ISHARES MORNINGSTAR MID-CAP (IMCB) Institutional Ownership

IMCB is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $222,941 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Matrix Private Capital Group, which reported ownership valued at approximately $222,941 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Matrix Private Capital Group's IMCB position is now estimated to be worth approximately $251,889.44, representing an estimated gain of +12.98% since the filing period.

Major shareholders tracked on this page include Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES MORNINGSTAR MID-CAP (IMCB).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$222,9412,672
Q4 20251$216,8132,621
Q3 20251$217,4752,619
Q2 20251$208,4532,617
Q1 20251$200,4032,705
Q4 20241$205,8612,703
Q3 20241$205,3552,701
Q2 20241$186,7502,664
Q1 20241$173,2942,379
Q4 20231$159,6732,379
Q3 20231$142,6302,376
Q2 20231$153,9862,433
IMCB Institutional Ownership and 13F Activity Q1 2026 | InsiderSet