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Public ownership evidence

iShares Morningstar Mid-Cap ETF (IMCB) Ownership Disclosures

Read IMCB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-286,252$603,700None
Archer Investment Corp2026-06-302026-08-201,000$96,560None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2055,611$5,369,832None
Copia Wealth Management2026-06-302026-08-1910$966None
Glenview Trust Co2026-06-302026-08-193,887$375,328None
Corient Private Wealth LP2026-06-302026-08-186,252$603,700None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,273$219,449None
Equitable Holdings, Inc.2026-06-302026-08-1841,534$4,010,551None
Synergy Investment Management, LLC2026-06-302026-08-15356$34,375None
Glen Eagle Advisors, LLC2026-06-302026-08-15184$17,767None
Mutual Advisors, LLC2026-06-302026-08-156,538$631,309None
American Trust2026-06-302026-08-154,929$475,944None
XTX Topco Ltd2026-06-302026-08-152,560$247,194None
IFG Advisory, LLC2026-06-302026-08-15264$25,456None
OSAIC HOLDINGS, INC.2026-06-302026-08-15108$10,428None
OSAIC HOLDINGS, INC.2026-06-302026-08-15418$40,376None
OSAIC HOLDINGS, INC.2026-06-302026-08-15147,411$14,238,924None
JANE STREET GROUP, LLC2026-06-302026-08-1530,404$2,935,810None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,010$483,766None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,768$460,398None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15304$29,331None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15253$24,440None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1528$2,704None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1540$3,884None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1531$2,993None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$688None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1548$4,635None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1539$3,766None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1536$3,504None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15440$42,486None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15212$20,471None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,166$112,492None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,040$100,422None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15228$21,979None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1516$1,582None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1525$2,447None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1538$3,669None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1526$2,473None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1524$2,309None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1521$1,986None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1545$4,374None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1521$2,002None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1526$2,466None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1520$1,931None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510$982None
MATRIX PRIVATE CAPITAL GROUP LLC2026-06-302026-08-152,674$258,171None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-153,089$298,226None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-154,122$398,020None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1522,277$2,138,133None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15461$44,521None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Copia Wealth Management ↗Glenview Trust Co ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Synergy Investment Management, LLC ↗Glen Eagle Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.