. 177 0,57 14 7,69
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 30.634 -1,47 2.482 7,73
2025-07-31 13F Glass Jacobson Investment Advisors llc 957 -2,15 76 2,70
2025-08-08 13F Creative Planning 4.592 13,95 366 22,48
2025-07-14 13F Matrix Trust Co 177.216 1,39 14 16,67
2025-07-28 13F Copia Wealth Management 10 0,00 1
2025-07-25 13F Yarger Wealth Strategies, Llc 68.964 0,25 5.494 7,79
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 48.553 -2,79 3.868 4,51
2025-08-12 13F MAI Capital Management 340 0,00 27 8,00
2025-08-12 13F Bedel Financial Consulting, Inc. 47.512 2,22 3.785 10,39
2025-08-11 13F Aptus Capital Advisors, LLC 108.491 2,80 8.642 10,54
2025-08-14 13F Hilltop Holdings Inc. 7.671 611
2025-08-18 13F Tyler-Stone Wealth Management 3.526 0,00 281 7,28
2025-07-24 13F Blair William & Co/il 19 0,00 2 0,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 34.308 5,89 2.733 13,83
2025-08-19 13F Asset Dedication, LLC 42 0,00 3 0,00
2025-08-14 13F Capital Planning Advisors, LLC 7.963 6,27 634 14,23
2025-07-07 13F Global Wealth Strategies & Associates 1.100 0,00 88 7,41
2025-07-18 13F PFG Investments, LLC 6.354 29,07 506 39,01
2025-08-12 13F O'shaughnessy Asset Management, Llc 2 0
2025-07-28 13F Harbour Investments, Inc. 1.930 -1,43 154 5,52
2025-07-21 13F Ameritas Advisory Services, LLC 370 29
2025-07-30 13F Financial Perspectives, Inc 6.138 4,12 489 11,93
2025-06-11 13F Fortitude Financial, LLC 70.502 -85,42 5.223 -85,82
2025-07-22 13F Olistico Wealth, LLC 300 0,00 24 4,55
2025-07-25 13F Apollon Wealth Management, LLC 10.838 0,00 863 7,61
2025-08-14 13F Mml Investors Services, Llc 121.599 1,08 10 12,50
2025-08-14 13F Ameriprise Financial Inc 113.909 -2,91 9.074 4,46
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 7.464 0,00 595 7,61
2025-07-25 13F Atria Wealth Solutions, Inc. 8.727 -84,34 695 -83,16
2025-08-14 13F Mariner, LLC 7.121 -3,27 567 4,04
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-04 13F Creative Financial Designs Inc /adv 153.163 2.080,88 12.201 2.246,15
2025-08-13 13F M&t Bank Corp 6.162 69,47 491 82,16
2025-08-05 13F Plante Moran Financial Advisors, LLC 1.675 0,00 133 7,26
2025-08-12 13F Global Retirement Partners, LLC 11.938 -16,70 951 -12,92
2025-08-12 13F J.w. Cole Advisors, Inc. 13.139 1,99 1.047 9,64
2025-07-25 13F Lion Street Advisors, LLC 2.880 -18,53 229 -12,26
2025-07-14 13F S.A. Mason LLC 11.930 0,50 950 8,08
2025-08-13 13F Cerity Partners LLC 20.889 0,18 1.664 7,77
2025-05-09 13F Bouchey Financial Group Ltd 0 -100,00 0
2025-08-04 13F Rede Wealth, LLC 10.445 2,99 832 10,79
2025-09-04 13F/A Advisor Group Holdings, Inc. 128.821 1,29 10.266 8,91
2025-08-14 13F Arete Wealth Advisors, LLC 2.707 0,11 0
2025-07-18 13F Liberty Capital Management, Inc. 10.200 0,00 813 7,55
2025-07-24 13F Robertson Stephens Wealth Management, LLC 3.560 0,00 284 7,60
2025-07-24 13F IFP Advisors, Inc 240 0,00 19 11,76
2025-08-05 13F Tsfg, Llc 420 0,00 0
2025-08-14 13F Glenview Trust Co 3.887 0,00 310 7,67
2025-07-14 13F Signature Securities Group Corporation 23.750 -1,80 1.892 5,58
