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 152 institutions that hold shares in the stock, with a total of 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
52,632
shares
|
$3.66 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
47,577
shares
|
$3.31 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
46,842
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
43,862
shares
|
$3.05 Million
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
42,931
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,424
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
41,811
shares
|
$2.91 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
37,116
shares
|
$2.58 Million
0.59% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
36,335
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
34,567
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
30,470
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
30,194
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
27,394
shares
|
$1.91 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
26,833
shares
|
$1.87 Million
1.72% of portfolio
|
Q4 2024
Added 28.7%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
26,448
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Added 74.77%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
24,435
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
22,656
shares
|
$1.58 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
22,519
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2023
Added 2.22%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,366
shares
|
$1.56 Million
0.26% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
22,184
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
21,746
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
20,872
shares
|
$1.45 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
17,967
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,895
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
17,189
shares
|
$1.2 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.14%
|