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 151 institutions that hold shares in the stock, with a total of 5.61 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
820,935
shares
|
$61.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
453,205
shares
|
$34.1 Million
0.33% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
343,362
shares
|
$25.9 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
298,735
shares
|
$22.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
269,620
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
198,225
shares
|
$14.9 Million
0.77% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
198,225
shares
|
$14.9 Million
2.56% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
197,852
shares
|
$14.9 Million
0.02% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
195,390
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
181,863
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
157,764
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
126,381
shares
|
$9.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
113,392
shares
|
$8.54 Million
1.26% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Jan 29, 2025 Q4 2024 |
104,490
shares
|
$7.87 Million
8.08% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
102,259
shares
|
$7.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
85,443
shares
|
$6.44 Million
0.76% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
84,685
shares
|
$6.38 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
78,597
shares
|
$5.92 Million
4.99% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
73,906
shares
|
$5.57 Million
0.81% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
72,749
shares
|
$5.48 Million
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
72,096
shares
|
$5.43 Million
0.78% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
70,723
shares
|
$5.33 Million
1.08% of portfolio
|
Q3 2022
Added 7.19%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
58,885
shares
|
$4.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
56,429
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
52,632
shares
|
$3.96 Million
0.72% of portfolio
|
Q4 2024
New holding
|