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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
15,244
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
14,480
shares
|
$1.08 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
14,260
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2022
Added 88.7%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
14,229
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.67%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
13,966
shares
|
$1.04 Million
0.57% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,771
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,359
shares
|
$997,516
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
12,366
shares
|
$923,369
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
9,347
shares
|
$697,940
0.22% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,267
shares
|
$691,966
0.0% of portfolio
|
Q1 2025
Added 54.37%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
8,670
shares
|
$647,388
0.39% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
8,400
shares
|
$627,228
0.09% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
7,894
shares
|
$589,444
0.16% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
7,862
shares
|
$587,055
0.13% of portfolio
|
Q1 2025
Reduced 83.48%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
7,438
shares
|
$555,395
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
7,330
shares
|
$547,331
0.08% of portfolio
|
Q1 2024
Added 68.16%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
7,211
shares
|
$538,445
0.04% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,718
shares
|
$501,633
0.03% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,703
shares
|
$500,513
0.0% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,403
shares
|
$478,112
0.0% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,178
shares
|
$461,311
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
6,119
shares
|
$456,905
0.08% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,778
shares
|
$431,443
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,491
shares
|
$410,012
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,452
shares
|
$407,100
0.0% of portfolio
|
Q1 2025
Added 0.04%
|