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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,442
shares
|
$496,613
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,427
shares
|
$495,457
0.01% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
5,687
shares
|
$438,410
0.24% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,656
shares
|
$436,021
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
5,652
shares
|
$435,712
0.08% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,592
shares
|
$431,087
0.0% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,445
shares
|
$419,755
0.09% of portfolio
|
Q1 2022
Reduced 4.22%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,394
shares
|
$415,823
0.01% of portfolio
|
Q2 2025
Added 98.6%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,370
shares
|
$413,973
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,304
shares
|
$408,885
0.01% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,984
shares
|
$384,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,850
shares
|
$373,886
0.01% of portfolio
|
Q2 2025
Added 36.62%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
4,529
shares
|
$349,140
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,463
shares
|
$344,052
0.01% of portfolio
|
Q2 2020
Reduced 81.03%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
4,342
shares
|
$334,724
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,325
shares
|
$333,414
0.04% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,293
shares
|
$330,947
0.0% of portfolio
|
Q2 2025
Added 42.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4,257
shares
|
$328,172
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
4,216
shares
|
$325,011
0.05% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,092
shares
|
$315,452
0.06% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,005
shares
|
$308,745
0.26% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,837
shares
|
$295,794
0.0% of portfolio
|
Q2 2025
Reduced 25.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,796
shares
|
$292,633
0.0% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
3,601
shares
|
$277,601
0.04% of portfolio
|
Q2 2025
Reduced 50.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,586
shares
|
$276,444
0.0% of portfolio
|
Q2 2025
New holding
|