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 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,508
shares
|
$798,713
0.0% of portfolio
|
Q2 2024
Reduced 48.18%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,447
shares
|
$718,066
0.0% of portfolio
|
Q2 2024
Reduced 80.38%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
8,705
shares
|
$661,667
0.39% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
8,418
shares
|
$639,852
0.22% of portfolio
|
Q2 2024
Added 7.47%
|
|
Madison Wealth Partners, Inc
|
Aug 09, 2024 Q2 2024 |
8,402
shares
|
$638,636
0.21% of portfolio
|
Q2 2024
Added 1.47%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
8,384
shares
|
$637,267
0.0% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
Sage Financial Group Inc
|
Aug 02, 2024 Q2 2024 |
7,486
shares
|
$569,010
0.05% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
La Fleur & Godfrey LLC
|
Jul 23, 2024 Q2 2024 |
7,455
shares
|
$566,654
0.08% of portfolio
|
Q2 2024
Added 47.13%
|
|
First Manhattan CO
New York, NY |
Aug 15, 2024 Q2 2024 |
7,438
shares
|
$565,362
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
7,330
shares
|
$557,153
0.07% of portfolio
|
Q1 2024
Added 68.16%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
6,404
shares
|
$486,768
0.09% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
6,339
shares
|
$481,827
0.0% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
6,247
shares
|
$474,834
0.0% of portfolio
|
Q2 2024
Reduced 9.63%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
6,021
shares
|
$457,656
0.0% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
5,947
shares
|
$452,031
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
5,850
shares
|
$444,658
0.01% of portfolio
|
Q2 2024
Added 79.5%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
5,763
shares
|
$438,045
0.0% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2024 Q2 2024 |
5,513
shares
|
$419,043
0.12% of portfolio
|
Q2 2024
Added 15.0%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
5,465
shares
|
$415,394
0.02% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
5,462
shares
|
$415,166
0.0% of portfolio
|
Q2 2024
Reduced 8.49%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,445
shares
|
$413,874
0.09% of portfolio
|
Q1 2022
Reduced 4.22%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
5,304
shares
|
$403,157
0.01% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
5,063
shares
|
$384,838
0.0% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
Willis Johnson & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
4,508
shares
|
$342,653
0.03% of portfolio
|
Q2 2024
New holding
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
4,476
shares
|
$340,220
0.04% of portfolio
|
Q2 2021
Added 200.0%
|