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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,453
shares
|
$266,191
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,430
shares
|
$264,418
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,428
shares
|
$264,264
0.1% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
3,392
shares
|
$261,489
0.11% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,300
shares
|
$254,397
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,221
shares
|
$248,306
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
3,197
shares
|
$246,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,098
shares
|
$238,824
0.0% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,028
shares
|
$233,428
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,836
shares
|
$218,627
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
2,808
shares
|
$216,468
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,803
shares
|
$216,083
0.02% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,801
shares
|
$215,929
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
2,795
shares
|
$215,466
0.13% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,745
shares
|
$211,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,706
shares
|
$208,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,317
shares
|
$178,617
0.02% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,286
shares
|
$176,227
0.0% of portfolio
|
Q2 2025
Added 4133.33%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,012
shares
|
$155,105
0.19% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,500
shares
|
$115,635
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,404
shares
|
$108,234
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,208
shares
|
$93,124
0.01% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,208
shares
|
$93,124
0.0% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,079
shares
|
$83,180
0.04% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
960
shares
|
$74,006
0.06% of portfolio
|
Q4 2024
New holding
|