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 147 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
15,133
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 80.5%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
14,936
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
14,260
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2022
Added 88.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
13,565
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
13,384
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,587
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
10,894
shares
|
$874,570
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
8,640
shares
|
$693,619
0.39% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
8,402
shares
|
$674,512
0.2% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,878
shares
|
$632,445
0.18% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
7,807
shares
|
$626,745
0.08% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
7,486
shares
|
$600,976
0.05% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
7,438
shares
|
$597,122
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
7,330
shares
|
$588,452
0.07% of portfolio
|
Q1 2024
Added 68.16%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
6,436
shares
|
$516,682
0.09% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,134
shares
|
$492,437
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,091
shares
|
$488,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
5,970
shares
|
$479,271
0.13% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,953
shares
|
$477,906
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
5,841
shares
|
$468,915
0.0% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,674
shares
|
$455,508
0.0% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,540
shares
|
$444,751
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,449
shares
|
$437,445
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,445
shares
|
$437,124
0.09% of portfolio
|
Q1 2022
Reduced 4.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,431
shares
|
$436,000
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|