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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
510
shares
|
$38,081
0.0% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
505
shares
|
$37,708
0.0% of portfolio
|
Q1 2025
Reduced 57.92%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
500
shares
|
$37,335
0.0% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
463
shares
|
$34,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
439
shares
|
$32,780
0.0% of portfolio
|
Q1 2024
Added 78.46%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
417
shares
|
$31,137
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
401
shares
|
$29,942
0.0% of portfolio
|
Q1 2025
Reduced 87.74%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
375
shares
|
$28,001
0.0% of portfolio
|
Q1 2025
Added 37400.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$26,283
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
305
shares
|
$22,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
300
shares
|
$22,401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
300
shares
|
$22,401
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
282
shares
|
$21,056
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
264
shares
|
$19,712
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
252
shares
|
$18,816
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
201
shares
|
$15,008
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
198
shares
|
$14,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
162
shares
|
$12,096
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
160
shares
|
$11,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
155
shares
|
$11,573
0.0% of portfolio
|
Q3 2024
Reduced 39.22%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
153
shares
|
$11,424
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
121
shares
|
$9,035
0.0% of portfolio
|
Q2 2024
Added 348.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
115
shares
|
$8,587
0.0% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
83
shares
|
$6,197
0.0% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
81
shares
|
$6,048
0.0% of portfolio
|
Q1 2025
New holding
|