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 165 institutions that hold shares in the stock, with a total of 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,778
shares
|
$455,190
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,491
shares
|
$432,580
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,452
shares
|
$429,508
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,445
shares
|
$428,957
0.09% of portfolio
|
Q1 2022
Reduced 4.22%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,437
shares
|
$428,326
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,370
shares
|
$423,048
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,304
shares
|
$417,849
0.01% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,170
shares
|
$407,292
0.0% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,001
shares
|
$393,978
0.21% of portfolio
|
Q1 2025
Added 27.22%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,919
shares
|
$387,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,850
shares
|
$382,083
0.01% of portfolio
|
Q2 2025
Added 36.62%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,529
shares
|
$356,794
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
4,476
shares
|
$352,619
0.06% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,471
shares
|
$352,225
0.01% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,463
shares
|
$351,595
0.01% of portfolio
|
Q2 2020
Reduced 81.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,300
shares
|
$338,754
0.04% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
4,265
shares
|
$335,996
0.0% of portfolio
|
Q1 2025
Reduced 38.77%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4,257
shares
|
$335,366
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,005
shares
|
$315,513
0.26% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,661
shares
|
$288,413
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,453
shares
|
$272,027
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,430
shares
|
$270,215
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,428
shares
|
$270,057
0.1% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
3,392
shares
|
$267,221
0.11% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,300
shares
|
$259,974
0.06% of portfolio
|
Q1 2024
New holding
|