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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,706
shares
|
$217,237
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,675
shares
|
$214,749
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,652
shares
|
$212,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,308
shares
|
$185,286
0.01% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,010
shares
|
$161,362
0.02% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,010
shares
|
$161,362
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,950
shares
|
$156,546
0.19% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,500
shares
|
$120,420
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,479
shares
|
$118,734
0.01% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,476
shares
|
$118,493
0.0% of portfolio
|
Q3 2024
Reduced 74.77%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,404
shares
|
$112,713
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,200
shares
|
$96,336
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,079
shares
|
$86,622
0.04% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,049
shares
|
$84,213
0.0% of portfolio
|
Q3 2024
Added 205.83%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
872
shares
|
$70,004
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
661
shares
|
$53,065
0.0% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
642
shares
|
$51,539
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
587
shares
|
$47,124
0.0% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
540
shares
|
$43,351
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
510
shares
|
$40,942
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
439
shares
|
$35,242
0.0% of portfolio
|
Q1 2024
Added 78.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$28,258
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
325
shares
|
$26,091
0.0% of portfolio
|
Q2 2023
Reduced 73.14%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
318
shares
|
$25,529
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
310
shares
|
$24,886
0.0% of portfolio
|
Q3 2024
New holding
|