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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,013
shares
|
$224,980
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
2,889
shares
|
$215,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
2,831
shares
|
$211,390
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,808
shares
|
$209,673
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,803
shares
|
$209,300
0.01% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,800
shares
|
$209,076
0.01% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
2,790
shares
|
$208,329
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,745
shares
|
$204,969
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,716
shares
|
$202,803
0.01% of portfolio
|
Q1 2025
Reduced 49.46%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,706
shares
|
$202,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,008
shares
|
$149,937
0.2% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,950
shares
|
$145,606
0.01% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,500
shares
|
$112,005
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,409
shares
|
$105,210
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,409
shares
|
$105,210
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,404
shares
|
$104,836
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,079
shares
|
$80,568
0.04% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
960
shares
|
$71,683
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
940
shares
|
$70,189
0.0% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
713
shares
|
$53,239
0.01% of portfolio
|
Q1 2025
Added 130.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
662
shares
|
$49,431
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
642
shares
|
$47,938
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
582
shares
|
$43,457
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
540
shares
|
$40,321
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
515
shares
|
$38,455
0.0% of portfolio
|
Q1 2025
New holding
|