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 168 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
945
shares
|
$72,850
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
832
shares
|
$64,138
0.01% of portfolio
|
Q2 2025
Added 16.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
768
shares
|
$59,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
642
shares
|
$49,491
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
573
shares
|
$44,172
0.0% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
540
shares
|
$41,628
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
510
shares
|
$39,315
0.0% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
505
shares
|
$38,930
0.0% of portfolio
|
Q1 2025
Reduced 57.92%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
500
shares
|
$38,545
0.0% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
482
shares
|
$37,157
0.0% of portfolio
|
Q2 2025
Added 20.2%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
464
shares
|
$35,769
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
439
shares
|
$33,842
0.0% of portfolio
|
Q1 2024
Added 78.46%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
417
shares
|
$32,146
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$27,135
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
305
shares
|
$23,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
300
shares
|
$23,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
300
shares
|
$23,127
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
282
shares
|
$21,739
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
266
shares
|
$20,505
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
254
shares
|
$19,580
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
217
shares
|
$16,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
202
shares
|
$15,572
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
162
shares
|
$12,488
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
155
shares
|
$11,948
0.0% of portfolio
|
Q3 2024
Reduced 39.22%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
154
shares
|
$11,871
0.0% of portfolio
|
Q2 2025
Added 0.65%
|