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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
679,807
shares
|
$52.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
395,910
shares
|
$30.5 Million
0.01% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
390,168
shares
|
$30.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
359,977
shares
|
$27.8 Million
0.7% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
270,105
shares
|
$20.8 Million
0.03% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
269,620
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
219,604
shares
|
$16.9 Million
0.0% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
218,922
shares
|
$16.9 Million
0.01% of portfolio
|
Q2 2025
Added 28.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
212,788
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Added 27.26%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
201,752
shares
|
$15.6 Million
0.74% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
201,752
shares
|
$15.6 Million
2.44% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
162,602
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.73%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
123,020
shares
|
$9.48 Million
0.0% of portfolio
|
Q2 2025
Added 335.19%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Aug 05, 2025 Q2 2025 |
111,620
shares
|
$8.6 Million
8.59% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
110,769
shares
|
$8.54 Million
1.31% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
103,060
shares
|
$7.94 Million
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
100,912
shares
|
$7.78 Million
0.84% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
92,623
shares
|
$7.14 Million
0.0% of portfolio
|
Q2 2025
Added 146.97%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
90,046
shares
|
$6.94 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
83,380
shares
|
$6.43 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
82,303
shares
|
$6.34 Million
4.76% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
81,441
shares
|
$6.28 Million
0.85% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
75,666
shares
|
$5.83 Million
0.78% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
70,723
shares
|
$5.45 Million
1.08% of portfolio
|
Q3 2022
Added 7.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
66,651
shares
|
$5.14 Million
0.0% of portfolio
|
Q2 2025
Added 1.94%
|