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 |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,463
shares
|
$312,186
0.01% of portfolio
|
Q2 2020
Reduced 81.03%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
4,400
shares
|
$307,780
0.0% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
4,251
shares
|
$297,357
0.14% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
4,192
shares
|
$293,230
0.04% of portfolio
|
Q1 2024
Added 0.46%
|
|
New Insight Wealth Advisors
San Ramon, CA |
May 08, 2024 Q1 2024 |
3,971
shares
|
$277,771
0.18% of portfolio
|
Q1 2024
Reduced 12.26%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
3,814
shares
|
$266,789
0.0% of portfolio
|
Q1 2024
Added 16.81%
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 17, 2024 Q1 2024 |
3,750
shares
|
$262,312
0.17% of portfolio
|
Q1 2024
Added 2.6%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
3,684
shares
|
$257,695
0.01% of portfolio
|
Q1 2024
Reduced 21.88%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
3,578
shares
|
$250,281
0.01% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
3,534
shares
|
$247,203
0.0% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,510
shares
|
$245,524
0.0% of portfolio
|
Q1 2024
Reduced 46.09%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,300
shares
|
$230,835
0.06% of portfolio
|
Q1 2024
New holding
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
3,300
shares
|
$230,835
0.03% of portfolio
|
Q4 2021
Reduced 5.12%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
3,259
shares
|
$227,967
0.01% of portfolio
|
Q1 2024
Added 1482.04%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
2,954
shares
|
$206,632
0.02% of portfolio
|
Q2 2024
Added 5.24%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
2,810
shares
|
$196,559
0.02% of portfolio
|
Q1 2024
New holding
|
|
Bouchey Financial Group LTD
|
Apr 23, 2024 Q1 2024 |
2,808
shares
|
$196,419
0.02% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
2,631
shares
|
$184,038
0.01% of portfolio
|
Q1 2024
Added 2759.78%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
2,586
shares
|
$180,890
0.03% of portfolio
|
Q1 2024
Reduced 50.7%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
2,586
shares
|
$180,890
0.0% of portfolio
|
Q1 2024
Reduced 50.7%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
2,376
shares
|
$166,201
0.01% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
Clear Investment Research, LLC
|
May 02, 2024 Q1 2024 |
1,968
shares
|
$137,661
0.19% of portfolio
|
Q1 2024
Added 0.66%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,500
shares
|
$104,925
0.0% of portfolio
|
Q2 2021
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
1,421
shares
|
$99,398
0.02% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
1,404
shares
|
$98,209
0.02% of portfolio
|
Q1 2024
New holding
|