Institutional Ownership Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV). We have compiled data on the 161 institutions that hold shares in the stock, with a total of 5.6 Million shares, which have been reported (via 13F filing form) to have a value of $418 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
717,270
shares
|
$53.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
396,704
shares
|
$29.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
340,525
shares
|
$25.4 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
334,939
shares
|
$25 Million
0.01% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
269,620
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
207,732
shares
|
$15.5 Million
0.04% of portfolio
|
Q1 2025
Added 64.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
205,955
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
202,990
shares
|
$15.2 Million
0.02% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
198,515
shares
|
$14.8 Million
2.48% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
198,515
shares
|
$14.8 Million
0.77% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
170,079
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
167,211
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
126,111
shares
|
$9.42 Million
1.41% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Apr 24, 2025 Q1 2025 |
108,110
shares
|
$8.07 Million
7.97% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
102,348
shares
|
$7.64 Million
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
94,180
shares
|
$7.03 Million
0.85% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
83,472
shares
|
$6.23 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
80,098
shares
|
$5.98 Million
5.11% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
76,747
shares
|
$5.73 Million
0.88% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
74,804
shares
|
$5.59 Million
0.77% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
70,723
shares
|
$5.28 Million
1.08% of portfolio
|
Q3 2022
Added 7.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
65,381
shares
|
$4.88 Million
0.0% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
58,183
shares
|
$4.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
55,753
shares
|
$4.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
55,382
shares
|
$4.14 Million
0.78% of portfolio
|
Q1 2025
Added 5.22%
|