2025-08-05 13F EPG Wealth Management LLC 1.423 -20,86 113 -15,04
2025-08-14 13F Wells Fargo & Company/mn 81.593 -21,23 6.500 -15,30
2025-08-05 13F Integrity Financial Corp /WA 220 0,00 18 6,25
2025-08-05 13F Sunburst Financial Group, LLC 107.230 2,84 8.542 10,58
2025-08-01 13F Envestnet Asset Management Inc 67.204 31,88 5.353 41,80
2025-07-22 13F Merit Financial Group, LLC 27.254 10,63 2.171 18,96
2025-05-08 13F NorthRock Partners, LLC 0 -100,00 0
2025-07-18 13F Philip James Wealth Mangement, LLC 5.694 0,33 454 7,86
2025-08-12 13F NFP Retirement, Inc. 4.803 0,00 383 7,61
2025-07-31 13F/A Avion Wealth 643 0,00 0
2025-08-13 13F Jones Financial Companies Lllp 4.402 29,78 348 39,76
2025-07-08 13F Apella Capital, LLC 11.532 0,00 928 13,60
2025-08-12 13F Clearwater Capital Advisors, LLC 3.446 0,00 275 7,45
2025-08-19 13F Cape Investment Advisory, Inc. 1.786 0,00 142 7,58
2025-08-11 13F Western Wealth Management, LLC 0 -100,00 0
2025-08-12 13F LPL Financial LLC 498.843 9,97 39.738 18,25
2025-07-17 13F Global Trust Asset Management, LLC 12 0,00 1
2025-08-11 13F Citigroup Inc 4.103 -2,10 327 5,16
2025-04-30 13F Sofos Investments, Inc. 328 0,00 24 9,09
2025-08-08 13F Cetera Investment Advisers 181.928 0,89 14.492 8,49
2025-08-12 13F CIBC Private Wealth Group, LLC 7.264 -23,58 579 -6,92
2025-08-11 13F Principal Securities, Inc. 316 -22,55 25 -19,35
2025-08-14 13F Matrix Private Capital Group Llc 2.617 -3,25 208 4,00
2025-07-31 13F Carnegie Capital Asset Management, LLC 6.935 552
2025-07-18 13F Benchmark Wealth Management, LLC 55.403 0,04 4.413 7,58
2025-08-04 13F Jim Saulnier & Associates, Llc 17.856 -7,91 1.422 -0,97
2025-08-15 13F Morgan Stanley 1.254.715 5,02 99.951 12,93
2025-08-12 13F Howe & Rusling Inc 1.736 138
2025-07-28 13F RFG Advisory, LLC 3.051 -3,91 243 3,40
2025-07-17 13F Sound Income Strategies, LLC 280 0,00 22 10,00
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 38.738 8,69 3.086 16,86
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 184 0,00 15 7,69
2025-08-04 13F Adell Harriman & Carpenter Inc 4.300 0,00 343 7,55
2025-07-11 13F Farther Finance Advisors, LLC 42.691 1.347,15 3.401 1.452,51
2025-08-11 13F HighTower Advisors, LLC 43.592 0,00 3.473 7,53
2025-04-10 13F Portside Wealth Group, LLC 0 -100,00 0 -100,00
2025-07-18 13F Centricity Wealth Management, LLC 308 0,00 25 9,09
2025-08-14 13F Integrated Wealth Concepts LLC 6.860 0,18 546 7,69
2025-08-14 13F Fmr Llc 14.672 -12,54 1.169 -5,96
2025-08-15 13F CI Private Wealth, LLC 9.450 20,41 753 29,43
2025-07-09 13F Procyon Private Wealth Partners, LLC 4.594 0,15 366 7,67
2025-07-17 13F XML Financial, LLC 3.740 -1,24 298 6,07
2025-08-04 13F Pensionmark Financial Group, Llc 19.056 -7,99 1.518 -1,04
2025-08-08 13F Avantax Advisory Services, Inc. 83.245 1,08 6.631 8,69
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-08-07 13F 49 Wealth Management, Llc 4.790 0,34 382 7,93
2025-08-08 13F Gts Securities Llc 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 317.974 -1,15 25.330 6,29
2025-08-14 13F IHT Wealth Management, LLC 4.711 -0,32 375 7,14
2025-08-06 13F Decker Retirement Planning Inc. 17 0,00 1 0,00
