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 135 institutions that hold shares in the stock, with a total of 5.34 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
797,505
shares
|
$55.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
531,325
shares
|
$37.2 Million
0.45% of portfolio
|
Q1 2024
Reduced 10.92%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
352,360
shares
|
$24.7 Million
0.73% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
316,059
shares
|
$22.1 Million
0.0% of portfolio
|
Q1 2024
Added 21.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
239,408
shares
|
$16.8 Million
0.03% of portfolio
|
Q1 2024
Added 334.26%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
222,809
shares
|
$15.6 Million
0.93% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Matrix Trust CO
|
May 06, 2024 Q1 2024 |
221,810
shares
|
$15.5 Million
3.64% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
207,014
shares
|
$14.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
184,948
shares
|
$13 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
174,963
shares
|
$12.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
130,491
shares
|
$9.14 Million
0.02% of portfolio
|
Q1 2024
Added 38.4%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
101,970
shares
|
$7.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.17%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 06, 2024 Q1 2024 |
94,024
shares
|
$6.58 Million
1.88% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
90,170
shares
|
$6.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
85,600
shares
|
$5.99 Million
0.31% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Rodgers & Associates, LTD
|
May 10, 2024 Q1 2024 |
81,749
shares
|
$5.72 Million
0.76% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Black Diamond Financial, LLC
|
May 06, 2024 Q1 2024 |
75,254
shares
|
$5.27 Million
1.38% of portfolio
|
Q4 2023
Added 4.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
70,890
shares
|
$4.96 Million
0.01% of portfolio
|
Q1 2024
Reduced 45.46%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
70,723
shares
|
$4.95 Million
1.08% of portfolio
|
Q3 2022
Added 7.19%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
61,820
shares
|
$4.33 Million
4.42% of portfolio
|
Q4 2022
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2024 Q1 2024 |
61,356
shares
|
$4.3 Million
0.69% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Marietta Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
61,293
shares
|
$4.29 Million
0.75% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
61,223
shares
|
$4.29 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
61,044
shares
|
$4.27 Million
0.01% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
60,007
shares
|
$4.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 36.12%
|
|