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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,304
shares
|
$425,805
0.01% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,063
shares
|
$406,457
0.0% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
4,519
shares
|
$362,785
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
4,476
shares
|
$359,333
0.04% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,474
shares
|
$359,172
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,463
shares
|
$358,289
0.01% of portfolio
|
Q2 2020
Reduced 81.03%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
4,254
shares
|
$341,511
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
4,244
shares
|
$340,708
0.05% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,180
shares
|
$335,570
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
3,956
shares
|
$317,587
0.0% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
3,829
shares
|
$307,392
0.17% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,721
shares
|
$298,721
0.0% of portfolio
|
Q3 2024
Added 21.96%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,453
shares
|
$277,206
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,430
shares
|
$275,360
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,419
shares
|
$274,477
0.0% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
3,392
shares
|
$272,309
0.14% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,305
shares
|
$265,325
0.0% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,300
shares
|
$264,924
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,234
shares
|
$259,625
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,200
shares
|
$256,896
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,954
shares
|
$237,147
0.02% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,946
shares
|
$236,504
0.0% of portfolio
|
Q3 2024
Reduced 11.0%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
2,820
shares
|
$226,389
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,808
shares
|
$225,426
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,745
shares
|
$220,368
0.0% of portfolio
|
Q3 2024
New holding
|