2025-07-29 13F Goldstein Advisors, LLC 39.303 4,60 3.131 12,47
2025-07-09 13F Brand Asset Management Group, Inc. 36.400 1,20 2.900 8,82
2025-08-13 13F Summit Wealth Group Llc / Co 3.825 305
2025-05-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-14 13F Bank Of America Corp /de/ 92.496 3,33 7.368 11,11
2025-08-12 13F Jpmorgan Chase & Co 25.892 3,99 2.063 11,82
2025-08-14 13F Comerica Bank 6.077 6,15 484 14,15
2025-08-08 13F Foundations Investment Advisors, LLC 3.161 0,00 252 7,26
2025-08-06 13F Savant Capital, LLC 5.284 0,00 421 7,42
2025-08-15 13F Equitable Holdings, Inc. 34.725 7,43 2.766 15,54
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-07-18 13F Truist Financial Corp 23.209 -1,44 1.849 5,96
2025-08-14 13F Royal Bank Of Canada 53.929 16,56 4.296 25,32
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 -100,00 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-07-18 13F Parsons Capital Management Inc/ri 17.498 -1,80 1.394 5,53
2025-07-28 13F Mutual Advisors, LLC 4.520 0,00 372 13,46
2025-07-30 13F Whittier Trust Co Of Nevada Inc 68 0,00 5 0,00
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 3.851 0,00 307 7,37
2025-08-14 13F Silvercrest Asset Management Group Llc 3.089 0,00 246 7,89
2025-07-10 13F Three Seasons Wealth, LLC 4.686 -0,66 373 6,88
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-08-14 13F GWM Advisors LLC 2.001 0,25 159 8,16
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-07-22 13F Steele Capital Management, Inc. 177.217 1,39 14.117 9,03
2025-05-28 13F Silicon Valley Capital Partners 954 70
2025-08-15 13F Kestra Advisory Services, LLC 47.602 11,28 3.792 19,63
2025-08-08 13F Capital Investment Advisory Services, LLC 96 8
2025-08-13 13F Proactive Wealth Strategies LLC 4.256 0,33 0
2025-07-31 13F Briaud Financial Planning, Inc 60 0,00 0
2025-05-08 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0
2025-07-21 13F Triad Wealth Partners, LLC 7.632 608
2025-07-22 13F Miracle Mile Advisors, LLC 8.522 -18,80 679 -12,74
2025-04-30 13F Stratos Wealth Partners, LTD. 0 -100,00 0
2025-08-04 13F Assetmark, Inc 2.383 -76,52 190 -74,83
2025-07-23 13F RMG Wealth Management LLC 1.083.709 87.672
2025-07-29 13F Salomon & Ludwin, LLC 241 0,00 19 11,76
2025-08-12 13F Steward Partners Investment Advisory, Llc 2.163 0,84 172 8,86
2025-08-12 13F Gladstone Institutional Advisory LLC 67.124 -0,44 5.347 7,07
2025-07-14 13F Farmers & Merchants Investments Inc 3.012 0,00 240 7,17
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 4.053 323
2025-07-11 13F Kaydan Wealth Management, Inc. 5.392 0,00 430 7,52
2025-08-18 13F Geneos Wealth Management Inc. 4.480 100,00 357 115,76
2025-05-14 13F Mission Creek Capital Partners, Inc. 0 -100,00 0
2025-08-05 13F Bank Of Montreal /can/ 0 -100,00 0
2025-07-24 13F Edge Financial Advisors LLC 3.114 250
2025-07-10 13F Security National Bank 100 0,00 8 0,00
2025-08-01 13F SYM FINANCIAL Corp 228 18
2025-07-14 13F Sowell Financial Services LLC 38.539 3.070
2025-08-11 13F Private Advisor Group, LLC 2.893 4,82 230 12,75
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