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 146 institutions that hold shares in the stock, with a total of 5.14 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
820,935
shares
|
$63.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
404,177
shares
|
$31.1 Million
0.31% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
343,362
shares
|
$26.5 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
269,620
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
198,225
shares
|
$15.3 Million
2.56% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
197,766
shares
|
$15.2 Million
0.8% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
195,390
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
192,931
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
181,863
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
163,365
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
131,387
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Added 41.3%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
104,242
shares
|
$8.03 Million
1.36% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Oct 29, 2024 Q3 2024 |
103,360
shares
|
$7.96 Million
6.26% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
102,259
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
85,443
shares
|
$6.58 Million
0.76% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
84,774
shares
|
$6.53 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
72,749
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
72,188
shares
|
$5.56 Million
0.83% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
70,723
shares
|
$5.45 Million
1.08% of portfolio
|
Q3 2022
Added 7.19%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
67,089
shares
|
$5.17 Million
0.72% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
61,820
shares
|
$4.76 Million
4.42% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
58,898
shares
|
$4.54 Million
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
56,429
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
52,632
shares
|
$4.05 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
51,965
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Added 181.36%
|