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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
51,180
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
43,166
shares
|
$3.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
43,106
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,424
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
40,011
shares
|
$2.99 Million
2.01% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
37,503
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
37,266
shares
|
$2.78 Million
0.62% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,739
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Added 161.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
33,798
shares
|
$2.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
30,034
shares
|
$2.24 Million
0.62% of portfolio
|
Q1 2025
Added 327.29%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
29,411
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
28,268
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
28,022
shares
|
$2.09 Million
1.62% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
27,394
shares
|
$2.05 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
27,086
shares
|
$2.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
25,602
shares
|
$1.91 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
24,435
shares
|
$1.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
22,656
shares
|
$1.69 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
22,583
shares
|
$1.69 Million
0.27% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
22,519
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2023
Added 2.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
22,155
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
20,575
shares
|
$1.54 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
19,049
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
17,967
shares
|
$1.34 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,895
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.36%
|