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 167 institutions that hold shares in the stock, with a total of 6.21 Million shares, which have been reported (via 13F filing form) to have a value of $479 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
20,510
shares
|
$1.58 Million
0.26% of portfolio
|
Q2 2025
Added 235.19%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,296
shares
|
$1.56 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
20,007
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 3337.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
18,300
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
17,237
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
16,780
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
16,776
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
16,662
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
13,988
shares
|
$1.08 Million
0.46% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
13,727
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
13,501
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
13,272
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
12,367
shares
|
$953,372
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,311
shares
|
$949,054
0.0% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
9,460
shares
|
$729,271
0.19% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,267
shares
|
$714,393
0.0% of portfolio
|
Q1 2025
Added 54.37%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
9,252
shares
|
$713,236
0.0% of portfolio
|
Q2 2025
Added 70.17%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
8,616
shares
|
$664,207
0.16% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
8,456
shares
|
$651,873
0.08% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
8,130
shares
|
$626,741
0.34% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,643
shares
|
$589,198
0.0% of portfolio
|
Q2 2025
Reduced 78.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,562
shares
|
$582,954
0.0% of portfolio
|
Q2 2025
Added 37.72%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
7,438
shares
|
$573,395
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,021
shares
|
$541,248
0.03% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
6,780
shares
|
$522,670
0.04% of portfolio
|
Q2 2025
Reduced 5.98%
|